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589 Results for

Client Associate Jobs in Longmont, CO

United States of America

Work hours/week:.

1801 13TH STREET:BOULDER

City:.

13 days ago

Denver, Colorado

Our 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.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

30+ days ago
Morgan Stanley logo

Denver, CO
  • $34,653–$85,000 / year

MSOnline, eSign, eAuthorization) • Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team • Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance) • Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA • Supporting the FAs marketing strategy (e.g., website maintenance) • Assist FAs in delivering against their business plan and client service model • Remaining current on all policies, procedures, and new platforms • Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management.

• Provide service coverage for an FA including: • Supporting the FA in cultivating and enhancing new and existing client relationships • Executing money movement transactions at the request of the client and/or FA • Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit) • Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA • Educating or enrolling clients in digital tools (e.g.

30+ days ago
Morgan Stanley logo

Denver, CO
  • $34,653–$85,000 / year

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.

17 days ago

Boulder, CO

li>Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

19 days ago

Denver, Colorado

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs

Work Experience.

14 days ago
United States of America

Work hours/week:.

15 SOUTH CRANBERRY ROAD:WESTMINSTER

City:.

12 days ago

Denver, CO

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30+ days ago

Fort Collins, CO
  • $204,122–$216,010 / year

li>

Driving Efficiency: This core qualification involves the demonstrated ability to strategically and sufficiently manage resources, budget effectively, cut wasteful spending, and pursue efficiency through process and technological upgrades. For more information regarding the SES, go to https://www.opm.gov/policy-data-oversight/senior-executive-service/.

10 days ago

Brighton, Colorado

By 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.

Triumph Financial, Inc. (NASDAQ: TFIN), is a financial holding company headquartered in Dallas, Texas, offering a diversified line of banking, payments, and factoring services.

7 days ago

Johnstown, Colorado

By 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.

7 days ago

CO

In this role, you'll be the main point of contact for clients, working closely with our Production team to make sure projects run smoothly from start to finish.

  • Initiate all project related work by providing detailed budget, schedule and instructions to the project team and by anticipating pitfalls or potential roadblocks to successful completion.

    • 30+ days ago

    Brighton, CO
    • $16.54–$22.67 / hour

    By 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.

    7 days ago

    CO
    • $16.54–$22.67 / hour

    By 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.

    7 days ago

    Denver, CO
    • $80,000–$115,000 / year

    Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. The EisnerAmper Private Client Services Team connects family-owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals.

    30+ days ago

    Denver, CO
    • $60,000–$65,000 / year

    With a data-driven approach and the industry's largest network of experts, The Freeman Company''s insights shape exhibitions, exhibits, and events that drive audiences to action. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show-site at the Gaylord Rockies Resort & Convention Center 2-3 days per week.

    19 days ago

    CO
    Remote

    Founded by Dr. Jonathan Rothberg in 2011, Butterfly Network is a digital health company with a mission is to democratize medical imaging by making high-quality ultrasound affordable, easy-to-use, globally accessible, and intelligently connected, including for the 4.7 billion people around the world lacking access to ultrasound. Please only apply if you are based out of one of these states: Arizona, California, Colorado, Illinois, Kansas, Louisiana, Minnesota, Missouri, Montana, Nebraska, New Mexico, Oklahoma, Oregon, Tennessee, Texas, Utah, Washington, Wisconsin, or Wyoming.

    30+ days ago

    CO
    • $81,500–$103,500 / year

    Our 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).

    30+ days ago

    Denver, Colorado
    Remote

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    AO Globe Life is hiring motivated individuals who want to grow professionally while working in a flexible, fully remote environment. You’ll guide conversations, provide support, and help clients navigate their options—all while building valuable skills and long-term career growth.

    14 days ago

    Fort Collins, Colorado
    Remote

    p>The Client Services Associate will assist clients with inquiries, service support, and ongoing communication while maintaining a high level of professionalism and organization. This role is ideal for individuals who enjoy helping people, communicating effectively, and providing excellent customer experiences in a remote work environment.

