Client Services Associate

Aspen Capital Management (ACM) is a fee-only, independent advisory firm committed to helping clients achieve their life visions through data-driven investment decisions and financial planning. As a fiduciary, we prioritize our clients’ best interests by providing unbiased investment management and comprehensive financial planning, with no commissions or product sales.

Since our founding in 2002, ACM has grown steadily, earning recognition as one of the top RIAs in the nation by Financial Advisor Magazine (2025). Ranked among the nation’s top 100 RIA firms by Worth Magazine in 2024, 2025, and 2026, ACM is one of the largest and most respected advisory firms in Idaho[1]. We are looking for a Client Service Associate to join our growing team.

This is an exciting opportunity for a motivated individual to help shape the future of our firm and serve our clients with excellence.

Our office is located in the heart of the vibrant downtown Boise dining and cultural scene. As part of a small, agile team, you’ll have the opportunity to thrive in a fast-paced, collaborative environment. We are committed to supporting our team members’ development and professional growth.

The Client Service Associate (CSA) is responsible for delivering proactive, high-touch service to our clients while ensuring operational excellence behind the scenes. This role partners closely with advisors to support client relationships, execute account servicing needs, and maintain accurate records within the firm’s technology systems.

The ideal candidate is detail-oriented, client-focused, and has strong written and verbal communication skills. We value team members who are committed to developing deep expertise in their role and contributing to the stability and continued growth of the firm and our client relationships.

• Onboard new client accounts, which includes internal administrative processes and management of custodian paperwork in an accurate & timely manner.
• Process account openings, transfers, and account maintenance requests.
• Coordinate closely with custodians (e.g., Charles Schwab) to ensure accurate and efficient execution of account maintenance items
• Monitor account paperwork for completeness and compliance.
• Track and follow up on outstanding service items to resolution.

• Serve as a point of contact for client service requests and account-related questions.
• Deliver timely, professional communication via phone and email.
• Ensure an exceptional client experience at every interaction.
• Work closely with advisors and operations staff to ensure seamless service delivery.
• Contribute to internal projects, system enhancements, and workflow improvements.
• Support compliance and documentation standards consistent with RIA best practices.

• 5+ years of administrative, office support, hospitality, or client service experience preferred.
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple client requests and deadlines simultaneously.
• Clear and professional written and verbal communication skills.
• High level of discretion with confidential client information.
• Proficiency in Microsoft Office and willingness to learn the firm’s technology systems; familiarity with Schwab Advisor Center, Orion, and/or Redtail is a plus.
• Team-oriented mindset with a positive, professional attitude.
• This is an in-person position; not remote or hybrid.
• Full-time, salaried position with compensation based on experience. Competitive, market-driven total compensation structure with bonus opportunities based on firm and individual growth. Both a personal bonus and business development bonus are available to all employees of the firm.
• 20 days paid time off each year plus a Sabbatical program.
• 8 Federal Holidays and one floating holiday – a “powder day” if you ski!
• 401(k) Retirement Plan with a 5% company match.
• Full-pay maternity and paternity leave.
• Equity ownership opportunities and defined path to partnership for advisors and operations staff.
• Professional development and continuing education support.
• Downtown parking provided.

[1] Methodologies used in the rankings were based on publicly available information in Form ADVs for either calendar year 2024 or 2025 and were not designed to provide predetermined outcomes. Aspen Capital Management did not pay to participate in these rankings.