14 client accounting services associate jobs at 4 companies in Windsor, CO
2mo
Save
Mark Applied
Hide
2mo
J.P. Morgan Wealth Management - Private Client Investment Associate - Louisville, CO
Louisville or Boulder
$27-$37/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
Requires high school diploma/GED, customer or client service experience, communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
H&R Block: A tax preparation and financial services helping clients manage their tax obligations and finances.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
H&R Block: A tax preparation and financial services helping clients manage their tax obligations.
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.
H&R Block: A tax preparation and financial services helping clients manage their taxes and finances.
High school diploma or equivalent, 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.
H&R Block: A tax preparation and financial services providing tax assistance to individuals and communities.
High school diploma or equivalent, completion of the H&R Block Income Tax Course or Tax Knowledge Assessment, client service experience, strong communication and problem-solving skills, and comfort using digital tools.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
High school diploma/GED, H&R Block Income Tax Course completion, customer or client service experience, strong communication and problem-solving skills, and comfort using digital tools including Copilot and ChatGPT.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
No prior tax experience required; must complete the H&R Block Income Tax Course, have client service experience, strong communication and problem-solving skills, digital tool proficiency, and a high school diploma or GED.
Part Time (20 Hours) Associate Banker, Fort Collins Branch, Fort Collins, CO
Fort Collins, Colorado, United States
$20-$25/hrOnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, handle cash devices, and learn products/procedures; high school diploma/GED and client service experience preferred.
Edward Jones: Offers investment management and financial planning through local branches.
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.
Personal Banking - Assistant Banking Center Manager
Arvada, Colorado, United States
$21-$22/hrOnsiteFull Time
NBH BankNYSE: NBHC: Regional bank providing commercial and consumer financial services.
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.