1mo
Save
Mark Applied
Hide
Client Associate
Denver, Colorado, United States
$65k-$85k/yr OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Boulder, Colorado, United States
$40k-$70k/yr OnsiteFull Time
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
1w
Save
Mark Applied
Hide
Client Service Associate
Denver, Colorado, United States
$54k-$75k/yr HybridFull Time
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.
2w
Save
Mark Applied
Hide
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
3mo
Save
Mark Applied
Hide
Client Services Associate
Colorado Springs, Colorado, United States
$70k-$90k/yr OnsiteFull Time
4+ YOEMid-level experience in client-facing roles with analytical and technical problem-solving skills.
1w
Save
Mark Applied
Hide
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
2w
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Client Operations Associate
Greenwood Village, Colorado, United States
$26-$30/hr OnsiteFull Time
1+ YOE1-2 years support/operations experience; CRM experience (HubSpot or Salesforce); DocuSign familiarity; experience using AI tools (ChatGPT, Claude, Microsoft Copilot); strong written/verbal communication, attention to detail, and a bachelor's degree or equivalent experience.
HubSpot, Salesforce, DocuSign, ChatGPT, Claude, Microsoft Copilot, Electronic inbox assistants
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Client Services Associate
Denver, Colorado, United States
$19-$23/hr OnsiteFull Time
High school diploma/GED, 18+ years old, 6-12 months teller experience preferred, customer service/sales experience desired, Microsoft Office proficiency, strong communication, able to travel between branches.
Microsoft Office
1w
Save
Mark Applied
Hide
Client Services Associate
Denver, Colorado, United States
$19-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0.5+ YOEHigh school diploma or GED, excellent communication, basic Microsoft Office skills, customer service experience; teller experience 6–12 months preferred; must be 18 and able to travel to branch locations.
Microsoft Office, Microsoft Word
2w
Save
Mark Applied
Hide
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
3d
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Registered Client Service Associate
Colorado Springs, Colorado, United States
$35k-$85k/yr OnsiteFull Time
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
2w
Save
Mark Applied
Hide
Registered Client Service Associate
Colorado Springs, Colorado, United States
$35k-$85k/yr OnsiteFull Time
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
1mo
Save
Mark Applied
Hide
Senior Client Services Associate
Phoenix or Denver
$75k-$90k/yr HybridFull Time
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
2w
Save
Mark Applied
Hide
Registered Client Service Associate
Greenwood Village, Colorado, United States
$53k-$70k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, knowledge of administrative office systems and brokerage operations, Series 7 and 63 or 66 required, strong communication and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook