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Account Service Associate Jobs in Lone Tree, CO (NOW HIRING)

BOK Financial

Client Service Associate

Denver, CO

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and ... You will support trust, banking, and wealth advisory relationships through account servicing ...

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and ... You will support trust, banking, and wealth advisory relationships through account servicing ...

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and ... You will support trust, banking, and wealth advisory relationships through account servicing ...

BOK Financial

Client Service Associate

Denver, CO

$65K - $75K/yr

The Client Service Associate serves as the primary point of contact for high net worth clients and ... You will support trust, banking, and wealth advisory relationships through account servicing ...

Beacon Pointe Advisors

Client Service Associate

Denver, CO · On-site

$15 - $20.50/hr

The Client Service Associate will join a highly talented team of wealth management and client ... Monitors daily custodial alerts including cash management, account updates, trading, etc. and ...

Triumph Financial

Client Service Associate

Denver, CO · On-site

$16.54 - $22.67/hr

Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven ... Open new accounts, ensuring accuracy and timely documentation. * Assist with Stop Payments, Debit ...

TBK Bank, SSB

Client Service Associate

Denver, CO · On-site

$16.54 - $22.67/hr

Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven ... Open new accounts, ensuring accuracy and timely documentation. * Assist with Stop Payments, Debit ...

SPS North America

Client Service Associate

Lone Tree, CO · On-site

$18.50 - $19.50/hr

Client Services Associate Reports To: The Client Services Associate will report to the Client ... PTO amounts may increase based on tenure and/or the assigned account. PTO allows employees to take ...

SPS North America

Client Service Associate

Lone Tree, CO

$18.50 - $19.50/hr

Client Services Associate Reports To: The Client Services Associate will report to the Client ... PTO amounts may increase based on tenure and/or the assigned account. PTO allows employees to take ...

Simon Quick Advisors

Client Service Associate

Denver, CO · On-site

$15 - $20.50/hr

Client Service Associate Simon Quick Advisors is an independent, employee-owned RIA that offers ... Populates and processes documentation for client onboarding, investments, and other account ...

Simon Quick Advisors

Client Service Associate

Denver, CO · On-site

$70K/yr

Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Company Description ... Populates and processes documentation for client onboarding, investments, and other account ...

Vodia Ventures

Client Service Associate

Denver, CO · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Plan and manage new account onboarding process including SMA and alternative investments * Closely ...

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Account Service Associate information

See Lone Tree, CO salary details

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How much do account service associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for account service associate in Lone Tree, CO is $22.58, according to ZipRecruiter salary data. Most workers in this role earn between $21.63 and $25.58 per hour, depending on experience, location, and employer.

Is an account service associate an entry level job?

An account service associate position is often considered entry-level, suitable for individuals with basic customer service skills and a high school diploma or equivalent. The role typically involves on-the-job training and does not usually require extensive prior experience or advanced certifications.

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 is the role of an account service associate?

An account service associate is responsible for managing client accounts, addressing customer inquiries, and ensuring client satisfaction. They often handle account updates, resolve issues, and coordinate with internal teams to meet client needs, typically using customer relationship management (CRM) tools. Strong communication and organizational skills are essential for success in this role.

What cities near Lone Tree, CO are hiring for Account Service Associate jobs?

Cities near Lone Tree, CO with the most Account Service Associate job openings:

Account Service Associate jobs near you

Client Service Associate

BOK Financial

Denver, CO

$65K - $75K/yr

Full-time

Posted 6 days ago

Job description

Req ID: 78508 

Location: Denver -DEN 

Areas of Interest: Wealth Management; Wealth Management Operations 

Pay Transparency Salary Range: $65,000 - $75,000 

Application Deadline: 09/28/2026

BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial.

Bonus Type
BOKF Performance Plan (D02)
Summary

A career with BOK Financial will provide you opportunities and benefits that can only come from working for a trusted industry leader. Work with amazing, energetic team members and a company dedicated to your success, growth, and advancement.

Job Description

The Client Service Associate serves as the primary point of contact for high net worth clients and supports Private Bankers, Trust Officers, and Wealth Advisors in delivering exceptional Private Wealth service.  This role supports banking, trust, and wealth advisory relationships across Private Wealth.  Candidates with prior trust client service and trust support experience will be especially well-positioned for success. 

Team Culture

We are here to serve others and help our clients be successful. We have a strong work ethic and strive to always do the right thing. We are team-oriented and foster an inclusive work environment built on trust, accountability, and mutual respect. We collaborate openly, value diverse perspectives, recognize quality work, and pursue excellence in everything we do.  

How You'll Spend Your Time
  • You will serve as the primary point of contact for high net worth clients, delivering exceptional service and helping resolve a wide range of client needs.  
  • You will build strong relationships with clients and partner closely with Private Bankers, Trust Officers, and Wealth Advisors to support the delivery of Private Wealth services. 
  • You will partner closely with Trust Officers and clients to support trust relationship servicing, account maintenance activities, client requests, and ongoing relationship needs.
  • You will research and resolve client inquiries, coordinate service requests, and communicate solutions in a timely and professional manner.
  • You will support trust, banking, and wealth advisory relationships through account servicing activities including account openings, closings, transfers, cash movement, distributions, and other client service requests.
  • You will collaborate with internal partners to ensure account activity is processed accurately and efficiently while helping deliver a best-in-class client experience.  
  • You will identify opportunities to improve processes and contribute to a collaborative team environment focused on exceptional client service.  
Education & Experience Requirements

This level of knowledge is normally acquired through completion of a Bachelor's degree with 3-4 years' experience; or 8-9 years equivalent work-related experience.

Preferred experience:

  • Experience supporting Trust Officers, trust clients, or fiduciary relationships preferred.
  • Experience in a trust, private wealth, banking, or wealth management environment.
  • Experience working directly with high net worth clients.
  • Experience coordinating client service requests, account maintenance activities, and operational support functions. 
  • Ability to manage multiple priorities while delivering a high level of client service.  
Working Conditions & Physical Requirements
Office - 20 lbs

BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career!  
Apply today and take the first step towards your next career opportunity!
The companies in BOK Financial Corporation Group are equal opportunity employers.  We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status.

Please contact recruiting_coordinators@bokf.com with any questions. 

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