    19 days ago

    Denver, CO
    • $37,125–$61,875 / year

    p>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

    13 days ago

    Denver, Colorado

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    As a leading U.S. ordering and delivery marketplace, we feature over 415,000 merchants in more than 4,000 cities, creating the ultimate food experience by elevating online ordering through innovative restaurant technology, easy-to-use platforms, and an improved delivery experience. You'll head up the charge in launching Grubhub Campus ordering with Higher Education dining programs, driving engagement with students, and managing senior relationships with university and food­ service operators.

    30+ days ago

    Denver, CO
    Remote
    • $75,000–$90,000 / year

    li>Investigate and respond to client requests by researching internal NetSuite database and deal documents including complex waterfall spreadsheets, and by communicating with internal teams.

    SRS Acquiom delivers the smartest way to run a deal through a platform and services designed to help deal parties manage complex M&A and loan agency transactions more efficiently.

    21 days ago

    Denver, CO
    • $60,000–$75,000 / year

    You'll head up the charge in launching Grubhub Campus ordering with Higher Education dining programs, driving engagement with students, and managing senior relationships with university and food service operators. Featuring over 375,000 merchants in over 4,000 cities nationwide, our innovative technology, user-friendly platforms, and streamlined delivery capabilities have made us an industry leader in the world of online food ordering.

    30+ days ago
    Broadridge Financial Solutions Inc logo
    New

    Denver, CO
    • $75,000–$90,000 / year

    We are seeking a Sr Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.

    2 days ago

    Denver, CO
    • $69,130–$96,470 / year

    Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets (Citigroup, clients) by ensuring compliance with laws, rules, and regulations. They ensure seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform.

    30+ days ago
    New

    Denver, CO
    Remote
    • $55,000–$70,000 / year

    p>Client Success Associates are integral members of PCG's Northwest Education Team; the specific focus of this role will be supporting web-based case management software, primarily for Special Education. At PCG, all aspects of employment regarding recruitment, hiring, training, promotion, compensation, benefits, transfers, layoffs, return from layoff, company-sponsored training, education, and social and recreational programs are based on merit, business needs, job requirements, and individual qualifications.

    1 day ago

    Denver, Colorado

    p>The Associate Director, Client Relationship Management will be responsible for fostering and maintaining strong relationships with Retail Alternatives Transfer Agency and Registered Fund Services' diverse client base, ensuring client satisfaction, retention, and identifying opportunities for growth. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

    20 days ago

    Denver, CO
    • $85,000–$160,000 / year

    p>The Associate Director, Client Relationship Management will be responsible for fostering and maintaining strong relationships with Retail Alternatives Transfer Agency and Registered Fund Services' diverse client base, ensuring client satisfaction, retention, and identifying opportunities for growth. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

    19 days ago

    Denver, CO
    Remote
    • $75,000–$90,000 / year

    p>Our solutions start with human expertise and are powered by technology: virtual data rooms, document solicitation, escrow and payment administration, shareholder representation, and independent loan‑agency services like administrative and collateral agent support.

  • Investigate and respond to client requests by researching internal NetSuite database and deal documents including complex waterfall spreadsheets, and by communicating with internal teams.

    • 26 days ago

    Denver, Colorado

    The CM drives, designs, and executes integrated enrollment, service and growth strategies for each customer in their block.

    Principal Duties and Responsibilities

    • Effectively learn and understand the Pre and Post-Sale Proactive Client Management, Education, Development, Growth and Retention for core market.

    • In partnership with sales, assist in learning how to proactively manage pre-renewal communication with the goal of improving reenrollment effectiveness and avoiding renewal distractions during rate guarantee expiration and anniversary.

