Client Service Associate

6 days ago


Colorado Springs, Colorado, United States Prestige Staffing, Inc. Full time

We are seeking a Client Service Associate to join our growing RIA firm team. This is a pivotal role that involves ensuring all client service requests are handled promptly and efficiently in our office environment.

  • Completing various client service tasks such as new account setup, account updates, asset movement, reporting, system maintenance, and other project-related work.

The CSA will communicate with clients to confirm account updates, deposits, and withdrawals.

Key responsibilities include:

  • Creating and maintaining checklists and internal process guides.
  • Providing training on processes and workflows to ensure all staff members are well-versed in client service standards.
  • Executing processes and workflows in alignment with service standards.
  • Managing, tracking, and reporting all service requests to the Financial Advisors.

Applicants should have experience working with one of the following custodians: Schwab, Fidelity, Pershing, or Raymond James.

A background in Financial Services is a requirement, and a degree is beneficial. This position offers a 100% in-office work setup, along with bonuses and benefits, including a potential 5-10% bonus.



  • Colorado Springs, Colorado, United States Office Depot General Full time

    Overview At Office Depot and Office Max, every leader is responsible for growing total sales and services within the location. The Print and Client Services Supervisor is a full-time role and the person in this position will have ownership of the Print and Client Services area while simultaneously collaborating with the management team to drive customer...


  • Colorado Springs, Colorado, United States Office Depot General Full time

    Overview At Office Depot and Office Max, every leader is responsible for growing total sales and services within the location. The Print and Client Services Supervisor is a full-time role and the person in this position will have ownership of the Print and Client Services area while simultaneously collaborating with the management team to drive customer...


  • Colorado Springs, Colorado, United States Ascend Clinical Full time

    Bilingual Client Services Representative (Clinical Laboratory-Call Center) Locations: Colorado Springs, CO Why Ascend? Come work for a company that is transforming the industry We are Ascend, one of the highest volume clinical laboratories in the United States. With the use of the most advanced tools and technology, we process millions of test each month....


  • Colorado Springs, Colorado, United States Raising Cane's Chicken Fingers Full time

    Customer Service AssociateWelcome to our team! As a Customer Service Associate, you play a crucial role in enhancing the overall customer experience. Your primary focus is to deliver exceptional customer service across all touchpoints. Join us in this dynamic role where you will be responsible for:Providing excellent customer serviceSupporting various areas...


  • Colorado Springs, Colorado, United States CarMax Full time

    4008 - Colorado Springs Auction Tutt Boulevard, Colorado Springs, Colorado, 80922CarMax, the way your career should be General Summary:Under general supervision, the Auction Services Associate is responsible for zone maintenance, vehicle preparation, vehicle receiving, inventory scanning, reconciliation, final quality of saleable inventory, vehicle movement...


  • Colorado Springs, Colorado, United States Matthews International Full time

    POSITION SUMMARY This Senior Client Manager leads junior and senior-level relationships with clients and key agency players. This role establishes trusted advisor relationships with clients and colleagues while identifying opportunities for additional revenue growth within the assigned client accounts. The Sr Client Manager ensures efficient coordination...


  • Colorado Springs, Colorado, United States Goodwill of Colorado Full time

    Application Deadline: May 27th, 2024 Donation hours at our Retail Centers are Monday through Saturday 9:00 a.m. to 8:00 p.m. and Sunday 9:00 a.m. to 7:00 p.m. Shifts can start as early as 8:45 a.m. and end as late as 8:45 p.m. Pay: $15.65 per hour. Goodwill is now a Proud Partner with DailyPay Work Today. Get Paid Today Part Time employees in (Retail,...


  • Colorado Springs, Colorado, United States teamworkonline Full time

    Air Force Sports Properties is LEARFIELD's local, dedicated entity representing the United States Air Force Academy. In complete collaboration with the university, this team is committed to extending the affinity of the University's brand to businesses and corporations of all sizes looking to align with the undeniably loyal and passionate collegiate sports...


  • Colorado Springs, Colorado, United States Concentra Full time

    Physical Therapist Associate Director of Clinical Services LocationUS-CO-Colorado SpringsJob ID 291092Pos. Category Therapy - Physical TherapistPos. Type Full Time OverviewPlease be advised, if you are viewing this position on Indeed, that the salary rate/range set forth herein was provided by Indeed. Concentra's market specific rate/range will be provided...

  • Warehouse Associate

    7 days ago


    Colorado Springs, Colorado, United States JobsRUs Full time

    Job DescriptionJob is seeking to hire a Warehouse Associate for our client in Colorado Springs, CO Pay $ Work Hours: 7am-3:30pm with an unpaid 30 minute lunchCandidate will be pulling orders using a sit down forklift or a picker (heights involved), receiving orders, stocking, putaways every day and general warehouse duties.Qualifications:A background in...

  • Associate Attorney

    7 days ago


    Colorado Springs, Colorado, United States The Gasper Law Group PLLC Full time

    Job DescriptionJob DescriptionBenefits:401(k)401(k) matchingBonus based on performanceDental insuranceHealth insuranceTraining & developmentVision insurance Congratulations to the examinees who recently passed the bar exam We're excited to welcome the new attorneys to our legal communityThe Gasper Law Group is looking for one Associate Attorney, licensed to...

  • Sales Associate

    3 weeks ago


    Colorado Springs, Colorado, United States Chico's FAS, Inc. - Retail Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individualityPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including...

  • Sales Associate

    3 weeks ago


    Colorado Springs, Colorado, United States Chico's FAS, Inc. - Retail Full time

    Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautifulPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a...

  • Sales Associate

    3 weeks ago


    Colorado Springs, Colorado, United States Chico's FAS Full time

    We are customer obsessed, innovative, and have the best culture in retail. Join our team todayPOSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a great customer...

  • Sales Associate

    3 weeks ago


    Colorado Springs, Colorado, United States Chico's FAS Full time

    Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautiful.POSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including ensuring a...

  • Support Associate

    7 days ago


    Colorado Springs, Colorado, United States Chico's FAS, Inc. - Retail Full time

    POSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of ensuring a great customer experience and maximum profitability.We love what we do, and believe that with our teams, we are the most amazing place to work,...

  • Support Associate

    3 weeks ago


    Colorado Springs, Colorado, United States Chico's FAS, Inc. - Retail Full time

    POSITION OBJECTIVE:The Sales Associate is responsible for supporting Management in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of ensuring a great customer experience and maximum profitability.We love what we do, and believe that with our teams, we are the most amazing place to work,...


  • Colorado Springs, Colorado, United States FORVIS, LLP Full time

    Associate Tax September 2025 | Colorado SpringsLocation: Colorado Springs, CO, USAApplyCompany Profile:At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career...

  • Service Coordinator

    7 days ago


    Colorado Springs, Colorado, United States Randstad Full time

    Job DescriptionJob DescriptionJoin Our Colorado Springs Team as a Field Service CoordinatorAre you a Customer Service Wizard? Do you thrive on delivering top-notch service with a smile? Join us at the heart of Colorado Springs as a Field Service Coordinator and be a key player in our mission to provide stellar customer experiences. Picture yourself working...


  • Colorado Springs, Colorado, United States Randstad Full time

    Join Our Team in Colorado Springs: Customer Service Specialist We're looking for a Customer Service Specialist to join our team, based in Colorado Springs. You'll play a key role in ensuring excellent customer service, fast and accurate order processing, and maintaining great client relationships. You will be working with one of the world's most respected,...