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Account Services Associate Jobs in Wheat Ridge, CO

Triumph Financial

Client Services Associate

Hudson, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Open new accounts, ensuring accuracy and timely documentation. * Assist with Stop Payments, Debit ...

Triumph Financial

Client Services Associate

Hudson, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Open new accounts, ensuring accuracy and timely documentation. * Assist with Stop Payments, Debit ...

TBK Bank, SSB

Client Services Associate

Hudson, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional ... Open new accounts, ensuring accuracy and timely documentation. * Assist with Stop Payments, Debit ...

C&W Services

Office Services Associate

Broomfield, CO · On-site

$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 · 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 · 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

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

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 · 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

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All JobsAccount Services Associate JobsAccount Services Associate Jobs in Wheat Ridge, CO

Account Services Associate information

See Wheat Ridge, CO salary details

$5

$23

$27

How much do account services associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for account services associate in Wheat Ridge, CO is $23.46, according to ZipRecruiter salary data. Most workers in this role earn between $22.50 and $26.59 per hour, depending on experience, location, and employer.

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 are the key skills and qualifications needed to thrive as an Account Services Associate?

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.

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 is an account services 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 cities near Wheat Ridge, CO are hiring for Account Services Associate jobs?

Cities near Wheat Ridge, CO with the most Account Services Associate job openings:

Account Services Associate jobs near you
Infographic showing various Account Services Associate job openings in Wheat Ridge, CO as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $48,796 per year, or $23.5 per hour.

Client Services Associate

Denver, CO • On-site

Public Trust Advisors
Finance and Insurance • 1 - 10 employees
Learn more about Public Trust Advisorsexternal

Other

Re-posted 4 days ago

Job description

Job Title

PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm's primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.

Essential Duties and Responsibilities
  • Provide exceptional participant experience by answering phone inquiries, responding to emails to resolve all client requests timely.
  • Utilize Customer Service Management System to track client requests through completion.
  • Perform data stewardship to ensure accuracy of source data used throughout the firm.
  • Act as intermediary for all communications to PTMA LGIP clients.
  • Process audit confirmation requests for Fund Participants.
  • Recommend and assists with enhancement and maintenance of procedures and related systems and reports.
  • Order banking supplies and process billing for banking services.
  • Assist and provide backup to other staff.
  • Other duties and responsibilities as assigned by management.
  • Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.
  • Set up, update, and maintain client account information, including access to GPS.
  • Assist clients and staff by investigating and answering questions related to systems, accounts, procedures, transactions and/or services.
  • Assist with deliverables for annual audits of Funds.
  • Provide coverage for vacation, sick and personal days of team members.
  • Perform special projects as needed and assigned.
Decision Making/Difficulty of Work
  • The position is hands on, fast paced, detail and deadline oriented.
  • The position requires good judgment, strong attention to detail, and accuracy.
  • Organizational skills and management of priorities are necessary to succeed in this position.
Minimum Requirements
  • Ability to work effectively with employees of all levels within the company.
  • Must be able to handle multiple tasks and prioritize appropriately.
Competencies Required

Computer Skills:

  • Must be proficient in Outlook, Excel.
  • Experience with a Customer Service Management tool such as Salesforce is beneficial.

Interpersonal Skills:

  • Excellent customer service skills required.
  • Must be able to work closely in a team environment.
  • Must be able to evaluate problems as they occur daily and resolve them in cooperation with co-workers.

Communication Skills:

  • Must be able to work closely with the other client service associates, and management.
  • Strong oral and written communication skills are necessary to succeed.
  • Must be comfortable on the phone and client facing.
Other Training, Education, Special Skills Required

Education/Knowledge:

  • Associates Degree or higher and/or 1-2 years banking experience
  • 1-2 years of customer service experience preferred.
  • Knowledge of financial markets and mutual fund industry beneficial.

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