843 Results for

Client Service Associate Jobs in Westminster, CO

United States of America

Work hours/week:.

15 SOUTH CRANBERRY ROAD:WESTMINSTER

City:.

United States of America

Work hours/week:.

1801 13TH STREET:BOULDER

City:.

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.

Denver, CO
  • $26.50–$42 / hour

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. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy Shift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

BOK Financial Corp logo

Denver, CO
  • $60,000–$82,000 / year

This level of knowledge is normally acquired through completion of an Associate's Degree in a Business related field (Bachelor's preferred) and 4 years' experience in banking and treasury client servicing or an equivalent combination of education and experience. As the treasury management team, we engage directly with clients, providing market insights and best practices on areas such as treasury optimization, reducing fraud risk, working capital benchmarking, and industry-leading trends.

denver, CO

Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control).• The CSR is the pivot around which the hospital operates and is responsible for:• Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.•

Denver, Colorado

The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

If you are a current associate, you need to apply through our internal career site.

New

Denver, Colorado

The CSR is the pivot around which the hospital operates and is responsible for: • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

If you are a current associate, you need to apply through our internal career site.

Louisville, Colorado

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If you are a current associate, you need to apply through our internal career site. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

Louisville, CO
  • $17–$19.50 / hour

Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

As the face of our hospital, our Client Service Representatives set the tone for every client experience and help maintain trust and confidence in our care.

Fox Rothschild LLP logo

Denver, CO
  • $35.10–$38.94 / hour

li>Process new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software.

As a member of the Client Service Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s).

Louisville, Colorado

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If you are a current associate, you need to apply through our internal career site. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

CO
Remote
  • $52,500–$87,500 / year

p>Within PNC''s Commercial Card Services department in Treasury Management, you will enjoy a high-level of customer contact with a dedicated portfolio of commercial card clients via email and phone filled with both routine and unexpected challenges in a remote environment.

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.

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.

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.

  • Highlands Ranch, CO
    • $16–$17 / hour

    Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

    ESSENTIAL FUNCTIONS:

    • Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms.

    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.

    Aurora, CO

    Community Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. For employees in the following states (TX/OH/MN/IN/WI): Motor Vehicle Valid state-issued driver's license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview.

    New

    Englewood, CO
    • $20–$24 / hour

    p>Community Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder.

  • For employees in the following states (TX/OH/MN/IN/WI):
  • Motor Vehicle Valid state-issued driver's license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview.

  • Denver, CO
    • $22.61–$27.25 / hour

    Provides superior customer service through an omni-channel environment including chat, written correspondence, incoming calls, outbound calls, and emails to both internal and external parties such as clients, asset sponsors, financial advisors, attorneys, CPAs etc. Use working knowledge of various processes, asset types, and service levels across the firm to quickly analyze the root cause of issues and determine the correct course of action, following up on the item to ensure ultimate resolution.

    Denver, Colorado
    • $285,000–$405,000 / year

    li style="margin:0in 0in 0in 0.25in">Manage the end-to-end household workplan across internal shared services (Accounting/Finance/FP&A, Technology, HR, Communications, Legal/Risk, Real Estate, Security, Tax/Wealth Planning) and external advisors/vendors.

  • Strong cross-functional project/program management skills (work planning, RACI, dependency/risk management, meeting facilitation, vendor coordination, budgeting basics).

  • 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.

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