Top 10796 Client services 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
Remote Supports Consultant - Human Services
SafeinHome —Denver, CO
- $70,000 - $95,000 a year
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Health insurance
- Dental insurance
Quick Apply
Empowerment Ally
Mile High Behavioral Healthcare —Sheridan, CO
- $55,000 - $61,000 a year
- Weekends as needed
- Background check
- Mid-level
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Child Care Specialist
Soar Autism Center —Denver, CO
- $21.00 - $28.50 an hour
- Part-time
- Computer literacy
- High school diploma or GED
- Clinic
- Paid training
- Paid holidays
Quick Apply
Utilization Review Coordinator - Behavioral Health Setting
Confidential —Highlands Ranch, CO
- $33.33 - $49.99 an hour
- Full-time
- Acute care
- Background check
- RN License
- Free parking
- Health savings account
Quick Apply
9d
PBM Client Success Associate
Rightway —Denver, CO
- $55,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Bachelor's degree
Quick Apply
5d
Client Success Representative (Remote)
Demand.com —Denver, CO
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Director of Client Strategy
Revenue Enterprises, LLC —Aurora, CO
- $85,000 - $120,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Portfolio Services Analyst
Janus Henderson —Denver, CO
- $90,000 - $110,000 a year
- Hybrid work
- Microsoft Word
- Research
- Mid-level
- Health insurance
- Parental leave
8d
Office Coordinator
ERP Advisors Group —Lakewood, CO
- $24 - $28 an hour
- Full-time
- Hospitality
- Inventory management
- English
- Profit sharing
- AD&D insurance
Remote Sales Specialist
HMG Careers —Golden, CO
- $69,000 - $150,000 a year
- Full-time
- Remote
- Computer literacy
- Computer skills
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
8d
Electronic Banking Specialist I-III
ANB Bank —Denver, CO
- $19.50 - $30.00 an hour
- Full-time
- Spanish
- Mid-level
- Commercial
- Profit sharing
- Health savings account
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
Client Services Consultant II
MetLife —Greenwood Village, CO
- $64,800 - $99,300 a year
- Email
- Hybrid work
- Microsoft Excel
- 5 years
- US work authorization
- Paid holidays
- Disability insurance
Office Administrator
Humanity HR Consulting —Denver, CO
- $28 - $31 an hour
- Full-time
- Basic math
- English
- Office
Quick Apply
Customer Success Manager
Checkr —Denver, CO
- $106,000 - $125,000 a year
- Hybrid work
- Sales
- Data analysis skills
- Mid-level
- Health insurance
- Dental insurance
Help Desk Support I
perfecta —Denver, CO
- Contract
- Research
- Entry level
- Commercial
Quick Apply
Part-Time Career Navigator (Denver, CO)
Summer Search —Denver, CO
- $40 an hour
- Part-time
- Mid-level
- Office
- Microsoft Office
Quick Apply
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
Customer Success Associate
Kharon —Denver, CO
- $75,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
Quick Apply

I want to receive the latest job alert for client services in denver co

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services 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 services jobs in denver co

Senior Client Service Associate

Remote Supports Consultant - Human Services

Empowerment Ally

Child Care Specialist

Utilization Review Coordinator - Behavioral Health Setting

PBM Client Success Associate

Client Success Representative (Remote)

Director of Client Strategy

Portfolio Services Analyst

Office Coordinator

Remote Sales Specialist

Electronic Banking Specialist I-III

Customer Support Specialist

Client Services Consultant II

Office Administrator

Customer Success Manager

Help Desk Support I

Part-Time Career Navigator (Denver, CO)

Program Administrator - Resident and Community Services

Customer Success Associate

I want to receive the latest job alert for client services in denver co

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected