Jupiter Wealth Management (JWM) is an independent, registered investment advisory firm located in Glendale, CO. We provide fee-only wealth management and home office services to individuals, families, business owners, trusts, charitable foundations and retirement/profit-sharing plans. Our mission is to help our clients make sound financial decisions that enable them to achieve their goals and live life to the fullest. We are committed to attracting, developing, and retaining top talent with a client-first attitude and a strong desire to go above and beyond.

Job Summary

We are seeking a dedicated and detail-oriented Client Services Associate to provide exceptional support to our financial advisory clients. This key role is responsible for the daily operational and administrative functions that ensure seamless and high-quality client experience, allowing advisors to focus on financial planning and relationship management. The ideal candidate is a proactive problem-solver with strong organizational skills and a passion for delivering a “white glove” client experience.

Key Responsibilities

Client Support: Serve as a primary point of contact for clients, addressing inquiries, resolving issues, processing client requests (e.g., money movement, account transfers, beneficiary changes), and ensuring timely follow-up.
Account Management: Facilitate the end-to-end new account opening and onboarding process, including collecting client information and required documentation, ensuring all compliance procedures are met, and communicating with custodians.
Administrative Support: Manage financial advisor calendars, coordinate and prepare materials/reports for client meetings, answer phone calls, client mailings, filing, and greeting guests.
Data Management: Compile client data in Excel spreadsheets for internal use and in firm reporting software for client facing reports. Maintain accurate and detailed client information and interactions within the firm's CRM system (e.g., Redtail, Wealthbox) and other relevant databases.
Operational Efficiency: Collaborate with internal departments (operations, investments, compliance) to ensure clients' needs are met efficiently and identify opportunities for process improvement.
Compliance: Adhere to all industry rules, regulations, and firm policies, including logging client correspondence and maintaining accurate records.

Required Qualifications and Skills

Education: Bachelor's degree required.
Experience: minimum of 2+ years of experience in accounting or 4+ years in client-facing or administrative support role within the financial services/wealth management industry is preferred.
Communication: Exceptional verbal and written communication skills, with the ability to explain complex information clearly and empathetically.
Technical Proficiency: Strong computer skills, including advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and experience with CRM software and custodian platforms.
Core Competencies:
Strong attention to detail and organizational skills.
Ability to manage multiple tasks, prioritize effectively, and work under pressure in a fast-paced environment.
Proactive problem-solving skills and a client-first mindset.
Ability to work independently and collaboratively as a team player.
High level of discretion and professionalism when handling confidential client information.

Preferred Qualifications

Familiarity with Addepar Portfolio Management software.
Familiarity with Charles Schwab Advisor Service Platform

What We Offer

Competitive salary and bonus structure
Comprehensive health insurance
401(k) with nondiscretionary company contribution and potential profit-sharing contribution
Paid time off and company holidays
Opportunities for professional development and firm-sponsored licensing/certifications

Job Status: Full-Time, on site

Salary: $65k - $75k depending on experience

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