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Associate Trust Officer Jobs in Colorado (NOW HIRING)

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and supports Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private ...

BOK Financial

Client Service Associate

Denver, CO

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and supports Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private ...

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and supports Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private ...

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and supports Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private ...

RubinBrown

Lead Investment Advisor

Denver, CO

Work with Client Service Associate to create custom financial plans and portfolios to meet client ... Trust Officer * CPA, CFA or CFP designation * Series 65 License (or ability to obtain within six ...

RubinBrown

Lead Investment Advisor

Denver, CO · On-site

Work with Client Service Associate to create custom financial plans and portfolios to meet client ... Trust Officer * CPA, CFA or CFP designation * Series 65 License (or ability to obtain within six ...

Socket.dev

$175 - $190/hr

Reporting directly to the Deputy STIM, the Facilities CTO serves as a trusted technical counselor ... associates within the organization. * Work independently to accomplish objectives with superior ...

University of Denver

Business Officer I

Denver, CO · On-site

$60K - $66K/yr

We strive to be a trusted and innovative partner delivering exemplary business services in support ... Associate degree or equivalent experience in business, finance, or related field. * 1-3 years of ...

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All JobsAssociate Trust Officer JobsAssociate Trust Officer Jobs in Colorado

Associate Trust Officer information

See Colorado salary details

$11

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$70

How much do associate trust officer jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate trust officer in Colorado is $30.98, according to ZipRecruiter salary data. Most workers in this role earn between $15.91 and $37.40 per hour, depending on experience, location, and employer.

What is an associate trust officer?

Associate Trust Officers are entry- to mid-level professionals who assist in administering trust accounts and supporting the management of estates, trusts, and other fiduciary relationships. They work under the supervision of senior trust officers, ensuring that accounts are managed in accordance with legal requirements, client instructions, and company policies. Their duties often include reviewing account documents, coordinating with attorneys and beneficiaries, and helping to resolve client inquiries. This role is commonly found within banks, trust companies, and financial institutions.

What are the key skills and qualifications needed to thrive as an associate trust officer, and why are they important?

To thrive as an Associate Trust Officer, you need a solid understanding of trust administration, estate planning, and financial regulations, typically supported by a bachelor's degree in finance, accounting, or a related field. Familiarity with trust accounting software, fiduciary management systems, and relevant industry certifications such as the Certified Trust and Fiduciary Advisor (CTFA) are often required. Excellent organizational skills, attention to detail, and strong interpersonal communication help build client trust and ensure accurate account management. These skills are crucial for effectively managing complex trust relationships, maintaining compliance, and delivering high-quality client service.

What are some common challenges an associate trust officer might face when managing multiple client accounts simultaneously?

As an Associate Trust Officer, balancing the needs and expectations of multiple clients can be a significant challenge. Each client may have different types of trusts, unique family dynamics, and varying investment goals, requiring strong organizational and communication skills. Staying compliant with regulatory requirements while coordinating with legal, investment, and tax professionals also adds complexity. Effective time management and attention to detail are essential to ensure that all fiduciary responsibilities are met accurately and timely.

What is the difference between Associate Trust Officer vs Trust Officer?

AspectAssociate Trust OfficerTrust Officer
CredentialsTypically requires a bachelor's degree, often with certifications like CTFA or CFPRequires similar credentials, often with more experience and advanced certifications
Work EnvironmentSupports trust administration under supervision, often in banking or financial institutionsManages client relationships and trust portfolios independently
ResponsibilitiesAssists in trust account setup, compliance, and client communicationHandles trust management, client advising, and complex estate planning

In summary, an Associate Trust Officer typically supports trust operations and has less client responsibility, while a Trust Officer manages client relationships and trust portfolios more independently. Both roles require similar credentials and work in banking or financial services, but the Trust Officer has a higher level of responsibility and experience.

What are the most commonly searched types of Trust Officer jobs in Colorado?

The most popular types of Trust Officer jobs in Colorado are:

What are popular job titles related to Associate Trust Officer jobs in Colorado?

For Associate Trust Officer jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Associate Trust Officer jobs in Colorado look for?

The top searched job categories for Associate Trust Officer jobs in Colorado are:

What cities in Colorado are hiring for Associate Trust Officer jobs?

Cities in Colorado with the most Associate Trust Officer job openings:

Associate Trust Officer jobs near you
Infographic showing various Associate Trust Officer job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $64,445 per year, or $31 per hour.

Client Service Associate

BOK Financial

Denver, CO • On-site

$65K - $75K/yr

Full-time

Posted 9 days ago

Job description

Req ID: 78508
Location: Denver -DEN
Areas of Interest: Wealth Management; Wealth Management Operations
Pay Transparency Salary Range: $65,000 - $75,000
Application Deadline: 09/28/2026
BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®.
Bonus Type
BOKF Performance Plan (D02)
Summary
A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.
Job Description
The Client Service Associate serves as the primary point of contact for high net worth clients and supports Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private Wealth service. This role supports banking, trust, and wealth advisory relationships across Private Wealth. Candidates with prior trust client service and trust support experience will be especially well-positioned for success.
Team Culture
We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and foster an inclusive work environment built on trust, accountability, and mutual respect. We collaborate openly, value diverse perspectives, recognize quality work, and pursue excellence in everything we do.
How You'll Spend Your Time
  • You will serve as the primary point of contact for high net worth clients, delivering exceptional service and helping resolve a wide range of client needs.
  • You will build strong relationships with clients and partner closely with Private Bankers, Trust Officers, and Wealth Advisors to support the delivery of Private Wealth services.
  • You will partner closely with Trust Officers and clients to support trust relationship servicing, account maintenance activities, client requests, and ongoing relationship needs.
  • You will research and resolve client inquiries, coordinate service requests, and communicate solutions in a timely and professional manner.
  • You will support trust, banking, and wealth advisory relationships through account servicing activities including account openings, closings, transfers, cash movement, distributions, and other client service requests.
  • You will collaborate with internal partners to ensure account activity is processed accurately and efficiently while helping deliver a best-in-class client experience.
  • You will identify opportunities to improve processes and contribute to a collaborative team environment focused on exceptional client service.

Education & Experience Requirements
This level of knowledge is normally acquired through completion of a Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.
Preferred experience:
  • Experience supporting Trust Officers, trust clients, or fiduciary relationships preferred.
  • Experience in a trust, private wealth, banking, or wealth management environment.
  • Experience working directly with high net worth clients.
  • Experience coordinating client service requests, account maintenance activities, and operational support functions.
  • Ability to manage multiple priorities while delivering a high level of client service.

Working Conditions & Physical Requirements
Office - 20 lbs
BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.
Please contact recruiting_coordinators@bokf.com with any questions.

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