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162 client associate jobs at 96 companies in Greeley, CO

1mo
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Client Associate
Denver, Colorado, United States
$65k-$85k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Provide administrative and client support, maintain client records, prepare reports and meeting materials, collect account documentation, plan team marketing events, and manage team calendars.
BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
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1mo
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Client Associate/Registered Client Associate
Boulder, Colorado, United States
$40k-$70k/yr OnsiteFull Time
Royal Bank of Canada
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
Bachelor's degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months; adaptable to changing business and technology.
Desktop Tools, Word Processing Software
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1w
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Client Service Associate
Denver, Colorado, United States
$54k-$75k/yr HybridFull Time
Ameriprise Financial
Ameriprise FinancialNYSE: AMP: Offering wealth management, financial planning, and insurance services.
3+ YOEAssociate degree, 3-5 years client service experience in financial services, detail-oriented, strong analytical and communication skills, ability to manage multiple priorities and work independently.
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2w
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Client Associate-2
Denver, Colorado, United States
$60k-$70k/yr OnsiteFull Time
IMA Financial Group
IMA Financial Group: Provides commercial insurance brokerage and wealth management services.
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
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1w
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PBM Client Success Associate
Miami or New York City or Denver or Dallas
$55k-$75k/yr RemoteFull Time
Rightway
Rightway: Healthcare navigation and transparent pharmacy benefit management services.
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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2w
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Client Service Associate - Denver
Denver, Colorado, United States
$31-$38/hr OnsiteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
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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1mo
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Senior Associate - Client Service
St. Louis or Denver or Dallas
$98k-$136k/yr OnsiteFull Time
Matter Family Office
Matter Family Office: Provides investment management and wealth planning for families.
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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1w
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Client Service Associate
Denver, Colorado, United States
$70k/yr OnsiteFull Time
Simon Quick Advisors
Simon Quick Advisors: Personalized wealth management and financial planning for affluent clients.
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
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1w
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Client Service Associate
Johnstown, Colorado, United States
$17-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0.5+ YOEHigh school diploma/GED, age 18+, 6–12 months teller or customer-facing experience preferred; customer service, sales, and cross-selling skills; accuracy with financial transactions.
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1w
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Client Service Associate
Johnstown, Colorado, United States
$17-$23/hr OnsiteFull Time
TBK Bank
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
High school diploma or GED, 18+ years old; preferably 6–12 months teller or customer service experience; strong customer service, sales, and cross-selling skills.
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1mo
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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
Broekema Group
Broekema Group: Boutique search firm for real estate and finance.
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
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Client Service Associate - Loveland, CO
Loveland, Colorado, United States
$50k-$80k/yr OnsiteFull Time
E.A. Buck Financial Services
E.A. Buck Financial Services: Independent financial firm providing retirement and wealth planning services.
3+ YOE3+ years client service or operations experience in financial services or related industry; strong communication, organization, and attention to detail; proficiency with Salesforce and Microsoft Office; securities or insurance licensing preferred or willing to obtain.
Salesforce, Microsoft Office
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Registered Client Service Associate
Greenwood Village or Denver
$35k-$75k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63+65 required, advanced Microsoft Office skills, client service skills; 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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4w
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Senior Client Services Associate
Phoenix or Denver
$75k-$90k/yr HybridFull Time
Broadridge
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
3+ YOE3+ years financial industry experience (including 2 in relationship management), bachelor’s preferred, MS-Office required, Salesforce preferred, retirement industry knowledge/certification preferred, strong communication and attention to detail.
Microsoft Office, Salesforce
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4w
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Rehire Client Support Associate
Aurora, Colorado, United States
OnsiteMultiple Commitments Available
Jackson Hewitt
Jackson Hewitt: Jackson Hewitt provides professional income tax preparation services.
Strong interpersonal and communication skills, basic computer proficiency, retail or customer-service experience preferred but not required; PTIN certification noted for tax roles.
Teladoc
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5d
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Client Relationship Associate - Wealth Advisory - Denver, CO
Denver, Colorado, United States
$51k-$99k/yr OnsiteFull Time
CliftonLarsonAllen
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
3+ YOEBachelor's degree required; 3+ years investment-industry experience preferred. Strong client service, CRM use, communication, and monitoring/account maintenance skills.
CRM
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1mo
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Associate Client Advisor
Naples or New York City or Woodbridge or Atlanta or Boston or Chicago or Dallas or Delaware or Denver or Garden City or Cayman Islands or Greenwich or Houston or Los Angeles or Miami or Nevada or Palm Beach or San Diego or San Francisco or Seattle or Stuart or Washington
HybridFull Time
Bessemer Trust
Bessemer Trust: Wealth management and family office services for affluent clients.
Bachelor's degree required; 1+ year of related business experience preferred; working knowledge of trust administration and fiduciary laws; proficiency with Microsoft Office and strong communication, analytical, and organizational skills.
Salesforce, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Office, Workflow, Atlas
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1d
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Associate Client Development Manager
Boulder or Louisville
$74k-$112k/yr HybridFull Time
Schneider Electric
Schneider ElectricEuronext Paris: SU: Provider of energy management and industrial automation solutions.
1+ YOE1+ year client-facing and sustainability/energy experience valued; college degree in Business/Engineering/Sustainability preferred; strong communication, consultative selling, project management, and Microsoft/CRM proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, LinkedIn
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3mo
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Client Service Associate (Denver, CO)
Denver, Colorado, United States
$45k-$65k/yr OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma required; 1+ year securities industry or related experience preferred; strong communication, organizational, and CRM skills.
CRM software, Excel
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2mo
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Registered Client Service Associate
Denver, Colorado, United States
$35k-$85k/yr OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
2+ YOEHigh school diploma required; college degree preferred; active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA); 2+ years industry experience preferred.
Microsoft Office, MSOnline, eSign, eAuthorization
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