investortools

Client Services Associate

Colorado Springs, Colorado

Work authorization requiredDetected 20 days ago

CommunicationProblem Solving

About the role

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.
Learn about and master the world of fixed income investments.
Recognize and assess underlying client needs, providing targeted solutions that address core problems.

Responsibilities

Study Investortools ' clients to understand their unique business operations and operating models in order to become a valuable partner to them.
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.
Navigate sometimes ambiguous client issues by working collaboratively with the client and internal partners to clarify problems and develop efficient solutions.

Requirements

Bachelor's degree in Technology, Science, Business, Finance, Economics, Math, Engineering, or similar fields.
7 years of professional experience in positions where analytical thinking, client interaction, and technical problem-solving are core parts of the role.

Compensation

Estimated starting salary range for this exempt position is $ 7 0k - $ 9 0k annually based on experience and knowledge shown in the interview process.
Generous Time Off: 17 days of PTO per year, plus 10 paid holidays.

Benefits

Generous Time Off: 17 days of PTO per year, plus 10 paid holidays.
Comprehensive Health Coverage: Medical, dental, and vision insurance with multiple deductible options and employer contributions.
Health Savings Account (HSA): Company-funded HSA plans, based on coverage level and IRS contribution limits.
Financial Security: Company-paid life insurance and both short- and long-term disability insurance.
Optional Coverage: Voluntary accident and critical illness insurance available.
Supportive Programs: Employee Assistance Program and wellness initiatives to support your well-being.
Retirement Savings: 401(k) retirement plan with company match.

Company info

Investortools 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 $1 trillion in assets. We're 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.
What Y ou'll Do
As a Client Services Associate, you'll immerse yourself in the world of fixed-income investing and develop a deep understanding of how our clients operate. You'll study their business models, workflows, and strategic objectives so you can become a trusted partner who anticipates needs rather than simply reacts to them. As you master our suite of highly specialized software tools, you'll help clients integrate them into their daily processes, coordinate with their technology and infrastructure teams, and deliver tailored training that empowers users to work more efficiently and confidently. Every interaction will be an opportunity to demonstrate exceptional service, build loyalty, and strengthen long-term relationships.
You'll take ownership of complex cl 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, you'll develop strong cross-functional partnerships, navigate complex technical and operational environments, and occasiona lly travel to major financial centers across the U.S. to deepen relationships and deliver high-impact support.
Investortools 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 $1 trillion in assets.
We're 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.
As a Client Services Associate, you'll immerse yourself in the world of fixed-income investing and develop a deep understanding of how our clients operate.
You'll study their business models, workflows, and strategic objectives so you can become a trusted partner who anticipates needs rather than simply reacts to them.
As you master our suite of highly specialized software tools, you'll help clients integrate them into their daily processes, coordinate with their technology and infrastructure teams, and deliver tailored training that empowers users to work more efficiently and confidently.
Every interaction will be an opportunity to demonstrate exceptional service, build loyalty, and strengthen long-term relationships.
You'll take ownership of complex cl ient challenges, working collaboratively with internal teams to clarify ambiguous issues, uncover root causes, and deliver thoughtful, targeted solutions.
Along the way, you'll develop strong cross-functional partnerships, navigate complex technical and operational environments, and occasiona lly travel to major financial centers across the U.S. to deepen relationships and deliver high-impact support.

Visa & Work Authorization

Eligible to work in the U.S. without visa sponsorship.

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This listing is sourced directly from investortools's careers page and normalized into a canonical job model.