6 client accounting services associate jobs at 5 companies in Florence, CO
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Client Associate
Colorado Springs, Colorado, United States
$55k-$75k/yr OnsiteFull Time
2+ YOEExperience in client service or banking preferred; strong communication, attention to detail, and Microsoft Office proficiency; series 7 and 66 licenses preferred; bachelor's degree preferred.
Microsoft Office Suite
1w
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Registered Client Service Associate
Colorado Springs, Colorado, United States
$55k-$75k/yr OnsiteFull Time
1+ YOEHigh school diploma or equivalent and 1+ year of securities industry or related experience preferred. Requires SIE and Series 7; Series 63, 65, and/or 66 as required by state.
Microsoft Excel, Client Relationship Management (CRM) software
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Retail Investment Services Associate
Colorado Springs, Colorado, United States
$50k/yr HybridFull Time
0+ YOEActs as first point of contact for inbound client requests, handles mutual fund transactions, provides account information, and promotes digital adoption; high school or equivalent required.
HireVue
1mo
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Senior Registered Client Service Associate (Colorado Springs, CO)
Colorado Springs, Colorado, United States
$55k-$75k/yr OnsiteFull Time
5+ YOEProvide high-touch administrative support to Financial Advisors, manage client onboarding/accounts, trade support, reporting, and client inquiries; requires securities registrations and multi-platform communication skills.
CRM, Goal planning software, Microsoft Excel
2w
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Financial Advisor Associate
Colorado Springs, Colorado, United States
$65k-$90k/yr OnsiteFull Time
Bachelor’s degree in business, finance, sales, marketing, or related field, or equivalent professional experience; strong communication, networking, organizational, problem-solving, and client-service skills required.
Financial Planning Specialist (FPS)
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Product Specialist Solutions - Associate
Colorado Springs, Colorado, United States
$70k-$85k/yr HybridFull Time
2+ YOE2+ years client-facing experience (client success, account management, sales) in SaaS/financial services/fintech; strong verbal/written communication, organizational skills, Salesforce experience; ability to onboard, train, and drive platform adoption.
Salesforce