49 client services administrator jobs at 33 companies in Elizabeth, CO
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Client Care Administrator
Greenwood Village, Colorado, United States
$20-$28/hr OnsiteFull Time
1+ YOEHigh school diploma or GED required; associate degree preferred. Requires 1+ year customer or sales experience, strong customer service, communication, organization, accuracy, and computer skills.
Internet, Microsoft Outlook, Microsoft Excel, Microsoft Word, Zenoti, POS
1w
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Client Services Representative
Goshen or United States or Denver or North Newton
HybridFull Time
Preferred: two years of college or specialized training, two years of administrative support, and financial services or insurance experience. Requires Microsoft Office proficiency, organization, communication, judgment, and problem-solving skills.
CRM, LaserApp, DocuPace, Microsoft Office, OnBase, Financial Profiles
1w
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Client Services Specialist (Scheduler)
Las Vegas or Houston or Centennial or Briarcliff Manor
HybridFull Time
3+ YOEHigh school diploma/GED, 3+ years general office experience, 2+ years scheduling or planning experience, data entry, 50–60 WPM typing, professional communication, and proficiency with word processing, CRMs, and spreadsheets.
Microsoft Office, Microsoft Word, Microsoft Excel, Salesforce, CRM
3mo
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Client Associate Registered
Denver, Colorado, United States
$58k-$80k/yr OnsiteFull Time
Requires Series 7 and either Series 66 or Series 65/63; provides operational and administrative support to Financial Advisors and services clients in an office environment.
3d
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Events and Client Services Assistant - Cherry Creek Innovation Campus
Centennial, Colorado, United States
OnsiteFull Time
3+ YOEHigh school equivalency diploma and 3 years of event coordination, hospitality, customer service, office administration, or related experience. Requires Google Suites proficiency, strong organization, communication, and recordkeeping skills.
Google Suites, CRM
1mo
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Branch Office Administrator
Castle Rock, Colorado, United States
$26-$28/hr OnsiteFull Time
Provides client service, account administration, scheduling, documentation, marketing support, and operational assistance while learning financial services and firm technology.
MoneyGuide, Salesforce, Microsoft Office
2d
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Client Services Representative & Sales Development
Alpharetta or San Diego or Boston or Denver or Philadelphia
$64k/yr RemoteFull Time
1+ YOEBachelor’s degree in marketing, business administration, or related field; 1–2 years in technical or engineering sales; CRM, Microsoft Office, lead qualification, communication, and reporting skills.
Salesforce, HubSpot, Microsoft Dynamics, Zoho CRM, Microsoft Office, Microsoft Excel, Microsoft Outlook, Microsoft Word, CRM
1d
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Trust Administrator
Denver or El Segundo or Austin or Newport Beach
$71k-$146k/yr OnsiteFull Time
3+ YOEBachelor’s degree and 3–5 years of experience in trust administration, financial services, or related client service. Requires fiduciary knowledge, attention to detail, client service, compliance awareness, and communication skills.
1mo
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Branch Office Administrator - Colorado Springs, CO
Colorado Springs, Colorado, United States
OnsiteFull Time
Provide exceptional client service, account administration, administrative and operational support; strong analytical, attention to detail, communication, and technology skills.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Client Service Coordinator
Colorado Springs, Colorado, United States
$15-$20/hr OnsiteFull Time
Managing client and pet flow, maximizing clinic productivity, providing exceptional client service, completing documentation and data entry, scheduling appointments, processing invoices, dispensing retail items, and performing basic administrative and cash-handling tasks.
2w
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Client Service Associate - Non-Registered
Greenwood Village, Colorado, United States
$47k-$62k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2+ years of clerical or related industry experience, administrative knowledge, customer service and communication skills, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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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
3mo
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Case Services Specialist (CJS)
Castle Rock, Colorado, United States
$46k-$62k/yr OnsiteFull Time
2+ YOEParaprofessional administrative support; clerical tasks; direct client contact; strong customer service and teamwork; bilingual Spanish preferred; notary required or to be obtained; background check required.
1mo
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Client Specialist
Denver, Colorado, United States
$28-$37/hr OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 plus Series 65 licenses, Microsoft Office proficiency, communication, organizational, analytical, and compliance skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, LinkedIn, X
1mo
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Client Specialist
Denver, Colorado, United States
$28-$37/hr OnsiteFull Time
2+ YOE2+ years industry or administrative experience; active SIE, Series 7 and Series 66 or Series 63 and 65; proficient with Microsoft Word, Excel, PowerPoint and CRM; strong communication, attention to detail, and regulatory knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM)
2w
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Client Service Associate - Non-Registered
Greenwood Village, Colorado, United States
$47k-$62k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent and 2+ years of clerical or related industry experience. Requires Microsoft Office proficiency, administrative knowledge, investment brokerage understanding, organization, critical thinking, and communication skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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Client Experience Specialist
Topeka or Colorado Springs
$50k-$55k/yr OnsiteFull Time
1+ YOERequires customer orientation, organization, written and verbal communication, attention to detail, one year of administrative assistant experience, and MS Office Suite experience.
Microsoft Office Suite, Microsoft OneDrive
2w
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Premier & Private Banking - Private Client Advisor
Greenwood Village, Colorado, United States
$100k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree in business administration or equivalent experience, 5+ years in progressive sales management and client service, NMLS registration, valid driver's license, and mortgage regulatory compliance.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Premier & Private Banking - Private Client Advisor
Greenwood Village, Colorado, United States
$100k-$150k/yr OnsiteFull Time
5+ YOEBachelor's degree in business administration or equivalent experience, 5+ years in progressive sales management and client service, NMLS registration, valid driver's license, financial expertise, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Nationwide Mortgage Licensing System and Registry (NMLS)
1mo
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Senior Registered Client Service Associate (Colorado Springs, CO)
Colorado Springs, Colorado, United States
$55k-$75k/yr OnsiteFull Time
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.
CRM, Goal planning software, Microsoft Excel
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