Top 4614 Client services Jobs in Castle Rock, 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
Superintendent
Global Construction Group —Centennial, CO
- $100,000 - $125,000 a year
- Full-time
- Construction site
- Continuous improvement
- Mentoring
- Paid holidays
- Health insurance
Quick Apply
Financial Services Associate
Lifeline Wealth Group —Littleton, CO
- $30,000 - $150,000 a year
- Part-time
- Hybrid work
- Driver's License
- Entry level
- Professional development assistance
- Flexible schedule
Quick Apply
Customer Relationship Advocate Career Development Experience- Greenwood Village, CO
Fidelity Investments —Greenwood Village, CO
- $47,500 - $50,000 a year
- Full-time
- Office
- Analysis skills
- Financial services
- Wellness program
- Loan repayment program
14d
Benefits Advisor - Englewood, CO
Aflac —Englewood, CO
- No weekends
- Background check
- 18 years or older
- US work authorization
- Flexible schedule
Personal Banker
KeyBank National Association —Castle Pines, CO
- $20.67 - $31.25 an hour
- 8 hour shift
- Word processing
- Mid-level
- Office
Assistant Community Manager
Asset Living —Parker, CO
- $28 - $31 an hour
- Overtime
- Mid-level
- Ability to climb stairs
- High school diploma or GED
- Paid holidays
- Disability insurance
8d
Data Center Technician
Massed Compute —Greenwood Village, CO
- $25 - $35 an hour
- Contract
- Background check
- Mid-level
- Ability to lift 50 pounds
- On-the-job training
Quick Apply
Client Service Representative
Brekke Veterinary Clinic —Castle Rock, CO
- $20 - $24 an hour
- Overtime
- Mid-level
- Patient care
- In-person
- Paid holidays
- Health insurance
Quick Apply
Patient / Client Enrollment Coordinator (Functional Medicine)
Upstream Functional Medicine —Colorado Springs, CO
- From $55,000 a year
- Weekends as needed
- Hybrid work
- Google Workspace
- Mid-level
- Clinic
- Paid training
- Paid time off
Quick Apply
Customer Service Representative- Greenwood Village, CO
Fidelity Investments —Greenwood Village, CO
- $47,500 - $50,000 a year
- Full-time
- Analysis skills
- Entry level
- Wellness program
- Loan repayment program
14d
Customer Service - Bank
Charles Schwab —Lone Tree, CO
- $27.36 an hour
- Weekends as needed
- Hybrid work
- Bachelor's degree
- 1 year
- Entry level
- Paid parental leave
- Employee stock purchase plan
Branch Office Administrator
Edward Jones —Castle Rock, CO
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account
4d
Sales Associate I
Coach —Castle Rock, CO
- $15.00 - $24.25 an hour
- Weekends as needed
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Receptionist
Brooklyn Veterinary Clinic —Castle Rock, CO
- $20 - $23 an hour
- Weekends as needed
- Urgent Care
- Case management
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
5d
Receptionist
Animal Care Center of Castle Pines —Castle Rock, CO
- $18 - $22 an hour
- Weekends as needed
- Surgery
- Organizational skills
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
Personal Banker - Universal (Plum Creek)
PNC Financial Services Group —Castle Rock, CO
- $45,375 - $75,625 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
12d
Personal Banker - Universal (Founders Parkway)
PNC Financial Services Group —Castle Rock, CO
- $45,375 - $75,625 a year
- Full-time
- Office
- 3 years
- No degree
- Wellness program
- Health savings account
Concierge
Jet Linx Aviation —Englewood, CO
- $53,000 - $74,000 a year
- Weekends as needed
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
9d
Administrative Assistant/Receptionist
Front Range Landscape and Nursery, Inc —Franktown, CO
- $24 - $27 an hour
- Overtime
- Microsoft Excel
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply

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client services jobs near castle rock, 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

client services jobs in castle rock, co

Senior Client Service Associate

Superintendent

Financial Services Associate

Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Benefits Advisor - Englewood, CO

Personal Banker

Assistant Community Manager

Data Center Technician

Client Service Representative

Patient / Client Enrollment Coordinator (Functional Medicine)

Customer Service Representative- Greenwood Village, CO

Customer Service - Bank

Branch Office Administrator

Sales Associate I

Receptionist

Receptionist

Personal Banker - Universal (Plum Creek)

Personal Banker - Universal (Founders Parkway)

Concierge

Administrative Assistant/Receptionist

I want to receive the latest job alert for client services in castle rock, co

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