222 client associate jobs at 121 companies in Erie, CO
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Client Associate Registered
Denver, Colorado, United States
$58k-$80k/yr OnsiteFull Time
Registered representative with Series 7 and either Series 66 or Series 65/63; provides operational and administrative support to Financial Advisors and services clients.
BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
1mo
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Client Associate-2
Denver, Colorado, United States
$60k-$70k/yr OnsiteFull Time
1+ YOE1+ years relevant experience, ability to independently support client lifecycle tasks across onboarding, renewals, and ongoing support; technical experience with OE guide applications, HRIS/enrollment platforms; must obtain Life & Health license per state timing.
OE guide applications, HRIS, enrollment platforms
2w
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Registered Client Associate
Denver, Colorado, United States
$28-$42/hr OnsiteFull Time
1+ YOEFINRA Series 7 and 63 (or equivalents) required/maintained, 1+ year brokerage or client service experience, FINRA background screening, Microsoft Office proficiency, strong client service and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
3d
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Client Services Associate
Denver, Colorado, United States
$27-$32/hr OnsiteFull Time
1+ YOEAssociate degree or higher and/or 1-2 years of banking experience; 1-2 years of customer service preferred. Requires strong communication, organization, multitasking, and customer service skills.
Microsoft Outlook, Microsoft Excel, Salesforce, Customer Service Management System, GPS
1w
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Client Associate Registered
Denver, Colorado, United States
$65k-$85k/yr OnsiteFull Time
Series 7 and 66 licenses for registered CSAs, bachelor preferred, strong communication, detail orientation, and Microsoft Office proficiency.
Microsoft Office
3w
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PBM Client Success Associate
Miami or New York City or Denver or Dallas
$55k-$75k/yr RemoteFull Time
2+ YOEPrefer bachelor's degree and ~2 years client success or healthcare/PBM experience; strong written/verbal communication, Excel and Office/Google Workspace familiarity, organizational and analytical skills.
Microsoft Excel, Microsoft Office, Google Workspace
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Registered Client Service Associate
Greenwood Village, Colorado, United States
$53k-$70k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63 or 66 required, B2B client support experience, proficiency in Microsoft Office and basic brokerage operations.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Service Associate - Denver
Denver, Colorado, United States
$31-$38/hr OnsiteFull Time
1+ YOE1-4 years administrative experience (financial services preferred), undergraduate degree desired (Business/Economics/Finance/Accounting preferred); proficiency in Microsoft Office and Salesforce; strong organization and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Windows, Salesforce
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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.
1w
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Wealth Management Client Associate
Boulder, Colorado, United States
$25-$44/hr OnsiteFull Time
High school diploma or equivalent; client-focused self-starter with strong work ethic, adaptability, judgment, communication, and computer skills. Investment and client service experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Associate Client Manager
Englewood, Colorado, United States
$21-$34/hr OnsiteFull Time
Client-facing insurance servicing role; strong communication, organization, and data-entry skills; proficiency with Microsoft Office and Epic; 1-2 years industry experience beneficial but not required.
Epic, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
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Client Specialist
Centennial, Colorado, United States
$47k-$58k/yr OnsiteFull Time
2+ YOEPerform client acquisition and development, call prospective clients to obtain agreements, mentor associates, monitor KPIs; associate degree +2 years experience or equivalent; sales/staffing experience preferred.
2w
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Associate Client Advocate
Arlington or Atlanta or Miami or Mobile or Tampa or New York or Boston or Chicago or Houston or Philadelphia or Phoenix or Denver or Short Hills or Los Angeles or Detroit or Pittsburgh or Nashville or Overland Park or Milwaukee
$90k-$120k/yr HybridFull Time
5+ YOERequires 5+ years of client-facing commercial property and casualty insurance experience, P&C broker license, Microsoft Office proficiency, negotiation, relationship, presentation, project management, and analytical skills.
Microsoft Office
2w
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
2mo
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Client Development Associate
California or Colorado or Los Angeles or Orange County or San Diego or Denver or United States
$85k-$100k/yr RemoteFull Time
5+ YOEBachelor's degree, 5 years B2B sales experience, proficiency with Microsoft Word/Outlook/Excel/Teams, familiarity with CRM tools (Salesforce/HubSpot), proven cold-outreach new business track record, ability to work independently remote.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft Teams, Salesforce, HubSpot, ChatGPT, Claude
2w
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Client Service Associate
LaSalle, Colorado, United States
$17-$23/hr OnsiteFull Time
High school diploma or GED, age 18+, prefer 6–12 months teller or customer service experience, ability to process financial transactions, open accounts, and identify cross-sell opportunities.
2w
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Client Service Associate
La Salle, Colorado, United States
$17-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
1+ YOEHigh school diploma/GED, 18+, 6-12 months teller or customer-service experience preferred; ability to process financial transactions, protect customer information, and identify cross-sell opportunities.
1mo
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Client Service Associate
Denver, Colorado, United States
$70k/yr OnsiteFull Time
0+ YOEBachelor's degree required; 0–3 years experience. Experience with DocuSign, Adobe (PDF) Writer, Salesforce, and Microsoft Office (Excel, Outlook, Planner, Word). Strong communication, attention to detail, and process skills.
DocuSign, Adobe (PDF) Writer, Salesforce, Microsoft Excel, Microsoft Outlook, Microsoft Planner, Microsoft Word
2w
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Client Service Associate
Lone Tree, Colorado, United States
$19-$20/hr OnsiteFull Time
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
2w
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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