Customer Experience Associate

Client Experience AssociateLakewood, CO | Full-Time | Onsite (5 Days per Week)Base Salary: Up to $60,000 + BenefitsAbout the OpportunityA growing and collaborative wealth management firm in Lakewood, Colorado is seeking a Client Experience Associate to support advisors, clients, and daily office operations within a fast-paced professional environment. This position serves as an important first point of contact for clients while also supporting administrative coordination, operational workflows, and overall office organization. This is an excellent opportunity for an organized, client-focused professional looking to build a long-term career within financial services and wealth management.What You'll Be DoingClient Service & Relationship SupportWelcome clients and visitors with professionalism and warmthAssist with client servicing requests and general relationship supportCoordinate advisor calendars, meetings, and scheduling logisticsPrepare meeting materials and assist with follow-up communicationsSupport account maintenance and onboarding processesAdministrative & Operational SupportAssist advisors and leadership with day-to-day operational and administrative projectsMaintain organized client records and internal documentationCoordinate office operations including mail, supplies, and vendor communicationSupport reporting, data entry, workflow management, and document preparationHelp improve operational organization and efficiency across the officeOffice & Team CoordinationAssist with team meetings, internal events, and client appreciation initiativesMaintain conference rooms and common office spacesCollaborate closely with advisors and team members on office-wide support needsContribute to a positive, professional, and team-oriented cultureQualifications1–3 years of administrative, hospitality, client service, or financial services experience preferredProfessional communication skills and polished presentationStrong organizational skills with high attention to detailAbility to multitask and prioritize effectively in a fast-paced environmentProficiency with Microsoft Office Suite including Outlook, Word, and ExcelPositive attitude with a collaborative mindsetInterest in wealth management or financial services strongly preferredAbility to work onsite in Lakewood, CO five days per weekCompensation & BenefitsBase salary up to $60,000 depending on experienceComprehensive benefits packageLong-term growth opportunity within a collaborative wealth management firmExposure to client relationship management, financial planning support, and investment operations