47 client accounting services associate jobs at 24 companies in Parker, CO
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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+.
1d
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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.
1mo
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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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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.
3w
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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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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
1w
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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
1mo
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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
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
1w
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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.
1w
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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
1w
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Tax Associate
Colorado Springs, Colorado, United States
$14-$18/hr OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT. Tax course or assessment required.
Copilot, ChatGPT
1w
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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)
1w
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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
4w
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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
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