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Senior Client Associate Jobs in Colorado (NOW HIRING)

Topel Forman

Senior Tax Associate

Denver, CO · Hybrid

$83K - $104K/yr

You will have the opportunity to build a strong foundation in tax while contributing to the firm's reputation for excellence and client service. As the Senior Tax Associate, you will receive guidance ...

Topel Forman

Senior Tax Associate

Denver, CO · Hybrid

$83K - $104K/yr

You will have the opportunity to build a strong foundation in tax while contributing to the firm's reputation for excellence and client service. As the Senior Tax Associate, you will receive guidance ...

Topel Forman

Senior Tax Associate

Denver, CO · On-site

$83K - $104K/yr

You will have the opportunity to build a strong foundation in tax while contributing to the firm's reputation for excellence and client service. As the Senior Tax Associate, you will receive guidance ...

Staff Financial Group

Senior Tax Associate

Denver, CO

$75K - $90K/yr

Senior Tax Associate - Denver, CO Who: We are seeking a detail-oriented tax professional with at ... Based in our confidential client's Denver, Colorado office. Why: This position offers the ...

Access

Senior Creative Associate

Denver, CO · On-site

We are seeking a Senior Creative Associate based in the Denver area. While this is a remote role it ... Continues to develop expertise in SOW creation, vendor negotiations, and resolving client budget ...

Quix Recruitment Group Ltd

Tax Senior Associate

Denver, CO

$83K - $104K/yr

About the Role As a Tax Senior Associate, you will take on a proactive leadership role within a ... This role combines hands-on client engagement with opportunities to refine your technical and ...

W3Global Inc.

Senior Tax Associate

Denver, CO · Hybrid

$80K - $120K/yr

Senior Tax Associate Location: Lakewood, CO (Hybrid) About the Opportunity Are you looking for a ... Maintain high standards of accuracy, professionalism, and client service. Qualifications

Grant Thornton

Audit Senior Associate

Denver, CO · On-site

$92K - $102K/yr

As an Audit Senior Associate, you'll listen to learn about your client's operations, processes, business objectives, and risks, and apply that knowledge to enhance the financial statement audit - all ...

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Showing results 21-40

All JobsClient Associate JobsSenior Client Associate JobsSenior Client Associate Jobs in Colorado

Senior Client Associate information

See Colorado salary details

$30.5K

$78K

$139.9K

How much do senior client associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for senior client associate in Colorado is $78,021.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,800.00 and $99,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the senior client associate position, and why are they important?

To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.

What is a senior client associate?

A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.

What are the common responsibilities of a senior client associate on a day-to-day basis?

As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.

What are popular job titles related to Senior Client Associate jobs in Colorado? For Senior Client Associate jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Senior Client Associate jobs in Colorado look for? The top searched job categories for Senior Client Associate jobs in Colorado are:
What cities in Colorado are hiring for Senior Client Associate jobs? Cities in Colorado with the most Senior Client Associate job openings:
Senior Client Associate jobs near you
Infographic showing various Senior Client 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 $78,021 per year, or $37.5 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 21 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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