Wealth Management Client Services Associate

Northwestern Mutual - Denver; Denver (CO); On-site; USD 57,000 - 65,000; Full time

Job summary

Passage Wealth Partners, a Northwestern Mutual-backed wealth advisory practice in Denver, is seeking a Client Service Associate to support advisor relationships and client service workflows. You will participate in meetings, document discussions, and help prepare financial plans and materials for client reviews.

The role emphasizes accuracy, timely communication, and coordination with the planning team to deliver exceptional client service and maintain up-to-date client records.

Qualifications

• Bachelor’s degree required.
• Life and Health Insurance license or obtained within six months.
• Securities registration including SIE, Series 6 or 7, and Series 63 within first year.
• Industry experience preferred.
• Mastery level proficiency with Microsoft Office Suite.

Responsibilities

• Attend client and prospect meetings; document discussions, recommendations, and next steps.
• Prepare meeting summaries and follow-up communications.
• Coordinate and facilitate routine client service requests and action items.
• Maintain client records and workflow systems; ensure data accuracy.
• Schedule meetings and manage advisor calendars.
• Collaborate with team to ensure service requests are completed accurately and promptly.
• Escalate complex client matters to the Financial Advisor.
• Assist in developing financial plans and recommendations with the planning team.
• Prepare materials for plan presentations and account reviews.

Skills

Strong organization

Attention to detail

Excellent written and verbal comms

Multitasking

Initiative & learning

Education

Bachelor’s degree

Tools

Microsoft Office Suite

Job description

Passage Wealth Partners, a Northwestern Mutual-backed wealth advisory practice in Denver, is seeking a Client Service Associate to support advisor relationships and client service workflows. You will participate in meetings, document discussions, and help prepare financial plans and materials for client reviews.

The role emphasizes accuracy, timely communication, and coordination with the planning team to deliver exceptional client service and maintain up-to-date client records.