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Client Operations Jobs in Colorado (NOW HIRING)

Pathstone

Associate

Denver, CO · On-site

$16.25 - $21.50/hr

Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates. The ...

Pwc

Managed Services - Microsoft Director

Denver, CO · On-site

$155K - $410K/yr

... operational efficiency. These individuals analyse client needs, implement software solutions, and provide training and support for seamless integration and utilisation of business applications ...

Dodds Wealth LLC

Client Services Associate

Denver, CO

$65K - $80K/yr

This role exists to ensure daily operational processes are executed accurately and will assist our financial advisor team and clients, through direct and indirect client service requests. The Client ...

New

Accuserve

Client Director

Denver, CO · On-site

$110K - $130K/yr

The Client Director brings organizational skills, analytical and data-driven decision-making ... Work closely with sales leaders and operations team leads to ensure successful transitions from the ...

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$10

$25

$51

How much do client operations jobs pay per hour?

As of Jun 3, 2026, the average hourly pay for client operations in Colorado is $25.40, according to ZipRecruiter salary data. Most workers in this role earn between $16.15 and $29.09 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Operations professional, and why are they important?

To thrive as a Client Operations professional, you need strong organizational skills, attention to detail, and a background in business administration or a related field. Familiarity with CRM systems, project management tools, and data analysis software is typically required. Excellent communication, problem-solving abilities, and a customer-focused mindset are standout soft skills in this role. These skills ensure efficient client support, seamless workflow management, and high levels of client satisfaction.

How does a Client Operations professional typically collaborate with other departments to ensure client satisfaction?

Client Operations professionals often serve as a bridge between clients and internal teams such as sales, account management, and product support. They coordinate closely to address client needs, resolve issues, and streamline onboarding or service delivery processes. This role requires strong communication skills and the ability to manage multiple priorities, as it involves regular cross-functional meetings and proactive problem-solving. Building strong relationships internally is key to ensuring a seamless client experience and driving client retention.

What are client operations?

Client operations refers to the processes and activities involved in managing relationships and delivering services to clients within a business. This role typically ensures that client needs are met efficiently, coordinates between internal teams and external clients, and handles tasks such as onboarding, issue resolution, and account management. Professionals in client operations play a key role in maintaining client satisfaction and supporting business growth by streamlining workflows and ensuring smooth communication.

What is the difference between Client Operations vs Client Services?

AspectClient OperationsClient Services
Primary FocusStreamlining processes, managing client accounts behind the scenesDirect client interaction, addressing client needs and concerns
Skills & CertificationsProject management, data analysis, CRM toolsCustomer service, communication, problem-solving
Work EnvironmentOperational teams, back-office settingsClient-facing roles, support centers
Industry UsageFinance, tech, consulting firmsRetail, hospitality, financial services

While both roles involve working with clients, Client Operations focuses on internal processes and efficiency, whereas Client Services emphasizes direct client interaction and support. Understanding these differences helps in choosing the right career path or job focus within client-related roles.

What are the most commonly searched types of Client Operations jobs in Colorado? The most popular types of Client Operations jobs in Colorado are:
Client Operations jobs near you
Infographic showing various Client Operations job openings in Colorado as of May 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 83% Full Time, 14% Part Time, and 1% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $52,827 per year, or $25.4 per hour.
Trust Operations Specialist - Client Services

Trust Operations Specialist - Client Services

Columbia Banking System, Inc.

Denver, CO • On-site

$22.61 - $27.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Job description

About the Role:
The Trust Operations Specialist - Client Service answers questions regarding investments in private equity, real estate, private debt, and more. Effectively handles client inquiries by researching and analyzing complex issues. Adheres strictly to trust regulations and security standards including the customer identification program (KYC), the Gramm-Leach-Bliley Act, Bank Secrecy Act, Internal Revenue Code, and all other applicable banking and trust regulation set forth by the IRS and other regulatory agencies.
Acts as the face of the company at the frontlines of the customer service experience. Provides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Represents the company in a highly professional manner while resolving issues and communicating information confidently.
  • Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.
  • Mitigate company risk through following all security and fraud prevention requirements.
  • Educate advisors, clients, and third parties on do's and don'ts of alternative asset investing, working with the Company, applicable fees & fee schedules, timelines and procedures for account opening, funding and investing, and ERISA guidelines.
  • Prepare and archive professional correspondence.
  • Investigate account issues by analyzing investment and transactional activity and/or errors; complex compliance issues pertaining to IRS rules and regulations
  • Identify, analyze, resolve and report on specific client requests and issues.
  • Develop expertise to provide clients on-going support and assistance.
  • Manage low level escalations, including ability to draft free form professional responses to client escalations and inquiries.
  • Identify, recommend and potentially design and assist in the development and implementation of process improvements that enhance the client experience.
  • Accurately file reports on client issues for management review.
  • Analyze trends in client issues in order to facilitate service improvement.
  • Other duties as assigned.

About You:
  • H.S. Diploma/GED required.
  • Bachelor's Degree preferred.
  • 2+ years' experience in a customer success role involving highly detailed transactions required.
  • 1-2 years' experience in a fast-paced call center environment preferred.
  • Working knowledge of trust accounting systems, IRAs, and Alternative Assets is preferred.
  • Certified IRA Services Professional (CISP) designation with the American Bankers Association (ABA) preferred.
  • Self-Directed IRA Professional (SDIP) designation from the Retirement Industry Trust Association (RITA) preferred.
  • Proficient in IRC 4975, prohibited transactions and all other ERISA guidelines.
  • Proficient in IRS publication 590 and regulatory requirements.
  • Excellent verbal and written communication skills.
  • Knowledge of operational procedures, practices and policies.
  • Demonstrates the ability to sell Bank products and services.
  • Able to mentor new associates through on the job training.
  • Requires the ability to multi-task and work with over 25 software applications.
  • Requires intermediate computer skills, including MS Office and banking software.
  • Skill in basic troubleshooting: mobile devices, browsers, and other technology as it relates to online banking.
  • Thorough understanding of products and services offered by bank. Advanced knowledge in specialty area.
  • Excellent customer service skills and ability to work effectively with the public.

The pay range for this role is $22.61 - $27.25.
The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.
Primary Location: Ability to work fully onsite at posted location(s).
1801 California Street Suite 800 Denver CO 80202
Our Benefits:
We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
Our Commitment to Diversity:
Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com.
To Staffing and Recruiting Agencies:
Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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