Top 8772 Director, practice operations Jobs in Westminster, Co

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)
10d
VP Primary Care Operations - Rocky Mountain Region
AdventHealth Executives —Greenwood Village, CO
- $251,200 - $351,680 a year
- Full-time
- Writing skills
- Primary Care
- Master's degree
- Paid parental leave
- AD&D insurance
Hilton Full Service General Manager
Alberigo Hotel Management —Westminster, CO
- $125,000 - $140,000 a year
- Full-time
- Hotel
- Supervising experience
- In-person
- Health insurance
- Dental insurance
Quick Apply
Director Operations
Sierra Nevada Corporation —Centennial, CO
- $167,490.31 - $230,299.19 a year
- Full-time
- Schematics
- Ability to walk for extended periods
- Military
- Health insurance
- Dental insurance
Director, Practice Operations
Rocky Mountain Cancer Centers —Greenwood Village, CO
- $150,000 - $200,000 a year
- 5 years
- Finance
- Clinic
- Wellness program
- Health savings account
General Manager
Hilton Garden Inn Arvada Denver —Arvada, CO
- $100,000 - $110,000 a year
- Full-time
- Microsoft Word
- Writing skills
- Hotel
- Health savings account
- Paid holidays
Quick Apply
6d
Director of Programs
State of Colorado —Denver, CO
- $105,000 - $110,000 a year
- Online Application
- Background check
- Customer service
- Office
- Paid holidays
- Disability insurance
3d
Director Operations
Justrite Safety Group —Broomfield, CO
- $160,000 - $200,000 a year
- Microsoft Excel
- Engineering
- ERP systems
- Wellness program
- Disability insurance
Quick Apply
Director of Operations
United Urology Group —Lone Tree, CO
- $110,000 - $150,000 a year
- Full-time
- Background check
- Customer service
- HIPAA
- Dental insurance
- Tuition reimbursement
Quick Apply
Managing Director of Classroom Management and Culture
Rocky Mountain Prep —Denver, CO
- $120,000 - $170,000 a year
- Overtime
- School experience
- Classroom
- Master's degree
- Health savings account
- Paid holidays
Quick Apply
Chief Operations Officer
ROCKY MOUNTAIN HUMAN SERVICES —Denver, CO
- $170,000 - $180,000 a year
- Full-time
- Ability to walk for extended periods
- Master's degree
- Bachelor's degree
- 403(b) matching
- Mileage reimbursement
Quick Apply
Center Director
InnovAge —Thornton, CO
- $136,400 - $177,400 a year
- Email
- Bilingual
- Background check
- CPR Certification
- AD&D insurance
- Paid holidays
Director of Operations
HydraPak —Longmont, CO
- $120,000 - $150,000 a year
- Full-time
- 5 years
- Engineering
- System design
- Paid holidays
- Paid time off
Quick Apply
Director of Operations
Fresenius Medical Care —Aurora, CO
- $130,000 - $170,000 a year
- Full-time
- Customer service
- 3 years
- Clinic
- Health insurance
- Dental insurance
8d
Senior Practice Manager
Intermountain Healthcare —Superior, CO
- $44.99 - $69.44 an hour
- Full-time
- Hybrid work
- Nursing
- Word processing
- Computer literacy
2d
Director, GTM Strategy & Operations
Crocs —Broomfield, CO
- $165,000 - $175,000 a year
- Hybrid work
- Marketing
- Bachelor of Science
- Office
- AD&D insurance
- Disability insurance
Director of Operations - Colorado, Wyoming, Idaho
Stinker Stores —Denver, CO
- $125,000.00 - $195,312.50 a year
- Background check
- Computer literacy
- Office
- Health savings account
- Paid holidays
12d
Center Operations Director
Concentra —Denver, CO
- $77,459 - $102,246 a year
- Full-time
- HIPAA
- Clinic
- Bachelor's degree
- Commuter assistance
- Disability insurance
Corporate Executive Director of Operations
Xanterra Travel Collection —Greenwood Village, CO
- $160,000 - $190,000 a year
- Full-time
- 11+ years
- Microsoft Office
- Bachelor's degree
- Health savings account
- Paid holidays
Director of Operations
Ripple Fiber —Longmont, CO
- $140,000 - $160,000 a year
- Continuous improvement
- Military encouraged
- Recruiting
Quick Apply

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Client Service Associate

Ameriprise Financial -
Denver, CO

Apply Now

Job Details

Full-time
$54,400 - $74,800 a year
10 days ago

Benefits

Dental insurance
401(k)

Qualifications

Research
Math
Data interpretation
Computer skills

Full Job Description

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Do you have experience in the financial services industry and want to advance your career with an industry-leading firm? Our office is growing, and we are looking for a Client Service Associate to join our operations team! The Client Service Associate (CSA) is an integral part of advisor and branch support; responsible for using the client relationship model and turnkey tools. Activities may include but are not limited to servicing clients by assembling and analyzing client data, helping prepare financial plans, working with clients to process transactions, trades and other practice management tasks as needed. In addition to supporting advisor(s), you’ll be a part of our operations team providing the branch with general administrative and reception support as needed, including but not limited to understanding firm policies, procedures and digital tools. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you prosper in an environment where you can help others and if you enjoy creating a positive impact on client’s overall experience, we invite you to take your career to the next level by applying to join our team today!

Looking to advance your career further through licensing? We are dedicated to your career development through training, mentoring and licensing support — it's all about helping you effectively develop to reach your full potential!

Key Responsibilities:

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.

Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meetings and providing vital follow-up.

Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.

Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.

Provide general administrative duties such as answering the advisor's phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents, and new business correspondence and alerts.

Required Qualifications:

Associate (2-year) degree or equivalent.

3-5 years relevant experience required.

Experience working in a client service environment.

Detail-oriented, strong math, and analytical skills. Good organization and time management skills.

Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.

Able to communicate with all levels within the organization. Process oriented and can work with a team.

Strong computer and software skills.

Key Responsibilities

Assist advisor in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
Prepare and summarize client meetings by scheduling and confirming meetings, enter data into contact manager, create the agendas and summaries of meetings, escort clients to advisor and provide essential follow-up.
Prepare and ensure new business paperwork is submitted in good order which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
Prepare for and coordinate marketing events which includes creating marketing compliance documentation and managing event marketing reimbursement.
Provide general administrative duties such as answering the advisor's phone, process expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.

Required Qualifications

Associate (2-year) degree or equivalent
3-5 years Relevant Experience Required
Experience working in a client service environment.
Detail orientated, strong math, and analytical skills. Good organization and time management skills.
Able to manage multiple priorities and prioritizes effectively. Able to independently work with minimal supervision.
Able to communicate with all levels within the organization. Process oriented and can work with a team.
Strong computer and software skills.

Preferred Qualifications

Bachelors degree or equivalent

Base Pay Salary

The estimated base salary for this role is $54,400 - $74,800/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Non-Exempt

Job Family Group

Business Support & Operations

Line of Business

AAG Ameriprise Advisor Group

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

director, practice operations jobs in westminster, co

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