Jobs
>
Colorado Springs

    Client Service Associate - Colorado, United States - Prestige Staffing, Inc.

    Prestige Staffing, Inc.
    Prestige Staffing, Inc. Colorado, United States

    2 weeks ago

    Default job background
    Description

    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. Manages, tracks and organizes all service requests within CRM.

    CSA confirms with clients account updates, deposits and withdrawals.

    · Designs, builds and maintains checklists and internal process guides. Trains existing and new staff on processes, workflows and client service standards.

    · Responsible for completing processes and workflows based on service standards. Manages, tracks and reports all service requests, projects and updates to Financial Advisors.

    · Experience with at least one of these custodians (Schwab, Fidelity, Pershing & Raymond James)

    Financial Services background required and Degree helpful required. Financial helpful

    100% in office with Bonus and Benefits. 5-10% bonus.

  • 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

    2 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

    2 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 ...

  • Investortools Inc

    Client Services Associate

    1 week ago

    Investortools Inc Colorado Springs, United States

    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 insti ...

  • 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 ...

  • Prestige Staffing, Inc.

    Client Service Associate

    4 weeks ago

    Prestige Staffing, Inc. Colorado, United States

    Growing RIA firm needs Client Service Associate. · 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. Manages, tracks ...

  • Goodwill of Colorado

    Donation Services Associate

    4 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

    3 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 ...

  • SYUFY GROUP

    Member Services Associate

    6 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 ...

  • 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 ...

  • 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 ...

  • 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 ...

  • 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 · 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 ...

  • BRAD HALL COMPANIES

    Food Service Store Associate

    2 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 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

    2 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

    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 ...