Top 68 Client services associate Jobs in Lone Tree Co

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
PBM Client Success Associate
Rightway —Denver, CO
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
7d
Client Service Associate - Non-Registered
Stifel —Greenwood Village, CO
- $47,000 - $62,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Client Experience Associate - Crown Point
PNC Financial Services Group —Parker, CO
- $37,125 - $61,875 a year
- Full-time
- Spanish
- Office
- No degree
- Wellness program
- Health savings account
Registered Client Service Associate
Stifel —Greenwood Village, CO
- $53,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Client Solutions Associate
Engrain —Greenwood Village, CO
- $26 - $30 an hour
- Mid-level
- Office
- Administrative experience
- Paid parental leave
- Health insurance
Client Management Associate II
CAPTRUST —Greenwood Village, CO
- $65,000 - $72,000 a year
- Full-time
- Microsoft Word
- Mid-level
- Office
- Health savings account
- Disability insurance
2d
Associate Client Manager
CHERRY CREEK INSURANCE AGENCY INC —Englewood, CO
- $21 - $34 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
4d
Client Services Representative - Reset Recovery
Aurora Mental Health & Recovery —Aurora, CO
- $19.29 - $28.25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Current TB test
- AD&D insurance
- Paid holidays
Quick Apply
4d
Client Services Associate
Triumph Financial —Denver, CO
- $19.29 - $22.67 an hour
- Full-time
- 18 years or older
- English
- Office
- Health insurance
- Dental insurance
8d
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
8d
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)
10d
Client Service Associate - Denver
Brighton Jones —Denver, CO
- $30.75 - $37.50 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Client Service Associate (Denver, CO)
Raymond James Financial, Inc. —Denver, CO
- $45,000 - $65,000 a year
- Full-time
- High school
- Writing skills
- Research
- Paid holidays
- Health insurance
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
Client Service Representative VCA Mountainview
VCA Animal Hospitals —Highlands Ranch, CO
- $16 - $17 an hour
- Full-time
- High school diploma or GED
- 1 year
- Communication skills
- Health insurance
- Dental insurance
Client Service Representative
VCA Animal Hospitals —Englewood, CO
- Part-time
- Cleaning
- Medical terminology
- Communication skills
- Health insurance
- Dental insurance
3d
Client Service Coordinator
HUB International —Denver, CO
- $25.00 - $28.85 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Office
- Disability insurance
- Health insurance
Senior Associate, Client Relations Specialist - HYBRID
SS&C Technologies —Denver, CO
- $45,000 - $115,000 a year
- Online Application
- Word processing
- Mid-level
- Bachelor's degree
- Paid holidays
- Health insurance
Relationship Associate, Institutional Client Relations
SRS Acquiom —Denver, CO
- $75,000 - $90,000 a year
- Weekends as needed
- Hybrid work
- Research
- Mid-level
- Finance
- Health insurance
- Dental insurance

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Client Services Associate

Dodds Wealth LLC
Greenwood Village, CO

Apply Now

Job Details

$65,000 - $80,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Vision insurance

Qualifications

Microsoft Excel
Microsoft Outlook
CRM system proficiency
Technical Proficiency

Full Job Description

Description:

Founded in 1991, Dodds Wealth is a privately owned Registered Investment Advisor dedicated to delivering exceptional personalized service to a select group of clients using a disciplined, team-based approach. For more than three decades, we have built our reputation on preparation, process, and long-term client relationships.

Position Summary

Dodds Wealth is seeking a Client Services Associate to support our mission of delivering thoughtful, proactive wealth management and an exceptional client experience.

This role exists to ensure daily operational processes are executed accurately and will assist our financial advisor team and clients, through direct and indirect client service requests. The Client Services Associate is responsible for creating new accounts, manage move money transactions, portfolio rebalancing and account transfers and works closely with our operational team to ensure client service excellence. Our team leverages AI and technology tools to audit workflows, identify inefficiencies, and maintain a high standard of operational accuracy.

This position is ideal for an individual who has a strong customer service mindset, is solutions oriented and motivated to contribute positively to a high-performing, team-based environment.

Key Responsibilities

Support daily operational activities including account opening, account maintenance, money movement, and documentation processing.
Assist advisors and client service team members in preparing client materials and ensuring timely follow-up on requests.
Help ensure trading support tasks and reporting activities are completed accurately and on schedule.
Maintain accurate client records and documentation across firm systems.
Provide backup support across operational functions to ensure continuity of service.
Collaborate with team members to troubleshoot challenges, promote cross-training and improve overall operational effectiveness.

Requirements:

Qualifications & Skills

Bachelor’s degree in Business, Finance, or related field preferred.
1-3 years of experience in financial services, banking, operations, or client service (or equivalent professional experience).

Skills & Attributes:

Ability to anticipate needs, take initiative, and follow through to resolution.
Clear communicator who works well in a collaborative environment.
Ability to manage multiple tasks and prioritize effectively.
High level of integrity and commitment to client service excellence.

Technical & Software Experience:

Proficiency in Microsoft Office (Outlook, Word, Excel).
Comfort learning and using CRM systems and financial platforms.
Interest in leveraging technology — including emerging AI tools — to enhance workflow efficiency and accuracy.
Prior experience with financial services systems is a plus but not required.

Compensation & Benefits

Salary disclosure: annual salary of $65,000 - $80,000. Final offer amount is determined by factors including years and depth of candidate’s experience, certifications and skill set alignment to the job requirements.
100% coverage of employee’s medical, dental and vision insurance
Life, accident & disability insurance
401K plan with 3% annual employer contribution eligible after 90 days
16 days Paid Time Off and Sick Time
9 or more paid holidays each year
Flexible spending account
Parental leave
Enjoy a thoughtfully designed workplace with premium onsite amenities, including coffee and snacks, complimentary dry cleaning, paid parking, a fitness center, golf simulator, and a modern office environment.

Dodds Wealth is a fiduciary-focused wealth management firm committed to complying with all applicable federal and state laws and regulatory requirements. Certain positions may require securities registration, background checks, and ongoing licensing or continuing education. Dodds Wealth is an Equal Opportunity Employer and makes all employment decisions based on qualifications, merit, and business needs, without regard to any characteristic protected by applicable law.

Apply Now

Refine Your Search

client services associate jobs in lone tree co

Client Services Associate

PBM Client Success Associate

Client Service Associate - Non-Registered

Client Experience Associate - Crown Point

Registered Client Service Associate

Client Solutions Associate

Client Management Associate II

Associate Client Manager

Client Services Representative - Reset Recovery

Client Services Associate

Client Services Associate

Client Service Associate

Client Service Associate - Denver

Client Service Associate (Denver, CO)

Registered Client Service Associate

Client Service Representative VCA Mountainview

Client Service Representative

Client Service Coordinator

Senior Associate, Client Relations Specialist - HYBRID

Relationship Associate, Institutional Client Relations

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