18 client accounting services associate jobs at 14 companies in Littleton, 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.
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.
5d
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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.
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
2mo
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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.
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Client Relationship Associate - Wealth Advisory - Denver, CO
Denver, Colorado, United States
$51k-$99k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years investment-industry experience preferred. Strong client service, CRM use, communication, and monitoring/account maintenance skills.
CRM
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
3w
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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
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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.
1mo
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Associate Director, Client Services - Account Executive
Charlotte or Denver or New York City
$136k-$190k/yr HybridFull Time
5+ YOE3+ MgmtBachelor's degree,5+ years in PBM/health plan/benefits consulting,experience with structured and unstructured data,proficient in Microsoft Excel,analytical tools,excellent communication and project management skills,ability to travel up to 25%.
Microsoft Excel, Tableau, PowerBI, Qlik-Sense
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Part Time Associate Banker CO Metro Central (30 hours)
Denver, Colorado, United States
$23-$28/hr OnsitePart Time
Provide attentive client service, handle transactions, open accounts, educate clients on digital tools; high school diploma/GED and client service experience preferred.
Chase Mobile App, Chase.com, ATM
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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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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Denver - Digital Assurance & Transparency (DAT) - Associate - Summer/Fall 2027
Denver, Colorado, United States
$54k-$104k/yr OnsiteFull Time
0+ YOEBachelor's degree in accounting, MIS, business analytics, computer and information science, or IT; 3.0 GPA; CPA or CISA eligibility; final academic year; client service and analytical skills.
Artificial intelligence
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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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