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Client Associate Jobs in Fort Collins, CO (NOW HIRING)

TBK Bank, SSB

Client Service Associate

Johnstown, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

Triumph Financial

Client Service Associate

Johnstown, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

Triumph Financial

Client Service Associate

La Salle, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

TBK Bank, SSB

Client Service Associate

Johnstown, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

Triumph Financial

Client Service Associate

La Salle, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

TBK Bank, SSB

Client Service Associate

La Salle, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

Triumph Financial

Client Service Associate

Johnstown, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

Triumph Financial

Client Service Associate

La Salle, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

TBK Bank, SSB

Client Service Associate

La Salle, CO

$16.54 - $22.67/hr

As a Client Services Associate, you'll be at the forefront of our commitment to exceptional customer service. You'll not only provide prompt and accurate financial transactions but also contribute to ...

Office Depot

Client Services Manager

Greeley, CO

Observe, coach, and provide feedback to enhance associate proficiency and build a culture of trust and brand loyalty. * Regularly exercises independent judgment when providing input on assessing ...

Office Depot

Client Services Manager

Greeley, CO · On-site

$21/hr

Observe, coach, and provide feedback to enhance associate proficiency and build a culture of trust and brand loyalty. * Regularly exercises independent judgment when providing input on assessing ...

Office Depot

Client Services Manager

Greeley, CO · On-site

Observe, coach, and provide feedback to enhance associate proficiency and build a culture of trust and brand loyalty. * Regularly exercises independent judgment when providing input on assessing ...

Banfield

Client Service Coordinator

Fort Collins, CO · On-site

$17.75 - $23.25/hr

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. CLIENT SERVICE COORDINATOR ...

Antech Diagnostics

Associate Relations Manager

Loveland, CO · On-site

$99K - $124K/yr

Current Associates will need to apply through the internal career site. Please log into Workday and click on Menu or View All Apps, select the Jobs Hub app, then click the magnifying glass to Browse ...

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Showing results 1-20

All JobsClient Associate JobsClient Associate Jobs in Fort Collins, CO

Client Associate information

See Fort Collins, CO salary details

$18.3K

$50.4K

$74.7K

How much do client associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for client associate in Fort Collins, CO is $50,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $61,400.00 per year, depending on experience, location, and employer.

How does a client associate typically collaborate with other teams within a financial services firm?

Client Associates frequently work alongside financial advisors, operations staff, and compliance departments to ensure seamless client service. They may coordinate account openings, process transactions, and assist with client inquiries, requiring strong communication and organizational skills. Collaboration is often facilitated through regular meetings, shared software platforms, and cross-departmental projects, making teamwork an essential aspect of the role. Adapting to different working styles and managing multiple priorities are common challenges that Client Associates navigate in this collaborative environment.

What is a client associate?

Client Associates are professionals who support financial advisors or client relationship managers in delivering high-quality service to clients. They handle administrative tasks, prepare account paperwork, respond to client inquiries, and help manage client accounts. Their role ensures smooth communication between clients and the firm while allowing advisors to focus on providing financial guidance. Client Associates often work in banking, wealth management, or investment firms. The position requires strong organizational, communication, and customer service skills.

What are the key skills and qualifications needed to thrive as a client associate?

To thrive as a Client Associate, you need strong organizational abilities, attention to detail, and foundational knowledge of financial products or client services, often supported by a relevant degree. Familiarity with CRM systems, financial software, and proficiency in Microsoft Office are typically required, and some firms may seek Series 7 or 63 licenses. Excellent communication, problem-solving skills, and a client-focused attitude help build trust and foster lasting client relationships. These capabilities ensure efficient client support, accurate processing of transactions, and contribute to overall client satisfaction and business success.

What is the difference between Client Associate vs Customer Service Representative?

AspectClient AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer finance or sales certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles in finance and client managementCustomer support and service roles

The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

What job categories do people searching Client Associate jobs in Fort Collins, CO look for? The top searched job categories for Client Associate jobs in Fort Collins, CO are:
What cities near Fort Collins, CO are hiring for Client Associate jobs? Cities near Fort Collins, CO with the most Client Associate job openings:
Client Associate jobs near you
Infographic showing various Client Associate job openings in Fort Collins, CO as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $50,447 per year, or $24.3 per hour.

Client Service Associate - Loveland, CO

Advisor Talent Solutions

Loveland, CO • On-site

$50K - $80K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 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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