28 client accounting services associate jobs at 18 companies in Lafayette, CO
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Client Services Associate
Denver, Colorado, United States
$19-$23/hr OnsiteFull Time
High school diploma/GED, 18+ years old, 6-12 months teller experience preferred, customer service/sales experience desired, Microsoft Office proficiency, strong communication, able to travel between branches.
Microsoft Office
1w
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Client Services Coordinator
Denver, Colorado, United States
$21-$34/hr OnsiteFull Time
1+ YOEAt least one year of customer service experience, strong data entry skills, and a high school diploma or equivalent required. Accounts receivable, call center, or associate degree experience is preferred.
2d
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Associate - Client Service
Denver, Colorado, United States
$79k-$115k/yr OnsiteFull Time
4+ YOEMinimum 4 years in financial services with significant client-facing experience, financial planning experience, and a BA or BS degree with exceptional academic performance. CFP, CFA, CPA, or MBA preferred.
2w
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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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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
3w
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Senior Tax Associate - Private Client Services
Rockville or Atlanta or Austin or Bala Cynwyd or Boston or Charlotte or Chicago or Dallas or Denver or Houston or Los Angeles or New York City or Philadelphia or Phoenix or Portland
$82k-$134k/yr RemoteFull Time
3+ YOEBachelor's degree in accounting, recent accounting-firm experience, and 3–5 years of federal tax consulting or compliance experience in public accounting. Requires corporate, S-Corp, or partnership return experience.
tax software
2w
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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
2w
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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.
2w
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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
2w
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Tax Associate
Louisville, Colorado, United States
$16-$20/hr OnsiteFull Time, Seasonal
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
15h
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Senior Loan Associate
Boulder, Colorado, United States
$30-$43/hr OnsiteFull Time
3+ YOEBachelor’s degree or equivalent experience, 3–5 years in banking, lending, credit, or a professional development program, NMLS upon hire, Microsoft Office and Excel proficiency, and client service experience.
Microsoft Office Suite, Microsoft Excel, CRM
2w
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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
1mo
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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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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
1w
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Personal Banking - Assistant Banking Center Manager
Arvada, Colorado, United States
$21-$22/hr OnsiteFull Time
3+ YOEAssociate degree or equivalent required; NMLS registration and valid driver's license may be required. Preferred experience includes financial services, cash handling, sales, and client education.
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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