Client Relationship Associate (Wealth Management)

Location: Glendale, Colorado, United States; onsite; no travel

Salary: $57,783.96–$80,000 per year

Company

hirify.global is a financial services firm whose associates work according to client-first, integrity, independence, and long-term value principles.

What you will do

• Serve as a primary client contact, answer account-related calls, schedule meetings, coordinate advisor calendars, and conduct proactive follow-up.
• Process account paperwork, maintain accurate records, facilitate money movement and account maintenance, and prepare documents.
• Process trade requests in accordance with firm and regulatory guidelines.
• Coordinate with custodians, back-office partners, and third-party vendors while managing mail and administrative workflows.
• Track projects, support advisor initiatives, and improve internal processes and operational efficiency.
• Assist with marketing campaigns, client communications, appreciation events, educational workshops, and practice branding.

Requirements

• Strong administrative, organizational, and project management skills.
• Excellent verbal and written communication abilities.
• Ability to manage multiple priorities while maintaining attention to detail.
• Proficiency with Microsoft Office and technology platforms.
• Professional demeanor and a strong client service mindset.
• Intrinsic motivation, self-direction, proactive behavior, dependability, and strong problem-solving abilities.
• Positive, team-oriented attitude and receptiveness to coaching and feedback.

Nice to have

• Financial services, banking, wealth management, or client service experience is preferred but not required.
• Desire to learn and grow professionally.

Culture & Benefits

• Medical insurance with 50% paid for the associate, plus vision and dental coverage.
• 401(k) with a 6% match.
• Paid time off and market holidays.
• People-first culture focused on professional growth, collaboration, accountability, continuous improvement, and respect for individual backgrounds.
• Independent contractor relationship with the hiring branch; employment and benefits are offered by the branch rather than hirify.global.