53 client associate jobs at 33 companies in Manitou Springs, CO
2mo
Save
Mark Applied
Hide
2mo
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/GED, customer service experience preferred (6–12 months teller experience preferred). Must be 18+, handle transactions, cross-sell products, and follow bank policies.
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.
Aurora or Colorado Springs or Denver or Fort Collins
$27-$30/hrFieldFull Time
Amazing Care Home Health Services: Provides home health and nursing care for patients at home.
1+ YOEHigh school diploma/GED required; Associate's or Bachelor's in related field preferred. 1–2 years client care/case management experience preferred. Valid driver's license and reliable transportation required; extensive travel across Colorado. Strong communication, organization, and documentation skills; KanTime and bilingual (English/Spanish) prefe...
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yrOnsiteFull Time
Axos FinancialNYSE: AX: Provides digital-first banking and diverse financial services to customers.
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
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.
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
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.
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.
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.