Financial Operations Associate * Client Services Representative * Account Processing Specialist ... Banking Associate * Loan Processor * Customer Operations Specialist * Documentation Specialist
Financial Operations Associate * Client Services Representative * Account Processing Specialist ... Banking Associate * Loan Processor * Customer Operations Specialist * Documentation Specialist
Financial Operations Associate * Client Services Representative * Account Processing Specialist ... Banking Associate * Loan Processor * Customer Operations Specialist * Documentation Specialist
Quick apply
Financial Operations Associate * Client Services Representative * Account Processing Specialist ... Banking Associate * Loan Processor * Customer Operations Specialist * Documentation Specialist
Financial Planner
Colorado Springs, CO · Hybrid
$74K - $100K/yr
We believe doing the right thing for our clients and our associates is good business. With a career ... Operations, Multi-Asset and Product Management to provide greater depth and breadth around the ...
Financial Planner
Colorado Springs, CO · Hybrid
$74K - $100K/yr
We believe doing the right thing for our clients and our associates is good business. With a career ... Operations, Multi-Asset and Product Management to provide greater depth and breadth around the ...
Financial Investment Assistant
Colorado Springs, CO · On-site
$55K - $65K/yr
Administrative & Operational Support * Prepare and process documentation related to: * New account ... Associate's or Bachelor's Degree in Finance, Business Administration, Accounting, or a related ...
Quick apply
Financial Investment Assistant
Colorado Springs, CO · On-site
$55K - $65K/yr
Administrative & Operational Support * Prepare and process documentation related to: * New account ... Associate's or Bachelor's Degree in Finance, Business Administration, Accounting, or a related ...
Operations Manager
Colorado Springs, CO · On-site
$21.25 - $46.75/hr
... finance department * Coordinate facility management to guarantee the safety and security of ... Monitor associate retention and career development; communicate ideas to General Manager * Address ...
Operations Manager
Colorado Springs, CO · On-site
$21.25 - $46.75/hr
... finance department * Coordinate facility management to guarantee the safety and security of ... Monitor associate retention and career development; communicate ideas to General Manager * Address ...
Operations Manager
Colorado Springs, CO · On-site
$21.25 - $46.75/hr
... finance department * Coordinate facility management to guarantee the safety and security of ... Monitor associate retention and career development; communicate ideas to General Manager * Address ...
Operations Manager
Colorado Springs, CO · On-site
$21.25 - $46.75/hr
... finance department * Coordinate facility management to guarantee the safety and security of ... Monitor associate retention and career development; communicate ideas to General Manager * Address ...
May participate in live meetings with the Financial Advisor and their respective client(s ... towards creating greater team operational efficiencies. * Performs other duties and ...
May participate in live meetings with the Financial Advisor and their respective client(s ... towards creating greater team operational efficiencies. * Performs other duties and ...
Responsible for financial management, general accounting requirements and quality control plan ... Associate's degree is required at a minimum; however, a Bachelor's degree is preferred.
Responsible for financial management, general accounting requirements and quality control plan ... Associate's degree is required at a minimum; however, a Bachelor's degree is preferred.
... operations, finance, customer service, technology and more. You'll collaborate with a high-energy ... You'll enjoy flexible schedules, excellent benefits, associate incentives and discount programs.
... operations, finance, customer service, technology and more. You'll collaborate with a high-energy ... You'll enjoy flexible schedules, excellent benefits, associate incentives and discount programs.
Sales and Operations Management Trainee
Colorado Springs, CO · On-site
$55K/yr
... operations, finance, customer service, technology and more. You'll collaborate with a high-energy ... You'll enjoy flexible schedules, excellent benefits, associate incentives and discount programs.
Sales and Operations Management Trainee
Colorado Springs, CO · On-site
$55K/yr
... operations, finance, customer service, technology and more. You'll collaborate with a high-energy ... You'll enjoy flexible schedules, excellent benefits, associate incentives and discount programs.
... operations, finance, customer service, technology and more. You'll collaborate with a high-energy ... You'll enjoy flexible schedules, excellent benefits, associate incentives and discount programs.
... operations, finance, customer service, technology and more. You'll collaborate with a high-energy ... You'll enjoy flexible schedules, excellent benefits, associate incentives and discount programs.
Position Summary The Operations Manager position for Electrical and I&C at Comanche Station ... Associates or technical degree. * Demonstrated understanding of utility finance. * Demonstrated ...
Position Summary The Operations Manager position for Electrical and I&C at Comanche Station ... Associates or technical degree. * Demonstrated understanding of utility finance. * Demonstrated ...
Position Summary The Operations Manager position for Electrical and I&C at Comanche Station ... Associates or technical degree. * Demonstrated understanding of utility finance. * Demonstrated ...
Position Summary The Operations Manager position for Electrical and I&C at Comanche Station ... Associates or technical degree. * Demonstrated understanding of utility finance. * Demonstrated ...
Responsible for financial management, general accounting requirements and quality control plan ... Associate's degree is required at a minimum; however, a Bachelor's degree is preferred.
Responsible for financial management, general accounting requirements and quality control plan ... Associate's degree is required at a minimum; however, a Bachelor's degree is preferred.
May participate in live meetings with the Financial Advisor and their respective client(s ... towards creating greater team operational efficiencies. * Performs other duties and ...
May participate in live meetings with the Financial Advisor and their respective client(s ... towards creating greater team operational efficiencies. * Performs other duties and ...
Flight Operations Specialist
Colorado Springs, CO · On-site
$50K/yr
... Finance, and is responsible for the day-to-day flight following and logistics of the aircraft ... Associate's degree or higher preferred * 2 or more years of experience in customer service
Quick apply
Flight Operations Specialist
Colorado Springs, CO · On-site
$50K/yr
... Finance, and is responsible for the day-to-day flight following and logistics of the aircraft ... Associate's degree or higher preferred * 2 or more years of experience in customer service
Flight Operations Specialist
Colorado Springs, CO · On-site
$50K/yr
... Finance, and is responsible for the day-to-day flight following and logistics of the aircraft ... Associate's degree or higher preferred * 2 or more years of experience in customer service
Flight Operations Specialist
Colorado Springs, CO · On-site
$50K/yr
... Finance, and is responsible for the day-to-day flight following and logistics of the aircraft ... Associate's degree or higher preferred * 2 or more years of experience in customer service
Executive Assistant
Colorado Springs, CO · On-site
$27.38 - $32.86/hr
... and Student Financial Services, including operational and discretionary budget accounts and ... Associate's degree plus minimum of 4 years related experience including some experience as an ...
Executive Assistant
Colorado Springs, CO · On-site
$27.38 - $32.86/hr
... and Student Financial Services, including operational and discretionary budget accounts and ... Associate's degree plus minimum of 4 years related experience including some experience as an ...
Client Associate/Registered Client Associate
Colorado Springs, CO · On-site
$40K - $60K/yr
Use your administrative and operational skills to help our advisors manage and grow their business ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
Client Associate/Registered Client Associate
Colorado Springs, CO · On-site
$40K - $60K/yr
Use your administrative and operational skills to help our advisors manage and grow their business ... Financial services experience What's in it for you? We thrive on the challenge to be our best ...
Client Associate/Registered Client Associate
Colorado Springs, CO · On-site
$40K - $60K/yr
... financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to ...
Client Associate/Registered Client Associate
Colorado Springs, CO · On-site
$40K - $60K/yr
... financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to ...
Financial Operations Associate information
See Penrose, CO salary details
$11.55 - $15.46
9% of jobs
$18 is the 25th percentile. Wages below this are outliers.
$15.46 - $19.36
24% of jobs
The median wage is $22.34 / hr.
$19.36 - $23.27
22% of jobs
$23.27 - $27.18
16% of jobs
$28.92 is the 75th percentile. Wages above this are outliers.
$27.18 - $31.09
9% of jobs
$31.09 - $35
7% of jobs
$35 - $38.91
4% of jobs
$38.91 - $42.82
4% of jobs
$42.82 - $46.73
3% of jobs
$46.72 - $50.63
1% of jobs
$50.63 - $54.54
0% of jobs
$11
$26
$54
How much do financial operations associate jobs pay per hour?
What is a financial operations associate?
What are the key skills and qualifications needed to thrive as a financial operations associate, and why are they important?
What are some common challenges financial operations associates face when managing transaction accuracy and reporting deadlines?
What cities near Penrose, CO are hiring for Financial Operations Associate jobs?
Cities near Penrose, CO with the most Financial Operations Associate job openings:

$19.50/hr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 14 days ago
Job description
Client Processing Associate – Launch Your Career in Financial Services!
Location: Corporate office in Colorado Springs, CO, 80920
Pay: $19.50/hr (paid weekly)
Industry: Financial Services / Investment Management
Ready to Take Your Administrative Career to the Next Level?
Are you detail-oriented, analytical, and looking for an opportunity to break into the financial services industry with a highly respected investment management company?
We're seeking motivated professionals with administrative, operations, customer service, claims processing, benefits administration, or back-office support experience who thrive in structured environments and enjoy solving problems. This is an excellent opportunity to gain valuable experience in wealth management and financial operations while building a long-term career with a globally recognized investment organization.
This is NOT a data entry position. Instead, you'll be reviewing complex client requests, applying company policies and procedures, identifying potential risks, and making informed decisions that directly impact client accounts and experiences.
What You'll Be Doing
As a Client Processing Associate, you will support retail investment operations by reviewing, analyzing, and processing a variety of client transactions.
Core ResponsibilitiesReview and process client requests received through web, phone, email, and paper documentation
Analyze account paperwork to determine client intent and ensure requests meet company policies and compliance standards
Process account maintenance transactions such as:
- Profile and address updates
- Client agreements and documentation
- Required financial calculations
- Account maintenance requests
- Handle more complex transactions including:
- Beneficiary updates and distributions
- New account setup
- Asset allocation requests
- Inheritance and account transfer processing
- Research documentation discrepancies and identify missing or conflicting information
- Navigate multiple systems simultaneously while maintaining accuracy and efficiency
- Review emails, paperwork, and call transcriptions to make informed processing decisions
- Maintain high levels of quality, compliance, and customer service while managing a high-volume workload
- Collaborate with supervisors and team members to resolve unique client situations and determine appropriate next steps
Why This Role Is Different
In this position, you'll be trusted to think critically and make informed decisions—not simply follow instructions.
You'll evaluate documentation, identify potential compliance risks, interpret policies, and determine the best path forward for clients while maintaining regulatory standards.
Success in this role comes from strong judgment, attention to detail, and the ability to connect information across multiple documents and systems.
Required Qualifications
- At least 1 year of experience working in a policy-driven or regulated environment
- Administrative, operations, claims processing, benefits processing, banking, customer service, healthcare administration, or related experience
- Strong attention to detail with the ability to identify inconsistencies and potential risks
- Excellent critical thinking and problem-solving abilities
- Comfortable reading, interpreting, and reviewing detailed documentation
- Strong organizational skills and ability to prioritize multiple tasks
- Ability to navigate multiple computer systems throughout the day
- Basic Microsoft Office skills, including Excel and Outlook
- Strong customer service mindset with excellent communication skills
- Basic math proficiency
Preferred Qualifications
- Experience within banking, wealth management, credit unions, insurance, investments, or financial services
- Associate's or Bachelor's degree
- Previous experience processing transactions, claims, benefits, account maintenance, or client requests
- Experience working within compliance-focused environments
Ideal Backgrounds
Candidates often come from positions such as:
- Administrative Assistant
- Operations Associate
- Claims Processor
- Claims Analyst
- Benefits Analyst
- Financial Operations Associate
- Client Services Representative
- Account Processing Specialist
- Banking Associate
- Loan Processor
- Customer Operations Specialist
- Documentation Specialist
- Back Office Support Representative
- Client Onboarding Associate
What You'll Gain
Exposure to the financial services and investment industry
Career advancement opportunities within a nationally recognized investment firm
Professional training and development
Valuable experience in financial operations, compliance, and client services
The opportunity to build a long-term career with a highly respected organization
If you're a detail-oriented administrative professional looking to transition into financial services, this is an outstanding opportunity to gain experience with a leading investment company while developing skills that can accelerate your career for years to come.Upon review of your application, a national recruiter from TEKsystems may contact you via phone or email to schedule an interview!
Job Type & Location
This is a Contract to Hire position based out of Colorado Springs, CO.
Pay and BenefitsThe pay range for this position is $19.50 - $19.50/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace TypeThis is a fully onsite position in Colorado Springs,CO.
Application DeadlineThis position is anticipated to close on Aug 7, 2026.
About TEKsystemsWe're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global ServicesWe’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.