25 client associate jobs at 16 companies in Pueblo, 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.
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.
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...
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.
Modern Family Law: Provides tech-driven legal representation for divorce and family matters.
Active Colorado bar admission, 0-3 years family law experience preferred (litigation candidates considered), strong writing and communication, ability to manage multiple priorities and client-focused mindset.
Bilingual Site Coordinator [Family Services, Resource Navigation, Client Services, English/Spanish]
Colorado Springs, Colorado, United States
$18-$20/hrOnsiteFull Time
Catholic Charities of Central Colorado: Provides social services and humanitarian aid to vulnerable populations.
2+ YOEBilingual English/Spanish coordinator with 2 years human/customer services experience, associate degree preferred, valid driver’s license, trauma-informed care knowledge, Microsoft Word/Excel and database skills.
Kansas City or St. Louis or Springfield or Houston or Loveland or Salina or Fort Worth or San Bernardino or Omaha or Corpus Christi or El Paso or Colorado Springs or Salt Lake City or Wichita or Las Cruces or Rio Rancho or Denver or Albuquerque or Phoenix
$175k-$225k/yrOnsiteFull Time
Wilson & Company: Provides engineering and architecture services for infrastructure development.
15+ YOE5+ MgmtPE license, bachelor\u0002s in civil engineering, 15+ years rail/civil experience, 5+ years leading programs or teams, business development and client management experience.
Academy Bank: Provides personal and commercial banking and financial services.
Deliver client service, meet sales goals, open accounts, handle cash, be NMLS eligible, high school diploma/GED required; associate degree preferred; proficiency with Microsoft Office.
Sanborn Map Company: Provides professional mapping, GIS, and geospatial information technology services.
0+ YOEAssociates degree or equivalent; 0-2 years GIS experience; proficiency with ArcGIS Pro, Portal, ArcGIS Online, ArcGIS Server, QGIS, PostGIS; ability to develop workflows, QA/QC, and communicate with clients.
McDivitt Law Firm: Provides legal services for personal injury and compensation claims.
2+ YOEMinimum 2 years PI litigation experience, ability to manage litigation from inception through trial, drafting discovery and legal documents, strong analytical and client communication skills; bachelor's/associate or paralegal certification preferred.