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Client Services Associate Jobs in Colorado (NOW HIRING)

Triumph Financial

Client Services Associate

Severance, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients ...

TBK Bank, SSB

Client Services Associate

Severance, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients ...

Triumph Financial

Client Services Associate

Severance, CO · On-site

$16.54 - $22.67/hr

As a Client Services Associate, you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients ...

Triumph Financial

Client Services Associate

La Junta, CO · On-site

$16.54 - $22.67/hr

We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: Responsible for providing ...

TBK Bank, SSB

Client Services Associate

La Junta, CO · On-site

$16.54 - $22.67/hr

We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: Responsible for providing ...

TBK Bank, SSB

Client Services Associate

La Junta, CO · On-site

$16.54 - $22.67/hr

We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: Responsible for providing ...

Triumph Financial

Client Services Associate

La Junta, CO

$16.54 - $22.67/hr

We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals. Position Summary: Responsible for providing ...

TransPerfect

Client Services Associate

Boulder, CO · On-site

TransPerfect Is More Than Just a Job... Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 100+ offices has its own individual ...

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Client Services Associate information

See Colorado salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for client services associate in Colorado is $23.56, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $26.30 per hour, depending on experience, location, and employer.

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

To thrive as a Client Services Associate, you need strong interpersonal skills, customer service experience, and often a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is typically required. Exceptional communication, organizational abilities, and a proactive attitude help you stand out in this client-facing role. These skills and qualities are essential for building client trust, efficiently resolving issues, and supporting overall business growth.

What Is a Client Services Associate?

A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.

What is the difference between Client Services Associate vs Customer Support Specialist?

AspectClient Services AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer associate degreesHigh school diploma or equivalent; technical certifications optional
Work EnvironmentOffice setting, client-facing interactions, account managementCall centers, help desks, online support platforms
Employer & Industry UsageFinancial services, consulting, professional servicesRetail, tech companies, service industries
Common Search & Comparison IntentUnderstanding roles in client relationship managementAssisting customers with issues or inquiries

The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

What are some common challenges faced by Client Services Associates, and how can they be overcome?

Client Services Associates often manage multiple client accounts simultaneously, which can lead to competing priorities and tight deadlines. Effective time management and clear communication are essential for balancing these demands. Building strong relationships with clients and proactively addressing their concerns helps prevent misunderstandings and ensures satisfaction. Collaboration with internal teams, such as sales and operations, is also key to efficiently resolving client issues and delivering high-quality service.

What does a Client Services Associate do?

A Client Services Associate acts as a key point of contact between a company and its clients, ensuring that clients receive high-quality service and support. They handle client inquiries, resolve issues, assist with account management, and coordinate with other departments to fulfill client needs. Their goal is to maintain positive client relationships and help ensure client satisfaction, often working in industries like finance, marketing, or consulting.
More about Client Services Associate jobs
What are the most commonly searched types of Client Services jobs in Colorado? The most popular types of Client Services jobs in Colorado are:
What are popular job titles related to Client Services Associate jobs in Colorado? For Client Services Associate jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Client Services Associate jobs in Colorado look for? The top searched job categories for Client Services Associate jobs in Colorado are:
What cities in Colorado are hiring for Client Services Associate jobs? Cities in Colorado with the most Client Services Associate job openings:
Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Colorado as of May 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $48,998 per year, or $23.6 per hour.
Client Services Associate

Client Services Associate

Triumph Financial

Severance, CO • On-site

$16.54 - $22.67/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

Join TBK Bank!
At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK means striving for excellence, while delivering with humility. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.
Position Summary:
As a Client Services Associate, you'll have the opportunity to build professional relationships and provide an exceptional client experience. You will use your knowledge and skills to help clients meet their financial goals through daily transactions and quality referrals to other departments within the bank. Major responsibilities will include:
  • Providing prompt and accurate teller transactions, in accordance with the Bank's policies and procedures.
  • Balancing currency, coin, and teller drawer at the end of each shift.
  • Opening new accounts per Bank and regulatory requirements, as well as performing account/file maintenance and other personal banker duties.
  • Providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

Qualifications:
  • High school diploma or general education degree (GED) required.
  • Must be 18 years old
  • Six to twelve months of bank teller experience preferred
  • Customer service, sales, or cross selling experience desired

Position Description:
Essential duties and responsibilities include the following. Other duties may be assigned:
  • Provides exceptional customer service by standing to welcome the customer, using the customer's name, taking responsibility for the customer, thanking the customer by name and exceeding the customer's expectations.
  • Responsible for balancing currency, coin, and checks in teller drawer at end of shift in comparison to computer totals. Maintains appropriate cash levels in teller drawer in accordance with the security policy. Complies with the Teller Over and Short Procedure.
  • Performs all customer teller transactions and inputs them into the computer system in accordance with established procedures. Includes cashing checks, receiving cash for deposit, verifying amounts, verifying customer balances and examining checks for appropriate signatures and endorsements.
  • Processes savings bonds, branch capture, cashier's checks, and other items based on branch.
  • Opens new accounts; prepares and compiles new customer information in accordance with the banks CIP and Know your Customer policies, as well as ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents.
  • Successfully complete Account/File Maintenance with proper documentation.
  • Help customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.
  • Places holds on accounts for uncollected funds in accordance with regulations.
  • Allows customers access to safe deposit boxes following specified procedures.
  • Capable of assisting tellers with balancing daily transactions.
  • May assist in balancing vault.
  • Knowledgeable of bank products and services to best serve customer's financial needs. Includes recognizing, responding and or referring sales opportunities (Accounts, Credit Cards, Loans, etc.), as well as making quality referrals to other areas of the bank and bank partners (Commercial and Consumer Lending, Treasury Management, etc.)
  • Takes initiative to answer customer phone calls/email, takes ownership of their issue, takes proper steps to resolve their issue and provides the customer with appropriate feedback in a timely manner.
  • Promptly responds to customer's inquiries and requests regarding account and suggests resolutions on account disputes and other account activity.
  • Works professionally with, and generates goodwill between the retail banking department and other internal departments.
  • Protects and safeguards customer information and bank property.
  • Adheres to all bank and regulatory requirements and participates in required training.
  • Actively participates in local community and bank sponsored events

#LI-LG
Compensation Range
Hourly: $16.54 - $22.67
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
Go on. Do it. Apply Today!

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