Client Associate (RIA Client Operations) jobs in United States
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Synergy Capital of Colorado · 5 hours ago

Client Associate (RIA Client Operations)

positionFort Collins, CO
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$70K/yr - $100K/yr
date2+ years exp

Synergy Capital of Colorado is growing a fiduciary-first advisory firm in an underserved area of public finance. They are seeking a Client Associate to execute client operations accurately and provide excellent service, with opportunities for broader operational ownership based on performance.

Financial Services
Hiring Manager
Michael K. Warne, AAMS®
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Responsibilities

Accurate execution and excellent service
Processing account openings and ACATs end-to-end
Handling money movement requests (wires/ACH/journals) with documentation
High attention to detail and comfort working in a process-driven environment

Qualification

Client operations experienceAccount processingMoney movement requestsAttention to detailProcess-driven environment

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

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Synergy Capital of Colorado LLC is a Colorado-based, SEC-registered investment advisory firm serving towns, special districts, and successful business owners.
dateFounded in 2024
location
Fort Collins, CO, US
people-size2-10 employees
web-link
https://synergy-colorado.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase