Client Services Associate

2 weeks ago

Colorado Springs, United States Investortools Inc Full time

At Investortools, you are encouraged to grow your skills and shape your career. Here, excellent service meets creative problem solving, helping us drive innovation and transform the finance industry together. We are an industry-leading organization whose mission is to serve institutional investors in the fixed-income market by providing portfolio management and credit analysis systems.

Client Services is the face and voice of Investortools, providing high-touch service to our clients. We inspire client loyalty by building strong relationships and providing expert solutions for complex workflows that enhance our client's ability to execute their jobs efficiently and manage their portfolios responsibly.

The main focus of the Client Service Associate role lies in educating our clients about our intricate and comprehensive software tools, while also devising elegant and streamlined solutions for their workflows. We inspire confidence by providing expert guidance to our clients.

Client Services Associates own projects from start to finish, and work with clients to provide information and solutions until the issue is resolved. They are hands-on contributors, thriving in a dynamic environment with a passion for creating client-focused solutions. Client Services Associates interact and collaborate daily with clients, analysts, software developers and the Client Services team via video conference calls, emails, and messaging platforms.

Key Responsibilities:

  • Learn and become proficient with Investortools' industry-leading software.
  • Study and be willing to learn about the world of fixed income investments.
  • Focus on building and maintaining strong client relationships through excellent service.
  • Provide comprehensive support to users via phone, email, and on-site visits.
  • Work closely with clients and developers to manage short- and long-term projects.
  • Analyze and clearly communicate complex problems and then provide effective solutions.
  • Coordinate with our client's IT department for initial product installation including integrating our software into clients' other systems and business processes.
  • Train our client users on how to integrate our software products into their daily workflow.
  • Occasional travel to financial centers throughout the United States.
What You Bring:

Required qualifications:
  • Bachelor's degree in Technology, Science, Business, Finance, Economics, Math, Engineering, or similar fields.
  • Desire to learn and support a robust software suite.
  • Willingness to learn the complex municipal and corporate bond market.
  • Strong analytical and problem-solving skills.
  • Ability to work well under pressure, manage projects & meet deadlines while maintaining high-quality results.
  • Able to work collaboratively across disciplines with excellent communication, organizational, and collaborative skills.
  • Exemplary interpersonal skills.
  • Eligible to work in the U.S. without visa sponsorship.
Preferred qualifications:
  • Coursework or experience in the financial industry.
  • Advanced Microsoft Excel experience.
  • Strong mathematical aptitude and analytical skills.
  • Database and programming exposure.
  • A natural curiosity and desire to challenge yourself and those around you.
What You Do:

As an Investortools Client Services Associate you will be responsible for creating an exceptional experience for our clients. Specifically, you will:
  • Deliver value and exceptional service to our clients to build and maintain client loyalty.
  • Recognize and assess underlying client needs, providing targeted solutions that address core problems.
  • Possess a strong passion for problem solving and client service, connecting with our clients through all channels of communication.
  • Engage with clients in a way that inspires trust and the opportunity to build a deep relationship, by being timely and efficient in resolving client needs.
  • Display ownership to resolve client issues and act as an internal champion for your client.
  • Navigate sometimes ambiguous client issues by working collaboratively with the client and internal partners to clarify problems and develop efficient solutions.
  • Build collaborative relationships with team members to contribute towards attaining individual, team, and department objectives.
Why is Investortools a Great Place to Work?
  • Interesting Work: Our systems are used by portfolio managers, credit analysts, risk specialists, fixed income traders, and other investment professionals. We work with some of the greatest minds in the investment community and positively impact millions through our products.
  • Values: We are a Christian faith-based company that values collaboration over competition. Our culture is one of mutual respect and a genuine servant's heart for team success. At Investortools you will encounter a culture of excellence and a great work-life balance. We hold the highest standards of personal ethics and provide world-class products and services for our clients.
  • Benefits:
    • Competitive salary
    • 17 days PTO/year + 10 holidays/year
    • Medical, Dental, and Vision insurance with multiple options for deductibles and employer funding.
    • Company funded HSA plans depending on coverage level and IRS contribution limits.
    • Company paid Life insurance and Short and Long-Term Disability insurance.
    • Voluntary Accident and Critical Illness insurance
    • Employee Assistance Program
    • Employee Wellness Program
    • 401(k) Retirement Plan with tiered company match starting at 3%.
    • Daily lunch provided.


At Investortools, your personal contributions matter. You are more than a name in an endless sea of associates. Our dedicated team of professionals has a significant influence on the financial services industry. Our work helps our clients reduce risk, lower costs, and increase returns for millions of people. If this sounds like you, let's schedule a time to discuss the possibilities

This is an exempt position anticipated to be between $60,000 to $80,000 annual salary based on experience and knowledge shown in the interview process.

  • Client Services Associate

    6 days ago

    Bonita Springs, United States Evrhire Full time

    Title: Client Service AssociateLocation: Bonita Springs, FL (on-site)Salary: $60k - $90k + bonus (based on experience)Terms: Full-timeThe Client Service Associate will work closely with the Relationship Manager to support our Financial Advisors in providing excellent customer service to our clients. You will ensure that the operation of day-to-day tasks...

