Client Relationship Associate - Wealth Advisory - Denver, CO

hirify.globalss="location">Location: Onsite at the hirify.global office in Denver, Colorado, United States

hirify.globalss="salary">Salary: $51,100–$99,000 per year

hirify.globalss="company-description">Company

hirify.global is a national professional services firm providing wealth advisory, digital, audit, tax, consulting, and outsourcing services through more than 8,500 people across 130 U.S. locations.

hirify.globalss="what-you-will-do">What you will do

• Serve as a point of contact for Wealth Advisory clients and provide high-quality support and issue resolution.
• Collaborate with primary and secondary Wealth Advisors to retain and expand client relationships.
• Schedule, prepare for, attend, and document client meetings, including proposal support.
• Record client interactions and tasks in the CRM while maintaining accurate, up-to-date client data across wealth systems.
• Submit service requests for onboarding, account setup, account maintenance, money movement, and trading at the direction of licensed advisors.
• Monitor client accounts and support special projects, including cash balance reviews, required minimum distributions, capital calls, and annual disclosures.

hirify.globalss="requirements">Requirements

• Bachelor’s degree required; relevant experience, education, and training may be accepted in lieu of a degree.
• 3+ years of experience in the investment industry preferred.
• Strong client service, communication, organization, and collaboration skills.
• Ability to work onsite in the Denver, Colorado hirify.global office.
• No certifications or licenses required.

hirify.globalss="culture-benefits">Culture & Benefits

• Benefits supporting physical, financial, social, and emotional well-being.
• Health, dental, and vision coverage.
• 401(k) and additional benefit options.
• Environment focused on diverse beliefs, perspectives, collaboration, and career growth.