Client Services Associate and Office Manager

Paragon Capital Management; Denver (CO); On-site; USD 55,000 - 75,000; Full time

Job summary

Join a boutique financial advisory firm in Denver as a Client Services Associate and Office Manager, where you will be instrumental in shaping client experience and ensuring operational excellence. This full-time role offers a collaborative environment with opportunities for professional development and a competitive salary plus benefits, including a fully paid medical plan and generous PTO.

Benefits

Fully Paid Medical Plan

Paid Time Off (2 weeks to start)

Profit-Sharing Retirement Plan

Life and Long-Term Disability Insurance

Tuition Reimbursement

Paid Parking

Qualifications

• 2-5 years in client service or office administration.
• Strong interpersonal and communication skills.
• Ability to prioritize and manage multiple tasks.

Responsibilities

• Act as the first point of contact for clients.
• Coordinate the onboarding of new clients.
• Maintain office systems and manage vendor relationships.

Skills

Attention to Detail

Communication Skills

Organizational Skills

Multitasking

Education

Bachelor's Degree

Job description

Client Services Associate and Office Manager

Client Services Associate and Office Manager

2 days ago Be among the first 25 applicants

Paragon Capital Management provided pay range

This range is provided by Paragon Capital Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$55,000.00/yr - $75,000.00/yr

Additional compensation types

Annual Bonus

About Paragon Capital Management

Paragon Capital Management is a boutique, fee-only fiduciary financial advisory firm based in Denver, Colorado. We currently manage $1.3 billion in assets for 180 families, and we take pride in deeply knowing each client we serve. To maintain a high level of personalized service, we ensure that each advisor works with only 50-70 families, allowing for meaningful, long-term relationships and truly customized financial strategies.

Our firm specializes in providing tailored financial planning, investment management, and tax-efficient strategies for high-net-worth individuals, families, and executives. Our team of five experienced professionals is dedicated to delivering exceptional service and building relationships based on trust and transparency.

At Paragon, we foster a collaborative and client-focused work environment where employees are encouraged to grow professionally and take ownership of their work. As a firm that is advisor-owned, we value a culture of integrity, innovation, and teamwork. Our small but highly skilled team allows us to maintain a personalized approach, ensuring every team member has a meaningful impact on both the firm and our clients.

Joining Paragon means becoming part of a team that prioritizes professional development, work-life balance, and a supportive company culture. We are looking for individuals who are detail-oriented, proactive, and passionate about helping clients navigate their financial futures.

Check out our website at www.paragoncapitalco.com.

Job Responsibilities

As the first point of contact for clients, this role is instrumental in shaping our client experience and ensuring operational excellence. We are seeking a warm, detail-oriented, and highly organized Client Service Associate / Office Manager to join our team. You’ll serve as the first point of contact for clients, ensure smooth office operations, and support our team of wealth advisors in opening accounts and servicing client needs. This is a full-time, in-office role with opportunities for professional development and growth within the firm.

Client Service

• Build lasting relationships with clients through consistent, high-touch service.
• Coordinate the onboarding of new clients.
• Prepare and process custodian paperwork (account opening, transfer forms, ACATs, TOD changes, etc.).
• Troubleshoot and resolve client inquiries with professionalism and urgency.
• Support ongoing client service needs such as wire transfers, RMDs, distributions, and account maintenance.
• Handle beneficiary changes, address updates, and document requests.
• Follow up with clients regarding any outstanding issues.
• Prepare and assemble quarterly reports and meeting materials for client reviews.
• Assist with gathering and organizing client documents.
• Provide administrative support to advisors and assist with operational projects as needed.

Office Management

• Answer and direct incoming calls, welcome guests, and provide a polished first impression of the firm.
• Maintain and organize office systems and supplies.
• Generate and send invoices to clients, ensuring accuracy and timely delivery.
• Coordinate, maintain, and improve vendor relationships.
• Coordinate client gifting and holiday outreach initiatives.
• Notary service for client documents.

Technology & Process Improvement

• Explore AI-driven solutions to improve efficiency and streamline firm processes.
• Contribute to operational improvements and process documentation.
• Create and use workflows in our CRM, Wealthbox.
• Maintain and update client records and CRM entries with every interaction.
• Maintain client document vaults and upload important records (e.g., estate docs, tax returns).
• Use our portfolio reporting system, Tamarac, to provide timely reports and compile client information.

Team Support & Backup Coverage

• Provide backup support for advisors and administrative team members when they are out of the office.
• Ensure all client records meet compliance standards (KYC, disclosures, signed agreements).
• Track and manage team calendars, including time off, birthdays, and client milestones.
• Maintain confidentiality and adhere to data security practices.
• This is an in-person role based at our offices in downtown Denver, with occasional flexibility to work from home.
• We value collaboration and a strong team environment, so most work will be conducted in the office to foster meaningful connections and teamwork.
• The building features on-site amenities, including a complimentary high-end fitness center, bike storage, a pickleball court, a golf simulator, and other perks and events that support a work-life balance.

Required & Desired Knowledge and Skills

Required:

• Bachelor’s degree, with 2–5 years of relevant experience in a client service, office administration, or financial services role. Equivalent work experience may be considered in lieu of a degree.
• Exceptional attention to detail and organizational skills.
• Strong interpersonal and communication skills—both written and verbal.
• Ability to multitask, prioritize effectively, and remain composed under pressure.
• Self-starter who thrives in a team-oriented, small firm environment.
• Solid organizational skills and ability to work both independently and collaboratively.

Desired (but not required):

• Familiarity with the Charles Schwab custodial platform.
• Experience with RIA operations.
• Background utilizing Tamarac, Wealthbox, Right Capital, Holistiplan, or similar advisor technology.
• Creation of workflows.
• Understanding of AI applications in the financial services sector.
• Willingness to explore efficiency and process improvements.

The expected base salary for this position ranges from $55,000 to $75,000, depending on experience and qualifications. In addition to the base salary, employees are eligible for an annual performance-based bonus of up to 10% of the base salary. This brings total compensation to approximately $60,500 to $82,500, excluding potential long-term retirement plan contributions and other firm-paid benefits.

We offer a comprehensive benefits package, including:

• Fully Paid Medical Plan – 100% employer-covered health insurance for you and your family.
• Paid Time Off (PTO) – This role begins with 2 weeks of PTO, with the opportunity to grow to 4 weeks over time. In addition to PTO, all market holidays (10-13 days per year) are observed, and employees are given these days off. PTO can be used for vacation, personal time, or illness, offering flexibility and supporting work-life balance.
• Profit-Sharing Retirement Plan – Available after two years of employment, designed to support long-term financial well-being.
• Life and Long-Term Disability Insurance – Paragon provided coverage to offer financial security and peace of mind.
• Tuition Reimbursement – Potential for tuition reimbursement for industry designations.
• Paid Parking - Paragon offers paid parking ($225/month) in the garage of our building.

Paragon Capital Management is committed to fostering a supportive and growth-oriented workplace, providing employees with the resources they need to thrive in their careers.

Application Process

To apply, please submit your resume and a cover letter to [e-mail].

At Paragon, we value a strong, cohesive team culture. If you have previously taken the Kolbe Assessment, we encourage you to include your results with your application. If you have not taken it, finalists in the hiring process will have the opportunity to complete the assessment.

We’re looking for someone who takes pride in creating order, enjoys helping others, and thrives in a collaborative team environment. We look forward to learning more about you and how you can contribute to our team and clients!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

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