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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Position Overview
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) Client Experience Associate within PNC's Branch Banking organization, you will be based in the Colorado Springs region.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
- Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers on alternatives available for their financial interactions. Identifies banking opportunities during the customer interaction and refers as appropriate.
- Identifies opportunities through meaningful conversations with customers, making appropriate referrals to branch staff.
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
- Applies product and procedural knowledge to solve customer's problems.
- Adheres to all policies and procedures, demonstrating sound judgment within established limits. Ensures teller and branch daily operations and maintenance transactions are completed in an efficient and accurate manner.
- Supports proactive sales conversations through internal and outbound interactions with a defined sales process including, service to sales, teller interactions, and effective lobby engagement, ultimately elevating client loyalty.
- Supports customer loyalty and helps to grow customer share of wallet through a differentiated customer experience. Applies basic product and procedural knowledge to help identify, mitigate and resolve customer problems effectively to drive customer loyalty.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
- Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
- Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Accountability, Banking, Branch Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetencies
Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer NeedsWork Experience
Roles at this level typically do not require a university / college degree, high school diploma or GED, however may require related experience or product knowledge to accomplish primary duties. Typically <1 year of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s) and experience (including military service) may be considered.Education
No DegreeCertifications
No Required Certification(s)Licenses
No Required License(s)Language Assessments
No Required or Preferred Language Assessments
Pay Transparency
Base Salary: $37,125.00 – $61,875.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application Window
Generally, this opening is expected to be posted for two business days from 09/25/2026, although it may be longer with business discretion.Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
See All 39 Client Associate Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
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
- PNC Financial Services10

- Vectra Bank3

- Morgan Stanley3

- Triumph Financial3

- Holland & Hart LLP3

Top Industries Hiring
- Fintech
- Insurance
- Banking & Financial Services
- Investment & Asset Management
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 PNC Financial Services, Vectra Bank, and Morgan Stanley, based on current listings on Migrate Mate as of September 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, Colorado Springs, and Otis 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 44% of client associate openings tied to Colorado are remote or hybrid as of September 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 39 Client Associate Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Client Associate Jobs