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Client Services Associate Jobs in Avon, CO (NOW HIRING)

Client Service Associate

Vail, CO · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...

Associates in Social or Human Services Experience: 2+ years of experience working in clinical or hospitality settings with direct guest/client care, experience in clinical documentation systems ...

Review complex tax returns and deliver high-quality client service * Act as a trusted advisor on tax, financial, and business matters Leadership & Team Development * Mentor, coach, and develop tax ...

Senior Tax Manager

Vail, CO · On-site

$160 - $210/hr

Review complex tax returns and deliver high-quality client service * Act as a trusted advisor on tax, financial, and business matters Leadership & Team Development * Mentor, coach, and develop tax ...

Loan Associate

Vail, CO

$25.49 - $35.58/hr

... and service-driven, with a solid foundation in loan support and a passion for helping clients ... You bring a team-first mindset, strong communication skills, and a client-focused approach to every ...

Loan Associate

Vail, CO

$25.49 - $35.58/hr

... and service-driven, with a solid foundation in loan support and a passion for helping clients ... You bring a team-first mindset, strong communication skills, and a client-focused approach to every ...

Loan Associate

Vail, CO · On-site

$25.49 - $35.58/hr

... and service-driven, with a solid foundation in loan support and a passion for helping clients ... You bring a team-first mindset, strong communication skills, and a client-focused approach to every ...

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Client Services Associate information

See Avon, CO salary details

$11

$25

$46

How much do client services associate jobs pay per hour?

As of Aug 31, 2026, the average hourly pay for client services associate in Avon, CO is $25.35, according to ZipRecruiter salary data. Most workers in this role earn between $19.33 and $28.27 per hour, depending on experience, location, and employer.

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 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.

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

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 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 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 cities near Avon, CO are hiring for Client Services Associate jobs?

Cities near Avon, CO with the most Client Services Associate job openings:

Infographic showing various Client Services Associate job openings in Avon, CO as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 2% Contract, and 1% Summer. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $52,736 per year, or $25.4 per hour.

Client Support Associate- 2nd Shift

Edwards, CO

$24.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 9 days ago


Job description

Broad Statement of Responsibilities: 
The Client Support Associate 1 (CSA 1) is involved in the day to day operations of the client milieu. 

The CSA collaborates extensively with clinicians, nursing staff, hospitality, case management, and other patient caregivers and staff to ensure delivery of quality care and coordination of services. They work closely with clinical and hospitality leadership to coordinate systems related to measuring attendance, reporting program outcomes, milieu activities and client satisfaction. The CSA works closely with the Clinical Team and Hospitality Department on special projects as 
assigned.

Qualifications: The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Able to stand for 8+ hours
  • Able to squat, bend, kneel, and lift 50 lbs
  • Able to work with all departments at All Points North
  • Extensive knowledge of KIPU EMR
  • Time-management skills
  • Capable of making good decisions
  • Ability to handle pressure well
  • Ability to deal with uncertainty

Education:
Required; High School Diploma / GED Preferred; Associates in Social or Human Services

Experience: 2+ years of experience working in clinical or hospitality settings with direct guest/client care, experience in clinical documentation systems

Special Skills & Knowledge: Candidates should have the following skills and attributes: must be able to work and communicate well with people; be adaptable and accept changes quickly and easily; be willing to address conflict appropriately. Basic computer skills are required with Microsoft Office Suite and KIPU, web-based products knowledge a bonus.

Physical Requirements: The physical requirements described below are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Routine mobility to include standing, stooping, bending, lifting, walking and running.
  • Regularly required to sit and work at a phone/computer workstation
  • Ability to lift up to 40 lbs.

Materials & Equipment: Office equipment, computer, copy machine, iPad and company computer programs

Essential Requirements:

  • High moral and ethical values
  • Willingness to be open to learning and growing
  • Exceptional communication skills
  • Basic understanding of medical and clinical terminology
  • Excellent organizational skills in order to ensure all patient needs are being met
  • Ability to interact with a wide range of individuals each day
  • Must possess a valid driver’s license, appropriate references
  • Appropriate interpersonal/personal boundaries
  • Maturity of judgment and behavior
  • Ability to remain flexible to accommodate changes in work schedule

Position Duties and Responsibilities – Responsibilities include but are not limited to:

  • Completes and distributes the daily census and coordinating ongoing improvement of the census and related projects
  • Produce timely and accurate information to communicate with other department heads regarding guest and departmental needs
  • Works closely with the case management team to ensure coordination of case management tasks including admissions and discharge
  • Review and aggregate patient outcome and satisfaction data
  • Setting up KIPU accounts and managing access levels in KIPU
  • Ensure all EHR are in KIPU and have been signed
  • Develop and implement clinic policies and protocols
  • Use computer software to admit and discharge patients, coordinate follow-up appointments and refer patients to specialists as needed
  • Works to create efficient systems and workflows within the clinic
  • Engages in ongoing tasks to develop policies and enhance processes and procedures, including ongoing performance improvement for clinical tasks
  • Collaborates extensively between departments to coordinate the completion of assigned performance improvement tasks
  • Works closely with leadership tasks on specialty projects as assigned
  • Successfully plans and facilitates psycho educational groups.
  • Attends, scribes and enters notes in Kipu for clinically facilitated process, trauma, and experiential groups.
What We Offer

We believe in investing in our team members with a comprehensive benefits package designed to support your wellbeing and future:

  • Comprehensive Health Coverage: Medical, dental, and vision insurance to keep you and your family healthy
  • Retirement Planning: 401(k) with employer matching to help you build long-term financial security
  • Paid Time Off: Paid holidays, generous PTO, and sick time so you can rest, recharge, and handle life's needs
  • Professional Development: Opportunities to enhance your skills and advance your career