Client Services Associate

We are seeking a dynamic, highly organized, and people-focused Client Services Associate to oversee daily office operations while ensuring exceptional service delivery to our clients. This hybrid role blends client relationship management with administrative and operational oversight to ensure the smooth and efficient functioning of our business.

Key Responsibilities:

• New account opening, wires & transfers, and liaison to custodians.

• Assist Wealth Advisors in prospecting efforts and client servicing as requested.

• Daily download and reconciliation with custodians.

• Prepare monthly Portfolio Review reports to distribute to clients.

• Responsible for maintaining all office equipment including computers, fax/copiers, phones, etc. and is the contact person for outside vendors / support people.

• First point of contact for IT support and internal tracking of equipment.

• Track company compliance registrations.

• Website updates and maintenance using WordPress.

• LinkedIn posts.

• Maintaining the weekly newspaper advertising.

• Answering phone calls professionally and managing client requests proactively and diplomatically.

• Attend professional networking events (i.e. Basalt Chamber After Hours).

Requirements:

• Lives in the Roaring Fork Valley, Colorado (not a remote position).

• BS or BA degree. Experience in banking, accounting and client service is preferred.

• Accurate, responsible, organized, timely, self-starter, ability to follow through with tasks.

• Proficient in Microsoft Office Suite and CRM or project management tools (experience in Junxure and SS&C/Black Diamond is a plus).

• Ensure client satisfaction to maintain client retention.

• Ability to prioritize and focus on multiple tasks.

• Strong professional oral and written communication.

• Ability to handle sensitive information with discretion and professionalism.

• Smart, polished professional attire.

• Concierge-level mind set.

What We offer:

• A collaborative, supportive and fun team culture.

• Competitive compensation.

• Opportunities for growth and professional development.

• A dynamic, mission-driven work environment.

• Culture of excellence.

Basalt, CO | Part-Time (2–3 days/week, in-person)

Potential to grow into a full-time role as our firm expands.

Office hours: 8:30am-4:30pm.

Compensation: $30 – $40 per hour (plus performance-based bonus).

Benefits: 401(k) retirement plan, dental Insurance.

To Apply:

Please submit your resume and a brief cover letter explaining your interest and relevant experience to Emma de Francisco (emma@ryaninvest.com).

Applications close Friday 28 November, 2025.