Client Associate Jobs in Colorado
Client Associate jobs in Colorado are concentrated in Denver, Boulder, and Colorado Springs, where wealth management firms, financial services companies, and brokerage operations have built lasting hiring bases. Edward Jones, Charles Schwab, and Fidelity Investments all maintain a significant presence in the state and consistently hire client associates across investment support, relationship management, and compliance coordination. Demand is particularly strong for candidates with Series 7 or Series 66 credentials, reflecting Colorado's active retail brokerage and financial planning market. Find a role that fits below and apply directly.
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Showing 5 of 46+ Client Associate jobs
Job Title: Associate Client Manager
Department: Commercial Select Practice
Reports To: Client Service Team Leader – HOA/Select
FLSA Status: Non-Exempt
POSITION SUMMARY: The Associate Client Manager, a client interacting position, supports Advisors, Client Managers and the client by completing various tasks common in day-to-day commercial insurance servicing. Prompt, accurate and professional handling of requests, both internally and directly for the client will ensure clients receive the best possible experience.
KEY RESPONSIBILITIES:
- Retrieve electronic copy of endorsements, policies and other documents from carrier website and attach to the appropriate client in Epic.
- Issue and distribute to clients, new and renewal insurance certificates and evidence of property. Includes generating certificate holder lists at pre-renewal.
- Order loss history from insurance carriers via email request or retrieve from carrier website.
- Order MVR’s and document appropriate consent forms as required by CCIG procedure.
- Issue auto ID cards.
- Request policy changes from carriers including updating the client’s application, documenting appropriately in Epic and following up until change is received.
- Processes carrier endorsements and premium audits by verifying accuracy, invoicing, sending letters to clients and ensuring Epic database was updated.
- Process direct bill notices of cancellation by contacting carrier, determining if payment has been made and notifying Client Manager of outcome.
- Creating and sending pre-renewal letters and questionnaires to client for updating and follow up with client to receive updates.
- Process Automatic renewals per department procedures.
- Input various types of client data into Epic.
- Input customer information and enter changes into insurance company rating software.
- Check policies for accuracy, make notes of any discrepancies and obtain directions from Client Manager on how to handle discrepancies.
- Participate in training to enhance knowledge and skills and remain current with industry changes.
- Attach and maintain all correspondence in Epic as required in department procedures.
- Attend and participate in department meetings as well as other meetings as directed.
- May handle traditional client service.
- Additional duties as assigned.
QUALIFICATIONS:
- Bachelor’s degree preferred.
- Possession and maintenance of Property and Casualty Insurance license for the State of Colorado, or willingness to obtain.
- Proactive participation in continuing education classes.
- 1-2 years of industry experience in a similar position is beneficial, but not required.
- Strong written, presentation, interpersonal, organizational, time management and oral communication skills.
- Strong sense of urgency, attention to detail and follow-thru, results-oriented nature, ability to multi-task, ability to work at a fast pace, and ability to prioritize frequently throughout the day.
- Proficient in the use of Microsoft Word, Excel, Outlook and Power Point.
- Ability to make decisions that are limited to a few options with minimal room for discretion.
- Ability to solve problems that are relatively simple in nature requiring some analysis or research to determine the best solution from a limited number of prescribed options.
- Proficient in technology and the use of data management software, including ability to organize and sort through data presented in various forms. Accurate entry of data and supporting documentation into the software a must.
- Basic understanding of debits and credits.
- Willingness to take on additional responsibility as the need arises.
SUPERVISORY RESPONSIBILITY: This position does not have any supervisory responsibilities.
COMPENSATION INFORMATION:
Pay Range: $21.00 - $34.00/hour (dependent on experience and/or qualifications)
Bonus Potential: 5% of annual salary
Total Compensation = Pay + Performance Bonus + Benefits
PHYSICAL DEMANDS: This position primarily operates in a professional office environment. The employee is regularly required to sit or stand for extended periods, use hands to operate a computer, keyboard and other office equipment. The role requires clear verbal and written communication, including use of the telephone, email, and other collaboration tools. Periodic standing, walking, and light lifting or carrying of materials (generally up to 10 pounds) may be required. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the job.
Job Title: Associate Client Manager
Department: Commercial Select Practice
Reports To: Client Service Team Leader – HOA/Select
FLSA Status: Non-Exempt
POSITION SUMMARY: The Associate Client Manager, a client interacting position, supports Advisors, Client Managers and the client by completing various tasks common in day-to-day commercial insurance servicing. Prompt, accurate and professional handling of requests, both internally and directly for the client will ensure clients receive the best possible experience.
KEY RESPONSIBILITIES:
- Retrieve electronic copy of endorsements, policies and other documents from carrier website and attach to the appropriate client in Epic.
- Issue and distribute to clients, new and renewal insurance certificates and evidence of property. Includes generating certificate holder lists at pre-renewal.
- Order loss history from insurance carriers via email request or retrieve from carrier website.
- Order MVR’s and document appropriate consent forms as required by CCIG procedure.
- Issue auto ID cards.
- Request policy changes from carriers including updating the client’s application, documenting appropriately in Epic and following up until change is received.
- Processes carrier endorsements and premium audits by verifying accuracy, invoicing, sending letters to clients and ensuring Epic database was updated.
- Process direct bill notices of cancellation by contacting carrier, determining if payment has been made and notifying Client Manager of outcome.
