Hybrid

A leading financial services firm specializing in wealth management is seeking a detail-oriented Private Client Services Associate in Boulder, CO. This role is ideal for a highly organized professional who thrives in a fast-paced environment and enjoys working directly with high-net-worth clients. Responsibilities include coordinating client onboarding, managing financial transactions, and ensuring seamless scheduling and communication. This opportunity is perfect for someone with a strong background in financial services who values career growth, a collaborative team, and a hybrid work schedule.

Salary Range: $60,000 – $75,000 / year DOE

Private Client Services Associate Responsibilities:

• Facilitate client onboarding and maintain accurate records for new accounts
• Manage scheduling and coordinate meetings between clients and advisors
• Process financial transactions, including money movement and transfer requests
• Serve as the primary point of contact for client inquiries, providing timely and professional responses
• Assist in preparing reports, marketing materials, and documentation for client meetings
• Ensure data accuracy and compliance with financial regulations

Private Client Services Associate Requirements:

• Bachelor’s degree required
• Series 65 or 66 license preferred
• Minimum 1 year of experience in a financial services or client support role
• Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint, with an emphasis on Excel
• Strong organizational and multitasking skills in a high-volume environment
• Excellent communication skills and ability to build client relationships

Benefits:

• Health insurance coverage
• 401(k) with company match
• 3 weeks of PTO
• Discounted tax preparation for employees and family
• Opportunities for career growth

Join a leading financial services firm seeking a Private Client Services Associate to support high-net-worth clients and streamline financial processes!

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