Top 131 Transaction processing associate Jobs in Lakewood, Co

Registered Client Associate
Ascent Wealth Partners —Boulder, CO
- $75,000 - $95,000 a year
- Full-time
- Background check
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Insurance Sales Associate
Comparion Insurance Agency —Westminster, CO
- $50,000 - $76,000 a year
- Urgently hiring
- Office
- High school diploma or GED
- In-person
Part Time Associate Banker CO Metro Southwest (30 hours)
JPMorganChase —Littleton, CO
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Finance Associate Will Call
Sysco —Denver, CO
- $21.20 - $31.78 an hour
- Mid-level
- Office
- Administrative experience
2d
Part Time (30 Hours) Associate Banker, Federal and Speer Branch, Denver, CO Bilingual Spanish Required
JPMorganChase —Denver, CO
- $22.50 - $27.60 an hour
- Part-time
- Spanish
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
5d
Account Associate - Title Clerk
Foothills Motorcycles —Lakewood, CO
- $20 - $22 an hour
- Full-time
- Dealership
- Entry level
Quick Apply
Retail Associate - Cherry Creek
Aritzia —Denver, CO
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Will Call Associate
Sysco —Denver, CO
- $21.20 - $31.78 an hour
- Full-time
- Mid-level
- Administrative experience
- High school diploma or GED
Quick Apply
18h
Part Time (30 Hours) Associate Banker, Alameda Branch, Lakewood, CO Bilingual Spanish Required
JPMorganChase —Lakewood, CO
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Sales Associate III
Coach —Lakewood, CO
- $15.00 - $24.25 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Campus Retail Associate (Temp) Arapahoe Community College Bookstore and Cafe
Barnes & Noble Education, Inc. —Littleton, CO
- $15.25 an hour
- Temporary
- Basic math
- Sanitation
- Data entry
- COVID-19 protective measures
- Commuter assistance
Client Services Associate
Dodds Wealth LLC —Greenwood Village, CO
- $65,000 - $80,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Client Service Associate
Ameriprise Financial —Denver, CO
- $54,400 - $74,800 a year
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Dental insurance
- 401(k)
11d
Registered Client Service Associate
Morgan Stanley —Denver, CO
- $35,000 - $75,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Sales Associate II
Coach —Denver, CO
- $15.00 - $24.25 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Selling Associate-Cherry Creek VS
Victoria's Secret —Denver, CO
- $20.00 - $23.40 an hour
- Part-time
- Cleaning
- Fair chance
- Entry level
- Employee assistance program
- Flexible schedule
11d
Customer Service Associate II
Dollar Tree —Denver, CO
- $19.30 - $19.50 an hour
- Part-time
- Merchandising
- High school diploma or GED
- Ability to lift 50 pounds
- Health insurance
- Dental insurance
Sales Associate I
Coach —Denver, CO
- $15.00 - $24.25 an hour
- Weekends as needed
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
7d
Client Services Associate
TBK Bank —Denver, CO
- $19.29 - $22.67 an hour
- Full-time
- 18 years or older
- English
- Office
- Health insurance
- Dental insurance
9d
Sr. Sales Associate
Rack Room Shoes, Inc. —Lakewood, CO
- Part-time
- Merchandising
- Mid-level
- Children
Quick Apply

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Registered Client Associate

Ascent Wealth Partners
Boulder, CO

Quick Apply

Job Details

Full-time
$75,000 - $95,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Phone communication
Zoom
Series 66
Series 7
Team training
Video conferences (communication methods)
Client interaction via phone calls

Full Job Description

As a Registered Client Associate within our financial services practice, you play a critical role in supporting financial advisors and helping ensure clients receive excellent service. This role serves as the backbone of the practice, bridging the gap between the financial advisor and their clients by managing administrative tasks, client communications, and operational processes. The team will depend on you to help maintain client relationships by addressing service-related inquiries, processing account transactions, and assisting with meeting preparation.

About Ascent Wealth Partners:

Ascent Wealth Partners offers personalized wealth planning and investment advisory services tailored to help individuals and families achieve their long-term financial goals. Leveraging the resources of Wells Fargo Advisors Financial Network, the practice provides comprehensive solutions including wealth planning, retirement strategies, estate planning strategies, and insurance services, all designed to align with clients' unique life aspirations and financial objectives. Recognized as one of the 2026 Forbes Best-in-State Wealth Management Teams, Ascent Wealth Partners is committed to delivering guidance built around each client’s goals and values.

Responsibilities:

Assisting Financial Advisors (“FAs”) with the collection, creation and distribution of investment information.
Scheduling meetings, creating reminders, gathering and inputting data.
Onboarding new clients, including the collection of required documentation and client information and regularly communicating with those clients throughout the process.
Ensuring that key client information and documentation are up-to-date.
Answering incoming calls.
Responding to client and/or administrative issues and demands via phone or written correspondence as appropriate, researching answers as needed.
Engaging in industry training and education programs to maintain current status on policies and procedures.

Required Skills:

Excellent communication with the team via conference/Zoom calls, phone, email etc.
Positive attitude, willingness to engage in various business projects and initiatives.
Ability to assist and train new team members as needed.
You have a sharp eye for opportunity and a quick mind that sees ways to uniquely solve problems all the while improving systems for the betterment of the team and client.

Qualifications:

Bachelor’s degree in Finance, Business Administration in a related field or equivalent experience is desired.
Series 7 & Series 66 securities registrations
Team player, eager to collaborate with others.
Strong computer skills and knowledge of Microsoft Office products.
Exceptional interpersonal and client service skills.
Strong organizational and analytical skills; process orientated.
Strong written and verbal communication and grammatical skills.
Ability to navigate client concerns, report complaints as appropriate to FA(s) and compliance officer.
Ability to manage a variety of tasks and prioritize individual workload responsibilities.
Ability to work with strict confidentiality requirements, as well as utilize good judgment in the preparation and distribution of confidential information.

Our practice provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Ascent Wealth Partners is a separate entity from WFAFN.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data Compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). View award disclosure: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

Job Type: Full-time

Pay: $75,000.00 - $95,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

transaction processing associate jobs in lakewood, co

Registered Client Associate

Insurance Sales Associate

Part Time Associate Banker CO Metro Southwest (30 hours)

Finance Associate Will Call

Part Time (30 Hours) Associate Banker, Federal and Speer Branch, Denver, CO Bilingual Spanish Required

Account Associate - Title Clerk

Retail Associate - Cherry Creek

Will Call Associate

Part Time (30 Hours) Associate Banker, Alameda Branch, Lakewood, CO Bilingual Spanish Required

Sales Associate III

Campus Retail Associate (Temp) Arapahoe Community College Bookstore and Cafe

Client Services Associate

Client Service Associate

Registered Client Service Associate

Sales Associate II

Selling Associate-Cherry Creek VS

Customer Service Associate II

Sales Associate I

Client Services Associate

Sr. Sales Associate

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