Client Service Associate (Denver)

The Client Service Associate (CSA) plays a crucial role in supporting our Client Service Specialist (CSS) in recruiting and retaining clients.  The position provides vital operational and back office support to wealth advisory clients and directly impacts the client experience at Frontier.

The CSA will need to familiarize his or herself with each client relationship to ensure we remain a boutique firm — a firm that truly knows our clients and is invested in their future. The CSA needs to possess a proactive, problem-solving and attention-to-detail mindset, all while being committed to supporting the company in creating a positive client experience.

Frontier believes in not only striving to serve our external clients, but also our fellow team members. Frontier’s vision is to continuously allow Wealth Advisors ample time for prospecting, onboarding new relationships and deepening existing relationships. To accomplish this, it is imperative that we have a team of qualified individuals who perform their individual roles, while working collaboratively.

The CSA will work directly with the CSS to support a team of five wealth advisors. All wealth advisors in this Frontier office are Certified Financial Planners (CFPs) and Certified Public Accountants (CPAs). The CSA is a crucial part of our client experience and will have opportunities to advance his or her role and title within the company over time. The ideal candidate has a willingness to learn and wants to be challenged.

Responsibilities/Roles:

  • Perform administrative duties that support Wealth Advisors and staff; including (but not limited to) daily telephone coverage, coordination of client meetings, preparation of expense reports, filing, and calendar maintenance.
  • CSA has overall responsibility for the state of the Frontier office. This includes office cleanliness, ordering supplies, submitting work orders and preparing the office for client visits.
  • Responsible for manually and electronically processing client tax returns.
  • Support the CSS in the management and tracking of all prospective and current client interaction.
  • Support the onboarding process for all new clients to the firm; including the collection of required documentation and client information.
  • Assist in distributing quarterly performance reports, letters, and other client communications.
  • Handle day-to-day tasks with the CSS for all client relationships.
  • Serve as back-up support for CSS.
  • Follow internal processes, which ensure client interaction is indistinguishable and uniform across all Frontier offices.
  • Support the CSS in scheduling client meetings (either by phone or in person).
  • Assists in preparing documentation for upcoming client meetings.
  • Proactively participate in firm-wide initiatives.
  • Manage any special requests and/or projects on an as-needed basis.


Qualifications/Requirements:

  • College degree preferred or equivalent experience
  • Experience working with high-level, busy professionals
  • Professional demeanor and appearance
  • Strong attention to detail and accuracy
  • Excellent verbal, written, and organizational skills; Ability to initiate, plan, prioritize, and conduct multiple responsibilities
  • Proficiency with Microsoft Office 365 applications (Outlook, Word, Excel)
  • Demonstrated competence and judgement with confidential client information
  • Ability to develop rapport with clients
  • Ability to work with limited supervision; self-motivated and easily adaptable to change


Bonus Qualifications/Skills:

  • Knowledge of RIA industry helpful
  • Experience with Charles Schwab/TD Ameritrade (Veo) Institutional websites
  • Familiar with Tamarac/Envestnet portfolio reporting software
  • Experience with CRM software


Employment Details:

  • Full-time salaried position, with opportunity to earn annual bonuses
  • Upward career path mobility
  • Medical, vision dental and life insurance
  • Unlimited Paid Time Off policy and company 401(k) plan offered
  • Collaborative office environment

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