    27 days ago

    Denver, Colorado

    p/>

    As a leading U.S. ordering and delivery marketplace, we feature over 415,000 merchants in more than 4,000 cities, creating the ultimate food experience by elevating online ordering through innovative restaurant technology, easy-to-use platforms, and an improved delivery experience. You'll head up the charge in launching Grubhub Campus ordering with Higher Education dining programs, driving engagement with students, and managing senior relationships with university and food­ service operators.

    30+ days ago

    Severance, Colorado

    li>

    Help customers with items such as Stop Payments, Debit Card Orders/Reorders, Debit Card Disputes, IRAs, Heath Savings Accounts, Wire Transfers, Directo-a-Mexico, Online Banking and Mobile Banking.

  • Opens new accounts; prepares and compiles new customer information in accordance with the banks CIP and Know your Customer policies, as well as ensures completeness and accuracy of documentation including scanning into the system, and timely follow up on missing or incomplete documents.

    • 30+ days ago

    Denver, Colorado

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    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices. Banking Products, Business Acumen, Collaborating, Customer Experience Management, Customer Retention, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Products and Services, Relationship Management, Selling.

    Work Experience.

    19 days ago

    Denver, CO
    • $70,125–$116,875 / year

    Leverages needs based and consultative conversational skills, experience, and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

    16 days ago

    Denver, CO
    • $96,000–$160,000 / year

    Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. In this role, you will serve as the primary point of contact for construction clients, delivering accurate financial reporting, reviewing work-in-progress schedules, and offering strategic guidance to improve processes, internal controls, and operational efficiency.

    30+ days ago

    Denver, CO
    Remote
    • $122,000–$165,000 / year

    p>Qualifications:

    • Bachelor's degree in Accounting, Finance, or Business required • 4-6 years of accounting experience, including exposure to manufacturing environments • 3+ years of experience leading and developing teams • Knowledge of manufacturing accounting concepts, including WIP, inventory, job costing, and COGS • CPA, CMA, or similar certification preferred • Strong financial reporting and analytical skills • Proven ability to manage multiple priorities, projects, and client relationships • Excellent communication and presentation skills • Experience with accounting/ERP systems (e.g., QuickBooks Online, NetSuite, Fishbowl, Katana) and Microsoft Office • Ability to influence outcomes, drive process improvements, and develop team members • Ability to travel up to 10%. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.

    30+ days ago

    CO
    • $220,000–$270,000 / year

    p>Position summary: The Director of IP Client Service is responsible for the management of client-facing specialist teams and providing leadership and direction to strategically manage internal/external client service at an operational level with focus on efficiency, process improvement, risk management, quality control, workflow, or other processes impacting client service.

  • Moderate and facilitate meetings comprised of IP partners, associates, practice group professionals and other IP Services business professionals; set and manage realistic expectations for project deliverables; put ideas into a practical context and coordinate efforts of multi-disciplinary teams to meet project deliverables.

    • 30+ days ago

    Denver, CO
    • $90,000–$125,000 / year

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    Salary Range
    $90,000—$125,000 USD

    Compensation & Benefits.

  • Responsibility for day-to-day supervising of Private Client Service Teams including client issues and problem solving, providing guidance regarding renewal strategies and client retention, carrier issues, PTO approval, performance reviews and timecards.

    • 13 days ago

    Denver, CO
    • $90,000–$125,000 / year

    li>Responsibility for day-to-day supervising of Private Client Service Teams including client issues and problem solving, providing guidance regarding renewal strategies and client retention, carrier issues, PTO approval, performance reviews and timecards.

  • Works closely with Market Manager to help foster a spirit of teamwork between Producers, Client Advisors, and Placement Teams to drive results, support strategic initiatives, and meet new business and retention goals.

    • 12 days ago
    Broadridge Financial Solutions Inc logo

    Denver, CO
    • $25–$30 / hour

    We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. We are seeking a Client Services Representative who will be responsible for managing a book of business for both TPA and Non-TPA clients to ensure key deliverables are met, driving both business growth and client retention.

    26 days ago

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