Client Service Associate

Boulder, CO Hybrid

Full-time $70,000.00 - $85,000.00

Posted Today

Job Title: Client Service Associate
Location: Boulder, CO
Salary: $70-$85K + Bonus

We are one of the largest Registered Invesment Advisory (RIA) firms in the nation, founded in 1999 and based out of California. With around 300 employees across 30 offices and over $25 billion in assets under management our team has seen continuous growth the past couple years. Due to this we are actively looking to add a Client Service Associate to the team in our Boulder office. This role is hybrid.

What You Need for this Position

- Bachelors in Finance, Economics, or related field
- 2-3+ Years of Experience with a Wealth Management, Registered Investment Advisory (RIA), or Investment Banking firm
- Series 65 or 66 Preferred

What's In It for You

- Annual Bonus
- 401k Match
- Unlimited PTO
- Full Benefits
- Bonus
- Hybrid/Remote Flexibility

So, if you are a Client Service Associate with experience, please apply today!

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Lauren Mills is recruiting for this position and the positions below.
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Job ID: LM6-1839659

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 02/06/2025 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.