39 client accounting services associate jobs at 19 companies in Aurora, CO
2w
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Client Services Associate
Hudson, Colorado, United States
$17-$23/hr OnsiteFull Time
Provide accurate financial transactions, open accounts, profile customers, protect customer information; high school diploma/GED preferred; 6-12 months teller or customer service experience preferred; must be 18+.
2w
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Registered Client Associate
Denver, Colorado, United States
$28-$42/hr OnsiteFull Time
1+ YOEFINRA Series 7 and 63 (or equivalents) required/maintained, 1+ year brokerage or client service experience, FINRA background screening, Microsoft Office proficiency, strong client service and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1d
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Client Service Associate
Denver, Colorado, United States
$65k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree with 3–4 years of experience or 8–9 years equivalent experience; trust, banking, private wealth, client service, account maintenance, and high-net-worth client experience preferred.
1mo
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Senior Associate - Client Service
St. Louis or Denver or Dallas
$98k-$136k/yr OnsiteFull Time
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.
2w
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Associate Director, Client Services - Account Management
Charlotte or Denver or New York
$136k-$205k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years PBM/health plan or benefits consulting experience, Excel and Microsoft Office proficiency, experience with structured/unstructured data, strong communication and multitasking skills, ability to travel up to 25%.
Microsoft Office, Microsoft Excel, SQL
2w
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Client Service Associate
Denver, Colorado, United States
$55k-$60k/yr OnsiteFull Time
Bachelor's degree preferred, strong written/verbal communication, organizational and analytical skills, proficiency with Microsoft Office and CRM; ability to work in a fast-paced team environment.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Office 365, CRM
2d
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Registered Client Service Associate
Greenwood Village, Colorado, United States
$53k-$70k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2+ years of investment industry experience, Series 7 and 63 or 66, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3mo
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Collections/Client Relations Coordinator
Denver or Las Vegas or Los Angeles or San Francisco or Seattle
OnsiteFull Time
5+ YOE5+ years of collections experience in a law firm or professional services; Associate’s degree required, Bachelor’s preferred; strong Excel and client-facing skills.
Microsoft Excel, Pivot Tables, VLOOKUP, Data Analysis Tools
5d
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Trading and Client Operations Associate - Dechtman Wealth Management
Centennial or Denver or Chicago
$75k-$85k/yr OnsiteFull Time
3+ YOEPreferred: 3–5 years in financial services, wealth management, or trading operations; knowledge of trading, cash management, and account operations; Microsoft Office Suite and CRM proficiency; bachelor's degree in business, finance, or related field.
Schwab, Black Diamond, Microsoft Office Suite, CRM
1mo
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Associate Client Solutions Manager (94281)
Denver, Colorado, United States
$25-$32/hr HybridFull Time
0.5+ YOE6+ months related sales/account/project experience, excellent customer service and organizational skills, ability to learn internal systems, manage multiple events, and work Microsoft applications; travel up to 25%.
2mo
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J.P. Morgan Wealth Management - Private Client Investment Associate - Louisville, CO
Louisville or Boulder
$27-$37/hr OnsiteFull Time
Supports advisors with account opening, money movement, investment trades, client relationship management, and risk/compliance tasks. Requires Series 7 (or obtained within 60 days), SIE if registered after 10/01/2018, Series 66 (or 63/65) and Life & Health Insurance license within 60 days.
5d
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Tax Associate
Highlands Ranch, Colorado, United States
$16-$20/hr OnsiteFull Time, Seasonal
H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, digital tool proficiency, and high school diploma or GED required.
Copilot, ChatGPT
5d
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Tax Associate
Centennial, Colorado, United States
$16-$20/hr OnsiteFull Time, Seasonal
Requires high school diploma/GED, H&R Block Income Tax Course completion, client service experience, communication and problem-solving skills, and comfort with digital tools including AI tools.
Microsoft Copilot, ChatGPT
2d
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
3w
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Tax Experienced Associate, Business Incentives Group
Phoenix or Denver
$63k-$116k/yr OnsiteFull Time
1+ YOEBachelor's degree required, 1+ year related experience, strong communication, project management, and client service skills; advanced Microsoft Excel preferred.
Microsoft Word, Microsoft Excel
1mo
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Registered Branch Associate - Loveland, CO
Loveland, Colorado, United States
OnsiteFull Time
High school diploma required (bachelor's preferred); Series 7 and Series 66 (or obtain during study period); FINRA and state insurance registrations required; 3-5 years in securities/financial services preferred; strong problem solving and client relationship skills.
1mo
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Technology and Innovation - Senior Associate (OneStream)
Atlanta or Dallas or Miami or New York City or Houston or Denver or Orange County or Chicago or Detroit or Washington
$87k-$131k/yr HybridFull Time
1+ YOEBachelor's preferred, 1+ years OneStream implementation/optimization experience, VB.net/Visual Basic and business rule writing, finance/accounting knowledge, Microsoft Office mastery, strong communication and client-facing skills.
OneStream, VB.net, Visual Basic, Microsoft Office
1d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Denver
Denver or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of client service or financial industry experience required; strong communication, organizational, interpersonal, analytical, and client service skills required.
2w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Denver
Denver, Colorado, United States
OnsiteFull Time
2+ YOEBachelor's degree required; 2+ years client service or financial industry experience preferred; SIE, Series 7 and 63 required; strong communication, organizational, and client-service skills.
1mo
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Associate Account Manager
New Orleans or Denver
$50k-$60k/yr HybridFull Time
0+ YOE0–1+ years client services or digital media experience; bachelor’s preferred; strong communication, analytical skills; Microsoft Excel and Google Workspace proficiency; familiarity with CRM and digital advertising platforms.
Microsoft Excel, Google Workspace, CRM, Adobe Creative Suite
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