Client Services Associate

{
  "content_hash": "fcabb2741ddfa89d907a66083cedf290cbfb6916f3f2592bc2a1e0d0d1ecfdb0",
  "source_hash": "b347cc557fa23dfb53b394dd699f13ce05e66477587aa1a6a0aa8f3ab6843ed7",
  "last_changed_at": "2026-05-30T06:06:23.434Z",
  "active_status": "active"
}

{
  "language": "en",
  "location": {
    "raw": "Colorado Springs, Colorado, 80919, United States",
    "city": "Colorado Springs",
    "region": null,
    "country": "United States",
    "is_remote": false,
    "confidence": 0.95
  },
  "salary_max": 9,
  "salary_min": 7,
  "inferred_at": "2026-06-06T10:23:13.162Z",
  "launch_scope": {
    "reason": "bamboohr_production_catalog",
    "included": true,
    "location": {
      "raw": "Colorado Springs, Colorado, 80919, United States",
      "city": "Colorado Springs",
      "region": null,
      "country": "United States",
      "is_remote": false,
      "confidence": 0.95
    },
    "countries": [
      "United States"
    ]
  },
  "remote_policy": null,
  "salary_period": null,
  "workplace_type": "on_site",
  "salary_currency": "USD"
}

{}

{
  "list_job": {
    "id": "111",
    "isRemote": null,
    "location": {
      "city": "Colorado Springs",
      "state": "Colorado"
    },
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "province": null
    },
    "departmentId": "18459",
    "locationType": "0",
    "jobOpeningName": "Client Services Associate",
    "departmentLabel": "Client Services",
    "employmentStatusLabel": "Full-Time"
  },
  "detail_errors": [],
  "detail_job_opening": {
    "location": {
      "city": "Colorado Springs",
      "state": "Colorado",
      "postalCode": "80919",
      "addressCountry": "United States"
    },
    "datePosted": "2026-04-14",
    "atsLocation": {
      "city": null,
      "state": null,
      "country": null,
      "countryId": null
    },
    "description": "<p><span style=\"font-weight: bold\"><span><span>Who </span><span>We Are</span></span></span><span> </span></p>\n<p><span> </span></p>\n<p><span><span>Investortools</span><span> has been a leader in fixed-income technology for over four decades, supporting institutional investors with portfolio management and credit analysis software systems. Our platform is trusted by hundreds of financial institutions, including SMA managers, fund managers, broker-dealers, and other market participants, to manage over </span><span>$1</span><span> trillion</span><span> in assets. </span><span>We’re</span><span> committed to creative problem-solving, excellent service, and a collaborative culture rooted in strong values, offering you the opportunity to grow your skills and shape your career.</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>What </span><span>Y</span><span>ou’ll</span><span> Do</span></span></span><span> </span></p>\n<p><span> </span></p>\n<p><span><span>As a Client Services Associate, </span><span>you’ll</span><span> immerse yourself in the world of fixed-income investing and develop a deep understanding of how </span><span>our clients </span><span>operate</span><span>. </span><span>You’ll</span><span> study their business models, workflows, and strategic </span><span>objectives</span><span> so you can become a trusted partner who </span><span>anticipates</span><span> needs rather than simply reacts to them. As you master our suite of highly specialized software tools, </span><span>you’ll</span><span> help clients integrate them into their daily processes, coordinate with their </span><span>technology and infrastructure teams</span><span>, and deliver </span><span>tailored </span><span>training that empowers users to work more efficiently and confidently. Every interaction will be an opportunity to </span><span>demonstrate</span><span> exceptional service, build loyalty, and strengthen long-term relationships.</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span><span>You’ll</span><span> take ownership of </span><span>complex </span><span>cl</span><span>ient challenges, working collaboratively with internal teams to clarify ambiguous issues, uncover root causes, and deliver thoughtful, targeted solutions. Your ability to problem-solve with empathy and precision will make you an internal advocate for your clients and a key contributor to team and departmental goals. Along the way, </span><span>you’ll</span><span> develop strong cross-functional partnerships, navigate complex technical and operational environments, and occasiona</span><span>lly travel to major financial centers across the U.S. to deepen relationships and deliver high-impact support.</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Responsibilities</span></span></span><span> </span></p>\n<p><span> </span></p>\n<ul>\n<li><span><span>Learn about and master</span><span> the world of fixed income investments.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Study </span><span>Investortools</span><span>’ clients to understand their unique business operations and operating models </span><span>in order to</span><span> become a valuable partner to them.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Engage with clients in a way that inspires trust and the opportunity to build a deep relationship, by being </span><span>timely</span><span> and efficient in resolving client needs.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Recognize and assess underlying client needs, providing targeted solutions that address core problems.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Possess a strong passion for problem solving and client service, connecting with our clients through all channels of communication.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Coordinate with our client’s </span><span>technology and infrastructure teams</span><span> for </span><span>product </span><span>deployment, </span><span>including integrating our software into client’s other systems and business processes.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Provide </span><span>tailored</span><span> training to </span><span>our client users on how to integrate our software products into their daily workflow.