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Client Service Associate Financial Advisors

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: PowerToFly
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 35000 - 75000 USD Yearly USD 35000.00 75000.00 YEAR
Job Description & How to Apply Below
Position: Client Service Associate for Financial Advisors
A financial services firm is seeking a Registered Client Service Associate to provide exceptional service to clients and support Financial Advisors. Responsibilities include managing client relationships, processing transactions, and answering inquiries. The ideal candidate will have strong interpersonal skills, be detail-oriented, and possess advanced Microsoft Office competencies. This position offers a salary range of $35,000 to $75,000 yearly, alongside a variety of benefits and opportunities for career growth.
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Position Requirements
10+ Years work experience
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