Client Services Associate

TSS is partnering with a financial management and planning company to hire a full-time, onsite Client Services Associate for a permanent position in Denver, CO.

As a Client Services Associate, you will act as a financial concierge for wealthy individuals and/or families, helping manage their financial, tax, estate, and investment affairs while ensuring everything runs smoothly.

Overview:

· Keep track of money & assets – Reviewing cash flow, investments, and bills to make sure everything is in order.

· Help with taxes & estate planning – Gathering tax documents, making payments, and working with accountants and lawyers.

· Handle financial transactions – Processing payments, transfers, and setting up bank or investment accounts.

· Coordinate with experts – Acting as a go-between for clients and their financial advisors, bankers, lawyers, and insurance agents.

· Manage special financial projects – Assisting with setting up trusts, LLCs, private investments, and loans.

· Organize & track everything – Keeping detailed records to ensure financial plans are executed properly.

The Details:

Execute tax, estate, investment, and entity strategies.

Support Accounting Analysts with timely and accurate client bill payments.

Prepare for and follow up on client meetings.

Conduct cash flow and financial planning analyses, reviewing liquid and illiquid assets.

Ensure timely insurance renewals and payments.

Maintain clear, professional communication with clients.

Coordinate with third parties, including banks, accountants, attorneys, and brokers.

Process and track financial transactions, such as checks, wires, and ACH transfers.

Assist with tax planning and return preparation, including document collection and payments.

Manage private client loans, including promissory notes and activity tracking.

Organize and maintain financial records in planning systems and databases.

Ensure accuracy in reports and business/personal financials.

Facilitate new account setups for banking, brokerage, and bill payments.

Assist in establishing and managing LLCs, trusts, and other entities.

Oversee private investments, handling documentation and coordination.

Requirements:

Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field (a Master’s or CPA is a plus).

3-7 years of experience in wealth management, financial services, family office, tax advisory, or accounting.

Experience working with high-net-worth individuals (HNWIs) or ultra-high-net-worth individuals (UHNWIs) is highly preferred.

Understanding of investments, tax planning, estate planning, and entity structures.

Ability to manage multiple tasks, track deadlines, and follow up on complex financial matters.

Experience with Salesforce CRM system, financial planning software, MS Excel, QuickBooks Online, Bill.com, and banking platforms.

Ensuring accuracy in financial transactions, reporting, and documentation.

Ability to interact professionally with clients, accountants, attorneys, and financial institutions.

Handling sensitive financial and personal information with the utmost integrity.

Compensation and Benefits

The salary range is $80,000-$110,000yr + 10% bonus and 100% paid Medical benefits for you + family. Other benefits: 401k + 2%, unlimited PTO, paid sick leave, 10 paid holidays, free parking, phone stipend, and more!

About Us

TSS (Temporary Staffing & Search) is a boutique employment agency established in 1999, dedicated to connecting exceptional talent with organizations that are making a difference. Originally founded as Temporary Staffing by Suzanne Ltd., TSS has evolved over the years while maintaining its core belief: that every person has value and deserves to be treated with respect. We are still a woman-owned enterprise, and we continue to nurture the strong personal relationships we've built over the past two decades within our extensive network of job seekers and employers.