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Sr Client Service Associate Jobs in Colorado (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 ...

SPS North America

Client Service Associate

Lone Tree, CO

$14.75 - $20.50/hr

Client Services Associate Reports To: The Client Services Associate will report to the Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides ...

Broadridge

Senior Client Services Associate

Denver, CO

$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 ...

Triumph Financial

Client Service Associate

Denver, CO · On-site

$16.54 - $22.67/hr

Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers ...

SPS North America

Client Service Associate

Lone Tree, CO · On-site

$18.50 - $19.50/hr

Client Services Associate Reports To: The Client Services Associate will report to the Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides ...

SPS North America

Client Service Associate

Lone Tree, CO · On-site

$18.50 - $19.50/hr

Client Services Associate Reports To: The Client Services Associate will report to the Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides ...

TBK Bank, SSB

Client Service Associate

Denver, CO · On-site

$16.54 - $22.67/hr

Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers ...

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 ...

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 ...

Triumph Financial

Client Service Associate

Johnstown, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

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Sr Client Service Associate information

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How much do sr client service associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for sr client service associate in Colorado is $18.02, according to ZipRecruiter salary data. Most workers in this role earn between $14.66 and $20.24 per hour, depending on experience, location, and employer.

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Sr Client Service Associate jobs near you
Infographic showing various Sr Client Service Associate job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $37,483 per year, or $18 per hour.

Client Service Associate

Beacon Pointe Advisors LLC

Denver, CO • On-site

$55K - $60K/yr

Full-time

Posted 17 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 Denver, CO 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

  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
  • Excellent written and verbal communication skills.
  • Strong organizational, analytical, and interpersonal skills.
  • Ability to excel in a fast-paced, team environment.
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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