Talent.com

Client associate Jobs in Denver, CO

Create a job alert for this search

Client associate • denver co

Last updated: 1 day ago

Client Services Associate

PTMA Financial SolutionsDenver, Colorado, United States, 80202
$27.00–$32.00 hourly$27.00–$32.00 hourly
Full-timeFull-time
Quick Apply

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector.In addition to more than 12,000 local governments, schoo... Show more

Branch Service Manager / Registered Client Associate

Royal Bank of Canada1801 CALIFORNIA STREET:DENVER
$50,000.00–$80,000.00 yearly$50,000.00–$80,000.00 yearly
Full-timeFull-time

Join RBC and help clients thrive and communities prosper.You will embrace RBC Wealth Management’s core values and culture as an integral part of our branch serving financial advisors, clients and t... Show more

Client Services Associate

Northwestern Mutual - DenverDenver, CO, US
$57,000.00–$65,000.00 yearly$57,000.00–$65,000.00 yearly
Full-timeFull-time
Quick Apply

Passage Wealth Partners is a full-service financial advisory practice backed by Northwestern Mutual specializing in wealth management and accumulation, risk management, retirement planning, tax-eff... Show more

Wealth Management Client Associate

U.S. BancorpArvada, CO, United States
$20.87–$27.84 hourly$20.87–$27.84 hourly
Full-timeFull-time

Investment Relationship Manager Support.Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.Performs administrative support... Show more

Associate Director, Client Services - Account Management

Judi HealthDenver, CO, United States
$129,000.00–$150,000.00 yearly$129,000.00–$150,000.00 yearly
Full-timeFull-time

Associate Director, Client Services - Account Management.Charlotte, North Carolina, United States; Denver, Colorado, United States; New York, New York, United States.Judi Health is a health technol... Show more

Client Sales Associate (Remote)

Stratford DavisDenver, CO, us
RemoteRemote
Full-timeFull-time
Quick Apply

Build a career where you can make a meaningful impact while creating opportunities for your own professional and financial growth.We are seeking motivated individuals to join our team as a Client S... Show more

Wealth Management Client Associate

U.S. BankArvada, CO, United States
$20.87–$27.84 hourly$20.87–$27.84 hourly
Full-timeFull-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Client Development Director

Live Nation EntertainmentRemote, Denver, Colorado,
RemoteRemote
Full-timeFull-time

The Client Development Director (CDD) will focus exclusively on our client accounts, concentrating on the needs of clients within the TM Sports segment.This position will be responsible for managin... Show more

Client Facilities Lead

Barry'sDenver, Colorado, United States, 80206
$21.00 hourly$21.00 hourly
Full-time +1Full-time +1
Quick Apply

We appreciate your interest in employment with Barry’s! Barry’s is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of ... Show more

Client Executive

C1Denver, CO, United States
$95,000.00–$125,000.00 yearly$95,000.00–$125,000.00 yearly
Full-timeFull-time

The Client Executive is responsible for selling all products and services offered in the C1 portfolio.This position must meet their assigned targets consistently while searching for growth opportun... Show more

Associate Vice President, Market & Client Research (Hospital and Healthcare)

VizientEnglewood, CO, United States
$156,500.00–$290,100.00 yearly$156,500.00–$290,100.00 yearly
Full-timeFull-time

Associate Vice President, Market & Client Research.When you're the best, we're the best.We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills ... Show more

Client Booking Specialist

Alegria Travel ServicesDenver, Colorado, United States
RemoteRemote
Full-timeFull-time
Quick Apply

We are seeking a motivated and customer-focused Client Booking Specialist to assist clients with researching available options and coordinating booking requests based on their needs and preferences... Show more

Associate - Client Service

Matter Family OfficeDenver, Colorado, United States
Full-timeFull-time

Matter Family Office is a multi-family office dedicated to helping families thrive for generations.Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment... Show more

Client Director

ArctiqDenver, CO, United States
Full-timeFull-time

Consultative It Solutions Sales Representative.Company Overview: Arctiq is a global, intelligence-driven technology services company delivering professional and managed services across Hybrid Cloud... Show more

