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Account Service Associate Jobs in Colorado (NOW HIRING)

TalentLink Solutions

Client Service Associate

Denver, CO · On-site

$15 - $20.50/hr

... Service Associate to join a close-knit, high-performing team. We deliver best-in-class wealth ... Responsibilities * Prepare and process account paperwork, transfers, and client reports with ...

TalentLink Solutions

Client Service Associate

Denver, CO · On-site

$14.75 - $20.50/hr

... Service Associate to join a close-knit, high-performing team. We deliver best-in-class wealth ... Responsibilities * Prepare and process account paperwork, transfers, and client reports with ...

Travel + Leisure

Guest Service Associate

Avon, CO · On-site

$23.40/hr

As a Guest Services Associate, your friendly welcome, excellent service, and contagious smile will ... accounts • Life and accident coverage • Disability • Depending on position, paid time off ...

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All JobsAccount Service Associate JobsAccount Service Associate Jobs in Colorado

Account Service Associate information

See Colorado salary details

$5

$23

$27

How much do account service associate jobs pay per hour?

As of Jul 6, 2026, the average hourly pay for account service associate in Colorado is $23.21, according to ZipRecruiter salary data. Most workers in this role earn between $22.26 and $26.30 per hour, depending on experience, location, and employer.

What is the work of an account associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, resolving issues, and maintaining strong client relationships. They often use customer relationship management (CRM) tools and need good communication skills to ensure client satisfaction and retention.

What jobs pay 4000 a week without a degree?

An Account Service Associate typically does not earn $4,000 weekly without a degree, as this role usually offers moderate pay. However, some high-paying sales, real estate, or commission-based roles in industries like insurance or financial services can reach or exceed this level with experience and strong performance, often requiring sales skills and certifications rather than formal degrees.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance targets. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

What is an account service associate?

An account service associate is a professional who manages client accounts, provides support, and ensures customer satisfaction. They often handle inquiries, process transactions, and use customer relationship management (CRM) tools to maintain account information.
What cities in Colorado are hiring for Account Service Associate jobs? Cities in Colorado with the most Account Service Associate job openings:
Account Service Associate jobs near you

Client Service Associate - Loveland, CO

Advisor Talent Solutions

Loveland, CO

$50K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Job description

Position: Client Service Associate
Firm: Layman Lewis Financial Group
Location: Loveland, CO
Overview:
At Layman Lewis Financial Group, we believe exceptional client experiences do not happen by accident. They are created through precision, proactive service, meaningful relationships, and a commitment to excellence.
As our firm continues to grow, we are seeking an experienced Client Service Associate to join our team in Loveland, Colorado. This role is ideal for a polished professional who thrives in a fast-paced environment, enjoys building long-term client relationships, and takes pride in delivering white-glove service.
The Client Service Associate serves as a key part of the client journey—from onboarding and asset transfers to ongoing service and advisor support—helping ensure every client interaction reflects the high standards of our firm.
What you’ll do:
Client Experience amp; Relationship Management:
  • Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
  • Build trusted relationships with clients while delivering a high-touch service experience
  • Manage incoming client calls and coordinate timely resolution of requests and inquiries
  • Maintain accurate documentation and detailed client notes within the CRM system (Salesforce)
  • Support advisors by preparing for client meetings and ensuring a seamless client experience
New Business, Transfers amp; Operations:
  • Prepare onboarding paperwork and documentation for new client relationships
  • Coordinate and monitor account transfers from submission through completion
  • Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
  • Review applications and paperwork for completeness and accuracy before submission
  • Prepare issued business for delivery and client follow-up
  • Assist with new business processing and operational workflows
Advisor amp; Office Support:
  • Prepare client review materials and account summaries for upcoming meetings
  • Assist with scheduling and client communications
  • Support client reporting, mailings, and ongoing service initiatives
  • Maintain database accuracy and assist with office operations as needed
  • Provide backup phone coverage and collaborate with team members to ensure operational excellence
What We’re Looking For:
  • Experience within financial services, wealth management, banking, insurance, mortgage processing, or a related industry
  • 3+ years in client service, operations, onboarding, transfer processing, or relationship management roles required
  • Mortgage processing professionals are encouraged to apply
  • Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM systems
  • Self-starter who takes initiative and works well independently
  • Excellent communication; written and verbal, professional and well spoken
  • Collaborative team player willing to assist others
  • Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
  • Exhibits meticulous attention to detail and a commitment to accuracy
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
  • Securities and/or insurance licensing preferred or willing to obtain within 90 days
What You’ll Get:
Pay amp; Perks:
  • $50,000 – $80,000/year, based on experience
  • 401(k) with company match
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Paid Time Off
  • Firm supports continuous learning and development
Schedule:
  • In office: Monday – Friday, 9am-5pm
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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