Top 227 Client associate Jobs in Longmont Co

Client Service and Operations Specialist at Boutique Financial Planning Firm
Bloom Wealth Advisors —Boulder, CO
- $60,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
4d
Associate Media Director
Boulder Heavy Industries —Colorado
- $90,000 - $110,000 a year
- Full-time
- Marketing
- Bachelor's degree
- Mentoring
- Health insurance
- Dental insurance
3d
Associate Veterinarian
National Veterinary Associates —Westminster, CO
- $120,000 a year
- Overnight shift
- Hybrid work
- Mid-level
- Fair chance
- Continuing education credits
- Health insurance
Member Sales Associate
Serenity Mental Health Centers —Superior, CO
- $22 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
14d
Loss Prevention Associate - (COL)
Accurate Personnel —Brighton, CO
- From $19 an hour
- Weekends as needed
- Customer service
- Ability to lift 50 pounds
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
5d
Implementation Specialist
Visionlink Inc —Boulder, CO
- $55,000 - $65,000 a year
- Full-time
- Microsoft Excel
- System design
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Life Insurance Associate
Edion Staffing Agency —Colorado
- $137,500 - $212,000 a year
- Contract
- Mid-level
- Analysis skills
- US work authorization
- Flexible schedule
- Life insurance
Quick Apply
Sanitation Associate - (COL)
Accurate Personnel LLC —Brighton, CO
- From $16 an hour
- Urgently hiring
- Ability to walk for extended periods
- Warehouse experience
- Fair chance
- Health insurance
- Dental insurance
Quick Apply
Registered Branch Associate
Edward Jones —Longmont, CO
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
8d
Registered Branch Associate
Edward Jones —Loveland, CO
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Loss Prevention Associate
Accurate Personnel LLC —Brighton, CO
- From $19 an hour
- Weekends as needed
- Customer service
- Ability to lift 50 pounds
- Organizational skills
- Health insurance
- Vision insurance
Quick Apply
Client Service Associate - Loveland, CO
Advisor Talent Solutions —Loveland, CO
- $50,000 - $80,000 a year
- Monday to Friday
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Banker
BMO Financial Group —Longmont, CO
- $41,500 - $60,500 a year
- Part-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
13d
Associate Paralegal for Althaus Law
Althaus Law —Longmont, CO
- From $50,000 a year
- Full-time
- Microsoft Word
- Administrative experience
- Organizational skills
- Free parking
- Profit sharing
Quick Apply
Member Host & Sales Associate
Scissors & Scotch —Erie, CO
- Bar
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Seasonal Sales Associate (Part-Time) - Twenty Ninth Street Mall
ALO —Boulder, CO
- $18 an hour
- Part-time
- Merchandising
- Ability to lift 50 pounds
- Guest services
- Employee discount
Quick Apply
11d
Part Time Associate Banker CO Metro Northwest Boulder (30 hours)
JPMorganChase —Boulder, CO
- $22.50 - $27.60 an hour
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Associate Therapist
SOL Mental Health —Boulder, CO
- $50,000 - $65,000 a year
- Mid-level
- Outpatient experience
- Outpatient
- Continuing education credits
- Health savings account
Quick Apply
Client Services Associate
Triumph Financial —Firestone, CO
- $16.54 - $22.67 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- Entry level
- Health insurance
- Dental insurance
Client Services Associate
TBK Bank —Firestone, CO
- $16.54 - $22.67 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- Entry level
- Health insurance
- Dental insurance

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client associate jobs near longmont co

Client Service and Operations Specialist at Boutique Financial Planning Firm

Bloom Wealth Advisors
Boulder, CO

Quick Apply

Job Details

Full-time
$60,000 - $80,000 a year
4 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Work from home
Parental leave
401(k) matching

Qualifications

Research
Bachelor's degree
Client services
Productivity software
Office management
Time management

Full Job Description

Bloom Wealth Advisors is an established and growing RIA and fee- only wealth management firm dedicated to providing customized financial guidance delivered with uncompromising integrity, efficiency, and personalized service. In practice for over 30 years, we are looking for an independent and highly motivated Client Services Associate dedicated to exceeding quality standards and providing world-class service. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

Description

The Operations Manager plays a critical role in the back-office functioning of our firm. With primary responsibility for the day-to-day operational duties of the firm, the Operations Manager is helps keep the office running smoothly and ensures that all client paperwork and processing is handled in a timely, accurate, and professional manner.

Responsibilities & Activities

· Provide critical support to advisor functions in servicing client needs.

· Maintain client information in our records database.

· Prepare paperwork to open and/or maintain client accounts to the specifications requested by the Advisor.

· Become subject matter expert in operational policies and procedures

· Conduct phone calls with custodians to research potential issues within client accounts

·Maintains and implements process for all move money, RMDs, charitable giving, trading, cash balances, etc.

· Assist in developing processes and procedures that enhance accuracy and streamlines processes

· Support our client relationships with operational and technology-related tasks.

· Assist in setting and continually meeting project expectations with team members and management

· Handles all compliance for the office

· Maintains office technology and systems

· Provide cashiering functions

· Processing, submitting and following up on documents (opening accounts, updating beneficiaries, contributions and redemptions and account transfers) on behalf of advisors and clients.

· Diligently update CRM systems

· Ensure that all interactions are conducted in strict accordance with compliance requirements.

Knowledge, Skills, & Abilities

Requires:

· One to three years of professional career experience.

· Excellent attitude and an extraordinary client service orientation

·Strong professionalism, communication and people skills

· A strong focus on getting the details right

· Excellent organizational and time management skills

· An ability to handle multiple tasks within tight time frames

· Proficiency with Microsoft Office Suite

· Strong analytical and research skills

· Strong verbal, written, presentation, and interpersonal communication skills

· A bachelor’s degree is required

· Attendance is an essential function

Helpful but not required:

· Previous financial industry experience

· Knowledge of Financial Advisor office tools (Salesforce, Redtail, eMoney, Moneyguide, etc.) preferred.

The Position

· Salary is commensurate with experience. Low end of the range will be more people with limited financial experience or work experience. High end of the range is for people with financial experience in an office setting.

· We offer one day work from home a week on Fridays and more needed on a case by case basis. Since we are in person with clients, more remote work is not available.

· Work week is Monday through Thursday, 8am to 5pm and Friday's 8am to 4pm

Benefits

· 401(k) plus matching

· Base salary with bonus potential

· Health benefits

· PTO

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives.

For more information about our company, please visit our website https://bloomwealthadvisors.com/.

To apply, please send us a cover letter and resume.

Job Type: Full-time

Pay: $60,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Parental leave

Education:

Bachelor's (Required)

Ability to Commute:

Boulder, CO 80302 (Required)

Ability to Relocate:

Boulder, CO 80302: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

client associate jobs in longmont co

Client Service and Operations Specialist at Boutique Financial Planning Firm

Associate Media Director

Associate Veterinarian

Member Sales Associate

Loss Prevention Associate - (COL)

Implementation Specialist

Life Insurance Associate

Sanitation Associate - (COL)

Registered Branch Associate

Registered Branch Associate

Loss Prevention Associate

Client Service Associate - Loveland, CO

Associate Banker

Associate Paralegal for Althaus Law

Member Host & Sales Associate

Seasonal Sales Associate (Part-Time) - Twenty Ninth Street Mall

Part Time Associate Banker CO Metro Northwest Boulder (30 hours)

Associate Therapist

Client Services Associate

Client Services Associate

I want to receive the latest job alert for client associate in longmont co

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