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Group Benefits Client Services Associate Jobs (NOW HIRING)

TBK Bank, SSB

Client Services Associate

Severance, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients ...

MDS Communications

Client Services Associate

Tempe, AZ · Hybrid

$55K/yr

About the Role The Account Coordinator is a critical support role within Client Services, providing ... Minimum starting salary is $45K annually plus benefits. For more information about MDS, please ...

Teksky LLC

Client Services Associate

Miami, FL · On-site

Ensure compliance and resolve account servicing matters efficiently. Administrative & Organizational Excellence Maintain meticulous digital filing of client documents in Egnyte, adhering to internal ...

Wsfsbank

Senior Client Services Associate

Hershey, PA

$53K - $88K/yr

The Senior Client Service Associate will be responsible for providing high-level service delivery ... Additional benefits may include paid parental leave, military leave, vacation and other paid time ...

Phreesia

Sr. Client Services Associate

Base salary: $85,000-$120,000 depending on experience, plus comprehensive benefits, flexible PTO ... Opportunity to join an Employee Resource Group. Learn more here: We strive to provide a diverse and ...

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Group Benefits Client Services Associate information

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How much do group benefits client services associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for group benefits client services associate in the United States is $22.40, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $25.00 per hour, depending on experience, location, and employer.

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Infographic showing various Group Benefits Client Services Associate job openings in the United States as of June 2026, with employment types broken down into 1% As Needed, 92% Full Time, and 7% Part Time. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $46,598 per year, or $22.4 per hour.

Client Services Associate - Engin

Littleton, CO • On-site

Creekmur Wealth Advisors
Finance and Insurance • 1 - 10 employees
Learn more about Creekmur Wealth Advisorsexternal

$52K - $70K/yr

Other

Posted 9 days ago

Job description

Client Services Associate - Advisor Support And Front Office

A well-established, client-first wealth management firm in Littleton, Colorado is adding a Client Services Associate to its growing team. This role offers direct advisor mentorship, a shorter Friday schedule, and a genuine path to deeper specialization in financial operations.

What you will do:

  • Own the client experience from first contact: greet high-net-worth clients, manage front-desk communications, and handle incoming calls and mail with professionalism.
  • Coordinate and maintain calendars for three Colorado-based advisors, scheduling client review meetings to maximize advisor availability.
  • Guide clients through onboarding and ongoing account maintenance, serving as a reliable point of contact for inquiries and follow-up.
  • Prepare, process, and track financial paperwork including new account applications, asset transfers, and related documentation.
  • Maintain accurate, compliant client records in the firm CRM and internal databases in line with regulatory standards.
  • Provide rotating operational support to the annuity, insurance, trading, and cashiering teams, building cross-functional knowledge over time.
  • Identify process gaps and proactively surface solutions that improve office efficiency.

What you need:

  • 1 or more years of client service or operations experience inside a wealth management, financial advisory, or brokerage firm.
  • Strong written and verbal communication skills with a natural ability to build rapport with high-net-worth clients.
  • High attention to detail and organizational discipline. Paperwork accuracy and compliance records are central to this role.
  • Comfort working across multiple operational areas and willingness to learn new systems as the firm grows.

Pay and benefits:

  • Salary: $52,000 to $70,000 depending on experience.
  • Mentorship from experienced advisors and a defined path toward a specialized operations role.
  • Stable, collegial team environment within a firm that is actively expanding its Colorado presence.

Location and schedule:

  • Location: Littleton, Colorado. 100% in-office.
  • Schedule: Monday through Thursday, 9:00 AM to 5:00 PM; Friday, 9:00 AM to 1:00 PM.
  • Total weekly hours: Approximately 35 hours.

About and how to apply: This is a growing wealth management firm built around a client-first culture and a team that genuinely invests in one another's development. If you bring attention to detail, a warm client presence, and a desire to grow inside the financial services industry, we want to hear from you. Apply directly through this posting with your resume and a brief note on your wealth management experience. Qualified candidates will be contacted for a phone screen within five business days. For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

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