Client Services Associate, Wealth Advisory
Listed on 2026-10-06
-
Finance & Banking
Financial Advisor / Consultant
Simon Quick Advisors is seeking a Client Service Associate in Denver, CO to support the Client Advisor team with day-to-day client needs. The role involves handling onboarding, investment activity, and client documentation, ensuring confidentiality and accuracy.
Required:
Bachelor’s degree and 1–3 years of experience, plus familiarity with Docu Sign, Adobe, Salesforce, and Microsoft Office tools. This position emphasizes reliability, organization, and strong communication with clients.
As a Client Services Associate, Wealth Advisory, you will play an important part at Simon Quick Advisors, LLC in Denver, CO, United States.
We are looking to fill the Client Services Associate, Wealth Advisory position at Simon Quick Advisors, LLC in Denver, CO, United States.
The Client Services Associate, Wealth Advisory role at Simon Quick Advisors, LLC is now open for applications in Denver, CO, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).