Top 76 Crm administrator Jobs in Aurora, Co

Senior Client Service Associate
R. Kent Harris & Associates, LTD —Englewood, CO
- $69,798 - $90,614 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Excel
- Microsoft Outlook
- Health insurance
Quick Apply
Territory Manager, Surgical Pain - Denver / Colorado Springs, CO
Avanos Medical —Colorado
- $70,000 - $130,000 a year
- Full-time
- Surgery
- Up to 50% travel
- Marketing
- Health insurance
- 401(k) matching
Manager, Provider Partnerships
Talkiatry —Denver, CO
- $80,000 - $105,000 a year
- Full-time
- Psychiatry
- Adults
- Mid-level
- Travel reimbursement
- Paid parental leave
4d
Office Administrator
Canine Partners of the Rockies —Aurora, CO
- $19.50 - $21.50 an hour
- Part-time
- Microsoft Outlook
- Office
- QuickBooks
- Flexible schedule
Quick Apply
Salesforce Administrator II
DAT —Denver, CO
- $88,000 - $116,000 a year
- Hybrid work
- Mid-level
- 3 years
- Communication skills
- Health savings account
- AD&D insurance
National Customer Relations Manager
Century Communities —Greenwood Village, CO
- $100,000 - $125,000 a year
- On call
- OSHA
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Communications Events Assistant
Jackson Lewis —Denver, CO
- $32.50 - $36.00 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Research
- Health savings account
- Paid holidays
National Customer Relations Manager
Century Communities, Inc. —Greenwood Village, CO
- $100,000 - $125,000 a year
- On call
- OSHA
- Mid-level
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
Office Administrator
Altitude Planning Group —Denver, CO
- $40,000 - $45,000 a year
- Full-time
- Writing skills
- Office
- Administrative experience
- Paid holidays
- Paid time off
Quick Apply
12d
Benefits Consultant (Hybrid)
Patriot Growth Insurance Services —Denver, CO
- $90,000 - $105,000 a year
- Full-time
- Hybrid work
- Mid-level
- Analysis skills
- Organizational skills
- Paid parental leave
- Health savings account
Risk Management Administrator
South Metro Fire Rescue —Centennial, CO
- $120,349 - $141,100 a year
- Clean driving record
- Writing skills
- Office
- Health insurance
- Dental insurance
5d
Senior Salesforce Administrator
Kharon —Denver, CO
- $120,000 - $150,000 a year
- Full-time
- Hybrid work
- 7 years
- System design
- Office
- Paid holidays
- Disability insurance
Manager, Provider Partnerships | Denver, CO
Talkiatry Management Services —Denver, CO
- $80,000 - $105,000 a year
- Full-time
- Remote
- Psychiatry
- Mid-level
- Bachelor's degree
- Paid parental leave
- Paid holidays
8d
Customer Experience Lead
Blue Bear Waste Services —Denver, CO
- $65,000 - $75,000 a year
- Full-time
- 5 years
- Residential
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Systems Administrator (Salesforce) (6771)
MetroStar —Aurora, CO
- $140,000 - $160,000 a year
- Full-time
- Remote
- Analysis skills
- Bachelor's degree
- Continuous improvement
- Paid training
- Paid holidays
Quick Apply
1d
Sales Administrator
Applied Control Equipment LLLP —Centennial, CO
- $24 - $27 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Profit sharing
- Health savings account
Staff Business Systems Analyst
Pie Insurance —Denver, CO
- $130,000 - $165,000 a year
- Remote
- 5 years
- High school diploma or GED
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Manager, Salesforce CRM Product Owner
Terumo —Lakewood, CO
- $102,100 - $127,600 a year
- Microsoft Outlook
- Office
- 3 years
- Wellness program
- Health insurance
1d
Program Evaluation & Data Specialist
Warren Village Inc. —Denver, CO
- $30.62 - $34.45 an hour
- Online Application
- Mid-level
- Office
- Analysis skills
- 403(b) matching
- Health savings account
Quick Apply
Insurance Commercial Lines Senior Account Manager
Marsh McLennan Agency —Denver, CO
- $64,700 - $120,400 a year
- Full-time
- Remote
- 18 years or older
- Up to 50% travel
- Public speaking
- Health insurance
- 401(k)
8d

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crm administrator jobs near aurora, co

Senior Client Service Associate

R. Kent Harris & Associates, LTD -
Englewood, CO

Quick Apply

Job Details

Full-time
$69,798 - $90,614 a year

Benefits

Health insurance

Qualifications

Microsoft PowerPoint
Microsoft Excel
Microsoft Outlook
Customer service
Research
Bachelor's degree
Financial product expertise
Financial services
Time management

Full Job Description

Senior Client Service Associate

Summary

The Senior Client Service Associate reports to the Financial Advisor and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner. The Senior Client Service Associate is also responsible for directing and managing Client Service support staff.

Essential Duties and Responsibilities

Manage firm operations and supervise tasks/responsibilities of support staff
Coach and develop team members; establish clear expectations, emphasizing accountability, conduct regular performance evaluations, and provide quality and timely feedback
Manage client needs regarding service, trading, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards
Research products, pricing, and complex issue resolution
Deepen client relationships and establish credibility and rapport both in-person and via phone identify potential benefits and services to enhance customers’ financial relationships
Has regular contact with clients regarding their accounts, allocations, and servicing; can clearly articulate potentially complex processes and/or concepts to customers
Maintain CRM database; define and ensure adherence to appropriate client service models
Manage multiple and competing priorities on a daily basis in pursuit of business objectives
Other responsibilities as assigned by the Financial Advisor

Supervisory Responsibilities: Supervise Client Service Associate and Client Relationship Administrator

Knowledge, Skills, and/or Abilities

Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
Experience with financial planning/reporting software preferred
Excellent communication skills, both verbally and in writing
Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
Ability to build relationships with clients and internal partners and influence others with or without direct control

Education and/or Experience

Bachelor’s degree in a business-related field preferred
The ideal candidate will have 5+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Previous experience in the independent financial services culture preferred
Management experience a plus

Salary

Competitive Compensation Package

Job Type: Full-time

Pay: $69,798.00 - $90,614.00 per year

Benefits:

Health insurance

Education:

Bachelor's (Preferred)

Experience:

Financial services: 3 years (Required)
Customer service: 3 years (Required)
Good understanding of Financial Services Products: 2 years (Required)

Work Location: In person

Quick Apply

Refine Your Search

crm administrator jobs in aurora, co

Senior Client Service Associate

Territory Manager, Surgical Pain - Denver / Colorado Springs, CO

Manager, Provider Partnerships

Office Administrator

Salesforce Administrator II

National Customer Relations Manager

Communications Events Assistant

National Customer Relations Manager

Office Administrator

Benefits Consultant (Hybrid)

Risk Management Administrator

Senior Salesforce Administrator

Manager, Provider Partnerships | Denver, CO

Customer Experience Lead

Systems Administrator (Salesforce) (6771)

Sales Administrator

Staff Business Systems Analyst

Manager, Salesforce CRM Product Owner

Program Evaluation & Data Specialist

Insurance Commercial Lines Senior Account Manager

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