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Financial Client Service Associate Jobs in Lone Tree, CO

Triumph Financial

Client Service Associate

Denver, CO · On-site

$16.54 - $22.67/hr

Client Services Associate At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven ... Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas ...

BOK Financial

Client Service Associate

Denver, CO

$65K - $75K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the primary point of contact for high net worth clients and ...

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the primary point of contact for high net worth clients and ...

BOK Financial

Client Service Associate

Denver, CO

$65K - $75K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the primary point of contact for high net worth clients and ...

BOK Financial

Client Service Associate

Denver, CO · On-site

$65K - $75K/yr

BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund ... The Client Service Associate serves as the primary point of contact for high net worth clients and ...

Beacon Pointe Advisors

Client Service Associate

Denver, CO · On-site

$15 - $20.50/hr

The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net ...

TBK Bank, SSB

Client Service Associate

Denver, CO · On-site

$16.54 - $22.67/hr

TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services. The Client Services Associate is responsible for ...

SPS North America

Client Service Associate

Lone Tree, CO · On-site

$14.75 - $20.50/hr

Client Services Associate Reports To: The Client Services Associate will report to the Client Services Manager, or equivalent leadership. Job Overview: The Client Services Associate provides ...

Simon Quick Advisors

Client Service Associate

Denver, CO · On-site

$15 - $20.50/hr

Client Service Associate Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. We offer ...

Simon Quick Advisors

Client Service Associate

Denver, CO · On-site

$70K/yr

Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Company Description ... financial planning solutions for affluent families, business owners and executives. We offer ...

Vodia Ventures

Client Service Associate

Denver, CO · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...

Morgan Stanley

Client Service Associate

Denver, CO · On-site

$35K - $75K/yr

Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this ...

Morgan Stanley

Client Service Associate

Denver, CO · On-site

$35K - $75K/yr

Client Service Associates provide exceptional service to our clients and supports Financial Advisor(s) (FAs) teams on a daily basis. Through regular interactions with clients, individuals in this ...

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All JobsFinancial Client Service Associate JobsFinancial Client Service Associate Jobs in Lone Tree, CO

Financial Client Service Associate information

See Lone Tree, CO salary details

$14

$32

$69

How much do financial client service associate jobs pay per hour?

As of Aug 26, 2026, the average hourly pay for financial client service associate in Lone Tree, CO is $32.69, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $35.14 per hour, depending on experience, location, and employer.

What does a financial client service associate do in finance?

A financial client service associate provides support to clients by answering inquiries, processing transactions, and maintaining account information. They assist financial advisors with administrative tasks, ensure compliance with regulations, and often use customer relationship management (CRM) tools to deliver quality service. Strong communication skills and knowledge of financial products are essential for this role.

What cities near Lone Tree, CO are hiring for Financial Client Service Associate jobs?

Cities near Lone Tree, CO with the most Financial Client Service Associate job openings:

Financial Client Service Associate jobs near you
Infographic showing various Financial Client Service Associate job openings in Lone Tree, CO as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $68,005 per year, or $32.7 per hour.

Client Service Associate

Denver, CO • On-site

Triumph Financial
Finance and Insurance • 1 - 5K employees
Learn more about Triumph Financialexternal

$16.54 - $22.67/hr

Other

Medical, Dental, Vision, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Client Services Associate

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.

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

Are you a customer-focused professional with a passion for facilitating accurate financial transactions and building strong relationships? 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 the development and retention of customer relationships. By profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. If you're eager to take initiative, contribute to our retail branch goals, and make a meaningful impact, we invite you to become a part of our team.

The Client Services Associate is responsible for providing prompt and accurate financial transactions in accordance with the Bank's policies and procedures. Contributes to the development and retention of customer relationships by providing exceptional customer service and identifying appropriate cross sell opportunities with professionalism and enthusiasm.

At Triumph Financial, we are a values-driven financial service company focused on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this, we're "Helping People Triumph."

Treating people fairly, handling conflict with grace, and speaking the truth with humility are actions born of our convictions. Correct, consistent daily action shapes our culture, and we work at this diligently.

How You'll Spend Your Time

  • Profile new and existing customers, suggesting tailored products/services.
  • Provide exceptional customer service, exceeding expectations.
  • Open new accounts, ensuring accuracy and timely documentation.
  • Assist with Stop Payments, Debit Card Orders, and more.
  • Take initiative to resolve customer issues and provide prompt feedback.
  • Help maintain customer goodwill and contribute to branch goals.
  • Professionally refer customers to various bank departments.
  • Safeguard customer info, adhere to regulations, and maintain security.
  • Process transactions while maintaining accurate records.
  • Contribute to local community and bank-sponsored events.

The ideal candidate should have a high school diploma or GED, be at least 18 years old, and preferably possess six to twelve months of bank teller experience. Additional desired qualities include customer service, sales, or cross-selling experience.

Apply now and seize the chance to provide exceptional service, build relationships, and grow in a supportive banking environment!

Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.

Compensation Range

Hourly: $16.54 - $22.67

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Apply