Client Services Representative

2nd Home Community Center LLCAurora, US
Full-timeFull-time

Essential Duties and Responsibilities: Serve as the first point of contact for clients by phone, email, or in-person.Schedule and coordinate doctor appointments for clients.Assist clients with book... Show more

Client Manager III

J.B. Hunt TransportDenver, CO
Full-timeFull-time

Work closely with internal teams, such as Operations and Customer Experience, to ensure they have the tools, knowledge, training, and support needed to perform their responsibilities for startups a... Show more

Remote Client Services Associate

AILDenver, CO, US
RemoteRemote
Full-timeFull-time
Quick Apply

Position Overview AO Globe Life is looking for a Client Coverage Specialist to help individuals and families understand insurance coverage designed to support their financial protection.In this rem... Show more

Client Consultant

Alpine Legacy GroupWestminster, CO, US
$76,000.00–$88,000.00 yearly$76,000.00–$88,000.00 yearly
Full-timeFull-time

At Alpine Legacy Group, we believe in people — their stories, their goals, and their potential.We help protect families, nurture leaders, and build meaningful careers grounded in integrity, g... Show more

Private Client Advisor

KeyCorpEnglewood, CO, United States
Full-timeFull-time

Location: 12801 Colorado Boulevard - Thornton, Colorado 80241.Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the bas... Show more

Client Executive, EB

Holmes MurphyDenver, CO, United States
Full-timeFull-time

Employee Benefits Producer (Client Executive).We are looking to add an Employee Benefits Producer (Client Executive) to join our Employee Benefits team.Offering a forward-thinking, innovative, and ... Show more

People also ask
The highest-paying jobs are:
The top 10 cities are:
Client Services Associate

Client Services Associate

PTMA Financial SolutionsDenver, Colorado, United States, 80202
30+ days ago
Salary
$27.00–$32.00 hourly
Job type
  • Full-time
  • Quick Apply
Job description

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.


Essential Duties and Responsibilities –

  • Provide exceptional participant experience by answering phone inquiries, responding to emails to resolve all client requests timely.
  • Utilize Customer Service Management System to track client requests through completion.
  • Perform data stewardship to ensure accuracy of source data used throughout the firm.
  • Act as intermediary for all communications to PTMA LGIP clients.
  • Process audit confirmation requests for Fund Participants.
  • Recommend and assists with enhancement and maintenance of procedures and related systems and reports.
  • Order banking supplies and process billing for banking services.
  • Assist and provide backup to other staff.
  • Other duties and responsibilities as assigned by management.
  • Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.
  • Set up, update, and maintain client account information, including access to GPS.
  • Assist clients and staff by investigating and answering questions related to systems, accounts, procedures, transactions and/or services.
  • Assist with deliverables for annual audits of Funds.
  • Provide coverage for vacation, sick and personal days of team members.
  • Perform special projects as needed and assigned.

Decision Making/Difficulty of Work:

  • The position is hands on, fast paced, detail and deadline oriented.
  • The position requires good judgment, strong attention to detail, and accuracy.
  • Organizational skills and management of priorities are necessary to succeed in this position.

Minimum Requirements:

  • Ability to work effectively with employees of all levels within the company.
  • Must be able to handle multiple tasks and prioritize appropriately.

Competencies Required

Computer Skills:

  • Must be proficient in Outlook, Excel.
  • Experience with a Customer Service Management tool such as Salesforce is beneficial.

Interpersonal Skills:

  • Excellent customer service skills required.
  • Must be able to work closely in a team environment.
  • Must be able to evaluate problems as they occur daily and resolve them in cooperation with co-workers.

Communication Skills:

  • Must be able to work closely with the other client service associates, and management.
  • Strong oral and written communication skills are necessary to succeed.
  • Must be comfortable on the phone and client facing.

Other Training, Education, Special Skills Required:

Education/Knowledge:

  • Associates Degree or higher and/or 1-2 years banking experience
  • 1-2 years of customer service experience preferred.
  • Knowledge of financial markets and mutual fund industry beneficial.

NO AGENCIES PLEASE


The pay range for this role is:
27 - 32 USD per hour(Colorado)



PI4bfe40bbd2c6-30511-41282836