Top 3445 Client services manager Jobs in Boulder, Co

Securities Licensed Office Manager/Administrative Assistant
Larimer Capital Corporation —Denver, CO
- From $75,000 a year
- Full-time
- Background check
- Google Workspace
- Microsoft Outlook
- Relocation assistance
- 401(k)
Quick Apply
9d
Change Management Specialist, Finance Transformation
MYR Group —Thornton, CO
- $80,000 - $100,000 a year
- Full-time
- Background check
- Oracle
- 5 years
- Profit sharing
- Paid parental leave
Residential Manager - Disability Services
Summit Supports —Lafayette, CO
- $60,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- CPR Certification
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Regional Manager
Leadec Corp —Denver, CO
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Warehouse
- Budgeting
Quick Apply
Guest Services Supervisor
Residence Inn Canyon Blvd., Boulder —Boulder, CO
- $24 - $25 an hour
- Weekends as needed
- Bar
- Microsoft Outlook
- Word processing
- Free parking
- Health savings account
Quick Apply
4d
Asset Manager
Fox Property Management —Louisville, CO
- $70,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- In-person
- Health savings account
- Health insurance
Quick Apply
Center Manager (Full-time) - Colorado
OrangeTwist —Boulder, CO
- $150,000 - $250,000 a year
- Weekends as needed
- Inventory management
- Fair chance
- Experience equivalent to degree accepted
- Paid holidays
- Health insurance
Quick Apply
Manager, Operational Readiness
Google —Boulder, CO
- $164,000 - $240,000 a year
- Full-time
- 7 years
- Bachelor's degree
- Experience equivalent to degree accepted
Client Services Manager
Digible —Denver, CO
- $95,000 - $125,000 a year
- Full-time
- Team management
- Mentoring
- Senior level
- Paid parental leave
- Paid holidays
Quick Apply
Operations Manager, Solutions, gUP Intake and Readiness
Google —Boulder, CO
- $136,000 - $197,000 a year
- Full-time
- 7 years
- Bachelor's degree
- Experience equivalent to degree accepted
1d
Program Administrator - Resident and Community Services
Denver Housing Authority —Denver, CO
- $78,000.26 - $97,500.74 a year
- Weekends as needed
- Computer literacy
- Writing skills
- Research
Client Success Manager
Zadez Business Solutions LLC —Denver, CO
- $82,000 - $108,000 a year
- Full-time
- Marketing
- Writing skills
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Client Success Manager
DAVITA —Denver, CO
- $78,000 - $119,000 a year
- Full-time
- Microsoft Excel
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
4d
Customer Success Manager
Checkr —Denver, CO
- $106,000 - $125,000 a year
- Hybrid work
- Sales
- Data analysis skills
- Mid-level
- Health insurance
- Dental insurance
Associate Customer Relationship Manager
TriNet —Denver, CO
- $63,600 - $128,750 a year
- Full-time
- Microsoft Excel
- Sales
- Mid-level
- Employee stock purchase plan
- Disability insurance
Operations Manager, Onsite Events
Maritz Inc. —Boulder, CO
- $100,000 - $108,000 a year
- Weekends as needed
- Google Workspace
- Sales
- 5 years
- Paid parental leave
- Paid holidays
2d
Manager, Care Operations
Angi —Denver, CO
- $80,000 - $125,000 a year
- Full-time
- Remote
- Analysis skills
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
Quick Apply
Training and Technology Adoption Manager (hybrid)
MERCHANT & GOULD PC —Denver, CO
- $85,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Windows
- AD&D insurance
- Disability insurance
Quick Apply
9d
CLIENT RELATIONSHIP MANAGER
Cutter Aviation —Broomfield, CO
- $60,000 - $80,000 a year
- Weekends as needed
- Background check
- Clean driving record
- Computer literacy
- Dental insurance
- Vision insurance
Quick Apply
Patient Concierge Manager
Medpace, Inc. —Denver, CO
- $100,000 - $150,000 a year
- Weekends as needed
- Hybrid work
- Spanish
- Microsoft Excel
- 5 years
- Travel reimbursement
- AD&D insurance

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client services manager jobs near boulder, co

