2w
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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
2d
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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
2w
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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
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
1d
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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.
5d
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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
3w
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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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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.
1w
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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
2w
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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
1mo
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Registered Client Service Associate
Colorado Springs, Colorado, United States
$35k-$85k/yr OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 + Series 65 required, 2+ years industry experience preferred, advanced Microsoft Office skills, knowledge of financial products, strong client service and organizational skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
3d
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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
2w
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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
1mo
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Client Service
Colorado Springs, Colorado, United States
$15-$20/hr OnsiteFull Time
1+ YOEHigh school diploma/GED and 1+ year customer service or call center experience required; strong communication, multi-tasking, and client-handling skills. Ability to lift up to 50 lbs and work at a computer for long periods.
2w
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Retail Investment Services Associate
Colorado Springs, Colorado, United States
$50k/yr HybridFull Time
0+ YOEHigh school or equivalent required; 0+ years relevant experience; client service or contact center experience preferred; FINRA not required; completion of online assessment and HireVue screening.
HireVue
19h
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Client Relations Support Associate
Centennial, Colorado, United States
$23-$34/hr RemoteFull Time
2+ YOEHigh school diploma, 2+ years customer service experience, 1 year medical office experience preferred, strong verbal/written communication, HIPAA confidentiality adherence.
9h
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Client Relations Support Associate
Centennial, Colorado, United States
OnsiteFull Time
2+ YOEHigh school diploma, 2 years customer service experience required, 1 year medical office experience preferred, strong verbal and written communication, and ability to maintain HIPAA confidentiality.
1w
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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
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