33 client services administrator jobs at 24 companies in Frederick, CO
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Client Associate Registered
Denver, Colorado, United States
$58k-$80k/yrOnsiteFull Time
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Registered representative with Series 7 and either Series 66 or Series 65/63; provides operational and administrative support to Financial Advisors and services clients.
BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
Brighton Jones: Provides fee-only wealth management and financial planning services.
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
Part Time Branch Office Administrator - Loveland, CO
Loveland, Colorado, United States
OnsitePart Time
Edward Jones: Offers investment management and financial planning through local branches.
Provide administrative support to financial advisors, manage client accounts, deliver exceptional client service, and use tools like MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOE1+ year related experience required; high school diploma preferred. Must provide client service, route client/pet flow, educate clients, perform administrative and financial tasks, and use Microsoft Office and specialized software.
Workday, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Cherry Bekaert: Provides accounting, tax, and business advisory services to organizations.
5+ YOE5+ years client service/administrative experience, high school diploma, strong communication and organizational skills, proficiency with Microsoft Office/Excel, and ability to learn firm systems; tax firm experience preferred.
Suralink, TaxCaddy, SafeSend, CCH Axcess, Microsoft Office, Microsoft Excel
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
Douglas County: Local government providing public services to Douglas County residents.
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.
OpenTextNASDAQ: OTEX: Develops software for enterprise information management and digital transformation.
5+ YOE5+ years office services/administrative support experience; strong communication and client-service skills; proficiency with MS Office, SAP/NetSuite/Ariba; ability to lift ~20 lbs and handle courier/shipping tasks.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, SAP, NetSuite, Ariba, CenterStone, Concur
Baird: Global employee-owned firm providing wealth management and investment banking.
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)
Burg Simpson: National law firm specializing in complex civil litigation.
Greeting clients, answering and screening phone calls, supporting attorneys/paralegals with clerical tasks, handling copy center and mail/delivery services, running errands, and lifting 30+ lbs.
Interim HealthCare: Provides home health, hospice, and medical staffing services.
Customer-service oriented with scheduling and office administration experience; 1 year healthcare or staffing experience preferred; strong organization, multitasking, and technology proficiency required.
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
7+ YOEBachelor’s degree or equivalent financial services experience; 7+ years financial services; 3-5 years alternative asset experience; 1-2 years leadership; CISP or SDIP preferred; strong regulatory/compliance and client service skills.
Metropolitan State University of Denver: Public university providing undergraduate and graduate degrees in Denver.
Bachelor's in a related field or equivalent experience; bilingual English/Spanish; EMR and Microsoft Excel proficiency; experience with clients/patients and HIPAA; strong communication and organizational skills.
Electronic Medical Records (EMR), Microsoft Excel, Microsoft SharePoint
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
LaunchPad Home Group: National provider of home inspection and residential maintenance services.
High school diploma/GED, strong phone and written communication, customer service experience preferred, in-office 5 days/week, problem-solving and administrative skills, ability to use computers and customer service systems.
Action Behavior Centers: A pediatric autism care provider delivering strengths-based applied behavior analysis therapy.
1+ YOERequires 1-2 years of administrative, customer service, client relations, or related experience and a high school diploma or GED; a bachelor's degree is preferred.
The Management Trust: Provides comprehensive management services for residential community associations.
2+ YOEBachelor’s degree preferred; two years reserve studies experience preferred; strong accounting, project management, and client service skills; proficient with MS Office.
Sanford Health: Operates an integrated network of hospitals and healthcare facilities.
Coordinate and process resident/client admissions, complete paperwork, conduct tours, enter EMR data, and provide customer service; high school/GED preferred; prior long-term care experience preferred.
Refugee Resettlement Case Management - Intern - unpaid
Denver, Colorado, United States
OnsiteInternship
Jewish Family Service of Colorado: Providing comprehensive human services and community support programs.
Unpaid internship; 15+ hours/week for at least 2 months; involves administrative tasks and client engagement; driver’s license and transportation preferred.