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Account Services Associate Jobs in Colorado (NOW HIRING)

C&W Services

Office Services Associate

Broomfield, CO

$16 - $20/hr

Job Title Office Services Associate Summary ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

Triumph Financial

Client Services Associate

Denver, CO · On-site

$20/hr

Opens new accounts; ensures completeness and accuracy of documentation including scanning into the ... Customer service, sales or cross selling experience desired SKILLS AND ABILITIES REQUIRE

TBK Bank, SSB

Client Services Associate

Denver, CO

$20/hr

Opens new accounts; ensures completeness and accuracy of documentation including scanning into the ... Customer service, sales or cross selling experience desired SKILLS AND ABILITIES REQUIRE

TBK Bank, SSB

Client Services Associate

Denver, CO · On-site

$20/hr

Opens new accounts; ensures completeness and accuracy of documentation including scanning into the ... Customer service, sales or cross selling experience desired SKILLS AND ABILITIES REQUIRE

Broadridge

Senior Client Services Associate

Denver, CO

$75K - $90K/yr

Establish relationship with internal partners responsible for servicing the accounts * Get to know ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...

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Account Services Associate information

How does an Account Services Associate typically collaborate with other departments to support client needs?

As an Account Services Associate, you'll frequently work with teams such as sales, marketing, and customer support to ensure client requests are addressed efficiently. You may coordinate with the sales team to clarify client requirements, relay feedback to product or service teams, and work with billing or finance for account-related inquiries. Effective communication and organization are key, as you'll often act as a liaison to help resolve issues and ensure a seamless client experience. This collaborative environment helps you build a broad understanding of company operations while contributing directly to client satisfaction.

What are the key skills and qualifications needed to thrive as an Account Services Associate, and why are they important?

To thrive as an Account Services Associate, you need strong customer service skills, attention to detail, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Excellent interpersonal skills, problem-solving abilities, and the capacity to manage multiple tasks efficiently help professionals stand out in this role. These skills ensure effective client support, accurate account management, and contribute to overall customer satisfaction and retention.

What does an Account Services Associate do?

An Account Services Associate typically supports client accounts within a company, assisting with tasks such as managing client inquiries, processing account requests, maintaining accurate records, and coordinating with internal teams to ensure client satisfaction. They play a key role in resolving issues, updating account information, and facilitating communication between clients and the business. This position often requires strong organizational, communication, and problem-solving skills to meet client needs efficiently.

What does an account associate do?

An account services associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, troubleshoot issues, and use customer relationship management (CRM) tools to maintain accurate records and foster positive client relationships.

What is the role of an accounting services associate?

An accounting services associate is responsible for supporting financial record-keeping, processing transactions, and assisting with account reconciliations. They often use accounting software and require attention to detail to ensure accuracy in financial data management.

What is an account service associate?

An account services associate is a professional responsible for managing client accounts, providing support, resolving issues, and ensuring customer satisfaction. They often use customer relationship management (CRM) tools and require strong communication and organizational skills to handle client needs effectively.

What are the duties of an account associate?

An account services associate is responsible for managing client accounts, addressing customer inquiries, processing transactions, and ensuring client satisfaction. They often use customer relationship management (CRM) tools and need strong communication and organizational skills to maintain positive client relationships and support sales or service goals.
What are the most commonly searched types of Account Services jobs in Colorado? The most popular types of Account Services jobs in Colorado are:
What cities in Colorado are hiring for Account Services Associate jobs? Cities in Colorado with the most Account Services Associate job openings:
Account Services Associate jobs near you
Infographic showing various Account Services Associate job openings in Colorado as of June 2026, with employment types broken down into 1% As Needed, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution.
AVP, Account Services

AVP, Account Services

Ultimus Fund Solutions

Greenwood Village, CO • On-site

$85K - $115K/yr

Full-time

Posted 17 days ago

Job description

SUMMARY
The Manager, Account Services oversees the Transfer Agent Operations Team, interacting directly with clients, financial representatives, vendors, and associates. Additionally, this role is pivotal in developing team members, refining processes, and ensuring accountability.
KEY ACCOUNTABILITIES
  • Ensures timely processing of all transactions through workflow management.
  • Interprets fund prospectuses and ensure accurate processing.
  • Develops detailed procedures and instructions for the processing team.
  • Authorizes processing exceptions per management guidelines.
  • Provides information and answer questions for fund family contacts.
  • Determines and interprets required legal documents for processing.
  • Ensures compliance with SEC, NICSA, and FINRA regulations.
  • Interprets IRS regulations for retirement plans and tax reporting.
  • Resolves and processes IRS Tax Levies.

PERSONNEL MANAGEMENT
  • Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions.
  • Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues.
  • Establishes team and individual goals for department.
  • Fosters performance of associates and the processes used by them; holds the associates accountable for their work.

WORKING RELATIONSHIPS
  • Mentors associates through instruction, coaching, real-time on-the-job experiences, and effective practice modeling.
  • Maintains frequent contact with fund advisor executives and financial brokerage representatives.
  • Manages escalated situations with difficult callers or clients.
  • Collaborates with the Transfer Agency Operations Leadership Team to develop new procedures.

May perform other duties as required and assigned.
EDUCATION AND EXPERIENCE
  • Bachelor's degree in business administration or a related field.
  • 6+ years of experience in client services or a related field.
  • 1-2 years of management and leadership experience.
  • Experience within the financial services industry.
  • Series 6 or 7 license.
  • Equivalent education and experience will be considered.

KNOWLEDGE
  • Operational standards, including SEC, IRS, and prospectus regulations.
  • Retirement products such as IRA, Simple IRA, and other plans.
  • Proficiency in mutual funds and alternative investment products.
  • Microsoft Office Suite.
  • Adobe Acrobat.

SKILLS AND ABILITIES
  • Leadership skills to foster a positive work environment encourages teamwork, motivation, efficiency, and maximum utilization of staff skills.
  • Understanding of clients' businesses to proactively anticipate complications.
  • Aligns associates with company values and goals.
  • Plans and delegates the work of others.
  • Motivates and inspires others.
  • Assesses the performance of self and associates to make improvements or take corrective action.
  • Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
  • Troubleshoots issues utilizing creative and critical thinking skills.
  • Multitasking, analytical, and organizational skills.
  • Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
  • Demonstrates personal integrity, responsibility, and accountability.
  • Effectively uses resources such as time and information in conjunction with associates.
  • Participates in solving problems and making decisions.
  • Presents and expresses ideas and information, written and oral, clearly, and concisely.
  • Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
  • Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
  • Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
  • Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant's or employee's race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

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