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Client Associate Jobs in Wheat Ridge, CO (NOW HIRING)

Triumph Financial

Client Services Associate

Hudson, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

TBK Bank, SSB

Client Services Associate

Hudson, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

Triumph Financial

Client Services Associate

Hudson, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

Triumph Financial

Client Services Associate

Hudson, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

TBK Bank, SSB

Client Services Associate

Hudson, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

Century Group

Associate, Client Services

Denver, CO · On-site

$100K - $350K/yr

Associate Director of Client Services Role Summary: In this role, you will focus on the interim and project services practice side. This role is responsible for developing and maintaining long-term ...

Broadridge

Senior Client Services Associate

Denver, CO

$75K - $90K/yr

We are seeking a Sr Client Services Representative who will be responsible for managing a book of ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...

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Showing results 21-40

All JobsClient Associate JobsClient Associate Jobs in Wheat Ridge, CO

Client Associate information

See Wheat Ridge, CO salary details

$19.7K

$54.2K

$80.2K

How much do client associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client associate in Wheat Ridge, CO is $54,161.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,500.00 and $65,900.00 per year, depending on experience, location, and employer.

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 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.

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 are popular job titles related to Client Associate jobs in Wheat Ridge, CO? For Client Associate jobs in Wheat Ridge, CO, the most frequently searched job titles are:
What job categories do people searching Client Associate jobs in Wheat Ridge, CO look for? The top searched job categories for Client Associate jobs in Wheat Ridge, CO are:
What cities near Wheat Ridge, CO are hiring for Client Associate jobs? Cities near Wheat Ridge, CO with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Wheat Ridge, CO as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $54,161 per year, or $26 per hour.

Registered Representative, Securities licensed.

State Farm - Aller Insurance

Littleton, CO • On-site

Full-time

Retirement, PTO

Re-posted 12 days ago

Job description

Full job description

There's power in partnership.
You want to make an impact. We'll help you do it. As a licensed (Series 6, 65, 63, Life, Health, Property, Casualty) associate at our State Farm agency, you'll work side by side with an experienced team to serve clients, strengthen relationships, and deliver an exceptional experience.
You'll have access to industry-leading training, innovative tools, and mentorship to help you grow your skills and advance your career. As part of a close-knit agency team, you'll build meaningful connections and play a vital role in helping clients achieve what matters most.
This is your opportunity to learn, lead, and build a career that changes lives including your own.
Job Overview
Position Schedule: Full-Time
If you're looking for a challenging and rewarding career, the Associate Registered Representative role at our agency may be the right opportunity for you. With the same licensing as our Agent, Associate Registered Representative work with an established Agent to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Registered Representative are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:

  • Paid training - Get registered and licensed and learn how to be an Associate Registered Representative with the industry's top training program
  • A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources


What characteristics would make you a successful Associate Registered Representative?

  • Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
  • Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
  • Resiliency and adaptability in a nimble learning environment
  • Attention to detail, strong organizational and time management skills


Can you see yourself...

  • Providing personalized investment and financial solutions to clients?
  • Cultivating relationships in your local community to grow the business?
  • Contributing to the branch business plan to increase branch effectiveness?


As a salaried professional, you can also expect...

  • A culture of continuous improvement and professional development
  • Full-time Associates receive the following benefits:
    • Our Agency offers a 401k retirement plan, and tax-advantaged accounts. Paid holidays and provides vacation time for new associates beginning on January 1 of each year, as well as sick time, personal days. Associates may be eligible for bonuses and commission.


You'll be competitively compensated...

  • Our Agency believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.

The hiring minimum and maximum range shown below is a subset of the total pay range.