Client Services Associate, Wealth Advisory

Simon Quick Advisors, LLC; Denver (CO); On-site; USD 63,000 - 77,000; Full time

Job summary

Simon Quick Advisors is seeking a Client Service Associate in Denver, CO to support the Client Advisor team with day-to-day client needs. The role involves handling onboarding, investment activity, and client documentation, ensuring confidentiality and accuracy.

Required: Bachelor’s degree and 1–3 years of experience, plus familiarity with DocuSign, Adobe, Salesforce, and Microsoft Office tools. This position emphasizes reliability, organization, and strong communication with clients.

Qualifications

• Bachelor’s degree required.
• 1–3 years of working experience.
• Experience with DocuSign, Adobe Writer, Salesforce, and Microsoft Office including Excel, Outlook, Planner, and Word.

Responsibilities

• Works with the Client Advisor team to prioritize and execute client tasks and requests.
• Populates and processes documentation for client onboarding, investments, and account maintenance.
• Tracks and reconciles investment activity across databases, custodians, and reporting providers.
• Interacts with third-party service providers (outside custodians, reporting providers, other advisors).
• Maintains client confidentiality and assists in identifying potentially fraudulent activity.

Skills

Client service

Communication

Attention to detail

Time management

Teamwork

Education

Bachelor’s degree

Tools

DocuSign

Adobe PDF Writer

Salesforce

Excel

Outlook

Planner

Word

Job description

Simon Quick Advisors is seeking a Client Service Associate in Denver, CO to support the Client Advisor team with day-to-day client needs. The role involves handling onboarding, investment activity, and client documentation, ensuring confidentiality and accuracy.

Required: Bachelor’s degree and 1–3 years of experience, plus familiarity with DocuSign, Adobe, Salesforce, and Microsoft Office tools. This position emphasizes reliability, organization, and strong communication with clients.