Client Services Associate – Glendale, CO
The Client Service Associate at Confidential Client supports financial advisors and clients by providing excellent client service, managing custodian paperwork, and leveraging technology to enhance operational efficiency. This role is pivotal in building lasting client relationships, ensuring accuracy in financial processes, and supporting advisors with meeting preparation and project collaboration. The position is based in Denver and requires strong communication, organizational, and client management skills.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Wealth Management / Financial Services.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Position Overview
Confidential Client is hiring a full-time Client Services Associate based in Glendale, CO. This client-facing role supports financial advisors and clients by delivering excellent service, preparing custodian paperwork, maintaining accurate records, and using technology and CRM tools to improve operational efficiency. This position is in-person, Monday–Friday, at the Glendale office.
Key Responsibilities
- Provide excellent client service: anticipate client needs, answer questions, and present simple, accurate solutions.
- Communicate clearly and professionally — both verbally and in writing — with clients and internal team members.
- Build and maintain strong client relationships through genuine engagement and follow-through.
- Prepare and submit financial custodian paperwork (e.g., transfers, account changes) with a high degree of accuracy.
- Leverage internal technology platforms and workflows to improve turnaround times and client outcomes.
- Maintain accurate records across CRM and custodial systems.
- Support advisors with meeting preparation for existing and prospective clients.
- Collaborate on larger projects such as beneficiary reviews and required distributions.
- Follow industry rules and client fiduciary responsibilities.
Qualifications
- 1+ years relevant experience (including internships) in wealth management, financial planning, or related finance roles; other relevant experience will be considered.
- Bachelor’s degree in Finance, Economics, or a related field preferred.
- Strong written and verbal communication skills; team-oriented yet able to work independently.
- Demonstrated ability to build productive relationships internally and externally.
- Excellent organizational and project-management skills; able to prioritize and manage multiple tasks under deadlines.
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook) and experience with CRM or custodial platforms (e.g., Salesforce, Schwab, Fidelity) is highly desirable.
- Attention to detail and processes that ensure accuracy.
Compensation & Benefits
- Base salary + bonus + retirement contribution: $50,000–$80,000 per year.
- 100% employee healthcare premium coverage.
- Continued learning reimbursement.
- In-person role, Monday–Friday, at the Glendale, CO office.
- Note: Employment is contingent on successful completion of background, criminal, and credit checks in accordance with applicable law.
Workplace & Location
This role is onsite in Glendale, Colorado (Glendale, CO). Candidates must be able to work in the Glendale office Monday through Friday.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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