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CyberCoders, Inc
Front Desk / Client Associate
Career Insights for Client Relationship Manager
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Scorecard
Based on Colorado data
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What they do
A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
$68,220 / year median in Colorado
-3% projected decline
Job Description
Front Desk / Client Associate
Littleton, CO
Full-TimeOn-Site$45,000 - $60,000 /yr
Posted July 30, 2026 We are a premier, midsize wealth management firm located in Littleton, Colorado. Our firm delivers personalized financial planning and investment strategies to high-net-worth families. We are seeking a full-time, in-office Front Desk / Client Associate to join our collaborative team.
Position Summary
As the first point of contact, you will manage our front office operations and provide critical administrative support. This role bridges client hospitality with back-office wealth management operations. It requires a high level of professionalism, strict confidentiality, and exceptional organizational skills.
Key Responsibilities
Greet clients warmly and manage the front reception environment.
Direct incoming phone calls to appropriate advisory team members.
Coordinate client hospitality, meeting room readiness, and incoming mail.
Schedule client review meetings and manage complex advisory calendars.
Input client data into the CRM system with high accuracy.
Prepare account opening paperwork and assist with client onboarding.
Qualifications
Minimum of 1 to 2 years of administrative, reception, or customer service experience.
Experience in financial services, banking, or wealth management is highly preferred.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Strong verbal and written communication skills.
Ability to handle sensitive financial information with total discretion.
Compensation and Benefits