Client Services Associate

The Well; Denver (CO); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

401(k) plan with company match

Paid time off and company holidays

Professional development opportunities

Job summary

The Well in the Glendale, CO area seeks a Client Services Associate to deliver a seamless, white-glove client experience and support advisors by handling daily operations and client communications.

The role reports to the Director of Operations and focuses on onboarding, account maintenance, and cross-team collaboration to improve processes and client satisfaction.

Qualifications

• Excellent verbal and written communication, with ability to explain complex information clearly and empathetically.
• Bachelor's degree or 2–5 years’ experience in financial services, client services or operations.
• Proficiency with Word, Excel, Outlook, PowerPoint and CRM software; strong attention to detail.

Responsibilities

• Serve as primary client contact, addressing inquiries, resolving issues, and ensuring timely follow-up.
• Process client service requests including money movements, transfers, and beneficiary changes.
• Manage end-to-end onboarding, collecting information and coordinating with custodians.

Skills

Verbal and written communication

Multitasking

Client-first mindset

Independent and team player

Education

Bachelor's degree or 2–5 years financial services experience

Tools

CRM software

Custodian platforms

Microsoft Office

Job description

Location: Glendale, CO (Denver area)

Role Summary

We're hiring a Client Services Associate on behalf of our client—a growing independent, fee-only registered investment advisory firm based in the Glendale, CO area. The firm serves individuals, families, business owners, trusts, charitable foundations, and retirement plans, with a mission to help clients make sound financial decisions so they can reach their goals and live life to the fullest.

The Client Services Associate will play a pivotal role in delivering a seamless, white-glove client experience. Reporting to the Director of Operations, this role owns the day-to-day operational and administrative functions that keep client service running smoothly, freeing the advisors to focus on financial planning and relationship management. The ideal candidate is a proactive, highly organized problem-solver who genuinely enjoys going above and beyond for clients.

Core Responsibilities

• Serve as a primary point of contact for clients, addressing inquiries, resolving issues, and ensuring timely follow-up
• Process client service requests, including money movement, account transfers, and beneficiary changes
• Facilitate the end-to-end new account opening and onboarding process, from collecting client information and documentation to coordinating with custodians
• Ensure all account paperwork and onboarding steps meet firm and regulatory compliance procedures
• Manage advisor calendars and coordinate logistics for client meetings
• Prepare materials and reports ahead of client meetings
• Support front-office operations, including answering phones, client mailings, filing, and greeting guests
• Maintain accurate, detailed client information and interactions in the firm’s CRM and related databases
• Partner with the operations, investments, and compliance teams to meet client needs efficiently
• Identify and recommend opportunities to improve processes and the client experience
• Adhere to all industry rules, regulations, and firm policies, including logging client correspondence and maintaining accurate records

Must-Haves

• Bachelor's degree, or 2-5 years of equivalent experience in the financial services industry, ideally in client services or operations
• Exceptional verbal and written communication skills, with the ability to explain complex information clearly and empathetically
• Advanced proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) and experience with CRM software and custodian platforms
• Strong attention to detail and organizational skills
• Ability to manage multiple tasks, prioritize effectively, and stay composed in a fast-paced environment
• Proactive problem-solver with a client-first mindset
• Comfortable working both independently and as a collaborative team player
• High level of discretion and professionalism when handling confidential client information

Nice-to-Haves

• 1+ year of accounting experience, or 2+ years in a client-facing or administrative support role within financial services or wealth management
• Experience with Addepar portfolio management software
• Experience with the Charles Schwab Advisor Services platform
• Experience with Wealthbox CRM

Compensation and Benefits

• Base salary of $65,000 to $75,000, depending on experience
• Competitive bonus structure
• 401(k) plan with company match
• Paid time off and company holidays
• Professional development opportunities, including firm-sponsored licensing and certifications

Work Environment and Culture

This is a full-time, on-site role based in the Glendale, CO area. The firm values a client-first attitude, teamwork, and a strong desire to go above and beyond, and it is committed to attracting, developing, and retaining top talent. You'll join a fast-paced, collaborative team where attention to detail and genuine care for clients make a real difference every day.