Registered Client Service Associate
2 weeks ago
Awesome Wealth Management Practice located in Lakewood, CO is adding a Registered Client Services Associate to their team who will provide full support to one or more Financial Advisors and will primarily manage the preparation and closure of client meetings. Responsibilities include data collection for financial planning, investment analysis and operations, trade execution, investment account maintenance, risk management implementation & service, note-taking, and drafting client communication. Candidates who live in the Denver metro area are preferred.
Ideal candidates will have a BS/BA in Finance/Economics/Business and have their Colorado Life & Health, SIE, Series 7 and Series 63 licenses. If you are not licensed, you are welcome to apply, but these licenses will be required within eight months of employment. You must have some understanding of investments and general financial knowledge.
If you enjoy serving others, have exceptional communication and organization skills, this may be a great fit for you. People who have a professional demeanor, a zest for life and a passion to do great work do well in this position.
Salary is based upon experience and is $58 - $62K plus profit sharing. Full job description is available and will be sent to qualified applicants prior to first interview.
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Registered Client Service Associate
2 weeks ago
Lakewood, United States Auctus Search Partners LLC Full timeAwesome Wealth Management Practice located in Lakewood, CO is adding a Registered Client Services Associate to their team who will provide full support to one or more Financial Advisors and will primarily manage the preparation and closure of client meetings. Responsibilities include data collection for financial planning, investment analysis and operations,...
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Client Services Associate
2 weeks ago
Lakewood, California, United States Spelman College Full timePathstone Associate Program: A Career Path in Client AdvisoryPathstone has established an Associate Program designed to serve as an entry point into a career in Advisory within our organization. As part of this initiative, Associates will cultivate the skills and experience necessary to engage with some of the most complex and sophisticated families in the...
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Client Service Associate
2 weeks ago
Lakewood, California, United States First Financial Credit Union Full timeClient Service Associate Role at First Financial Credit UnionIf you are enthusiastic, enjoy interacting with clients, and excel in a service-oriented environment, then you will discover a remarkable opportunity with First Financial.By joining First Financial Credit Union as a Full-Time Client Service Associate, you become part of a team of committed,...
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Client Service Associate
1 week ago
Lakewood, Washington, United States Kao Xiong - State Farm Agent Full timeJob OverviewPosition Summary: As a Client Service Associate with Kao Xiong - State Farm Agent, you will play a crucial role in delivering outstanding client experiences that contribute to the success of our insurance agency. Your strong attention to detail and commitment to customer service will be essential in fostering positive relationships with our...
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Client Services Associate
2 weeks ago
Lakewood, Washington, United States Kao Xiong - State Farm Agent Full timePosition OverviewAs a Receptionist - State Farm Agent Team Member with Kao Xiong - State Farm Agent, you will play a crucial role in delivering outstanding client experiences that contribute to the success of our insurance agency.Key ResponsibilitiesBuild and maintain strong customer relationships, ensuring follow-ups as necessary.Manage incoming calls and...
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Client Services Associate
2 weeks ago
Lakewood, Washington, United States Kao Xiong - State Farm Agent Full timeJob OverviewAs a Receptionist - State Farm Agent Team Member at Kao Xiong - State Farm Agent, you will play a crucial role in delivering outstanding client experiences that contribute to the success of our insurance agency.Key ResponsibilitiesBuild and maintain strong customer relationships, ensuring follow-ups as necessary.Handle incoming calls and direct...
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Client Relations Associate
1 week ago
Lakewood, Washington, United States Kao Xiong - State Farm Agent Full timeJoin Kao Xiong - State Farm Agent as a Client Relations AssociateABOUT OUR AGENCYThank you for exploring the rewarding career opportunities available at Kao Xiong - State Farm Agent. We prioritize Equal Opportunity and Equal Access, fostering an environment that promotes our team's development and achievements while maintaining a fun atmosphere. Our agency...
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Client Services Representative
3 weeks ago
Lakewood, United States VCA Animal Hospitals Full timeClient Service Representative We are seeking an experienced Client Service Representative to join our team. Why We Need You As the face of OCVH, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is...
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Client Services Representative
4 weeks ago
Lakewood, United States VCA Animal Hospitals Full timeClient Service Representative We are seeking an experienced Client Service Representative to join our team. Why We Need You As the face of OCVH, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities. The CSR is the pivot around which the hospital operates and is...
