Talent.com

Client service associate Jobs in Denver, CO

Create a job alert for this search

Client service associate • denver co

Last updated: 1 day ago

Client Services Associate

PTMA Financial SolutionsDenver, Colorado, United States, 80202
$27.00 hourly
Full-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

Senior Client Services Associate

Broadridge Financial SolutionsDenver, CO, United States
$75,000.00 yearly
Full-time

Sr Client Services Representative.At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.If you're passionate about developing your career, while helpin... Show more

Customer Service Associate

Sanders & Johnson, Inc.Littleton, CO, USA
$23.00 hourly
Full-time
Quick Apply

Customer Service Associate in Littleton, CO.If you thrive on making people's days better, love juggling a variety of tasks, and can charm even the grumpiest of personalities with your grace and wit... Show more

Associate Client Advocate

Willis Towers WatsonDenver, CO, United States
$90,000.00 yearly
Full-time

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive... Show more

Veterinary Client Service Representative

Hampden Family Pet HospitalEnglewood, CO, US
Full-time

Veterinary Client Service Representative.Compensation: $19–$22/hour, negotiable based on credentials and experience.The final rate will consider skills, qualifications, experience, and location.Be ... Show more

Associate Director, Clinical Client Services

Judi HealthDenver, CO, United States
$160,000.00 yearly
Full-time

Associate Director, Clinical Account Manager.Location: Hybrid (Local to NYC, Denver, or Charlotte area).Judi Health is an enterprise health technology company providing a comprehensive suite of sol... Show more

Customer Service Associate

Salud Family HealthCommerce City, Colorado, United States
$19.50 hourly
Full-time

CSA) is responsible for creating a positive first impression, exhibiting excellent customer service, and promoting a pleasing experience for Salud patients.The CSA approaches his/her tasks in a tea... Show more

Client Service Director

Arthur J Gallagher & CoEnglewood, CO, United States
Full-time

At Gallagher, we believe in fostering a culture of growth and excellence.As a Client Service Director, you'll lead a team dedicated to delivering exceptional service that aligns with our operationa... Show more

Client Service Lead (CDOT)

Jacobs SolutionsDenver, CO, United States
$170,400.00 yearly
Full-time

Jacobs is seeking a dynamic and experienced Client Service Lead to drive strategic growth and client engagement across Colorado's transportation market.This is a high-impact leadership role focused... Show more

Client Success Associate, Navigation

Rightway HealthcareDenver, CO, United States
$64,000.00 yearly
Full-time

Client Success Associate, Navigation.As a Client Success Associate, you are the client's primary point of contact for day-to-day operational matters and are responsible for overseeing these tasks t... Show more

Registered Client Service Associate

StifelGreenwood Village, CO, US
Full-time

Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide... Show more

Client Management Associate II

CAPTRUSTEnglewood, CO, United States
Full-time

Institutional Client Management Associate II.CAPTRUST is seeking an Institutional Client Management Associate II who will support the Service Team to serve and retain institutional client relations... Show more

Client Service Leader

GallagherGreenwood Village, Colorado
Full-time

At Gallagher, we’re all about helping businesses grow, communities thrive, and people prosper.As a Client Service Leader, you’ll guide a team that delivers exceptional service to our clients.You’ll... Show more

Customer Service Associate

Go RentalsLakewood, CO, US
$19.00 hourly
Full-time
Quick Apply

Why You’ll Love this Guest Experience Associate Job!    .Deliver First-Class Service in a Luxury Hospitality Environment.If you thrive in high-end, fast-paced environments and have a passion for.Go... Show more

Client Support Associate-Englewood

PDS Inc, LLCEnglewood, CO, US
$28.00 hourly
Full-time
Quick Apply

Minimum of 5 years of hands-on experience supporting enterprise IT technologies.Demonstrated experience with: .Windows desktop environments (configuration, deployment, and troubleshooting).PC ... Show more

Client Service Coordinator & Receptionist | Sindrich & Associates

Kestra Financial Independent AdvisorDenver, CO, US
Full-time
Quick Apply

The Client Service Coordinator & Receptionist is responsible for delivering a warm, professional, concierge-level experience to clients while supporting advisors and operations through meeting ... Show more

Client Service Associate

Simon Quick AdvisorsDenver, CO, US
Full-time
Quick Apply

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 t... Show more

Customer Service Associate I

Dollar TreeLittleton, CO, United States
Part-time

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer.Duties include, but are not limited to, the following:.Assist customers with q... Show more

Food Service Associate, PRN

Craig HospitalEnglewood, CO
Full-time

The Food Services Associate is responsible for assisting the Food Service leadership team in implementing a world-class quality food service program.This position is responsible for participating i... Show more

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

Client Services Associate

PTMA Financial SolutionsDenver, Colorado, United States, 80202
1 day ago
Salary
$27.00 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.

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



PI4bfe40bbd2c6-30511-41282836