Senior Private Client Advisor The IMA Financial Group IncSenior Private Client AdvisorDenver, CO$60,000–$80,000 / yearResponsibility for managing renewal process on assigned book of business including preparation of pre-renewal summary, online quoting via carrier rating platforms and comparative rater, reviewing quotes and negotiating terms and premiums, preparing final quotes and proposals for delivery to client, binding coverage, and issuing renewal invoices, etc. Responsibility for daily account servicing and client advisement needs including but not limited to handling client and insurance company inquiries, processing daily carrier downloads, obtaining daily notifications and alerts from carrier websites, maintaining accurate account information in agency management system, claims advising, endorsements, evidence of insurance, auto ID cards, etc.
Specialist, Government Client Contracts Management (Fed Health) Deloitte Touche Tohmatsu LtdSpecialist, Government Client Contracts Management (Fed Health)Denver, CO$66,200–$121,800 / yearThe prime contracts professional understands the Deloitte market offering/ client solution that our external client needs; and, The prime contracts professional navigates the often highly regulated acquisition landscape to help GPS leaders place their solution onto an awarded contract that enables Deloitte to improve the public outcome. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Specialist Lead, Government Client Contracts Management (Civil) Deloitte Touche Tohmatsu LtdSpecialist Lead, Government Client Contracts Management (Civil)Denver, CO$84,300–$155,400 / yearThe prime contracts professional understands the Deloitte market offering/ client solution that our external client needs; and, The prime contracts professional navigates the often highly regulated acquisition landscape to help GPS leaders place their solution onto an awarded contract that enables Deloitte to improve the public outcome. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
Private Equity & Mergers & Acquisitions Associate Attorney Aligned Talent AcquisitionPrivate Equity & Mergers & Acquisitions Associate AttorneyDenver, ColoradoThis opportunity is ideal for an attorney interested in representing private equity sponsors, portfolio companies, strategic buyers and sellers, and other sophisticated clients in complex domestic and cross-border transactions. • Experience representing private equity sponsors, portfolio companies, public companies, and privately held businesses in sophisticated transactions.
NewASSOCIATE BANK FINANCIAL ADVISOR Wells Fargo & CoASSOCIATE BANK FINANCIAL ADVISORFort Collins, COThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Vice President, Sales Executive - West Emerging Client Portfolio Deloitte Touche Tohmatsu LtdVice President, Sales Executive - West Emerging Client PortfolioDenver, CO$171,600–$338,300 / yearWorking hand-in-hand with Partners, Principals and Managing Directors, these sales executives focus their highly skilled efforts in developing relationships with qualified targets and decision makers to uncover opportunities, develop effective sales strategies, manage the pursuit process and act as a key advisor to the pursuit team throughout the sales process. The role demands an experienced hunter-entrepreneur, with significant C- Level relationships and a deep understanding of today's life sciences / healthcare industry issues, and their strategic implications to potential clients across multiple market segments ranging from R&D/Clinical through Commercialization.
NewTeam Leader, Client Services (DEN) FidelityTeam Leader, Client Services (DEN)Greenwood Village, ColoradoRemoteFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees. Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.
Operations Associate - Part Time Sephora USA IncOperations Associate - Part TimeWestminster, CO$19.80–$22.90 / hourYour Role at Sephora: As an Operations Associate, you'll be the backbone of the store-ensuring smooth, efficient operations that support an exceptional client experience. Deliver exceptional serviceSupport the team in creating outstanding client experiences and achieving sales goals.
Employee Benefits & Executive Compensation Associate Attorney Aligned Talent AcquisitionEmployee Benefits & Executive Compensation Associate AttorneyDenver, ColoradoThis opportunity is ideal for an attorney interested in advising businesses, private equity sponsors, and other sophisticated clients on executive compensation, employee benefits, and transaction-related compensation matters. • Experience reviewing and advising on employee benefit plans, compensation arrangements, and executive compensation programs in connection with mergers and acquisitions and other corporate transactions.
Route Sales Associate Farmer Bros CoRoute Sales AssociateDenver, COWhen not covering a route, the RSA works in the warehouse, completing all warehouse duties as assigned, to include, but not limited to, inventory processes, loading and unloading deliveries, and pulling orders. Employees working in higher-cost cities may receive a geographical pay premium, which is determined based on market data and local economic factors.
Client Services Associate TBK BankClient Services AssociatePueblo, ColoradoBy profiling new and existing customers, offering insightful advice on bank products and services, and ensuring each customer interaction exceeds expectations, you'll play a key role in fostering customer loyalty and identifying valuable cross-selling opportunities. At TBK Bank, a subsidiary of Triumph, we're a team of passionate, driven, collaborative, solutions-minded people who want to make a difference in the lives of our customers and communities.
