17 client services associate jobs at 14 companies in Windsor, CO
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Client Associate/Registered Client Associate
Boulder, Colorado, United States
$40k-$70k/yrOnsiteFull Time
Royal Bank of CanadaTSX: RY: Provides personal, commercial, and investment banking services worldwide.
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.
Triumph Financial: Provides financial and technology solutions for the transportation industry.
High school diploma or GED, age 18+, customer-service experience preferred; 6–12 months teller experience preferred; strong communication, transaction accuracy, and compliance awareness.
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0.5+ YOEHigh school diploma/GED, age 18+, 6–12 months teller or customer-facing experience preferred; customer service, sales, and cross-selling skills; accuracy with financial transactions.
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.
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
High school diploma or GED, 18+ years old; preferably 6–12 months teller or customer service experience; strong customer service, sales, and cross-selling skills.
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
Provide prompt, accurate financial transactions, open accounts, profile customers, identify cross-sell opportunities, resolve customer issues; high school diploma/GED and preferably 6-12 months teller experience.
Client Service Associate (Teller) 40 hours - Boulder, CO
Boulder, Colorado, United States
$20-$23/hrOnsiteFull Time
Zions BancorporationNASDAQ: ZION: Provides commercial and consumer banking services in Western US.
High school diploma or equivalent, cashiering/customer service and balancing experience, basic math and bank product knowledge, strong customer service and cross-selling ability.
Aurora or Colorado Springs or Denver or Fort Collins
$27-$30/hrFieldFull Time
Amazing Care Home Health Services: Provides home health and nursing care for patients at home.
1+ YOEHigh school diploma/GED required; Associate's or Bachelor's in related field preferred. 1–2 years client care/case management experience preferred. Valid driver's license and reliable transportation required; extensive travel across Colorado. Strong communication, organization, and documentation skills; KanTime and bilingual (English/Spanish) prefe...
Chicago or Boston or Dallas or Washington or San Francisco or Boulder or Atlanta or Minneapolis or Louisville
$67k-$101k/yrHybridFull Time
Schneider ElectricEuronext Paris: SU: Provider of energy management and industrial automation solutions.
Bachelor's degree required; proven executive-level enterprise sales experience selling professional services in energy/sustainability; consultative selling, negotiation, Salesforce and Microsoft Office proficiency; US work authorization required; travel up to 25%.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft Outlook, Salesforce.com
San Francisco or New York City or Boulder or Alexandria or Winter Park or Atlanta or Austin or Scottsdale
$70k-$85k/yrHybridFull Time
Pathstone: Provides wealth management and advisory services for affluent families.
1+ YOEBachelor's degree and 1-3 years financial services experience; strong client service orientation, attention to detail, knowledge of investment operations, AML/KYC, fund and custodian processes, effective communication and problem solving.
Catholic Charities of the Archdiocese of Denver: Provides comprehensive social services and emergency assistance to individuals.
0.5+ YOEHigh school diploma/GED, 6–12 months related experience, crisis de-escalation skills, written and verbal communication, basic word processing, ability to remain calm and set boundaries with clients.
WhiteTree Hand and Stone: Locally owned and operated massage and facial spa in Arvada.
Drive membership sales, provide excellent customer service, schedule appointments, maintain spa cleanliness, and communicate service options and promotions to clients.
Edward Jones: Offers investment management and financial planning through local branches.
High school diploma required (bachelor's preferred); Series 7 and Series 66 (or obtain during study period); FINRA and state insurance registrations required; 3-5 years in securities/financial services preferred; strong problem solving and client relationship skills.
Sales Associate (Part-Time) - Twenty Ninth Street Mall
Boulder, Colorado, United States
$18-$20/hrOnsitePart Time
Alo Yoga: Sells yoga apparel and provides wellness and fitness services.
Provide exceptional customer service, drive store sales, strong product knowledge, ability to lift 50 lbs, stand and move for entire shift; 1+ year retail or client-facing sales experience preferred.
CityVet: Provider of full-service veterinary care and pet health services.
1+ YOEDoctor of Veterinary Medicine with valid Colorado license and DEA registration, 1+ year related experience, BLS/CPR not specified, strong client communication and diagnostic/surgical proficiency.
InnovAgeNASDAQ: INNV: Provides all-inclusive healthcare and support services for seniors.
2+ YOE2+ years community-based social services or healthcare experience; community health worker training or associate degree; driver\u0002s license and personal transportation; CPR/BLS and First Aid (CA only); experience with Medicaid recertification and client fulfillment.
Bayaud Works: Provides homeless shelter management and community support services.
2+ YOEMinimum 2 years case management/housing navigation experience, Associates preferred; HMIS experience, bilingual Spanish/English required; ability to pass background check and drive/transport clients; lift up to 45 lbs.