  • Client Services Associate

    7 days ago

    Bonita Springs, United States Evrhire Full time

    Title: Client Service AssociateLocation: Bonita Springs, FL (on-site)Salary: $60k - $90k + bonus (based on experience)Terms: Full-timeThe Client Service Associate will work closely with the Relationship Manager to support our Financial Advisors in providing excellent customer service to our clients. You will ensure that the operation of day-to-day tasks...

  • Retail Print and Client Services Supervisor

    6 days ago

    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...

  • Client Services Representative

    5 days ago

    Colorado Springs, United States Ascend Clinical Full time

    Job DescriptionJob DescriptionClient Services Representative (Clinical Laboratory-Call Center)Locations: Colorado Springs, COWhy 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...

  • Client Service Specialist

    2 weeks ago

    Colorado Springs, United States Connect America Full time

    Job Function: Manages and processes shared email inboxes, data entry and reporting, answering incoming phone calls, basic equipment troubleshooting, and participates with other team members to accomplish tasks and meet deadlines. Responsibilities: Answer incoming calls via Five9 phone system; resolve issues, or transfer as needed Respond timely to service...

  • Client Service Specialist

    2 weeks ago

    Colorado Springs, United States Connect America Full time

    Job Function: Manages and processes shared email inboxes, data entry and reporting, answering incoming phone calls, basic equipment troubleshooting, and participates with other team members to accomplish tasks and meet deadlines. Responsibilities: Answer incoming calls via Five9 phone system; resolve issues, or transfer as needed Respond timely to service...

  • Client Service Coordinator

    2 weeks ago

    Colorado Springs, United States Banfield Full time

    Docx 3 of 3 Last Revised: 08/20/2013 JPAssociate is routinely exposed to a variety of pets that may bite or scratch, and on occasion, exposed to anesthesia, radiation, biological hazards and medication/controlled substances. EXPERIENCE, EDUCATION AND Client Service, Coordinator, Service, Animal Care, Retail

  • Retail Print and Client Services Supervisor

    6 days ago

    Colorado Springs, 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...

  • Receptionist - Client Service Specialist

    6 days ago

    Colorado Springs, United States CityVet Full time

    Happy people. Healthy pets. At CityVet, we believe healthy pets start with happy people. It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employees play a vital role in creating the positive vibe felt at our offices. Starting a career at CityVet means growing in a fun, people-first...

  • Bilingual Client Services Representative

    5 days ago

    Colorado Springs, United States Ascend Clinical Full time

    Job DescriptionJob DescriptionBilingual Client Services Representative (Clinical Laboratory-Call Center)Locations: Colorado Springs, COWhy 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...

  • Client Service Specialist

    2 months ago

    Holly Springs, United States Tushar Barot - Supreme Insurance Services Full time

    Job DescriptionJob DescriptionSupreme Insurance is a well-established agency Headquarters based in Holly Springs, NC.Who is an insurance producer? An insurance producer is a licensed salesperson working for an insurance agency. The main goal of the insurance producer is to acquire new customers and cross-sell new policies to existing customers of the...

  • Auction Services Associate

    7 days ago

    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...

  • Client Service Coordinator

    4 weeks ago

    Saratoga Springs, United States Banfield Pet Hospital Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, ensures good communication with associates and clients, and coordinates the care of pets in a happy, welcoming, friendly and efficient manner. ESSENTIAL Client Service, Coordinator, Service, Skills, Client, Animal Care, Retail

  • Client Service Coordinator

    1 month ago

    Coral Springs, United States Banfield Full time

    Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and...

  • Customer Service Associate

    2 days ago

    Colorado Springs, United States Raising Cane's Full time

    Overview: Starting hiring pay range (based on location, experience, qualifications, etc.): $15.85-16.50 / hour 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, you will be responsible for taking orders in the...

  • HVAC Service Technician

    5 days ago

    Colorado Springs, United States WireNut Home Services Full time

    Job DescriptionJob DescriptionWho We AreDo you love solving problems, finding solutions, and serving others? Looking for a fast-paced environment with a supportive culture? Do you enjoy being organized and investing your time in high value work? Ready for a real career with the opportunity to grow? If you share our passion for superior customer service, then...

  • Client Service Coordinator

    5 days ago

    Coral Springs, United States Banfield Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Client Service Coordinator

    2 weeks ago

    Coral Springs, United States Banfield Full time

    SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming,...

  • Client Relations Associate

    7 days ago

    Western Springs, United States Stretch Zone Full time

    Health, Wellness and Fitness Professionals Compensation / Perks:  $10 -$15 per hour High-energy atmosphere Career growth opportunities Continuing education opportunities Employment Type: Front Desk Associate Are you seeking a position that allows you to use your administrative and customer service skills to make a difference in the lives of others?...

  • Dining Services

    17 hours ago

    Colorado Springs, United States Healthcare Services Group, Inc. Full time

    Job DescriptionAdditional Information: #NOWHIRING Overview: Who We Are Healthcare Services Group (HCSG) is an experienced partner managing housekeeping, laundry, dining, and nutritional services within the healthcare market. For over 45 years, we have provided essential services to thousands of healthcare communities across the country. As one of...