Client Services Supervisor - Theaters and Residencies AXS Group LLCClient Services Supervisor - Theaters and ResidenciesDenver, COWe are committed to innovation, artistry, and community, and leverage the power of our 300+ venues, leading sports franchises, marquee music brands, integrated entertainment districts, premier ticketing platform and global sponsorship activations, to create memorable moments that give the world reason to cheer. Since our founding in 2011, we've consistently pushed the industry forward and improved experiences for fans, making it easier than ever to discover events, find the perfect seats, and enjoy unforgettable live entertainment, and we continue to lead the evolution of our industry today.
Client Service Specialist The Mittera GroupClient Service SpecialistDenver, CO$58,000–$65,000 / yearIn addition, the Client Service Specialist is responsible for procuring outside services; performing print layouts for client; facilitating informative meetings to share requirements internally; and working with Sales to coordinate client meetings as appropriate. Mittera is a leading-edge company that provides commercial and digital printing, finishing, graphic design, data analytics, direct mail processing, and fulfillment services.
Production Associate ImageFIRST Healthcare Laundry SpecialistsProduction AssociateDenver, ColoradoFull timeAcquired by private equity firm Calera Capital in 2018, ImageFIRST serves medical facilities nationwide providing linen, patient gowns, scrubs, and more while managing their clients’ linen inventory for cost management. With one of the highest customer retention rates in the industry – 97% – ImageFIRST is dedicated to improving patient satisfaction and making staff happy with our white glove service!
Corporate & Finance, Mergers & Acquisitions, Mid-Senior Level Associate Hogan Lovells International LLPCorporate & Finance, Mergers & Acquisitions, Mid-Senior Level AssociateDenver, CO$260,000–$390,000 / yearWorking alongside market-leading practitioners, associates will advise public and private companies, strategic investors, and private equity sponsors on complex domestic and cross-border transactions, including some of the most high-profile and innovative deals in the market. All search firm submissions should be sent to Carly Halpin, Legal Recruitment Manager - Western Region, at carly.halpin@hlc.com, and Suzanne Hudgens - Lateral Legal Recruitment Manager - National, at suzanne.hudgens@hlc.com.
Registered Nurse Clinical Supervisor Care Options for KidsRegistered Nurse Clinical SupervisorDenver, ColoradoHe/she is responsible for (1) providing direct nursing care as prescribed by the physician to acutely ill, and/or chronically ill clients in their homes; (2) recording clinical and progress notes; and (3) coordinating other client care activities/services to provide the highest quality of client care in the geographic service area to which he/she is assigned. The Nurse Care Manager will be able to assist with all clinical duties, including but not limited to skilled assessments to determine eligibility, start of care, supervision of CNAs and/or LPNs, and recertification visits.
Associate Veterinarian (DVM) – Castle Rock, CO FenixHireAssociate Veterinarian (DVM) – Castle Rock, COCastle Rock, ColoradoThis is a great opportunity for both new graduates and experienced veterinarians looking to work in a collaborative and supportive environment. A veterinary hospital is seeking an Associate Veterinarian to join its established practice.
Associate Veterinarian (DVM) – Golden, CO FenixHireAssociate Veterinarian (DVM) – Golden, COGolden, ColoradoThis is a great opportunity for both new graduates and experienced veterinarians looking to work in a collaborative and supportive environment. A veterinary hospital is seeking an Associate Veterinarian to join its established practice.
GTM Planning Performance & Modeling Senior Associate Grant Thornton LLPGTM Planning Performance & Modeling Senior AssociateDenver, CO$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
1987 - Mid-Level Corporate Associate - Denver Holland & Knight LLP1987 - Mid-Level Corporate Associate - DenverDenver, COIdeal candidates will have 3-5 years of experience in corporate transactions with an emphasis on public or private company M&A and related corporate matters, including private equity, transactional energy and related infrastructure work, capital markets/related M&A work, and related business matters. Candidate must have strong interpersonal and communication skills, a high degree of maturity and business sense, and the ability to effectively manage internal and external client relationships.
Associate, Corporate - Real Estate Hogan Lovells International LLPAssociate, Corporate - Real EstateDenver, CO$260,000–$390,000 / yearThe attorney for this position will principally advise clients in connection with commercial real estate transactions, real estate financings, real estate investments, and real estate diligence matters. The Denver office of Hogan Lovells US LLP is searching for outstanding mid-level associates to join our highly regarded real estate practice.
