Client service associate Jobs in Westminster, CO
Last updated: 9 hours ago
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC office.
The Client Service Associate will join a highly talented...Show moreLast updated: 7 days ago
As a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years.
SouthState team members strive to cre...Show moreLast updated: 7 days ago
Denver DTC Office - Denver, CO.The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests.Responsibilities i...Show moreLast updated: 4 days ago
We are looking for a candidate with prior corporate and customer service knowledge to join our team and experience the support, camaraderie and satisfaction that comes from working with a family-or...Show moreLast updated: 22 hours ago
The goal of the Client Services Lead / Support (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated...Show moreLast updated: 2 days ago
We are looking for a candidate with prior corporate and customer service knowledge to join our team and experience the support, camaraderie and satisfaction that comes from working with a family-or...Show moreLast updated: 10 days ago
At CityVet - Westminster, we believe healthy pets start with happy people.It is important that our vet-led clinics are filled with smiling faces and compassionate pet people, and each of our employ...Show moreLast updated: 1 day ago
Are you incredibly organized with an eye for detail? Are you a skilled multitasker?.We're looking for a Service Associate to : .
Field Operations team aligned to the Market.You'll be working in person...Show moreLast updated: 1 day ago
Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve li...Show moreLast updated: 2 days ago
HUB is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth manag...Show moreLast updated: 30+ days ago
MGA Homecare has been providing Private Duty Nursing, Skilled Nursing Visits, Occupational Therapy, Physical Therapy, and Speech Therapy services within the home and community-based setting for ove...Show moreLast updated: 10 days ago
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients.
We continually seek to perfect our craft of personalized financial plannin...Show moreLast updated: 1 day ago
Blank Label is an award-winning custom menswear brand with the mission of making custom the new standard for every male shopper - taking guys from ill-fitting work and casual wear to being a guy pe...Show moreLast updated: 1 day ago
Are you someone who thrives in a welcoming, customer service-oriented environment? Do you excel at building strong client relationships? If so, we want you to be part of our team! Apply today and b...Show moreLast updated: 7 days ago
Essential Duties and Responsibilities.Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-pers...Show moreLast updated: 7 days ago
Envestnet is seeking a passionate and talented.Client Service Associate – Tamarac Reporting.This is a hybrid role, with in-office work required at either our Raleigh, NC, Berwyn, PA, or Denver, CO ...Show moreLast updated: 9 hours ago
Passionate Customer Service Professional Needed.Banfield Pet Hospital – Kendall Market Square.Client Service Coordinator needed for Banfield Pet Hospital in Kendall Market Square!.SUMMARY OF JOB PU...Show moreLast updated: 22 hours ago
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 moreLast updated: 30+ days ago
- Promoted
Client Service Associate
Beacon Pointe AdvisorsDenver, CO, United StatesFull-time
- Promoted
Senior Client Service Associate
SouthState Bank, N.A.Denver, CO, United StatesFull-time
- Promoted
Client Service Associate (Summer 2025)
Cerity PartnersDenver, CO, United States$55,000.00 yearly
Full-time
- Promoted
- New!
Client Service Specialist
COGENCY GLOBAL INCDenver, CO, United StatesFull-time
- Promoted
Client Service Lead
Prestige Staffing, Inc.Denver, CO, United StatesFull-time +1
- Promoted
Client Service Specialist
Cogency Global Inc.Denver, CO, United StatesFull-time
- Promoted
Receptionist - Client Service Specialist
CityVetWestminster, CO, United StatesFull-time +1
- Promoted
Service Associate
UBSDenver, CO, United StatesPart-time
- Promoted
Client Service Associate
Public Consulting GroupDenver, CO, United States$65,000.00–$75,000.00 yearly
Full-time
Part-time Client Service Associate
5H4 Hub Southwest, a Division of Hub International Insurance Services Inc.Denver, CO$25.00–$29.00 hourly
Full-time
- Promoted
Bilingual Client Service Manager
MGA HomecareDenver, CO, US$54,000.00–$56,500.00 yearly
Full-time
- Promoted
Client Service Associate or Manager
Wealth Enhancement GroupDenver, CO, United States$70,000.00–$90,000.00 yearly
Full-time
- Promoted
Client Service Specialist - Denver
Blank LabelDenver, CO, United StatesFull-time
- Promoted
Client Service Associate
Jackson HewittLakewood, CO, United StatesPart-time
- Promoted
Client Service Associate-Denver, CO
Raymond James Financial ServicesDenver, CO, United States$45,000.00–$60,000.00 yearly
Full-time
- New!
Client Service Associate - Tamarac Reporting
EnvestnetDenver, CO, US$44,000.00–$66,000.00 yearly
Full-time
- Promoted
- New!
Client Service Coordinator
BanfieldLakewood, CO, United StatesFull-time
Client Associate
UBS Financial Services, Inc.Denver, CO Are you truly service oriented? Do you know how to take care of people?.We’re looking for a Client Associate to : .Show moreLast updated: 30+ days ago
Client Service Associate - Registered
StifelDenver, Colorado, United States$55,000.00–$63,000.00 yearly
Full-time
Client Service Associate
Beacon Pointe AdvisorsDenver, CO, United States7 days ago
Job type
- Full-time
Job descriptionUndergraduate degree required (bachelor’s degree in Finance, Business or Economics preferred) 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker / dealer Excellent interpersonal and verbal / written skills. Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate (CSA) in our Charlotte, NC office. The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Advisor industry.
Responsibilities
- Responds to routine client requests via phone, email and / or other contact methods
- Monitors daily custodial alerts including cash management, account updates, trading, etc. and resolves accordingly
- Records client inquires including service changes, new account opening, money movement, trading, etc. in CRM
- Prepares custodian paperwork, facilitate account updates and communicates with clients on status
- Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate
- Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks
- Participate in team meetings and collaborate with operations leadership team on projects and / or initiatives designed to streamline firm policies and procedures
- Other duties, as assigned
Qualifications
About the Beacon Pointe Family of Companies
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information, please visit www.beaconpointe.com.