Client Services Associate

Join Our Team at Advisor Associate — Financial AdvisorLocations: Denver, CO | Encino, CA | Santa MariaFull-Time  Advisor Associate, a full-service financial planning firm, welcomes licensed advisors to become part of our dedicated and growing team. We offer a collaborative and professional work environment where client relationships, integrity, and personalized financial guidance are at the heart of everything we do. Training and mentorship will be provided for junior advisors.  In this full-time position, you’ll be the first point of contact for our valued clients and a key part of our operational team. Your day-to-day will involve supporting our current advisors, managing account administration, and helping deliver exceptional client experience.Any Securities Industry licenses, such as the Series 6, 7, 63, 65, or 66, are highly recommended for this full-time role. We welcome experienced professionals who are passionate about delivering high-quality service in the financial services industry.Key Responsibilities:Serve as a primary point of contact for clients, responding to inquiries and ensuring a seamless client experienceSupport financial advisors with account openings, client onboarding, data entry, transfers, transactions, and ongoing account maintenancePrepare and review client paperwork and reports for meetings and follow-upLiaise with custodians, insurance carriers, and product providers to facilitate client requestsMaintain client records in CRM and track service activity to ensure timely completionContribute to a client-first culture with proactive communication and attention to detailRequired Qualifications:Excellent communication and interpersonal abilitiesProficiency with CRM systems and Microsoft Office SuiteStrong organizational skills and client-service mindset Preferred Qualifications:Bachelor’s degree in business, Finance, or related fieldSIE and Series 7 and Series 66 licenses (or willingness to obtain)Insurance licenses - life, health, or variable contracts (or willingness to obtain)CFP® certification or progress toward certification is a plusPrior experience in a financial service, advisory, wealth management firm, or client services industryWhy Advisor Associate?At Advisor Associate, you’ll find a team that values professionalism, growth, and making a real impact in our clients' financial lives. We offer:Competitive compensation based on experience and licensingGrowth opportunity for professional development and advancementFlexible schedule options (full-time preferred)A supportive, team-oriented office environmentApply TodayIf you’re passionate about helping clients achieve their financial goals and want to work in a collaborative and respected advisory firm, we’d love to hear from you. Please send your resume and a brief cover letter to rdunn@advisorassociate.comUse subject line: Client Service Associate Application – [Your Name]