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Client Services Associate Jobs in Highlands Ranch, CO

Triumph Financial

Client Services Associate

Denver, CO · On-site

$20/hr

We thrive on providing exceptional customer service, and we look for friendly professionals ... We also serve a national client base through our Triumph Commercial Finance division, which offers ...

Triumph Financial

Client Services Associate

Denver, CO · On-site

$20/hr

We thrive on providing exceptional customer service, and we look for friendly professionals ... We also serve a national client base through our Triumph Commercial Finance division, which offers ...

TBK Bank, SSB

Client Services Associate

Denver, CO · On-site

$20/hr

We thrive on providing exceptional customer service, and we look for friendly professionals ... We also serve a national client base through our Triumph Commercial Finance division, which offers ...

TBK Bank, SSB

Client Services Associate

Denver, CO · On-site

$20/hr

We thrive on providing exceptional customer service, and we look for friendly professionals ... We also serve a national client base through our Triumph Commercial Finance division, which offers ...

TBK Bank, SSB

Client Services Associate

Denver, CO · On-site

$20/hr

We thrive on providing exceptional customer service, and we look for friendly professionals ... We also serve a national client base through our Triumph Commercial Finance division, which offers ...

Broadridge

Senior Client Services Associate

Denver, CO · On-site

$75K - $90K/yr

We are seeking a Sr Client Services Representative who will be responsible for managing a book of ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...

Century Group

Associate, Client Services

Denver, CO · On-site

$100K - $350K/yr

Associate Director of Client Services Role Summary: In this role, you will focus on the interim and project services practice side. This role is responsible for developing and maintaining long-term ...

Matter Family Office

Associate - Client Service

Denver, CO · On-site

$79K - $115K/yr

As an Associate - Client Service, you will bring your expertise and experience to our team and ... You will engage with families on all Matter's services - Investment Management, Wealth Planning ...

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Client Services Associate information

See Highlands Ranch, CO salary details

$10

$23

$42

How much do client services associate jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for client services associate in Highlands Ranch, CO is $23.51, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $26.25 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.

More about Client Services Associate jobs

What are the most commonly searched types of Client Services jobs in Highlands Ranch, CO?

The most popular types of Client Services jobs in Highlands Ranch, CO are:

What job categories do people searching Client Services Associate jobs in Highlands Ranch, CO look for?

The top searched job categories for Client Services Associate jobs in Highlands Ranch, CO are:

What cities near Highlands Ranch, CO are hiring for Client Services Associate jobs?

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

Client Services Associate jobs near you
Infographic showing various Client Services Associate job openings in Highlands Ranch, CO as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $48,910 per year, or $23.5 per hour.

Client Services Associate

Denver, CO • On-site

PTMA Financial Solutions
See more jobs at PTMA Financial Solutionsexternal

$27 - $32/hr

Full-time

Re-posted 9 days ago

Job description

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.

NO AGENCIES PLEASE
The pay range for this role is:
27 - 32 USD per hour (Colorado)

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