Top 1714 Customer experience associate Jobs in Littleton, 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
Retail Sales Associate
Saatva —Denver, CO
- $21 an hour
- Weekends as needed
- 1 year
- Communication skills
- Entry level
- Commuter assistance
- Health savings account
Quick Apply
Print Production Associate (Evening Shift)
TerraSlate Waterproof Paper & Menus —Englewood, CO
- $24 - $25 an hour
- 8 hour shift
- Hybrid work
- Background check
- High school diploma or GED
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Leasing Associate (Multi-site)
Holland Partner Group —Denver, CO
- $20 - $24 an hour
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
AT&T Sales Associate
Avenir Enterprises, Inc —Denver, CO
- $800 - $1,000 a week
- Full-time
- Background check
- No experience needed
- In-person
- Health insurance
- Employee discount
Quick Apply
Part Time Associate Banker CO Metro Southwest (30 hours)
JPMorganChase —Littleton, CO
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Customer Support Associate
Playground —Denver, CO
- $70,000 - $75,000 a year
- Full-time
- Bachelor's degree
- Business
- Entry level
- Dental insurance
- Paid time off
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
Sales Associate
World Market —Denver, CO
- $19.29 - $19.79 an hour
- Part-time
- Merchandising
- 16+ years old
- Fair chance
- Health insurance
- Dental insurance
Quick Apply
Leadership Development Program Associate
The Atchison Group Inc. —Greenwood Village, CO
- $34.62 an hour
- Background check
- Pass drug screening
- Bachelor's degree
- Wellness program
- Health savings account
Quick Apply
Associate Contract Administration Specialist
CommonSpirit Health —Englewood, CO
- $29.51 - $48.68 an hour
- Full-time
- ERP systems
- Mid-level
- 3 years
7d
Front Desk Associate
Genesis Health Clubs —Denver, CO
- $19.29 - $21.00 an hour
- Part-time
- CPR Certification
- BLS Certification
- Ability to stand for extended periods
- Employee discount
Quick Apply
Will Call Associate
Sysco —Denver, CO
- $21.20 - $31.78 an hour
- Full-time
- Mid-level
- Administrative experience
- High school diploma or GED
Quick Apply
6d
Teammate (Retail Associate)
Rally House —Littleton, CO
- $15.50 - $17.25 an hour
- Part-time
- Ability to walk for extended periods
- Ability to lift 50 pounds
- 16+ years old
Quick Apply
10d
Sales and Customer Service Associate
Massage Envy —Littleton, CO
- $19 - $20 an hour
- Choose your own hours
- Clinic
- Math
- Computer skills
- Wellness program
- Health insurance
Quick Apply
Rental Associate
Epic Mountain Gear —Littleton, CO
- From $20 an hour
- Part-time
- 18 years or older
- English
- Entry level
- 401(k)
- Employee assistance program
Quick Apply
6d
Spa Sales Associate
Hand & Stone —Littleton, CO
- $16.50 - $25.00 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Spa Front Desk & Sales Associate
Spavia Lowry Town Center —Denver, CO
- $20 - $22 an hour
- Weekends as needed
- Organizational skills
- In-person
- Entry level
- Paid training
- Paid time off
Quick Apply
Part Time Associate Banker CO Metro Central (30 hours)
JPMorganChase —Denver, CO
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
2d
Customer Service Associate
Intermountain Healthcare —Broomfield, CO
- $19.29 - $25.61 an hour
- Full-time
- Hybrid work
- Computer literacy
- Office
- Conflict management
1d

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customer experience associate jobs near littleton, 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

customer experience associate jobs in littleton, co

Senior Client Service Associate

Retail Sales Associate

Print Production Associate (Evening Shift)

Leasing Associate (Multi-site)

AT&T Sales Associate

Part Time Associate Banker CO Metro Southwest (30 hours)

Customer Support Associate

Associate Customer Relationship Manager

Sales Associate

Leadership Development Program Associate

Associate Contract Administration Specialist

Front Desk Associate

Will Call Associate

Teammate (Retail Associate)

Sales and Customer Service Associate

Rental Associate

Spa Sales Associate

Spa Front Desk & Sales Associate

Part Time Associate Banker CO Metro Central (30 hours)

Customer Service Associate

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