1w
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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
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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
4w
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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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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 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
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
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.
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
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
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.
1mo
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Registered Client Service Associate
Greenwood Village or Denver
$35k-$75k/yr OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63+65 required, advanced Microsoft Office skills, client service skills; 2+ years industry experience preferred.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
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
3w
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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
1w
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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
4d
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Client Relationship Associate - Wealth Advisory - Denver, CO
Denver, Colorado, United States
$51k-$99k/yr OnsiteFull Time
3+ YOEBachelor's degree required; 3+ years investment-industry experience preferred. Strong client service, CRM use, communication, and monitoring/account maintenance skills.
CRM
3mo
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Client Service Associate (Denver, CO)
Denver, Colorado, United States
$45k-$65k/yr OnsiteFull Time
1+ YOEHigh school diploma required; 1+ year securities industry or related experience preferred; strong communication, organizational, and CRM skills.
CRM software, Excel
2mo
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Registered Client Service Associate
Denver, Colorado, United States
$35k-$85k/yr OnsiteFull Time
2+ YOEHigh school diploma required; college degree preferred; active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA); 2+ years industry experience preferred.
Microsoft Office, MSOnline, eSign, eAuthorization
2w
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Client Service Associate (Teller) 40 hours - Boulder, CO
Boulder, Colorado, United States
$20-$23/hr OnsiteFull Time
High school diploma or equivalent, cashiering/customer service and balancing experience, basic math and bank product knowledge, strong customer service and cross-selling ability.
2w
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Senior Associate, Client Relations Specialist - HYBRID
Denver or Braintree or Boston or Kansas City
$45k-$115k/yr HybridFull Time
2+ YOE2+ years client-facing experience in financial services, Bachelors or equivalent experience, strong communication, problem-solving, Excel and system proficiency (JIRA, Chorus/AWD, TA2000, 3270).
JIRA, Chorus/AWD, TA2000, 3270, Microsoft Excel, word processing
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