1w
Save
Mark Applied
Hide
Client Services Associate
Denver, Colorado, United States
$19-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0.5+ YOEHigh school diploma or GED, excellent communication, basic Microsoft Office skills, customer service experience; teller experience 6–12 months preferred; must be 18 and able to travel to branch locations.
Microsoft Office, Microsoft Word
1w
Save
Mark Applied
Hide
Client Services Associate
Denver, Colorado, United States
$19-$23/hr OnsiteFull Time
High school diploma/GED, 18+ years old, 6-12 months teller experience preferred, customer service/sales experience desired, Microsoft Office proficiency, strong communication, able to travel between branches.
Microsoft Office
3w
Save
Mark Applied
Hide
Senior Client Services Associate
Phoenix or Denver
$75k-$90k/yr HybridFull Time
3+ YOE3+ years financial industry experience (including 2 in relationship management), bachelor’s preferred, MS-Office required, Salesforce preferred, retirement industry knowledge/certification preferred, strong communication and attention to detail.
Microsoft Office, Salesforce
1mo
Save
Mark Applied
Hide
Client Associate/Registered Client Associate
Boulder, Colorado, United States
$40k-$70k/yr OnsiteFull Time
Bachelor's degree or job-related experience; strong communication, organizational and client service skills; attention to detail; Series 7 and 66 (or 63/65) or willingness to obtain within 12 months; adaptable to changing business and technology.
Desktop Tools, Word Processing Software
1w
Save
Mark Applied
Hide
Client Service Associate
Denver, Colorado, United States
$54k-$75k/yr HybridFull Time
3+ YOEAssociate degree, 3-5 years client service experience in financial services, detail-oriented, strong analytical and communication skills, ability to manage multiple priorities and work independently.
4w
Save
Mark Applied
Hide
Client Services Associate (Fintech SaaS, Private Equity) (f/m/x)
Germany or United Kingdom or Turkey or Munich or New York City or Denver or London
OnsiteFull Time
2+ YOE2+ years experience in client support or SaaS operations, strong troubleshooting and ticketing skills, familiarity with Zoho Desk/Jira/CRM, experience with data handling/reporting, strong English communication; German a plus.
Zoho Desk, Jira, CRM
1mo
Save
Mark Applied
Hide
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
3w
Save
Mark Applied
Hide
Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
3w
Save
Mark Applied
Hide
Registered Client Associate
Greenwood Village, Colorado, United States
$28-$42/hr OnsiteFull Time
1+ YOE1+ year brokerage or client services experience; FINRA Series 7 and 63 (or equivalents) required for US candidates; SIE/SAFE licensing may apply; background checks and ongoing regulatory compliance required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
2w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Senior Associate - Client Service
St. Louis or Denver or Dallas
$98k-$136k/yr OnsiteFull Time
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.
2d
Save
Mark Applied
Hide
Associate Client Manager
Englewood, Colorado, United States
$21-$34/hr OnsiteFull Time
Client-facing insurance servicing role; strong communication, organization, and data-entry skills; proficiency with Microsoft Office and Epic; 1-2 years industry experience beneficial but not required.
Epic, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
Save
Mark Applied
Hide
Registered Client Service Associate
Denver, Colorado, United States
$35k-$75k/yr OnsiteFull Time
High school diploma required; active Series 7 and Series 66 (or Series 63 and 65) required; 2+ years industry experience preferred; advanced Microsoft Office and client service skills; knowledge of financial products.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
5d
Save
Mark Applied
Hide
PBM Client Success Associate
Miami or New York City or Denver or Dallas
$55k-$75k/yr RemoteFull Time
2+ YOEPrefer bachelor's degree and ~2 years client success or healthcare/PBM experience; strong written/verbal communication, Excel and Office/Google Workspace familiarity, organizational and analytical skills.
Microsoft Excel, Microsoft Office, Google Workspace
2w
Save
Mark Applied
Hide
Registered Client Service Associate
Greenwood Village, Colorado, United States
$53k-$70k/yr OnsiteFull Time
2+ YOEHigh school diploma, 2+ years investment industry experience, Series 7 and 63 or 66 required, B2B client support experience, proficiency in Microsoft Office and basic brokerage operations.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
3w
Save
Mark Applied
Hide
Rehire Client Support Associate
Aurora, Colorado, United States
OnsiteMultiple Commitments Available
Strong interpersonal and communication skills, basic computer proficiency, retail or customer-service experience preferred but not required; PTIN certification noted for tax roles.
Teladoc
3w
Save
Mark Applied
Hide
Rehire Client Support Associate
Aurora, Colorado, United States
OnsiteMultiple Commitments Available
Strong interpersonal and communication skills, basic computer proficiency, retail or customer-service experience preferred, willingness to learn; PTIN certification required for tax-related roles.
1w
Save
Mark Applied
Hide
Client Service Associate
Denver, Colorado, United States
$70k/yr OnsiteFull Time
0+ YOEBachelor's degree required; 0–3 years experience. Experience with DocuSign, Adobe (PDF) Writer, Salesforce, and Microsoft Office (Excel, Outlook, Planner, Word). Strong communication, attention to detail, and process skills.
DocuSign, Adobe (PDF) Writer, Salesforce, Microsoft Excel, Microsoft Outlook, Microsoft Planner, Microsoft Word
2w
Save
Mark Applied
Hide
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
4w
Save
Mark Applied
Hide
Registered Client Service Associate - Part-Time
Greenwood Village or United States
$35k-$75k/yr OnsitePart Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 required. Two+ years industry experience preferred. Advanced Microsoft Office and client service skills required.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Explore Jobs
Expand Your Job Search
Top Cities Near Centennial for Client Services Associate
- Client Services Associate jobs in Denver, CO
- Client Services Associate jobs in Aurora, CO
- Client Services Associate jobs in Lakewood, CO
- Client Services Associate jobs in Thornton, CO
- Client Services Associate jobs in Westminster, CO
- Client Services Associate jobs in Arvada, CO
- Client Services Associate jobs in Boulder, CO
- Client Services Associate jobs in Longmont, CO
- Client Services Associate jobs in Broomfield, CO
- Client Services Associate jobs in Castle Rock, CO
- Client Services Associate jobs in Commerce City, CO
- Client Services Associate jobs in Parker, CO
- Client Services Associate jobs in Littleton, CO
- Client Services Associate jobs in Northglenn, CO
- Client Services Associate jobs in Brighton, CO
- Client Services Associate jobs in Englewood, CO
- Client Services Associate jobs in Wheat Ridge, CO
- Client Services Associate jobs in Lafayette, CO
- Client Services Associate jobs in Erie, CO
- Client Services Associate jobs in Louisville, CO