97 client services associate jobs at 59 companies in Thornton, CO
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
6d
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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
6d
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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
5d
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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.
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
9h
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Client Services Representative - Adult Intensive Services/CLP (63089)
Aurora, Colorado, United States
$19-$28/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year customer service experience, preferred associate's degree and healthcare experience, MS Office and EHR proficiency, de-escalation skills, bilingual Spanish encouraged; flu shot and negative TB test required.
Microsoft Word, Microsoft Outlook, Microsoft Excel, EHR
1w
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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
4w
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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
2w
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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
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
1w
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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
4w
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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
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
3w
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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
1w
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Client Service Associate
Denver, Colorado, United States
$55k-$60k/yr OnsiteFull Time
Bachelor's degree preferred, strong written/verbal communication, organizational and analytical skills, proficiency with Microsoft Office and CRM; ability to work in a fast-paced team environment.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Office 365, CRM
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