57 client associate jobs at 35 companies in Colorado Springs, CO
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Client Associate/Registered Client Associate
Colorado Springs, Colorado, United States
$40k-$60k/yrOnsiteFull Time
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor's degree or equivalent experience; strong verbal/written communication and client service skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to get licensed within 12 months; ability to adapt to changing technology.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
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.
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
High school diploma or GED, 18+, preferably 6-12 months teller or customer service experience; ability to process transactions, open accounts, follow regulations, and identify cross-sell opportunities.
SPS: Global provider of document management and business process outsourcing.
High school diploma required; customer service, shipping & receiving, and copier experience; ability to lift 20–60 lbs, use handheld scanners and pallet jacks; Microsoft Office familiarity; ability to work scheduled hours and occasional overtime.
Microsoft Office, handheld scanner, postage meter, shipping software, Greenhouse Applicant Tracking System
Triumph Financial: Provides financial and technology solutions for the transportation industry.
High school diploma or GED, age 18+, and preferably 6–12 months of bank teller experience. Customer service, sales, or cross-selling experience is desirable.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; knowledge of financial products, strong Microsoft Office skills, and exceptional communication and organizational skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
Active Series licenses, knowledge of financial products, strong client service and communication, advanced Microsoft Office skills, and 2+ years industry experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOEHigh school diploma/GED and 1+ year customer service or call center experience required; strong communication, multi-tasking, and client-handling skills. Ability to lift up to 50 lbs and work at a computer for long periods.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
0+ YOEProvides customer service and proactive sales in a retail branch; processes transactions, engages customers in lobby, identifies referral opportunities; typically <1 year experience, Spanish bilingual preferred.
Senior Registered Client Service Associate (Colorado Springs, CO)
Colorado Springs, Colorado, United States
$55k-$75k/yrOnsiteFull Time
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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.
Rowan: Professional ear piercing services performed by licensed nurses.
Retail or sales experience, strong client service skills, independent ownership, resourcefulness, flexible scheduling, and interest in jewelry and ear piercing.
H&R Block: A tax preparation and financial services helping clients manage their tax needs.
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.
The Salvation Army: Provides social assistance and religious ministry to global communities.
High school diploma or equivalent, experience working with people, proficiency in Microsoft Suite, Clarity/HMIS, and Wellsky, database skills, and ability to perform client support, documentation, and physical shelter duties.
Modern Family Law: Provides tech-driven legal representation for divorce and family matters.
0+ YOEActive Colorado State Bar admission; 0–3 years of family law experience preferred. Requires strong writing, communication, attention to detail, client focus, and ability to manage multiple priorities.
CBIZNYSE: CBZ: Provides financial, tax, and business advisory services to organizations.
Bachelor's degree required, completion of at least one busy season, strong written and verbal communication, proficient with technology, and ability to travel for client needs.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-facing experience; inventory, stocking, visual merchandising; ability to lift up to 50 lbs; strong communication and time-management skills.
Sephora: Global retailer of prestige beauty and personal care products.
1+ YOE1-2 years retail or client-facing experience; able to lift up to 50 lbs; strong communication, organization, and time-management; punctual and available for nights, weekends, and holidays.
LVMHEuronext Paris: MC: A diversified luxury conglomerate managing fashion, spirits, and beauty brands.
1+ YOERequires 1–2 years in a similar, retail, hospitality, or client-focused role; organization, communication, teamwork, product-learning ability, retail reliability, and capacity to lift up to 50 pounds.