32 client services administrator jobs at 23 companies in Lyons, CO
1d
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Client Service Administrator
Denver or Folsom or Sacramento or Addison or Houston
$75k-$85k/yr HybridFull Time
3+ YOERequires strong client service, communication, organization, problem-solving, analytical, multitasking, mentoring, and Microsoft Office, CRM, and document management system proficiency; 3–5 years of financial services experience preferred.
Microsoft Office, Client Relationship Management (CRM), Document Management
1mo
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Client Associate Registered
Denver, Colorado, United States
$58k-$80k/yr OnsiteFull Time
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
1mo
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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
2w
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Part Time Branch Office Administrator - Loveland, CO
Loveland, Colorado, United States
OnsitePart Time
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.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Client Service Coordinator
Ken Caryl, Colorado, United States
$16-$21/hr OnsiteFull Time
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
1mo
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Client Support Liaison
Denver, Colorado, United States
$26-$39/hr HybridFull Time
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
1w
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Sr. Facilities Administrator (52841)
Broomfield, Colorado, United States
$50k-$75k/yr OnsiteFull Time
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
4w
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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)
1w
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Client Service Representative (CSR)
Fort Collins, Colorado, United States
$18-$21/hr OnsiteFull Time
Customer-service oriented with scheduling and office administration experience; 1 year healthcare or staffing experience preferred; strong organization, multitasking, and technology proficiency required.
1w
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Client Services Associate/Mailroom Associate
Denver, Colorado, United States
$19-$19/hr OnsiteFull Time
2+ YOEHigh school diploma required; customer service and mail/shipping/receiving experience preferred (2+ years); ability to lift up to 40–60 lbs; PC skills with Microsoft Office; strong communication and organizational skills.
Microsoft Office, Greenhouse
17h
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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
2mo
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Trust Operations Administrator
Denver, Colorado, United States
$78k-$106k/yr OnsiteFull Time
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.
Salesforce
1w
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Clinical Administrator (.5 FTE)
Denver, Colorado, United States
$28k-$31k/yr HybridPart Time
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
17h
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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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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
1d
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Litigation Client Service Specialist (Legal Administrative Assistant)
Denver, Colorado, United States
$35-$39/hr OnsiteFull Time
5+ YOEFive years of legal or corporate department experience, Colorado electronic court filing expertise, legal terminology proficiency, 60 wpm keyboarding, and intermediate Microsoft Office skills including Outlook, Word, Excel, and PowerPoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
6d
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INTERNAL Clinic Admissions Associate
Denver, Colorado, United States
$19-$22/hr OnsiteFull Time
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.
Instagram, Facebook
2mo
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Office Coordinator
Granby, Colorado, United States
$18-$19/hr OnsiteFull Time
Provides administrative support for client registration, scheduling, EHR setup/maintenance, charge entry, collections, and customer service. Associates degree preferred; strong computer and communication skills; prior office experience desirable.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Electronic Health Record (EHR), Internet
1w
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Admissions Coordinator, Long Term Care - FT/Days
Fort Collins, Colorado, United States
$15-$24/hr OnsiteFull Time
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.
EMR
2mo
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Refugee Resettlement Case Management - Intern - unpaid
Denver, Colorado, United States
OnsiteInternship
Unpaid internship; 15+ hours/week for at least 2 months; involves administrative tasks and client engagement; driver’s license and transportation preferred.
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