Associate Client Relations Specialist

Jobtailor; Colorado; On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a detail-oriented client support specialist in Colorado to handle a variety of financial-services requests and ensure compliant processing of complex transactions.

The role emphasizes communication, collaboration with internal teams, and mentoring junior staff while managing multiple priorities in a fast-paced environment.

On-site presence at least 6 days per month is required, with occasional overtime. Working hours follow 8:30-5:30 CT as needed.

Qualifications

• 1–2 years of experience in financial services or related industry.
• Strong understanding of investment products and financial instruments.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team, managing multiple priorities.

Responsibilities

• Support various specialized client requests
• Handle escalated operational processing
• Understand, process, and verify complex transactions in compliance with established procedures and regulations
• Act as a primary point of contact for client inquiries and provide comprehensive, professional support
• Collaborate with internal teams
• Participate in special projects and initiatives assigned by management
• Mentor and guide junior team members

Skills

Financial services experience

Investment products knowledge

Analytical skills

Communication skills

Problem-solving

Organizational skills

Team collaboration

Mentoring

Attention to detail

Confidentiality

Independent work

Time management

Education

Tools

Microsoft Office

Job description

• Support various specialized client requests
• Handle escalated operational processing
• Understand, process, and verify complex transactions in compliance with established procedures and regulations
• Act as a primary point of contact for client inquiries and provide comprehensive, professional support
• Collaborate with internal teams
• Participate in special projects and initiatives assigned by management
• Mentor and guide junior team members

Requirements

• 1-2 years of experience in financial services, or a related industry
• Strong understanding of investment products and financial instruments
• Proficiency in Microsoft Office
• Excellent analytical, problem-solving, and organizational skills
• Exceptional written and verbal communication skills, with the ability to articulate complex financial information clearly
• Ability to work independently and as part of a team, managing multiple priorities and meeting deadlines
• Demonstrated ability to maintain confidentiality and handle sensitive information with discretion
• Proactive and detail-oriented with a strong commitment to accuracy and quality
• Ability to work 8:30-5:30 CT; some overtime may be required
• Must be willing to work on site in one of the listed locations at least 6 days/month

Core Competencies

Demonstrates strong analytical and problem-solving skills in financial services, with a focus on investment products and compliance. Capable of providing professional client support while managing multiple priorities and maintaining confidentiality.

Highest-signal resume keywords

• Financial Services Experience
• Investment Products Knowledge
• Microsoft Office Proficiency
• Analytical Skills
• Communication Skills

Hard Skills

• Investment Products
• Financial Instruments
• Complex Transaction Processing
• Regulatory Compliance
• Operational Processing

Soft Skills

• Problem-Solving
• Organizational Skills
• Team Collaboration
• Mentoring
• Attention to Detail

Industry Keywords

• Client Support
• Confidentiality
• Escalated Issues
• Project Participation
• Professional Support