Benefits Senior Associate Grant Thornton LLPBenefits Senior AssociateDenver, CO$76,000–$102,600 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
Optical Sales Associate- Optical Shop of Aspen EssilorLuxottica SAOptical Sales Associate- Optical Shop of AspenAspen, CO$17.55–$26.32 / hourIf you would like to provide feedback regarding an active job posting, or if you are an individual with a disability who would like to request a reasonable accommodation, please call the EssilorLuxottica SpeakUp Hotline at 844-303-0229 (be sure to provide your name, job id number, and contact information so that we may follow up in a timely manner) or email HRCompliance@luxotticaretail.com. Optical Shop of Aspen is part of EssilorLuxottica, a global leader in the design, manufacture and distribution of world-class vision care products, including iconic eyewear, advanced lens technology and cutting-edge digital solutions.
GTM Planning Rhythm of Business (ROB) Senior Associate Grant Thornton LLPGTM Planning Rhythm of Business (ROB) Senior AssociateDenver, CO$96,000–$144,000 / yearIn the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.
NewSenior Cost Segregation Associate JobotSenior Cost Segregation AssociateDenver, CO$60,000–$85,000 / yearBy offering in-depth expertise and hands-on service, our client enables businesses across various industries to leverage specialized tax strategies that support innovation and operational efficiency, making complex tax benefits more accessible and straightforward. Its primary focus is on helping clients identify, document, and claim valuable tax credits and incentives, such as the Research & Development (R&D) Tax Credit, cost segregation, and energy efficiency tax deductions like the 179D and 45L credits.
Employment Litigation Associate JobotEmployment Litigation AssociateDenver, CO$200,000–$220,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. They will also have extensive experience in case handling, drafting and responding to discovery, defending depositions, managing discovery, taking depositions, arguing motions, and participating in mediations.
New4 Year Wage & Hour Litigation Associate Jobot4 Year Wage & Hour Litigation AssociateDenver, CO$200,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our attorneys practice before state and federal courts and administrative agencies across the US and we are looking for an experienced Wage & Hour Litigation Associate to join our team.
NewSenior Labor & Employment Associate (Labor Focus) JobotSenior Labor & Employment Associate (Labor Focus)Denver, CO$210,000–$240,000 / yearYou’ll play a key role in supporting clients through collective bargaining, grievance arbitration, and union-related matters, while partnering directly with business leaders to deliver practical, strategic solutions. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
Commercial Litigation Associate Attorney JobotCommercial Litigation Associate AttorneyDenver, CO$215,000–$355,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Associate billable target: 1,850 hours annually; total annual time expectation: 2,200 hours, including approved professional development, pro bono, firm citizenship, and business development activities.
Client Service Associate Simon Quick AdvisorsClient Service AssociateDenver, COCompany: Simon Quick Advisors Position: Client Service Associate Location: Denver, CO Compensation: Starting at $70,000 Company Description Simon Quick Advisors is an independent, employee-owned RIA that offers holistic financial planning solutions for affluent families, business owners and executives. Collaboration and Teamwork- Works effectively with others, shares information openly, and contributes to team goals while respecting diverse perspectives and ideas.
Tax Senior Associate, Private Equity KPMGTax Senior Associate, Private EquityDenver, CO$81,130–$164,565 / yearWork with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Senior Associate, Tax - Project Management KPMGSenior Associate, Tax - Project ManagementDenver, COResponsibilities: Support client engagement teams and other stakeholders in the initiation, planning, design, execution, monitoring, controlling and closure of complex engagements including but is not limited to monitoring project progress, managing changes to project scope, schedule, budget, tracking key performance indicators and creating reports and presentations to be delivered to relevant clients and/or stakeholders. Excellent organizational, presentation, communication, meeting facilitation skills, analytical ability, strong judgment skills, supervisory skills and the ability to work effectively with project team members, project sponsors, functional leads, senior management and clients.
Litigation Associate Higgins Hopkins McLain & Roswell, LLCLitigation AssociateDenver, COYou will work alongside experienced attorneys who are recognized leaders in construction litigation, within a collaborative, team-oriented environment focused on achieving excellent results efficiently. The firm has been recognized by the Denver Business Journal as one of the Best Places to Work, reflecting its commitment to strong culture, teamwork, and delivering excellent legal work.
Tax Senior Associate, Hedge Funds KPMGTax Senior Associate, Hedge FundsDenver, COWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
Client Associate-2 The IMA Financial Group IncClient Associate-2Denver, CO$60,000–$70,000 / yearThe Client Associate -2 delivers more independent client support, handling complex service tasks, supporting renewals, and responding to client questions with limited oversight. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Client Service Associate Beacon Pointe AdvisorsClient Service AssociateDenver, COThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution…" /> Client Service Associate @ Beacon Pointe Advisors LLC. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution.
