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

Beacon Pointe Advisors

Client Service Associate

Denver, CO · On-site

$15 - $20.50/hr

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...

Digitas

Associate, Client Success

Westminster, CO · On-site

Associate, Client Success As an Associate, Client Success, you will play a key role in supporting the coordination and management of client relationships across a dynamic portfolio of accounts. You ...

Simon Quick Advisors

Client Service Associate

Denver, CO · On-site

$70K/yr

Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Company Description Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning ...

Simon Quick Advisors

Client Service Associate

Denver, CO · On-site

$15 - $20.50/hr

Client Service Associate Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer ...

Freeman

Associate Client Solutions Manager

Denver, CO · On-site

$25 - $32/hr

Summary The Associate Client Solutions Manager - Show Organizer Event Logistics is responsible for providing clients will a well-rounded planning and service experience. You will be in a lead &/or ...

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 ...

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 ...

Vodia Ventures

Client Service Associate

Denver, CO · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Morgan Stanley

Client Service Associate

Denver, CO · On-site

$35K - $75K/yr

Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this ...

Morgan Stanley

Client Service Associate

Boulder, CO · On-site

$35K - $75K/yr

Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this ...

New

Morgan Stanley

Client Service Associate

Denver, CO · On-site

$35K - $75K/yr

Client Service Associates provide exceptional service to our clients and supportsFinancial Advisor(s) (FAs) teamson a daily basis.Through regular interactions with clients, individuals in this role ...

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Showing results 41-60

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 Sep 1, 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.

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 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.

Career Opportunities: Associate Client Solutions Manager (94281)

Freeman

Denver, CO • On-site

$25 - $32/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Associate Client Solutions Manager – Show Organizer Event Logistics

The Associate Client Solutions Manager – Show Organizer Event Logistics is responsible for providing clients with a well-rounded planning and service experience. You will be in a lead &/or supporting role in the planning and execution of events, providing support, consultation, and high-level logistics coordination. You will execute the event plan in alignment with the client's budget.

This position will support our Show Organizer group under our Growth (Sales) team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site 2-3 days per week. The ideal candidate will be located in Denver, CO.

Essential Duties & Responsibilities
  • Able to lead and manage events up to $250,000 per event
  • Works with Show Organizer clients to produce their events once the business has been sold
  • Manages client requirements, expectations, scope changes per event
  • Liaison between client and our Creative, Strategy, Sponsorships, Graphic Production, Operations, and other Freeman departments
  • Primarily produces business sold into a local market
  • Travels to show location to manage event from move-in through move-out
  • Responsible for accurate and timely invoicing to be sent to client
  • Maintains knowledge of all products and service offerings and upsell to existing clients beyond current contract
  • Quotes prices and manages budgets
  • Partners with Business Development and Client Relationship teams to renew client business
  • Translates client requirements by working within internal systems to disseminate information to appropriate departments in a timely manner to ensure successful onsite execution
  • May be primary producing lead or may be part of a team on the execution of events
  • Responsible for maintaining and growing partnerships with facilities/venues
  • Entertains clients as necessary
Education & Experience

REQUIRED:

  • 6+ months of related sales, account management, or project management experience
  • Excellent customer service and organizational skills
  • Ability to learn multiple internal and external systems
  • Ability to successfully manage multiple events simultaneously
  • Working knowledge of all Microsoft software applications

PREFFERED:

  • Bachelor's degree preferred, High School Diploma or Equivalent with relevant work experience required
Travel Requirements

Travel up to 25%

What We Offer

The Freeman Company provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full-time people may be eligible for. There may be some variances in specific benefits across regions.

  • Medical, Dental, Vision Insurance
  • Tuition Reimbursement
  • Paid Parental Leave
  • Life, Accident and Disability
  • Retirement with Company Match
  • Paid Time Off
  • Hourly range of $25.00-$32.00 based upon experience
Diversity Commitment

At The Freeman Company, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.

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