Senior Client Associate — Wealth Management & Advisor Support

Ascent Wealth Partners, LLC; Boulder (CO); On-site; USD 65,000 - 95,000; Full time

Job summary

Ascent Wealth Partners, LLC in Boulder, CO seeks a Sr. Registered Client Associate to support financial advisors with client service and account administration.

This on-site, full-time role handles inquiries, coordinates account openings, processes transactions, and maintains records to ensure a seamless client experience. You will prepare client reports, assist with portfolio data review, and help ensure regulatory compliance while collaborating with internal teams to resolve issues and support

Qualifications

• Strong client services skills with focus on building trust and delivering a high-quality client experience.
• Excellent communication skills, including clear written communication and confident phone presence.
• Solid analytical skills to review account information and support advisors in preparing client materials and reports.
• Knowledge of finance and investment concepts; experience in brokerage/advisory/wealth management preferred.
• Comfort with sales support activities, including prospect follow-up and preparing materials for meetings.
• FINRA registration (Series 7 and 63 or equivalents) or the ability to obtain required licenses within a designated timeframe.
• Proficiency with CRM systems, portfolio or account management platforms, and Microsoft Office suite.
• Strong organizational skills, attention to detail, and ability to manage multiple tasks in a fast-paced environment.
• Associate’s or Bachelor’s degree in business, finance, or a related field, or equivalent professional experience.

Responsibilities

• Manage day-to-day client interactions and respond to inquiries.
• Coordinate account openings, transactions, and record maintenance.
• Prepare client reports and meeting materials.
• Assist with portfolio data review and compliance with firm policies.
• Support sales and business development efforts and cross-team collaboration.

Skills

Client services

Communication

Analytical skills

Finance concepts

Sales support

CRM software

MS Office

Organizational skills

Education

Bachelor's or Associate degree in business/finance

Tools

CRM systems

Portfolio/account management platforms

Job description

Ascent Wealth Partners, LLC in Boulder, CO seeks a Sr. Registered Client Associate to support financial advisors with client service and account administration.

This on-site, full-time role handles inquiries, coordinates account openings, processes transactions, and maintains records to ensure a seamless client experience. You will prepare client reports, assist with portfolio data review, and help ensure regulatory compliance while collaborating with internal teams to resolve issues and support