Description
The Client Service Associate supports the Client Advisor team by prioritizing client requests, processing onboarding and account-maintenance documentation, tracking and reconciling investment activity across databases and custodians, coordinating with third-party providers, and assisting with tax, money movements, KYC, and AML requests. The role requires a bachelor’s degree, 1–3 years of experience, and familiarity with DocuSign, Adobe PDF Writer, Salesforce, Microsoft Office, and Excel. It is based in Denver, Colorado, with starting compensation of $70,000.
