3mo
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Client Services Associate
Colorado Springs, Colorado, United States
$70k-$90k/yr OnsiteFull Time
4+ YOEMid-level experience in client-facing roles with analytical and technical problem-solving skills.
1w
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Client Services Associate
Holly, Colorado, United States
$17-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
1+ YOEHigh school diploma/GED, 6–12 months teller or customer service experience preferred; strong customer service, sales/cross-sell ability, attention to accuracy and regulatory compliance.
1w
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Client Services Associate
Holly, Colorado, United States
$17-$23/hr OnsiteFull Time
Provide prompt, accurate financial transactions; open accounts; profile customers; strong customer service; high school diploma/GED; 6–12 months teller experience preferred.
1mo
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Client Services Associate
United States or Colorado
$23-$31/yr HybridFull Time
2+ YOE2+ years customer-facing experience in pharma/diagnostic/medical device/biotech or healthcare; strong written/verbal communication, Microsoft Office and Salesforce experience, ability to lift up to 25 lbs, adaptable to changing procedures.
Microsoft Office, Salesforce.com, LIMS
3w
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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
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Wealth Management Client Services Associate
Peoria or Arizona or Colorado or Florida or Illinois or Indiana or Kansas or Missouri or New Mexico or Oklahoma or Texas
$21-$25/hr OnsiteFull Time
2+ YOEBachelor's in business or finance required, 2+ years financial services experience preferred, Wealth Management Specialist or Certified Wealth Strategist required within 1 year; strong communication, organizational, compliance knowledge, and proficiency with trust accounting systems and Microsoft Office/Outlook.
Trust Accounting systems, Microsoft Office, Microsoft Outlook
1mo
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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
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Client Associate
Colorado Springs, Colorado, United States
$55k-$75k/yr OnsiteFull Time
2+ YOEExperience in client service or banking preferred; strong communication, attention to detail, and Microsoft Office proficiency; series 7 and 66 licenses preferred; bachelor's degree preferred.
Microsoft Office Suite
1w
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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
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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
2w
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Wealth Management Client Associate
Grand Junction, Colorado, United States
$25-$44/hr OnsiteFull Time
Provide client service support to financial advisors, deliver accurate client materials, learn technology platforms, and uphold policies; FINRA licenses preferred; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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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
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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
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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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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
1mo
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Client Service Associate - Loveland, CO
Loveland, Colorado, United States
$50k-$80k/yr OnsiteFull Time
3+ YOE3+ years client service or operations experience in financial services or related industry; strong communication, organization, and attention to detail; proficiency with Salesforce and Microsoft Office; securities or insurance licensing preferred or willing to obtain.
Salesforce, Microsoft Office
1mo
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Client Service Associate 1
United States or Idaho or Utah or Arizona or Oregon or Colorado
$55k-$70k/yr RemoteFull Time
BA/BS or equivalent experience; client management experience preferred; strong communication, collaboration, analytical, and project management skills; proficiency in Microsoft Office; experience in Special Education preferred.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, Microsoft Word
4w
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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
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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
6d
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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
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