Client Services Associate

TSS is partnering with a financial management and planning company to hire a full-time, onsite Client Services Associate for a permanent position in Denver, CO.

As a Client Services Associate, you will act as a financial concierge for wealthy individuals and/or families, helping manage their financial, tax, estate, and investment affairs while ensuring everything runs smoothly.

Overview:

· Keep track of money & assets – Reviewing cash flow, investments, and bills to make sure everything is in order.

· Help with taxes & estate planning – Gathering tax documents, making payments, and working with accountants and lawyers.

· Handle financial transactions – Processing payments, transfers, and setting up bank or investment accounts.

· Coordinate with experts – Acting as a go-between for clients and their financial advisors, bankers, lawyers, and insurance agents.

· Manage special financial projects – Assisting with setting up trusts, LLCs, private investments, and loans.

· Organize & track everything – Keeping detailed records to ensure financial plans are executed properly.

The Details:

• Execute tax, estate, investment, and entity strategies.
• Support Accounting Analysts with timely and accurate client bill payments.
• Prepare for and follow up on client meetings.
• Conduct cash flow and financial planning analyses, reviewing liquid and illiquid assets.
• Ensure timely insurance renewals and payments.
• Maintain clear, professional communication with clients.
• Coordinate with third parties, including banks, accountants, attorneys, and brokers.
• Process and track financial transactions, such as checks, wires, and ACH transfers.
• Assist with tax planning and return preparation, including document collection and payments.
• Manage private client loans, including promissory notes and activity tracking.
• Organize and maintain financial records in planning systems and databases.
• Ensure accuracy in reports and business/personal financials.
• Facilitate new account setups for banking, brokerage, and bill payments.
• Assist in establishing and managing LLCs, trusts, and other entities.
• Oversee private investments, handling documentation and coordination.

Requirements:

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field (a Master’s or CPA is a plus).
• 3-7 years of experience in wealth management, financial services, family office, tax advisory, or accounting.
• Experience working with high-net-worth individuals (HNWIs) or ultra-high-net-worth individuals (UHNWIs) is highly preferred.
• Understanding of investments, tax planning, estate planning, and entity structures.
• Ability to manage multiple tasks, track deadlines, and follow up on complex financial matters.
• Experience with Salesforce CRM system, financial planning software, MS Excel, QuickBooks Online, Bill.com, and banking platforms.
• Ensuring accuracy in financial transactions, reporting, and documentation.
• Ability to interact professionally with clients, accountants, attorneys, and financial institutions.
• Handling sensitive financial and personal information with the utmost integrity.

Compensation and Benefits

The salary range is $80,000-$110,000yr 10% bonus and 100% paid Medical benefits for you family. Other benefits: 401k 2%, unlimited PTO, paid sick leave, 10 paid holidays, free parking, phone stipend, and more!

About Us

TSS (Temporary Staffing & Search) is a boutique employment agency established in 1999, dedicated to connecting exceptional talent with organizations that are making a difference. Originally founded as Temporary Staffing by Suzanne Ltd., TSS has evolved over the years while maintaining its core belief: that every person has value and deserves to be treated with respect. We are still a woman-owned enterprise, and we continue to nurture the strong personal relationships we've built over the past two decades within our extensive network of job seekers and employers.