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Client Relations Associate
2 weeks ago
Lakewood, Washington, United States Kao Xiong - State Farm Agent Full timeJoin Our Team as a Customer Service Representative at Kao Xiong - State Farm AgentABOUT OUR AGENCYThank you for exploring the exciting career options available with us. At Kao Xiong - State Farm Agent, we are committed to fostering an inclusive environment that promotes equal opportunity and access. Our focus is on nurturing our team's professional growth...
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Client Relations Associate
2 weeks ago
Lakewood, Washington, United States Kao Xiong - State Farm Agent Full timeJoin Our Team as a Customer Support Specialist at Kao Xiong - State Farm AgentABOUT OUR AGENCYWelcome to Kao Xiong - State Farm Agent, where we prioritize equal opportunity and access for all. Our commitment to fostering a supportive environment encourages team growth and success, all while ensuring a fun and engaging workplace. We believe in the importance...
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Client Service Representative
4 weeks ago
Lakewood, United States VCA Animal Hospitals Full timeClient Service Representative We are seeking an experienced Client Service Representative to join our team. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet highly professional service extraordinaire to join us in delivering our mission to our clients and their pets. Why We Need You As the face of...
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Client Relations and Service Expert
1 week ago
Lakewood, United States Hertz Full timeCompensation: $15.00/hrPosition Overview: The Customer Engagement and Sales Associate plays a vital role in assisting clients with the Hertz/Lyft/Uber Rental Car initiative. This position focuses on enhancing revenue streams by proactively promoting various products and services while effectively addressing customer concerns. The ideal candidate will deliver...
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Client Service Coordinator
2 weeks ago
Lakewood, Washington, United States Equipment Experts Inc. Full timeJob OverviewPosition SummaryThe Field Operations Advisor is tasked with managing field technicians to efficiently address service requests and scheduled maintenance, processing invoices for completed tasks, and assessing further repair needs. This position is crucial in delivering outstanding customer support and optimizing dispatch functions to fulfill our...
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Traveling CT Technologist
4 days ago
Lakewood, United States HealthEcareers - Client Full timeAbout the JobWe are seeking a skilled CT Technologist to join our team at HealthEcareers - Client as a Traveling CT Technologist. As a key member of our team, you will be responsible for providing high-quality imaging services to our patients.Job SummaryThis is a travel opportunity for a CT Technologist to work with our team at HealthEcareers - Client. The...
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Travel Nurse RN Cardiac Cath Lab Specialist
3 days ago
Lakewood, United States HealthEcareers - Client Full timeAbout the JobHealthEcareers - Client is seeking a skilled Travel Nurse RN Cardiac Cath Lab Specialist to join their team.Job SummarySpecialty: Cardiac Cath LabDiscipline: Registered Nurse (RN)Employment Type: TravelResponsibilitiesProvide high-quality patient care in a Cardiac Cath Lab settingCollaborate with healthcare teams to ensure seamless patient...
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Traveling CT Technologist
3 days ago
Lakewood, United States HealthEcareers - Client Full timeAbout the JobWe are seeking a skilled CT Technologist to join our team at HealthEcareers - Client. As a Mobile CT Imaging Specialist, you will be responsible for providing high-quality imaging services to patients in various healthcare settings.Key ResponsibilitiesOperate CT scanners to produce high-quality images of patients' internal structuresPosition...
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Client Service Representative I
2 weeks ago
Lakewood, United States Lincare Holdings Inc. Full timeCompensation: $23 per hour This role involves engaging with clients to address inquiries, resolve issues, assess ongoing and additional product/service requirements, and ensure adherence to physician directives.Key Responsibilities: Interacts with clients through both incoming and outgoing manual calls, as well as automated dialer-generated outbound...
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Travel Imaging Technologist
4 days ago
Lakewood, United States HealthEcareers - Client Full timeAbout the JobHealthEcareers - Client is seeking a skilled Travel Imaging Technologist to join their team. As a Diagnostic Imaging Specialist, you will be responsible for operating imaging equipment to produce high-quality diagnostic images.Key ResponsibilitiesOperate CT scanners and other imaging equipment to produce high-quality diagnostic imagesPosition...
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Customer Service Sales Associate
2 weeks ago
Lakewood, Washington, United States Tacoma Pierce County Habitat for Humanity Full timeJob OverviewPosition: Sales AssociateSalary: $17.69 per hourReports To: Store ManagerEmployment Type: Part-time, up to 30 hours per weekWork Schedule: Day Shifts, Weekend availabilityLocation: Lakewood, WATacoma-Pierce County Habitat for Humanity is seeking a committed Sales Associate to join our mission-driven organization. In this role, you will play a...