Find & Apply For Customer Service Representative Jobs in Cortez, Colorado

Client Services Associate Full-Time | In-Office | Monday-Friday 8:00-4:30 Position Overview We are seeking a driven, detail-oriented Client Services Associate to join a well-established and expanding financial advisory practice. This is a high-responsibility role at the center of daily operations and client experience. The right candidate will thrive in a dynamic environment where priorities shift, responsiveness matters, and accuracy is critical. This position is ideal for someone energized by working in a business that is evolving and executing at a high level. You will interact with clients daily by phone, email, and in person while managing operational workflows that keep the firm running efficiently and professionally. The ideal candidate thrives in a team environment, values collaboration, and understands that strong internal communication directly impacts client experience. If you are looking for a predictable administrative position with minimal responsibility, this role will likely feel demanding. If you are motivated by ownership, growth, and long-term professional development, we would welcome your application. Core Responsibilities Serve as a primary point of contact for client service requests Manage a high volume of phone, email, and in-person client communication Prepare and process financial documentation accurately and efficiently Track account transfers, account opening and proactively follow up on outstanding items Deposit checks and coordinate money movement requests Maintain CRM accuracy and organized digital records Support operational initiatives and workflow improvements Assist with firm-wide projects and ongoing process refinement Learn and apply financial services terminology quickly Qualifications Strong ability to juggle multiple priorities simultaneously Professional, confident communication style High attention to detail and accountability Proficiency in Microsoft Office (Word, Excel, Outlook required) Technical aptitude and comfort learning new systems CRM experience preferred Financial services, banking, or professional office experience a plus Who Will Thrive Here Individuals who perform well in a collaborative team environment Self-starters who take ownership rather than wait for direction Professionals seeking long-term opportunity and responsibility Team members who value reliability, precision, and forward momentum

Job Type:

Full-time Pay:

From $16.00 per hour Expected hours: No less than 40.0 per week

Benefits:

Paid time off Retirement plan Application Question(s): Describe your experience working in an environment where you had to manage multiple priorities at once (calls, emails, deadlines). How did you stay organized and ensure accuracy? This role involves daily interaction with clients by phone and in person, often handling requests independently. Are you comfortable managing client communication without constant supervision? What interests you about building a long-term career in a financial services office environment?

Work Location:

In person