Client Services & Trading Associate

CyberCoders; Littleton (CO); On-site; USD 52,000 - 70,000; Full time

Job summary

CyberCoders in Littleton, CO is seeking a Client Services & Trading Associate to bridge high-touch client relationships with essential trade execution. The role offers mentorship, a defined path into trading or operations, and a balanced work week with early Friday dismissal.

Responsibilities include executing trades under advisor direction, supporting trading and operations workflows, and managing client onboarding and ongoing account maintenance.

Qualifications

• 1+ years of client service, trading, or operations in wealth management, financial advisory, or brokerage.
• On-site 100% in Littleton, CO during standard hours.
• Strong written and verbal communication with high-net-worth clients.
• High attention to detail for trade execution and paperwork precision.

Responsibilities

• Execute and monitor trades under advisor direction, ensuring accuracy, compliance, and timely settlement.
• Provide operational support across trading, cashiering, annuity, and insurance workflows.
• Own the client experience from first contact and manage inquiries for daily account needs.
• Coordinate calendars for three advisors and schedule client review meetings.
• Prepare, process, and track financial paperwork including new accounts and asset transfers.

Skills

Client service

Trading

Operations

Communication

Attention to detail

Adaptability

Education

Bachelor’s degree (Finance / Business / related)

Tools

Salesforce

Redtail

Wealthbox

Trading software

Job description

Location: Littleton, CO (100% On-Site)
Schedule: Monday-Thursday, 9:00 AM-5:00 PM; Friday, 9:00 AM-1:00 PM (35 hours/week)
Compensation: $52,000-$70,000 / year (Depending on experience and active licensing)

A well-established Littleton, CO wealth management firm is hiring a Client Services & Trading Associate. This dual-focus role bridges high-touch client relationship management with critical trade execution, offering direct advisor mentorship, a defined path into trading or operations specialization, and an excellent work-life balance with an early Friday dismissal.

What You'll Do

• Trading & Operations: Execute and monitor trades under advisor direction, ensuring accuracy, compliance, and timely settlement. Provide key operational support across trading, cashiering, annuity, and insurance workflows.
• Client Experience: Own the client experience from first contact. Greet high-net-worth clients, manage incoming calls and mail, and serve as a reliable, professional point of contact for daily account inquiries.
• Account Management: Guide clients through onboarding and ongoing account maintenance, building long-term relationships based on trust and efficiency.
• Advisor Support: Coordinate and maintain calendars for three advisors, scheduling client review meetings to maximize their availability and optimize office workflow.
• Documentation & Compliance: Prepare, process, and track financial paperwork including new account applications and asset transfers. Maintain accurate, compliant client records in the firm CRM in line with industry regulatory standards.

What You Need

• Experience: 1+ years of client service, trading, or operations experience inside a wealth management, financial advisory, or brokerage firm.
• On-Site Commitment: Ability to work 100% on-site in our Littleton, CO office during standard operating hours.
• Communication: Strong written and verbal communication skills with a demonstrated ability to interact professionally with high-net-worth individuals.
• Precision: High attention to detail and numerical accuracy-trade execution and paperwork precision are critical to success in this role.
• Adaptability: Comfort fluidly moving between client-facing work and back-office technical operations, with a strong willingness to master new systems.

Nice to Have

• Licensing: Active SIE, Series 7, Series 63, or Series 66 credentials (highly preferred; compensation scaling directly reflects active licensing).
• Technology: Experience with financial software for trading, rebalancing, or cashiering, alongside wealth management CRM platforms (e.g., Salesforce, Redtail, or Wealthbox).
• Education: Bachelor's degree in Finance, Business Administration, or a related field.
• Firm Dynamics: Experience supporting multiple financial advisors simultaneously within a multi-service financial practice.

Pay & Benefits

• Competitive Salary: $52,000-$70,000 base scaling directly with industry experience and active licensing.
• Health & Wellness: Comprehensive medical, dental, and vision insurance coverage options.
• Retirement Planning: 401(k) retirement plan featuring a 4% company match to support your long-term financial goals.
• Paid Time Off: 15 days of accrued PTO annually, plus paid standard market holidays.
• Career Growth: Direct mentorship from seasoned wealth advisors with a structured career path toward a specialized portfolio trading or operations leadership role.
• Work-Life Balance: A stable, collegial team environment with a built-in 35-hour workweek and Friday afternoon dismissals.

About & How to Apply

Our growing wealth management firm is built around a client-first culture and a team that genuinely invests in one another’s professional development. If you bring a sharp attention to detail, strong operational capabilities, and a warm client presence, we want to hear from you.