24 client operations specialist jobs at 20 companies in Colorado
3mo
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Studio Operations & Client Experience Specialist (Hybrid Role)
Monument, Colorado, United States
$20-$28/hr HybridFull Time
Strong communication, organized, tech-savvy, CPR/AED cert or willing to obtain, energetic, proactive, multitask.
Scheduling software, Office software, CRM
1mo
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Trust Operations Specialist - Client Service
Denver, Colorado, United States
$23-$27/hr OnsiteFull Time
2+ YOEH.S. diploma required, Bachelor's preferred. 2+ years in customer success with detailed transactions. Knowledge of trust accounting, IRAs, alternative assets, IRC/ERISA rules. CISP/SDIP preferred. Strong written/verbal communication.
Microsoft Office
1mo
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Client Data Specialist, Services and Onboarding
Chicago or Denver or Indianapolis or Austin
$65k-$80k/yr RemoteFull Time
1+ YOE1+ year working with financial/operational data, bachelor’s in finance/accounting/economics or related, strong Excel/Google Sheets skills, excellent communication, self-starter, experience with AI tooling or VC/PE is a plus.
Microsoft Excel, Google Sheets, Visible
2mo
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Client Services Specialist
Louisville, Colorado, United States
$25/hr HybridFull Time
High school diploma required; undergraduate degree preferred. 1-3 years related experience preferred. Experience supporting field sales and medical practice operations, expert HIPAA knowledge, strong communication and relationship skills.
1mo
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Senior Client Services Specialist, Family Office
California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management supporting HNW/UHNW clients; experience with RIA custodians (Charles Schwab), account administration, alternative investment operations, CRM/portfolio systems, and Microsoft Office; strong communication and organization.
Charles Schwab Advisor Center, CRM, Microsoft Office, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe
3w
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Client Solution Specialist - Corporate Banking
Denver or Phoenix or Los Angeles
$41k-$75k/yr OnsiteFull Time
3+ YOEAssociate degree or equivalent and typically 3+ years of related experience or product knowledge; strong communication, accuracy, critical thinking, customer support, and relationship management skills.
Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), Financial Industry Regulatory Authority (FINRA)
2mo
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Retirement Plan Operations Onboarding Specialist
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
Microsoft Office, CRM
3w
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
1mo
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SB Account Specialist- Client Direct
California or Colorado or Oregon or Seattle
$120k-$155k/yr OnsiteFull Time
4+ YOEBachelor's degree or equivalent and 4+ years in inside sales/business development/sales operations; CRM and Microsoft Office proficiency; strong phone, communication, research, and proposal skills; construction background preferred.
Client Relationship Management System (CRM), Microsoft Office
2mo
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Retirement Plan Operations Onboarding Specialist
Lansdale or Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Strong attention to detail, client communication, documentation review, Microsoft Office proficiency, ability to manage multiple priorities, discretion with sensitive data; experience in financial services or retirement plan onboarding preferred.
Microsoft Office
3w
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Account Specialist
Denver, Colorado, United States
$65k-$75k/yr HybridFull Time
2+ YOERequires 2–5 years of professional experience, Microsoft Office skills, client relationship management, communication, problem solving, project management, and required insurance licensing.
Microsoft Office, Microsoft Word, Microsoft PowerPoint, Microsoft SharePoint
2w
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Staffing Specialist
Aurora, Colorado, United States
$25-$29/hr OnsiteFull Time
Requires 1+ years of supervisory or lead experience in customer service or sales, strong written and verbal communication, MS Office proficiency, and reliable transportation for regular client-site visits.
Microsoft Office
1w
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Program Specialist II
Jacksonville or North America or California or Colorado or New Jersey or New York or Washington or Maryland or United States
HybridFull Time
3+ YOERequires 3–5 years in contingent workforce programs or staffing, complex client relationship and requisition management, advanced Excel and reporting, VMS and CRM experience, and strong presentation skills.
Microsoft Excel, VMS, CRM
2mo
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Bond Support Specialist
Philadelphia or Wayne or Greenwood Village
$70k-$100k/yr OnsiteFull Time
3+ YOEHigh school diploma (college preferred), 3+ years insurance-related experience (surety preferred), strong customer service, attention to detail, Microsoft Office proficiency, ability to process bond documentation and communicate with clients and underwriters.
Microsoft Office
1w
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Onboarding Specialist
Boulder, Colorado, United States
$110k-$155k/yr HybridFull Time
4+ YOERequires 4–8 years in client onboarding, implementation, project management, or client operations; healthcare or health tech preferred. Strong organization, communication, cross-functional coordination, and project execution skills required.
3w
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Senior Specialist, Partner Integrations
Atlanta or New York City or San Francisco or Chicago or Washington or Denver
$100k-$138k/yr OnsiteFull Time
3+ YOERequires 3+ years in technical consulting, solutions engineering, technical account management, or similar roles; SQL, AI, data analysis, APIs, integrations, client relationship, communication, and cross-functional skills.
SQL, AI, APIs
1w
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Senior Program Specialist-Hybrid Work Model (Aurora, CO, US, 80012)
Aurora, Colorado, United States
$24-$36/hr HybridFull Time
3+ YOEHigh school diploma or GED and at least 3 years determining eligibility for public assistance programs; requires complex client interviews, data entry, legal document review, and Microsoft Office proficiency.
CBMS, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, Remedy
3w
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Senior PPC Specialist (Select)
Denver or United States
$75k-$105k/yr RemoteFull Time
4+ YOERequires 4+ years in digital ad operations, trafficking, or account management; 3+ years of client communication; Google Ads, Microsoft Ads, analytics, reporting, troubleshooting, and complex task management experience.
Google Ads, Microsoft Ads, Amazon, Google Tag Manager, Google Analytics
1d
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Prescription Experience Specialist
Alabama or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Kansas or Louisiana or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Nevada or New Hampshire or New Jersey or New York or North Carolina or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or Tennessee or Texas or Utah or Virginia or Washington or Wisconsin
RemoteFull Time
Client-facing experience, analytical problem-solving, operational rigor, healthcare background preferred, complex case management, prioritization, data comfort, and ability to learn software and resolve ambiguous problems.
1w
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Product Support Specialist
Miami or New York City or Denver or Dallas
$20-$31/hr RemoteFull Time
Technical support, client onboarding, or healthcare/technology operations experience preferred. Requires organized problem-solving, accurate configuration, documentation, clear communication, and ability to work independently and escalate issues appropriately.
Single Sign-On (SSO), Client Implementation Hub (CIH), H1, ClearCost, Iterable
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