117 client services associate jobs at 65 companies in Louisville, CO
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Client Services Associate
Denver, Colorado, United States
$27-$32/hr OnsiteFull Time
1+ YOEAssociate degree or higher and/or 1-2 years of banking experience; 1-2 years of customer service preferred. Requires strong communication, organization, multitasking, and customer service skills.
Microsoft Outlook, Microsoft Excel, Salesforce, Customer Service Management System, GPS
1mo
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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
2w
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Client Services Associate
Hudson, Colorado, United States
$17-$23/hr OnsiteFull Time
Provide accurate financial transactions, open accounts, profile customers, protect customer information; high school diploma/GED preferred; 6-12 months teller or customer service experience preferred; must be 18+.
1mo
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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 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
2d
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Client Service Associate
Denver, Colorado, United States
$65k-$75k/yr OnsiteFull Time
3+ YOEBachelor's degree with 3–4 years of experience or 8–9 years equivalent experience; trust, banking, private wealth, client service, account maintenance, and high-net-worth client experience preferred.
2w
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Associate Director, Client Services - Account Management
Charlotte or Denver or New York
$136k-$205k/yr HybridFull Time
5+ YOEBachelor’s degree, 5+ years PBM/health plan or benefits consulting experience, Excel and Microsoft Office proficiency, experience with structured/unstructured data, strong communication and multitasking skills, ability to travel up to 25%.
Microsoft Office, Microsoft Excel, SQL
2w
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Treasury Management Client Services Associate II
Los Angeles or New York City or Las Vegas or San Diego or Centennial or Irvine
$70k-$72k/yr OnsiteFull Time
2+ YOE2+ years commercial or treasury management banking experience, high school diploma, strong communication, organizational skills, and working knowledge of treasury products.
2mo
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Client Associate Registered
Denver, Colorado, United States
$58k-$80k/yr OnsiteFull Time
Requires Series 7 and either Series 66 or Series 65/63; provides operational and administrative support to Financial Advisors and services clients in an office environment.
2w
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Registered Client Associate
Denver, Colorado, United States
$28-$42/hr OnsiteFull Time
1+ YOEFINRA Series 7 and 63 (or equivalents) required/maintained, 1+ year brokerage or client service experience, FINRA background screening, Microsoft Office proficiency, strong client service and prioritization skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1w
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Wealth Management Client Associate
Boulder, Colorado, United States
$25-$44/hr OnsiteFull Time
High school diploma or equivalent; client-focused self-starter with strong work ethic, adaptability, judgment, communication, and computer skills. Investment and client service experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, 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
3w
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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
1mo
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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.
2mo
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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
4w
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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
1w
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Wealth Management Client Associate
Boulder, Colorado, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma or GED; client-service mindset, strong work ethic, adaptability, judgment, communication, and computer skills. One year of experience; securities credentials and investment knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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
1mo
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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
1mo
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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, willingness to learn; PTIN certification required for tax-related roles.
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