Client Services & Trading Associate Everforth, Cybercoders - 3.9 Littleton, CO Job Details Full-time $52,000 - $70,000 a year 4 hours ago Benefits Paid holidays Health insurance Dental insurance Paid time off Vision insurance Qualifications Experience practicing in the securities industry

Full Job Description Client Services Associate Location:

Littleton, CO (100% On-Site)

Schedule:

Monday-Thursday, 9:00 AM-5:00 PM; Friday, 9:00 AM-1:00 PM (35 hours/week)

Compensation:

$52,000-$70,000 / year (Depending on experience and active licensing) A well-established Littleton, CO wealth management firm is hiring a Client Services & Trading Associate. This dual-focus role bridges high-touch client relationship management with critical trade execution, offering direct advisor mentorship, a defined path into trading or operations specialization, and an excellent work-life balance with an early Friday dismissal.

What You'll Do Trading & Operations:

Execute and monitor trades under advisor direction, ensuring accuracy, compliance, and timely settlement. Provide key operational support across trading, cashiering, annuity, and insurance workflows.

Client Experience:

Own the client experience from first contact. Greet high-net-worth clients, manage incoming calls and mail, and serve as a reliable, professional point of contact for daily account inquiries.

Account Management:

Guide clients through onboarding and ongoing account maintenance, building long-term relationships based on trust and efficiency.

Advisor Support:

Coordinate and maintain calendars for three advisors, scheduling client review meetings to maximize their availability and optimize office workflow.

Documentation & Compliance:

Prepare, process, and track financial paperwork including new account applications and asset transfers. Maintain accurate, compliant client records in the firm CRM in line with industry regulatory standards.

What You Need Experience:

1+ years of client service, trading, or operations experience inside a wealth management, financial advisory, or brokerage firm.

On-Site Commitment:

Ability to work 100% on-site in our Littleton, CO office during standard operating hours.

Communication:

Strong written and verbal communication skills with a demonstrated ability to interact professionally with high-net-worth individuals.

Precision:

High attention to detail and numerical accuracy-trade execution and paperwork precision are critical to success in this role.

Adaptability:

Comfort fluidly moving between client-facing work and back-office technical operations, with a strong willingness to master new systems. Nice to

Have Licensing:

Active SIE, Series 7, Series 63, or Series 66 credentials (highly preferred; compensation scaling directly reflects active licensing).

Technology:

Experience with financial software for trading, rebalancing, or cashiering, alongside wealth management CRM platforms (e.g., Salesforce, Redtail, or Wealthbox).

Education:

Bachelor's degree in Finance, Business Administration, or a related field.

Firm Dynamics:

Experience supporting multiple financial advisors simultaneously within a multi-service financial practice.

Pay & Benefits Competitive Salary:

$52,000-$70,000 base scaling directly with industry experience and active licensing.

Health & Wellness:

Comprehensive medical, dental, and vision insurance coverage options.

Retirement Planning:

401(k) retirement plan featuring a 4% company match to support your long-term financial goals.

Paid Time Off:

15 days of accrued PTO annually, plus paid standard market holidays.

Career Growth:

Direct mentorship from seasoned wealth advisors with a structured career path toward a specialized portfolio trading or operations leadership role.

Work-Life Balance:

A stable, collegial team environment with a built-in 35-hour workweek and Friday afternoon dismissals. About & How to Apply Our growing wealth management firm is built around a client-first culture and a team that genuinely invests in one another's professional development. If you bring a sharp attention to detail, strong operational capabilities, and a warm client presence, we want to hear from you.

To Apply:

Please submit your resume along with a brief note detailing your wealth management experience and current licensing status directly through this job posting. Qualified candidates will be contacted for an initial phone screening within five business days. For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 09/10/2026 and applications will be accepted on an ongoing basis until the position is filled or closed. Everforth CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at to make arrangements.