Job Description

At EdgeRock Wealth Management, we believe the best service starts with exceptional people. We’re looking for a Client Services Associate who is organized, detail-oriented, and committed to delivering an outstanding client experience.

If you are great at what you do, love what you do, and want more, you’ll fit right in with our fast-moving, client-focused team.

About the Role

As a Client Services Associate, you will play a key role in supporting our clients and advisors. Your responsibilities will include handling day-to-day client requests such as money movement, beneficiary updates, and account transfers. You will also assist advisors with new account openings and the onboarding process to ensure a seamless client experience.

This position requires strong attention to detail, excellent communication skills, and the ability to work efficiently in a fast-paced environment.

What You’ll Do

Provide comprehensive back-office investment operations support to financial advisors and their clients through a Salesforce tasking system.
Facilitate the account opening process, including new account setup and annuity applications.
Process money movement requests, account transfer submissions, address changes, client distributions (including RMDs), and client contributions/deposits.
Manage and resolve general client service requests with accuracy and efficiency.
Collaborate closely with custodial partners, including Fidelity, to ensure seamless processing and issue resolution.
Assist with the preparation and submission of Alternative Investment subscription documents.
Partner with the trading and billing teams to ensure accounts are properly established and maintained in a timely manner.
Identify opportunities to improve processes, enhance efficiency, and streamline workflows.

What We’re Looking For

A polished, professional presence with strong interpersonal skills.
A strong communicator with high emotional intelligence and attention to detail.
Comfortable working in a fast-paced environment with the ability to prioritize multiple tasks.
A collaborative team player eager to learn and grow with the company.
Prior administrative or office management experience preferred (financial services background a plus).

What We Value at EdgeRock

We look for team members who embody our core values:

Dedication – We show up every day ready to make an impact.
Resourcefulness – We find solutions where others see obstacles.
Empathy – We put our clients’ needs first, always.
Tirelessness – We don’t settle. We push boundaries and chase excellence.

Compensation & Benefits

Salary Range: $50,000 – $65,000 (commensurate with experience)
Retirement Plan: 401(k) with company match
Health Coverage: Comprehensive medical, dental, and vision insurance
Paid Time Off: Generous PTO package and paid holidays

About EdgeRock

EdgeRock Wealth Management is an independent RIA headquartered in Denver, CO. We help successful individuals and families build custom financial strategies that go far beyond the basics — combining proactive tax planning, private-client-level investing, and a service experience that reflects our obsession with doing things right.

Ready to Step Into a Role That Truly Matters?

Join a firm where your work isn’t just noticed — it’s appreciated, supported, and elevated. Apply now.

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Client Services Associate

Client Service Associate