Client Services Associate - Denver
21 hours ago
Job description
Location:
Denver, CO
Compensation:
$70,000-$95,000 base salary + discretionary bonus
Crusonia Wealth Advisors
Crusonia Wealth Advisors is a dynamic, fast-growing, independent Registered Investment Advisor, which is enhanced by Michaud Capital Management (MCM), a multi-billion-dollar investment and family office firm servicing a select group of families in Denver, CO and nationwide.
This alignment provides advisors with institutional-quality research, allocation frameworks, and exposure to hedge funds, private equity, and real assets, resources typically reserved for ultra-high-net worth families.
We pride ourselves on exceptional client relationships and service, offering fully integrated financial planning, investment management, estate and tax guidance.
Founded in 2024, Crusonia Wealth Advisors has grown to over $1 billion of Assets Under Management, providing strategic advice to high-net-worth individuals, families, and institutions.
Job DescriptionThe Client Service Associate (CSA) plays a central role in supporting an established and growing financial advisory team practice focused on delivering exceptional client experience within a boutique wealth management environment.
We are seeking a detail-oriented and client-focused professional to provide administrative, operational and service oriented support. The CSA will take initiative that enhances overall client satisfaction, strengthens advisor productivity and contributes to firm growth.As a member of our team, you will be integral to the client experience, working closely with a top advisory team to deliver best-in-class service, while also streamlining firm workflows.
Key ResponsibilitiesServe as a point of contact for clients; respond to inquiries via phone, email, and in person.
Support all aspects of client onboarding, including account openings, transfers, distributions, and maintenance requests.
Serve as a liaison between clients and custodians (Schwab & Fidelity) to resolve service-related issues.
Prepare and submit custodian paperwork (ACATs, wires, account updates, etc)
Complete alternative investment paperwork and wire requests.
Monitor workflows to ensure tasks are completed accurately and in compliance with firm procedures.
Maintain and document accurate CRM system data.
Supports scheduling client meetings, client communications, and prospect/client events.
Friendly, proactive communication while enhancing the overall client experience.
General office support.
Qualifications
Bachelor's degree in business, finance, or related field preferred.
3+ years of financial services, wealth management, or similar client-service experience.
Operational experience within an RIA or boutique advisory environment.
Strong knowledge of custodial platforms (Schwab & Fidelity experience a plus)
Excellent verbal and written communication skills.
Tech-savvy; ability to learn systems such as DocuSign, Adyzon, CAIS/iCapital, and Emoney.
Exceptional attention to detail with the ability to manage multiple tasks and deadlines.
Proficiency with Microsoft Office suite.
Interested in becoming Financial Paraplanner Qualified Professional, CFP, or a licensed Investment Advisor Representative (Series 65)
Key Competencies
Client first mindset.
Strong organizational and follow-through skills.
Excellent time management.
Resourceful, ambitious, and problem solver.
Team-oriented collaborator.
Self-motivated; ability to work well independently and with others.
Mature and professional.
Career Growth Opportunities
At Crusonia Wealth Advisors, we offer a career environment with a lot of flexibility where high performers can take on meaningful responsibility quickly, gain broad exposure across the business, and grow into roles at an accelerated pace.
Growth paths are flexible and can be customized based on strengths and professional goals.Faster advancement due to leaner teams.
Broader responsibilities across planning, service, and operations.
Close mentorship from Senior Advisors and firm Partners.
Opportunities to shape culture and process as the firm evolves.
Professional designations sponsorship - Series 65, Financial Paraplanner Qualified Professional, or CFP coursework.
Work Environment & Compensation
Competitive salary (based on experience)
Benefits include medical insurance, 401k, PTO, and professional development support
Full-time preferred; open to a part-time position for the right candidate
Hybrid work schedule
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