Wealth Client Experience Specialist

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

Job summary

Simon Quick Advisors is seeking a detail‑oriented Client Service Associate to support the Client Advisor team in Denver. You will handle onboarding, documentation, and day‑to‑day client requests with accuracy and discretion.

This role collaborates with advisors, analysts, and external custodians, maintaining confidentiality, processing money movements, and assisting during tax season. A Bachelor’s degree and 0–3 years' experience are preferred.

Qualifications

• Bachelor’s degree required or equivalent.
• 0–3 years of working experience.
• Experience with DocuSign, Adobe PDF Writer, Salesforce, and Microsoft Office.

Responsibilities

• Works with the advisor and analyst to prioritize and execute all client‑related tasks and requests.
• Populates and processes documentation for client onboarding, investments, and other account maintenance.
• Tracks, enters, and reconciles investment activity across our proprietary database, various custodians, and our reporting provider through monitoring daily activity reports.
• Interacts with third‑party service providers (e.g., outside custodians, reporting providers, and other advisors).
• Maintains client confidentiality and assists in identifying potentially fraudulent activity.
• Acts as a liaison with tax professionals during tax season.
• Initiates and executes all money movements for investments and client liquidity needs.
• Interfaces with money managers regarding investment activity and administration for KYC and AML requests.

Skills

Attention to Detail

Communication

Collaboration

Education

Bachelor’s degree

Tools

DocuSign

Adobe Writer

Salesforce

Microsoft Office

Job description

Simon Quick Advisors is seeking a detail‑oriented Client Service Associate to support the Client Advisor team in Denver. You will handle onboarding, documentation, and day‑to‑day client requests with accuracy and discretion.

This role collaborates with advisors, analysts, and external custodians, maintaining confidentiality, processing money movements, and assisting during tax season. A Bachelor’s degree and 0–3 years' experience are preferred.