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Client Associate Jobs in Evergreen, CO (NOW HIRING)

VCA Animal Hospitals

Client Service Supervisor

Denver, CO · On-site

$22 - $26/hr

Client Service Supervisor I We are seeking a highly experienced Client Service Professional to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Epsilon

Lead, Client Leadership

Westminster, CO · On-site

Develop and mentor associates to achieve their professional development goals, empowering them to deliver exceptional client results while growing their own skills. * Exceed Sales Targets : Drive ...

Machol & Johannes, LLC

Client Relations Liaison

Denver, CO · On-site

$41K - $51K/yr

The Client Relations Liaison is responsible for managing the firm's reputation with the clients to ensure operations are in accordance with all our client's requirements fostering professional ...

Machol & Johannes, LLC

Client Relations Liaison

Denver, CO · On-site

$41K - $51K/yr

The Client Relations Liaison is responsible for managing the firm's reputation with the clients to ensure operations are in accordance with all our client's requirements fostering professional ...

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Showing results 41-60

All JobsClient Associate JobsClient Associate Jobs in Evergreen, CO

Client Associate information

See Evergreen, CO salary details

$18.3K

$50.5K

$74.9K

How much do client associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for client associate in Evergreen, CO is $50,534.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,700.00 and $61,500.00 per year, depending on experience, location, and employer.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What cities near Evergreen, CO are hiring for Client Associate jobs?

Cities near Evergreen, CO with the most Client Associate job openings:

Client Associate jobs near you
Infographic showing various Client Associate job openings in Evergreen, CO as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 14% Part Time, and 6% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $50,534 per year, or $24.3 per hour.

Client Relationship Associate - Wealth Advisory - Denver, CO

Cliftonlarsonallen

Denver, CO • On-site

$51K - $99K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 16 days ago

Key responsibilities

  • Support the Wealth Advisory team by assisting with client meetings, preparing documentation, and providing support to ensure clients receive high-quality service.

  • Input and maintain accurate client interaction data and tasks in CRM, including onboarding, account setup, maintenance, and service requests.

  • Perform periodic monitoring of client accounts, such as cash balances, minimum distributions, and capital calls, as directed by the Primary Advisor.

CliftonLarsonAllen rating

7.1

Company rating: 7.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

22nd of 23 rated bookkeepers and accountants

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors.

Essential Job Functions:

Requires close collaboration with primary and secondary (when applicable) advisors responsible for serving clients.

Support strategies to retain and expand current client relationships.

Provide high-quality customer service and resolutions to clients, including handling of inbound calls and emails.

Collaborate with the Wealth Advisory team to help schedule, prepare for and document client meetings, including proposals.

Attend client meetings and provide support to Wealth Advisors to ensure that clients receive exceptional service.

Input client interactions and tasks into CRM

Ensure client data is complete, accurate and up to date across all wealth systems

Enter service requests in CRM to support all facets of a client relationship, including, but not limited to onboarding and account set up, account maintenance, money movement and trading requests (at the direction of licensed advisor)

Perform periodic monitoring of advisory team clients as directed by Primary Advisor. May include monitoring of cash balances, requirement minimum distributions, capital calls, annual disclosures.

Provide support to Wealth Advisory team on special projects

Requirements

Experience

3+ years of experience in investment industry preferred

Education

Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.

Certifications / Licenses

None required.

This job is working in our Denver, CO CLA office.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.

The compensation range for this position in Colorado is: $51,100 - $99,000.


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.


What CliftonLarsonAllen employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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