Demo

Client Service Associate

CyberCoders
Boulder, CO Full Time
POSTED ON 2/22/2025
AVAILABLE BEFORE 3/23/2025
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!

Email Your Resume In Word To

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

lauren.mills@cybercoders.com

  • Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : LM6-1839659 -- in the email subject line for your application to be considered.***

Lauren Mills - Executive Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

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 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.

Salary : $70,000 - $85,000

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Client Service Associate?

Sign up to receive alerts about other jobs on the Client Service Associate career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$41,527 - $53,091
Income Estimation: 
$47,809 - $60,449
Income Estimation: 
$51,050 - $68,081
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$98,363 - $136,806

Sign up to receive alerts about other jobs with skills like those required for the Client Service Associate.

Click the checkbox next to the jobs that you are interested in.

  • Customer Service Skill

    • Income Estimation: $52,285 - $191,119
    • Income Estimation: $54,754 - $117,605
  • Financial Reporting Skill

    • Income Estimation: $125,305 - $173,168
    • Income Estimation: $131,172 - $174,437
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at CyberCoders

CyberCoders
Hired Organization Address Idaho Falls, ID Full Time
Position Overview We are seeking a skilled PLC Programmer to join our dynamic team. The ideal candidate will be responsi...
CyberCoders
Hired Organization Address Philadelphia, PA Full Time
Job Title: Tax Manager Location: Fully Remote Hours: Full-Time Work Model: Hybrid/Remote Base Salary Range: $130,000 to ...
CyberCoders
Hired Organization Address York, PA Full Time
Located in York, PA we are a developer and manufacturer of system level thermal solutions. For the past 20 years we've p...
CyberCoders
Hired Organization Address Tampa, FL Full Time
If you are an Attorney with Civil Litigation and/or Bodily Injury Defense experience, please read on! We are an award wi...

Not the job you're looking for? Here are some other Client Service Associate jobs in the Boulder, CO area that may be a better fit.

Client Service Associate

LPL Financial Holdings, Inc., Boulder, CO

Farm Client Service Associate

The Farm Collaborative, Aspen, CO

AI Assistant is available now!

Feel free to start your new journey!