Top 818 Client associate Jobs in Denver, 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
Sales Associate (Part-Time)
7th Avenue —Denver, CO
- $25 - $28 an hour
- Part-time
- Organizational skills
- 2 years
- Communication skills
- Opportunities for advancement
Quick Apply
Registered Client Associate
Ascent Wealth Partners —Boulder, CO
- $75,000 - $95,000 a year
- Full-time
- Background check
- Research
- Office
- Health insurance
- Dental insurance
Quick Apply
Venue Operations Associate
Upper Larimer —Denver, CO
- $23 - $25 an hour
- Part-time
- Background check
- English
- Ability to lift 50 pounds
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PBM Client Success Associate
Rightway —Denver, CO
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
7d
Client Service Associate - Non-Registered
Stifel —Greenwood Village, CO
- $47,000 - $62,000 a year
- Full-time
- Microsoft Outlook
- Office
- Administrative experience
- Health insurance
- Dental insurance
Client Service Associate - Denver
Brighton Jones —Denver, CO
- $30.75 - $37.50 an hour
- Overtime
- Microsoft Excel
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Front Desk Receptionist for Veterinary Clinic Wanted!
Green Valley Ranch Pet Center —Denver, CO
- $20 - $23 an hour
- Full-time
- Spanish
- Data entry
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Client Service Associate Lead (Teller Lead) - Denver, CO
Vectra Bank Colorado —Denver, CO
- $25 - $27 an hour
- Full-time
- Basic math
- Mid-level
- Office
- Profit sharing
- Paid training
1d
Retail Associate - Cherry Creek
Aritzia —Denver, CO
- $20 - $30 an hour
- Part-time
- Merchandising
- Entry level
Customer Support Specialist
1stdibs.com —Denver, CO
- $24.50 - $27.00 an hour
- Remote
- Spanish
- 1 year
- Communication skills
- Commuter assistance
- Paid parental leave
Quick Apply
Registered Client Service Associate
Stifel —Greenwood Village, CO
- $53,000 - $70,000 a year
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Client Services Associate
Dodds Wealth LLC —Greenwood Village, CO
- $65,000 - $80,000 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Production Associate
ImageFIRST Healthcare Laundry Specialists —Denver, CO
- $19.65 an hour
- 4 hour shift
- Basic math
- US work authorization
- Entry level
- Paid parental leave
- Health insurance
Quick Apply
Client Service Associate
Ameriprise Financial —Denver, CO
- $54,400 - $74,800 a year
- Full-time
- Hybrid work
- Research
- Office
- 3 years
- Dental insurance
- 401(k)
9d
Sales Associate II
Coach —Denver, CO
- $15.00 - $24.25 an hour
- Part-time
- Computer literacy
- Merchandising
- English
- Commuter assistance
- Paid parental leave
Front Desk Staff
Polylok Inc —Englewood, CO
- $24.05 - $28.96 an hour
- Temporary
- Bilingual
- Google Workspace
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
Client Associate/Registered Client Associate
Royal Bank of Canada —Boulder, CO
- $40,000 - $70,000 a year
- Full-time
- Word processing
- Data analysis skills
- Research
- Disability insurance
- Health insurance
Registered Client Service Associate
Morgan Stanley —Denver, CO
- $35,000 - $75,000 a year
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health savings account
- Paid holidays
Front Desk Administrator
Davis Partnership Architects —Denver, CO
- $22 - $25 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Paid holidays
- Disability insurance
Quick Apply

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client associate jobs near denver, 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 associate jobs in denver, co

Senior Client Service Associate

Sales Associate (Part-Time)

Registered Client Associate

Venue Operations Associate

PBM Client Success Associate

Client Service Associate - Non-Registered

Client Service Associate - Denver

Front Desk Receptionist for Veterinary Clinic Wanted!

Client Service Associate Lead (Teller Lead) - Denver, CO

Retail Associate - Cherry Creek

Customer Support Specialist

Registered Client Service Associate

Client Services Associate

Production Associate

Client Service Associate

Sales Associate II

Front Desk Staff

Client Associate/Registered Client Associate

Registered Client Service Associate

Front Desk Administrator

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