Securities Licensed Office Manager/Administrative Assistant

Larimer Capital Corporation
Denver, CO

Quick Apply

Job Details

Full-time
From $75,000 a year
9 days ago

Benefits

Relocation assistance
401(k)
Paid time off
401(k) matching
Professional development assistance
Retirement plan

Qualifications

Computer operation
Google Workspace
Google Sheets
Google Docs
Microsoft Outlook
Phone communication
Computer literacy
Executive administrative support
Managing clients in a customer support role
Bachelor's degree
Attention to detail
QuickBooks
Organizational skills
Multi-line phone systems
CRM system proficiency
Microsoft Outlook Calendar
Technical Proficiency
Editing
Office phone management

Full Job Description

Job Summary

We are seeking a dynamic and highly organized Securities licensed Office Manager/Administrative Assistant to join our team! In this vital role, you'll be the backbone of our daily operations, ensuring that the office runs smoothly, efficiently, and professionally. Your energetic approach will help foster a welcoming environment for clients and staff alike. You will handle a wide range of administrative duties, coordinate office activities, and provide exceptional customer support. This position offers an exciting opportunity to showcase your multitasking skills, technical proficiency, and organizational talent in a fast-paced setting. If you thrive on keeping things running seamlessly and enjoy supporting a vibrant team, we want to hear from you!

Responsibilities

Manage daily office operations including overseeing supplies, equipment, and maintenance to ensure a productive work environment.
Serve as the first point of contact at the front desk, greeting visitors and directing phone calls using multi-line phone systems with professionalism and courtesy.
Maintain accurate records through data entry, filing, and spreadsheets using productivity software such as Microsoft Office, and Redtail CRM.
Coordinate calendar management, appointment scheduling, and meeting arrangements for staff members and executives.
Handle correspondence via email, word processing documents, proofreading materials for accuracy and clarity.
Support bookkeeping tasks including invoicing, expense tracking, and basic financial recordkeeping using QuickBooks or similar accounting software.
Assist with client communication and customer service efforts to ensure positive interactions both in person and over the phone.
Perform clerical duties such as photocopying, faxing, mailing, and organizing files to keep the office organized and efficient.
Support special projects or administrative tasks as needed to enhance overall productivity and office morale.

Requirements

Proven experience in office management or administrative roles within a financial advisory firm, securities broker-dealer, insurance agency, or similarly regulated financial environment.
Strong organizational skills.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook), Google Workspace (Docs, Sheets) and CRM's.
Excellent computer literacy with the ability to quickly adapt to new software or technical platforms.
Experience handling multi-line phone systems with professional phone etiquette.
Strong customer service skills with an emphasis on positive client communication and front desk management.
Knowledge of bookkeeping procedures using QuickBooks or similar software is preferred.
Ability to manage time effectively while juggling multiple priorities in a fast-paced environment.
Attention to detail for proofreading documents and maintaining accurate records.

Join us in creating an organized, welcoming office environment where your skills will make a real impact! We are committed to supporting your growth while providing a vibrant workplace that values efficiency, professionalism, and excellent service delivery.

Pay: From $75,000.00 per year

Benefits:

401(k)
401(k) matching
Paid time off
Professional development assistance
Relocation assistance
Retirement plan

Application Question(s):

Some people thrive on routine; others love variety. Where do you sit on that spectrum?

Experience:

financial industry: 2 years (Required)

License/Certification:

Securities and/or life insurance license (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services manager jobs in boulder, co

Securities Licensed Office Manager/Administrative Assistant

Change Management Specialist, Finance Transformation

Residential Manager - Disability Services

Regional Manager

Guest Services Supervisor

Asset Manager

Center Manager (Full-time) - Colorado

Manager, Operational Readiness

Client Services Manager

Operations Manager, Solutions, gUP Intake and Readiness

Program Administrator - Resident and Community Services

Client Success Manager

Client Success Manager

Customer Success Manager

Associate Customer Relationship Manager

Operations Manager, Onsite Events

Manager, Care Operations

Training and Technology Adoption Manager (hybrid)

CLIENT RELATIONSHIP MANAGER

Patient Concierge Manager

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