Top 94 Crm administrator Jobs in Colorado

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
Office Administrator Manufactured Housing Community
Investment Property Group —New Castle, CO
- $41,600 - $49,920 a year
- Full-time
- Sales
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
3d
Application Administrator I
Jabil Circuit —Grand Junction, CO
- $65,500 - $117,900 a year
- Full-time
- Computer science
- Computer Science
- Windows
- Employee stock purchase plan
- Health insurance
2d
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
CRM Campaign Manager
First American Home Warranty —Colorado
- $97,700 - $130,300 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Analysis skills
- Employee stock purchase plan
- Health insurance
Quick Apply
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
Workforce Management System Administrator - Aspect/Intradiem
BETSOL —Broomfield, CO
- $85,000 - $115,000 a year
- Weekends as needed
- Remote
- 3 years
- SQL
- Continuous improvement
2d
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
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
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
Ministries Administrator
Trace Church —Colorado Springs, CO
- $57,800 a year
- Overtime
- Mid-level
- Analysis skills
- Communication skills
Quick Apply
Marketing Systems Specialist
Sonsio LLC —Colorado
- $27 - $33 an hour
- Full-time
- Background check
- Marketing
- Pass drug screening
- Profit sharing
- Health insurance
Quick Apply
Accounting Operations Administrator
Bear Event Design —Denver, CO
- $60,000 - $75,000 a year
- Full-time
- Office
- Analysis skills
- QuickBooks
- Health savings account
- Disability insurance
Quick Apply
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
Recruitment and Marketing Specialist Open Rank (Senior or Principal Professional)
University of Colorado —Aurora, CO
- $52,961 - $77,472 a year
- Overtime
- Hybrid work
- Background check
- Customer service
- Writing skills
- Disability insurance
- Health insurance
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
Temporary Development Database Administrator
EFAA —Boulder, CO
- $24 - $28 an hour
- Temporary
- Microsoft Outlook
- Software troubleshooting
- Mid-level
5d
Systems Administrator (Salesforce) (6771)
MetroStar —Colorado Springs, CO
- $140,000 - $160,000 a year
- Full-time
- Remote
- Analysis skills
- Bachelor's degree
- Continuous improvement
- Paid training
- Paid holidays
Quick Apply
1d
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

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crm administrator jobs near colorado

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 colorado

Senior Client Service Associate

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

Office Administrator Manufactured Housing Community

Application Administrator I

Salesforce Administrator II

CRM Campaign Manager

Senior Salesforce Administrator

Workforce Management System Administrator - Aspect/Intradiem

Staff Business Systems Analyst

Risk Management Administrator

Benefits Consultant (Hybrid)

Ministries Administrator

Marketing Systems Specialist

Accounting Operations Administrator

National Customer Relations Manager

Recruitment and Marketing Specialist Open Rank (Senior or Principal Professional)

Program Evaluation & Data Specialist

Temporary Development Database Administrator

Systems Administrator (Salesforce) (6771)

Office Administrator

I want to receive the latest job alert for crm administrator in colorado

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