Jobs
>
Colorado Springs

    Client Services Associate - Colorado Springs, United States - Investortools Inc

    Investortools Inc
    Investortools Inc Colorado Springs, United States

    1 week ago

    Default job background
    Description

    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.
  • USAA

    Customer Service Associate

    1 week ago

    USAA Colorado Springs, United States Full time

    Why USAA? · Let's do something that really matters. · We have an important mission: serving the members of the military community and their families. It's both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need ...

  • USAA

    Customer Service Associate

    3 days ago

    USAA Colorado Springs, United States Full time

    Why USAA? · Why USAA? · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the ...

  • USAA

    Customer Service Associate

    1 week ago

    USAA Colorado Springs, United States Full time

    Why USAA? · Let's do something that really matters. · We have an important mission: serving the members of the military community and their families. It's both a chance to say thank you and the opportunity to put your talents to work in a meaningful way. To do it right, we need ...

  • Morgan Stanley

    Client Service Associate

    3 weeks ago

    Morgan Stanley Colorado Springs, United States Full time

    POSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabi ...

  • Prestige Staffing, Inc.

    Client Service Associate

    2 weeks ago

    Prestige Staffing, Inc. Colorado, United States

    Growing RIA firm needs Client Service Associate. 100% in office · CSA will complete all client service requests, which includes but isn't limited to, new account set up, account updates, asset movement, reporting, back office system maintenance and ad hoc requests and projects. M ...

  • 24 Hour Fitness USA, Inc.

    Sales and Service Associate

    3 weeks ago

    24 Hour Fitness USA, Inc. Colorado Springs, United States

    Who we are At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members Sales, Associate, Service, Fi ...

  • Goodwill of Colorado

    Donation Services Associate

    6 days ago

    Goodwill of Colorado Colorado Springs, United States

    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 Par ...

  • SYUFY GROUP

    Member Services Associate

    1 week ago

    SYUFY GROUP Colorado Springs, United States

    Job DetailsJob LocationColorado Springs, COPosition TypeSeasonalSalary Range$ $14.75 HourlyTravel PercentageNoneJob ShiftDayJob CategoryHospitality - HotelDescriptionVillaSport Athletic Club and Spa offers exciting and fulfilling career opportunities for those who thrive in a fas ...

  • SYUFY GROUP

    Member Services Associate

    1 week ago

    SYUFY GROUP Colorado Springs, United States

    Job Details · Job Location · Colorado Springs, CO · Position Type · Seasonal · Salary Range · $ $14.75 Hourly · Travel Percentage · None · Job Shift · Day · Job Category · Hospitality - Hotel · Description · VillaSport Athletic Club and Spa offers exciting and fulfil ...

  • 24 Hour Fitness

    Sales and Service Associate

    3 weeks ago

    24 Hour Fitness Colorado Springs, United States

    **FULL-TIME** Part-time · **LOCATION** 1892 Southgate Rd Colorado Springs CO 80906 · **Who we are** · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordabl ...

  • SYUFY GROUP

    Member Services Associate

    5 days ago

    SYUFY GROUP Colorado Springs, United States

    Job Details · Job Location · Colorado Springs, CO · Position Type · Seasonal · Salary Range · $ $14.75 Hourly · Travel Percentage · None · Job Shift · Day · Job Category · Hospitality - Hotel · Description · VillaSport Athletic Club and Spa offers exciting and fulfil ...

  • 24 Hour Fitness

    Sales and Service Associate

    3 weeks ago

    24 Hour Fitness Colorado Springs, United States Full time

    FULL-TIME Part-time · LOCATION 1892 Southgate Rd Colorado Springs CO 80906 · Who we are · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcomi ...

  • BRAD HALL COMPANIES

    Food Service Store Associate

    3 weeks ago

    BRAD HALL COMPANIES Colorado Springs, United States

    Job Details · Job Location · G2G Store Colorado Springs, CO · Position Type · Part Time · Salary Range · $ $15.00 Hourly · Job Shift · Any · Description · Good 2 Go Stores LLC is looking to hire Candy Curators and Soda Sultans (Boring companies call them Store Associates). Are yo ...

  • Discover Goodwill of Southern and Western Colorado

    Donation Services Associate- FT

    3 weeks ago

    Discover Goodwill of Southern and Western Colorado Colorado Springs, United States

    The Donation Services Associate is typically the first point of contact for customers that are dropping off items at retail centers. Donation Services Associates provide excellent and friendly customer service by greeting customer's timely and provid Donation, Associate, Power, C ...

  • BRAD HALL COMPANIES

    Food Service Store Associate

    3 weeks ago

    BRAD HALL COMPANIES Colorado Springs, United States

    Job Details · Job Location · G2G Store Colorado Springs, CO · Salary Range · $ $15.00 Hourly · Job Shift · Any · Description · Good 2 Go Stores LLC is looking to hire Candy Curators and Soda Sultans (Boring companies call them Store Associates). Are you ready to work with people? ...

  • Lowe's

    Seasonal Merchandising Service Associate

    3 weeks ago

    Lowe's Colorado Springs, United States

    What You Will Do · All Lowe's associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means: · Being friendly and professional, and engaging ve ...

  • Lowe's

    Seasonal Merchandising Service Associate

    4 days ago

    Lowe's Colorado Springs, United States

    What You Will Do · All Lowe's associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means: · Being friendly and professional, and engaging ve ...

  • Lowe's

    Seasonal Merchandising Service Associate

    3 weeks ago

    Lowe's Colorado Springs, United States

    What You Will Do · All Lowe's associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products our customers need. As a Seasonal Merchandising Service Associate, this means: · Being friendly and professional, and engaging ve ...

  • T-Mobile

    Customer Service Account Associate

    1 week ago

    T-Mobile Colorado Springs, United States

    Be unstoppable with us · T-Mobile is synonymous with innovation-and you could be part of the team that disrupted an entire industry We reinvented customer service, brought real 5G to the nation, and now we're shaping the future of technology in wireless and beyond. Our work is a ...

  • Yardi Systems

    Associate Field Service Coordinator

    1 week ago

    Yardi Systems Colorado Springs, United States

    Yardi is currently seeking an Associate Field Service Coordinator to join our YES Energy team. As an Associate Field Service Coordinator, you will manage meter maintenance operations, coordinating and confirming service visits, and ensuring the accurate entry of work order detail ...