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Client Relationship Associate Jobs in Colorado (NOW HIRING)

Public Consulting Group

Client Service Associate 1

Denver, CO · On-site

$15 - $20.50/hr

Client Success Associates will be responsible for managing, maintaining, and growing client relationships with local education agency (school district) and/or state agency stakeholders. This will be ...

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 ... Partners with Business Development and Client Relationship teams to renew client business

CAPTRUST

Client Management Associate II

Englewood, CO

$65K - $72K/yr

CAPTRUST is seeking an Institutional Client Management Associate II who will support the Service ... These relationships may consist of corporate retirement plan investment committees, human resource ...

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Client Relationship Associate information

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$26.3K

$49.5K

$70.5K

How much do client relationship associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for client relationship associate in Colorado is $49,515.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,100.00 and $52,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client relationship associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a client relationship associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What does a client relationship associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.
What are the most commonly searched types of Client Relationship jobs in Colorado? The most popular types of Client Relationship jobs in Colorado are:
What are popular job titles related to Client Relationship Associate jobs in Colorado? For Client Relationship Associate jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Client Relationship Associate jobs in Colorado look for? The top searched job categories for Client Relationship Associate jobs in Colorado are:
What cities in Colorado are hiring for Client Relationship Associate jobs? Cities in Colorado with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $49,515 per year, or $23.8 per hour.

Client Service Associate - Loveland, CO

Chelsea Senior Living

Loveland, CO • On-site

$50K - $80K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

Position: Client Service Associate
Firm: Layman Lewis Financial Group
Location: Loveland, CO
Overview:
At Layman Lewis Financial Group, we believe exceptional client experiences do not happen by accident. They are created through precision, proactive service, meaningful relationships, and a commitment to excellence.
As our firm continues to grow, we are seeking an experienced Client Service Associate to join our team in Loveland, Colorado. This role is ideal for a polished professional who thrives in a fast-paced environment, enjoys building long-term client relationships, and takes pride in delivering white-glove service.
The Client Service Associate serves as a key part of the client journey-from onboarding and asset transfers to ongoing service and advisor support-helping ensure every client interaction reflects the high standards of our firm.
What you'll do:
Client Experience & Relationship Management:

  • Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
  • Build trusted relationships with clients while delivering a high-touch service experience
  • Manage incoming client calls and coordinate timely resolution of requests and inquiries
  • Maintain accurate documentation and detailed client notes within the CRM system (Salesforce)
  • Support advisors by preparing for client meetings and ensuring a seamless client experience
New Business, Transfers & Operations:
  • Prepare onboarding paperwork and documentation for new client relationships
  • Coordinate and monitor account transfers from submission through completion
  • Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
  • Review applications and paperwork for completeness and accuracy before submission
  • Prepare issued business for delivery and client follow-up
  • Assist with new business processing and operational workflows
Advisor & Office Support:
  • Prepare client review materials and account summaries for upcoming meetings
  • Assist with scheduling and client communications
  • Support client reporting, mailings, and ongoing service initiatives
  • Maintain database accuracy and assist with office operations as needed
  • Provide backup phone coverage and collaborate with team members to ensure operational excellence
What We're Looking For:
  • Experience within financial services, wealth management, banking, insurance, mortgage processing, or a related industry
  • 3+ years in client service, operations, onboarding, transfer processing, or relationship management roles required
  • Mortgage processing professionals are encouraged to apply
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
  • Self-starter who takes initiative and works well independently
  • Excellent communication; written and verbal, professional and well spoken
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Securities and/or insurance licensing preferred or willing to obtain within 90 days
What You'll Get:
Pay & Perks:
  • $50,000 - $80,000/year, based on experience
  • 401(k) with company match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Paid Time Off
  • Firm supports continuous learning and development
Schedule:
  • In office: Monday - Friday, 9am-5pm

Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $50,000 - $80,000 per year

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