40 client services administrator jobs at 26 companies in Stonegate, CO
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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
1w
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Sr. Facilities Administrator
Broomfield, Colorado, United States
$50k-$75k/yr OnsiteFull Time
5+ YOERequires 5+ years in office services or administrative support, strong communication and client service skills, MS Office and ERP proficiency, courier experience, discretion, collaboration, and ability to lift 20 pounds.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, SAP, NetSuite, Ariba, CenterStone, Concur, UPS, FedEx, AIT
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
3w
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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
1mo
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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.
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
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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
2mo
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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.
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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
2w
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Client Service Associate
Lone Tree, Colorado, United States
$19-$20/hr OnsiteFull Time
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
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)
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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
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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
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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)
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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
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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Client Care Customer Service Representative
Englewood, Colorado, United States
$24/hr OnsiteFull Time
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.
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
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