Wealth Management Client Associate Bank of America CorpWealth Management Client AssociateGrand Junction, CO$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Associate Director, Client Partner (DentaQuest) - Denver, CO Sun Life Financial IncAssociate Director, Client Partner (DentaQuest) - Denver, CODenver, CO$101,700–$152,600 / yearThrough employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. Proven ability to provide consultative services to proactively meet customer needs, using management reports, offering training opportunities and recommending innovative solutions.
Client Services Associate Investortools IncClient Services AssociateColorado Springs, CO$70,000–$90,000 / yearAlong the way, you'll develop strong cross-functional partnerships, navigate complex technical and operational environments, and occasionally travel to major financial centers across the U.S. to deepen relationships and deliver high-impact support. As you master our suite of highly specialized software tools, you'll help clients integrate them into their daily processes, coordinate with their technology and infrastructure teams, and deliver tailored training that empowers users to work more efficiently and confidently.
Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLPClient Accounting and Advisory Services (CAAS) Senior AssociateDenver, CO$81,500–$103,500 / yearOur firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).
Client Services Associate / Travel (Remote) HB TravelsClient Services Associate / Travel (Remote)Denver, ColoradoRemoteThis role involves assisting clients with their travel needs, handling inquiries, and ensuring smooth booking processes from start to finish. We are a trusted travel services organization dedicated to delivering seamless booking experiences and personalized travel support.
Associate Director, Clinical Client Services Capital Rx LLCAssociate Director, Clinical Client ServicesDenver, CO$160,000–$190,000 / yearJudi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Judi Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and. Partner with Account Executives and Sales to support strategic client planning, reviews, renewals, finalist presentations, and key client discussions.
Associate Director, Client Services - Account Executive Capital Rx LLCAssociate Director, Client Services - Account ExecutiveDenver, CO$163,600–$190,000 / yearPosition Overview: The Associate Director, Client Services - Account Executive is responsible for managing the planning, execution, issue resolution and day to day account executive functions of an assigned high profile but limited client portfolio and team to ensure ongoing client satisfaction in the Pharmacy Benefit Management (PBM) market segment including Employer Groups, Public Entities, and Labor/Union. Judi Health is an enterprise health technology company providing a comprehensive suite of solutions for employers and health plans, including: Judi Rx, a public benefit corporation delivering full-service pharmacy benefit management (PBM) solutions to self-insured employers, Judi Health, which offers full-service health benefit management solutions to employers, TPAs, and health plans, and.
Rehire Client Support Associate DRFRehire Client Support AssociateAurora, ColoradoThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.
NewClient Service Associate (Denver, CO) Raymond James Financial IncClient Service Associate (Denver, CO)Denver, CO$45,000–$61,000 / yearThe ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Job SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team.
Client Support Associate-Loveland PDS Inc, LLCClient Support Associate-LovelandLoveland, CO$26–$28 / hourDemonstrated team collaboration and customer service skills; able to communicate clearly with end users and cross-functional partners (Leaders, HR, Operations, Shared Services, vendors). Experience working in an ITSM/ticketing environment and adhering to service levels, escalation paths, and knowledge management practices.
Client Success Associate – Work From Home Spade RecruitingClient Success Associate – Work From Homedenver, COPeople tend to succeed here when they enjoy communicating and appreciate structured, predictable work. If you want work that feels meaningful and provides long-term stability, this position offers exactly that.
Assistant Controller, Outsourced Accounting, Nonprofit Industry Clients Wipfli Advisory LLCAssistant Controller, Outsourced Accounting, Nonprofit Industry ClientsDenver, ColoradoRemote$83,000–$113,000 / yearFull timeThe actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.
Premier & Private Banking - Private Client Advisor NBH BankPremier & Private Banking - Private Client AdvisorGreenwood Village, COYou will be responsible for a variety of tasks including; establishing an entrusted banker-client relationship, coordinating assigned client financial needs through proactive and disciplined approach that reaches across multiple lines of business and service/support teams, protect all client and bank information, and following Client Privacy and Information Policy & Procedures for communication with clients, vendors and associates, and study and understand broad local and national economic and business issues that allow fluent advisory discussions with affluent clients to engage and help determine needs. All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
Client Services Manager Global Experience Specialists LLCClient Services ManagerAurora, COAct as a liaison with show management, exhibitors, facility staffs, production personnel, internal clients and ancillary vendors with regard to all services and build working relationships with all. Responsible for the management of shows from planning stages through collection of invoice, including: collaborating with clients to gather information, help influence decision making and manage to customer expectations.