- Creating and sending pre-renewal letters and questionnaires to client for updating and follow up with client to receive updates.
- Process Automatic renewals per department procedures.
- Input various types of client data into Epic.
- Input customer information and enter changes into insurance company rating software.
- Check policies for accuracy, make notes of any discrepancies and obtain directions from Client Manager on how to handle discrepancies.
- Participate in training to enhance knowledge and skills and remain current with industry changes.
- Attach and maintain all correspondence in Epic as required in department procedures.
- Attend and participate in department meetings as well as other meetings as directed.
- May handle traditional client service.
- Additional duties as assigned.
QUALIFICATIONS:
- Bachelor’s degree preferred.
- Possession and maintenance of Property and Casualty Insurance license for the State of Colorado, or willingness to obtain.
- Proactive participation in continuing education classes.
- 1-2 years of industry experience in a similar position is beneficial, but not required.
- Strong written, presentation, interpersonal, organizational, time management and oral communication skills.
- Strong sense of urgency, attention to detail and follow-thru, results-oriented nature, ability to multi-task, ability to work at a fast pace, and ability to prioritize frequently throughout the day.
- Proficient in the use of Microsoft Word, Excel, Outlook and Power Point.
- Ability to make decisions that are limited to a few options with minimal room for discretion.
- Ability to solve problems that are relatively simple in nature requiring some analysis or research to determine the best solution from a limited number of prescribed options.
- Proficient in technology and the use of data management software, including ability to organize and sort through data presented in various forms. Accurate entry of data and supporting documentation into the software a must.
- Basic understanding of debits and credits.
- Willingness to take on additional responsibility as the need arises.
SUPERVISORY RESPONSIBILITY: This position does not have any supervisory responsibilities.
COMPENSATION INFORMATION:
Pay Range: $21.00 - $34.00/hour (dependent on experience and/or qualifications)
Bonus Potential: 5% of annual salary
Total Compensation = Pay + Performance Bonus + Benefits
PHYSICAL DEMANDS: This position primarily operates in a professional office environment. The employee is regularly required to sit or stand for extended periods, use hands to operate a computer, keyboard and other office equipment. The role requires clear verbal and written communication, including use of the telephone, email, and other collaboration tools. Periodic standing, walking, and light lifting or carrying of materials (generally up to 10 pounds) may be required. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the job.
See All 46 Client Associate Jobs in Colorado
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Find Client Associate JobsClient Associate Jobs by City in Colorado
Where Colorado roles are concentrated, by current openings.
Client Associate Job Market in Colorado
A snapshot from current Colorado openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
What Colorado Employers Look For
The qualifications that appear most often in client associate jobs across Colorado.
- Active FINRA Series 7 or Series 66 registration, or willingness to obtain upon hire
- Bachelor's degree in finance, business, economics, or a closely related field
- One or more years of client-facing experience in financial services or banking
- Proficiency with CRM platforms and portfolio management or brokerage software
- Strong written and verbal communication skills for client and advisor interaction
- Ability to pass a background check and meet FINRA registration eligibility requirements
Client Associate Jobs in Colorado: Frequently Asked Questions
How do you become a client associate in Colorado?
Most client associate roles in Colorado require a bachelor's degree in finance, business, or a related field alongside FINRA licensing, typically the Series 7 and either the Series 63 or Series 66. You register through FINRA after sponsorship by an employer, and Colorado does not add a separate state securities license beyond those FINRA exams. Some employers will hire candidates without existing registrations and sponsor them through the process during onboarding.
Which companies hire client associates in Colorado?
Employers hiring client associates in Colorado right now include Morgan Stanley, Vectra Bank, and Jackson Hewitt, based on current listings on Migrate Mate as of November 2026. Colorado's concentration of wealth management firms and regional brokerage offices in Denver and the surrounding Front Range keeps demand for client associates relatively steady throughout the year.
Which Colorado cities have the most client associate jobs?
Denver, Boulder, and Cortez account for the largest share of client associate openings in Colorado. Denver anchors the market as the state's primary financial services hub, home to large brokerage offices and wealth management firms, while Boulder and Colorado Springs draw openings from regional advisory practices and firms serving the substantial professional and military populations in those areas.
Are there remote client associate jobs in Colorado?
Yes, but they're less common than in purely analytical roles because client associates frequently support advisors and clients through in-person meetings and branch operations. About 45% of client associate openings tied to Colorado are remote or hybrid as of November 2026, and those positions tend to favor back-office administrative support or phone-based client service functions rather than relationship-facing advisor support roles.
How can I get hired as a client associate in Colorado with little or no experience?
The most realistic entry path is through a bank teller, personal banker, or customer service representative role at a Colorado retail bank or credit union, which builds client-facing habits and often leads directly to associate-level openings. Edward Jones and Fidelity both run structured associate programs in Colorado that accept candidates without prior brokerage experience. Earning a Series 7 or a CFP coursework certificate while in an adjacent role signals commitment and gives you a concrete edge when applying to brokerage or advisory firms.
Where can I find and apply to client associate jobs in Colorado?
You can find and apply to client associate jobs in Colorado on Migrate Mate, which lists current openings across Denver, Boulder, Colorado Springs, and other Colorado markets. Find the roles that fit your background and apply directly from the listings on this page.
See All 46 Client Associate Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Client Associate Jobs