Synergy Capital of Colorado · 8 hours ago
Client Associate (RIA Client Operations)
Fort Collins, CO
Full-time
Onsite
Entry, Mid Level
$60K/yr - $70K/yr
2+ years expSynergy Capital of Colorado is building a fiduciary-first advisory firm in an underserved area of public finance. They are seeking a Client Associate to handle client operations with a focus on accurate execution and excellent service, providing a pathway to broader operations ownership based on performance.
Financial Services
Responsibilities
Accurate execution and excellent service
Processing account openings and ACATs end-to-end
Handling money movement requests (wires/ACH/journals) with documentation
Qualification
Required
2+ years in client operations at an RIA or broker-dealer
Direct experience processing account openings and ACATs end-to-end
Direct experience handling money movement requests (wires/ACH/journals) with documentation
High attention to detail and comfort working in a process-driven environment
Company
Synergy Capital of Colorado
Synergy Capital of Colorado LLC is a Colorado-based, SEC-registered investment advisory firm serving towns, special districts, and successful business owners.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase