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Client service associate Jobs in Colorado Springs, CO

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Client service associate • colorado springs co

Last updated: 23 hours ago
Client Service Specialist

Client Service Specialist

VirtualVocationsColorado Springs, Colorado, United States
Full-time
A company is looking for a Client Service Specialist to ensure effective day-to-day operations and delivery of quality financial planning services. Key Responsibilities Prepare new account opening...Show moreLast updated: 30+ days ago
Veterinary Client Service Representative, SRAES

Veterinary Client Service Representative, SRAES

Ethos Veterinary Health LLCColorado Springs, CO
Full-time
Veterinary Client Service Representative.Are you a caring and energetic "people person" who has a passion for animals? Do you excel in a fast-paced environment where each day presents new challenge...Show moreLast updated: 13 days ago
  • Promoted
Retail Sales Associate / Customer Service

Retail Sales Associate / Customer Service

Elements MassageColorado Springs, CO, US
Full-time
If you're looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further!. Retail Sales Associates enjoy t...Show moreLast updated: 30+ days ago
Retail Customer Service Associate

Retail Customer Service Associate

FedExColorado Springs, CO, United States
Full-time
The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.Th...Show moreLast updated: 23 days ago
  • Promoted
Client Travel Care Associate

Client Travel Care Associate

DestinytravelColorado Springs, Colorado, USA
Full-time
As a Client Travel Care Associate you will support clients by providing answers reassurance and guidance.You will help make their planning process easy and positive assisting them through details a...Show moreLast updated: 23 hours ago
Retail Customer Service Associate

Retail Customer Service Associate

FedEx Office and Print ServicesColorado Springs, CO, United States
Full-time
The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.Th...Show moreLast updated: 30+ days ago
  • Promoted
Remote- Client Service Rep

Remote- Client Service Rep

Global EliteColorado Springs, CO, US
Remote
Full-time
Are you ready to break free from the conventional 9-to-5 and design a life that truly reflects your ambitions? Here's your chance to be your own boss, create your schedule, and live the life you've...Show moreLast updated: 16 days ago
  • Promoted
Customer Service Associate - Lunch / Afternoon Shift

Customer Service Associate - Lunch / Afternoon Shift

Raising Cane'sColorado Springs, CO, US
Full-time
As an important part of our team, Customer Service Associates impact all areas of the customer experience.As the name suggests, your main priority is to provide great customer service.In this role,...Show moreLast updated: 11 days ago
  • Promoted
Customer Service Associate

Customer Service Associate

WalgreensColorado Springs, CO, US
Full-time
Models and delivers a distinctive and delightful customer experience.Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service.Eng...Show moreLast updated: 30+ days ago
Global Client Account Services (GCAS) Client Service Specialist

Global Client Account Services (GCAS) Client Service Specialist

T. Rowe PriceColorado Springs, CO
Full-time
Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world.As a premier global asset management organization with more than 85 years of experience, we p...Show moreLast updated: 18 days ago
  • Promoted
Customer Service Associate I

Customer Service Associate I

Family DollarColorado Springs, CO, US
Full-time
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...Show moreLast updated: 30+ days ago
Industrial Client Service Leader - Industrial Water and Wastewater

Industrial Client Service Leader - Industrial Water and Wastewater

CDM SmithColorado Springs, CO, United States
Full-time
This position can be based in any of our CDM Smith offices • • •.CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background to help further acce...Show moreLast updated: 5 days ago
Client Concierge

Client Concierge

ChewyColorado Springs, Colorado, USA
Full-time
At Chewy Vet Care were changing the veterinary care experience from scratch! It starts by crafting a culture and environment where veterinary teams can succeed every day. With the launch of our new ...Show moreLast updated: 2 days ago
Customer Service Associate West Central

Customer Service Associate West Central

The Hertz CorporationColorado Springs, CO, United States
Full-time
Do you like to have different types of assignments and variety in your work? Do you like to be appreciated for your ability to provide helpful, quality service and getting things done the "right wa...Show moreLast updated: 30+ days ago
Client Services Associate

Client Services Associate

TEKsystemsColorado Springs, CO, US
Full-time
Monday – Friday, 8 : 00 AM – 4 : 45 PM.First 4–6 weeks on assignment.Occasional, may be communicated on short notice.Onsite in Owings Mills, MD or Colorado Springs, CO.Client Servicin...Show moreLast updated: 3 days ago
  • Promoted
Client Relations Associate

Client Relations Associate

PAC NORTH BEST MARKETING, INCColorado Springs, Colorado, United States
Full-time
At Pac North Best , we believe that long-term success is built on genuine relationships.As a premier marketing firm in Colorado, we are the dedicated face of AT&T’s B2B telecom products and service...Show moreLast updated: 17 days ago
  • Promoted
Veterinary Client Service Representative, SRAES

Veterinary Client Service Representative, SRAES

Ethos Veterinary HealthColorado Springs, CO, US
Full-time
Veterinary Client Service Representative.Are you a caring and energetic "people person" who has a passion for animals? Do you excel in a fast-paced environment where each day presents new challenge...Show moreLast updated: 11 days ago
  • Promoted
Customer Service Associate

Customer Service Associate

WalmartColorado Springs, CO, USA
Full-time
Join the Walmart team as a Customer Service Associate and provide friendly and helpful service to our customers.As a CSA, you will handle transactions, answer customer questions, and ensure that th...Show moreLast updated: 30+ days ago
  • Promoted
Customer Service Associate I

Customer Service Associate I

Dollar TreeColorado Springs, CO, US
Full-time
We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following : .Assist customers with q...Show moreLast updated: 30+ days ago
People also ask
Client Service Specialist

Client Service Specialist

VirtualVocationsColorado Springs, Colorado, United States
30+ days ago
Job type
  • Full-time
Job description

A company is looking for a Client Service Specialist to ensure effective day-to-day operations and delivery of quality financial planning services.

Key Responsibilities

Prepare new account openings and engagement letters

Facilitate client onboarding and monitor progress of account openings and transfers

Research and resolve client issues while preparing regular reports for the department

Required Qualifications

High school diploma or GED

Minimum 2 years of experience and / or coursework in accounting and / or operations

Experience in the securities or banking industry (preferred)

Knowledge of database management and account reconciliations

Familiarity with Orion and Redtail software