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Senior Client Service Associate Jobs in Denver, CO

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 ...

Broadridge

Senior Client Services Associate

Denver, CO · On-site

$75K - $90K/yr

We are seeking a Sr Client Services Representative who will be responsible for managing a book of ... Work with Manager and internal teams to ensure Service Standards * Participate in on-going training ...

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 ...

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

Boulder, CO

$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

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

Denver, CO

$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 ...

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 ...

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All JobsClient Service Associate JobsSenior Client Service Associate JobsSenior Client Service Associate Jobs in Denver, CO

Senior Client Service Associate information

See Denver, CO salary details

$29.8K

$76.4K

$136.9K

How much do senior client service associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for senior client service associate in Denver, CO is $76,371.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,800.00 and $97,800.00 per year, depending on experience, location, and employer.

Is a senior client service associate a good job?

A senior client service associate is a valuable role that involves managing client relationships, providing support, and ensuring customer satisfaction. It often requires strong communication skills, industry knowledge, and proficiency with customer management tools. The position can offer career growth opportunities and competitive compensation depending on the organization and location.

What does a senior client service associate do?

A senior client service associate manages client accounts by providing support, addressing inquiries, and resolving issues to ensure client satisfaction. They often handle complex requests, maintain detailed records, and collaborate with other teams using customer relationship management (CRM) tools. This role requires strong communication skills and industry knowledge to deliver high-quality service consistently.
Infographic showing various Senior Client Service Associate job openings in Denver, CO as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $76,371 per year, or $36.7 per hour.

Client Service Associate

Beacon Pointe Advisors

Denver, CO • On-site

$15 - $20.50/hr

Other

Re-posted 10 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC office. 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 worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.

Responsibilities

  • Responds to routine client requests via phone, email and/or other contact methods
  • Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
  • Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
  • Prepares custodian paperwork, facilitate account updates and communicates with clients on status
  • Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
  • Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
  • Other duties, as assigned

Qualifications

  • Undergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred)
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent interpersonal and verbal/written skills.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)

About the Beacon Pointe Family of Companies

Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.

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