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1,039 Results for

Client Service Associate Jobs in Colorado

102 SOUTH TEJON STREET:COLORADO SPRINGS

City:.

United States of America

Work hours/week:.

18 days ago

Aspen, CO
  • $25–$44 / hour

Responsibilities:Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offeringsEnsures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requestsAssists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage riskIdentifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FASupports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetRequired Qualifications:Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66) If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

30+ days ago

Louisville, 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.

16 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.

11 days ago

Denver, CO
  • $70,000–$85,000 / year

Maintain working proficiency with financial products, including annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, and charitable giving practices. WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

23 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.

16 days ago

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

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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/.

7 days ago

Greenwood Village, CO
  • $50,100–$82,800 / year

To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

9 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.

18 days ago
The Charles Schwab Corp logo

CO

li>Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

8 days ago

Parker, 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.

10 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.

10 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

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