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Display ownership to resolve </span><span>complex </span><span>client issues and act as an internal champion for your client.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Navigate sometimes ambiguous client issues by working collaboratively with the client and internal partners to clarify problems and develop efficient solutions.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>B</span><span>u</span><span>ild collaborative relationships with team members to contribute towards </span><span>attaining</span><span> individual, team, and department </span><span>objectives</span><span>.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Occasional travel to financial centers throughout the United States.</span></span><span> </span></li>\n</ul>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>What </span><span>We’re</span><span> Looking For</span></span></span><span> </span></p>\n<p><span> </span></p>\n<ul>\n<li><span><span>Bachelor’s degree in Technology</span><span>, Science, Business, Finance, Economics, Math, Engineering, or similar fields.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>4</span><span> – </span><span>7</span><span> </span><span>years of</span><span> professional experience in positions where analytical thinking, client interaction, and technical problem-solving are core parts of the role.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Desire to learn and support a robust software suite.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Eagerness to study and master </span><span>the complex municipal and corporate bond market.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Strong </span><span>demonstrated</span><span> </span><span>analytical and problem-solving skills.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Ability to work well under pressure, manage </span><span>projects</span><span>,</span><span> and meet deadlines while </span><span>maintaining</span><span> high-quality results.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Able to work collaboratively across disciplines with excellent communication, organizational, and collaborative skills.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Exemplary interpersonal skills.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span><span>Eligible to work in the U.S. without visa sponsorship.</span></span><span> </span></li>\n</ul>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>Why </span><span>Investortools</span><span>?</span></span></span><span> </span></p>\n<p><span> </span></p>\n<p><span><span>At </span><span>Investortools</span><span>, you will have the opportunity to partner with some of the largest and most respected financial firms in the world. You will work primarily with professionals in investment management, such as portfolio managers, credit analysts, and traders, to deliver solutions that have an impact.</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span><span>We are a family-owned company built on Christian principles that takes a long-term perspective in service to our clients. We value a healthy work life balance and foster a culture of mutual respect, high ethical standards, and true collaboration.</span></span><span> </span></p>\n<p><span> </span></p>\n<p><span style=\"font-weight: bold\"><span><span>What we offer</span></span></span><span> </span></p>\n<p><span> </span></p>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Competitive Compensation: </span></span></span><span><span>Estimated </span><span>starting </span><span>salary </span><span>range</span><span> </span><span>for this exempt position </span><span>is</span><span> </span></span><span><span>$</span><span>7</span><span>0k - $</span><span>9</span><span>0k</span><span> </span><span>annually</span><span> </span></span><span><span>based on experience</span><span> and knowledge shown in the interview process.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Generous Time Off: </span></span></span><span><span>17 days</span><span> of PTO per year, plus 10 paid holidays.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Comprehensive Health Coverage: </span></span></span><span><span>Medical, dental, and vision insurance with multiple deductible options and employer contributions.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Health Savings Account (HSA): </span></span></span><span><span>Company-funded HSA plans, based on coverage level and IRS contribution limits.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Financial Security: </span></span></span><span><span>Company-paid life insurance and both short- and long-term disability insurance.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Optional Coverage: </span></span></span><span><span>Voluntary accident and critical illness insurance available.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Supportive Programs: </span></span></span><span><span>Employee Assistance Program and wellness initiatives to support your well-being.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Retirement Savings: </span></span></span><span><span>401(k) retirement plan with company match.</span></span><span> </span></li>\n</ul>\n<ul>\n<li><span style=\"font-weight: bold\"><span><span>Perks: </span></span></span><span><span>Enjoy daily lunch provided on-site.</span></span><span> </span></li>\n</ul>\n<p><span> </span></p>\n<p><span><span>At </span><span>Investortools</span><span>, your contributions truly matter. The work is challenging, engaging, and meaningful. Apply now and </span><span>let’s</span><span> talk about what we can </span><span>accomplish</span><span> together.</span></span></p>",
    "compensation": "$70,000 - $90,000 annual",
    "departmentId": "18459",
    "locationType": "0",
    "seekPromoted": false,
    "jobCategoryId": null,
    "jobOpeningName": "Client Services Associate",
    "departmentLabel": "Client Services",
    "jobOpeningStatus": "Open",
    "minimumExperience": "Mid-level",
    "jobOpeningShareUrl": "https://investortools.bamboohr.com/careers/111",
    "employmentStatusLabel": "Full-Time"
  }
}