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Sr Client Service Associate Jobs in Colorado (NOW HIRING)

Robert W Baird & Co

Senior Client Specialist

Denver, CO · On-site

$31.13 - $41.80/hr

As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily ...

Baird

Senior Client Specialist

Denver, CO · On-site

$31.13 - $41.80/hr

As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily ...

Delve

Senior Client Director

Louisville, CO · On-site

... full-service digital media management, and personalized creative-giving our partners a ... What We're Looking For - Client Director / Sr. Client Director We're looking for a Client Director ...

Delvedeeper

Senior Client Director

Denver, CO · On-site

$150 - $180/hr

... full-service digital media management, and personalized creative--giving our partners a ... What We're Looking For -- Client Director / Sr. Client Director We're looking for a Client Director ...

New

Delvedeeper

Senior Client Director

Boulder, CO · On-site

$150 - $180/hr

... full-service digital media management, and personalized creative--giving our partners a ... What We're Looking For -- Client Director / Sr. Client Director We're looking for a Client Director ...

New

Columbia Bank

Sr Client Services Specialist

Denver, CO · On-site

$24 - $32/hr

About the Role: The Trust Operations Specialist - Client Service answers questions regarding ... Able to mentor new associates through on the job training. Requires the ability to multi-task and ...

VCA Animal Hospitals

Client Service Supervisor

Denver, CO · On-site

$22 - $26/hr

Client Service Supervisor I We are seeking a highly experienced Client Service Professional to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...

VCA Animal Hospitals

Client Service Supervisor

Denver, CO · On-site

$22 - $26/hr

Client Service Supervisor I We are seeking a highly experienced Client Service Professional to join ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Holmes Murphy

Client Service Consultant, PC

Denver, CO · On-site

$66 - $109/hr

... Sr. Client Service Consultant, servicing larger, more complex accounts. * Consult with the team for ... Equal Opportunity Statement Holmes Murphy & Associates is an Equal Opportunity Employer. More About ...

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All JobsSr Client Service Associate JobsSr Client Service Associate Jobs in Colorado

Sr Client Service Associate information

See Colorado salary details

$9

$18

$28

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

As of Sep 5, 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, 78% Full Time, 17% Part Time, and 4% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $37,483 per year, or $18 per hour.

Senior Client Specialist

Robert W Baird & Co

Denver, CO • On-site

$31.13 - $41.80/hr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

About the Role:
As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations-leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You'll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a passion for delivering exceptional service in a dynamic wealth management environment.
Check out this video to learn more about the day in the life of our Senior Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.

  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.

  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.

  • May schedule client appointments and/or conference room for appointments.

  • Assemble/generate materials including paperwork and reports for client meetings.

  • Understand and ensure business adherence with firm and financial industry regulatory policies .

  • May manage FA and Team's social media presence (website, LinkedIn, X etc.).

  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.

  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.

  • Seek ways to enhance FA(s) business effectiveness and marketability.

  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.

  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.

  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.

  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.

What You'll Bring to Baird:
  • 5+ years of prior industry work experience.

  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.

  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.

  • Excellent verbal and written communication skills.

  • Detail oriented with an emphasis on accuracy.

  • Critical thinking and proactive problem solving skills.

  • Good analytical skills with ability to perform semi-advanced math.

  • Understanding of compliance regulations including the client complaint process and correspondence policies.

  • Bachelor's degree preferred, not required.

Compensation and Benefits:
  • $31.13 - $41.80

  • Bonus potential up to 10.5% of base pay

  • Compensation and bonus are commensurate with experience, performance and/or firm profitability

  • Check out our Total Rewards at Baird, which is a summary of our benefits and compensation

Accepting applications on a rolling basis
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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