Client Service Associate Lead
1 month ago
Stable Family Office (Financial Services) in Cherry Creek needs a Client Service Administrative Associate Lead.
Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by side with our internal client service team members and the clients. Top 10 RIA firms in Colorado. WILL NOT BE CONSIDERED IF DO NOT HAVE FINANCIAL SERVICES BACKGROUND
This role is primarily responsible for supporting the service team with administrative tasks and special projects. Duties and Responsibilities:
• Manage data held within Salesforce, including entry and audit
• Scan and save documents while maintaining and organizing folders in cloud-based file sharing platform
• Accurately complete forms for account openings and bill payment accounts
Will be interfacing with clients who are multi generational wealth in handling their investments.
• Proficiency in MS Office Suite, with exceptional knowledge of Excel and Outlook
• Willingness to help out where needed
• Strong attention to detail and high-level communication skills
• Highly organized
• Critical thinking and problem-solving skills
• Familiar with MacOS system
• Knowledge of project and task management tools (example; Salesforce)
• 5+ years administrative experience (preferred)
About Us: The firm supports a distinct group of individuals and families from across the country and from varying backgrounds including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We understand how to create, grow and build success. We recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived. We value your story, how you got here and where you are going. We work diligently to build and maintain the appropriate structures, tools and support for every client’s uniquely evolving financial universe, and we have a story of our own. The firm was founded in 2005 to fill a void of services that we personally experienced as clients. Everyone wanted to manage our money – no one wanted to help with the often confusing and time-consuming realities of having wealth. With more than a decade of service to families across the country, we possess the knowledge, experience, and skills that are vital to creating and managing multiple complex family offices.
We Offer
- Robust benefits package including Health, Dental, Vision, LTD & STD, Life Insurance
- 401(k)
- Paid Time Off (PTO)
- Supportive and professional environment
- Salary
- Bonus opportunities tied to overall business growth
Great opportunity with base salary, bonuses, stability, growth and will be challenged. Excellent long term (years) potential.
Local candidates only Excellent perks On-site initially- could be hybrid MUST HAVE FINANCIAL SERVICES BACKGROUND family office experience helpful The firm wants someone with supervisory experience within a Financial Services company. LOCAL CANDIDATES ONLY PLEASE DON'T APPLY IF YOU DON'T HAVE FINANCIAL SERVICES BACKGROUND. 4 YEAR DEGREE REQUIRED
-
Client Service Associate Lead
1 month ago
Denver, United States Prestige Staffing, Inc. Full timeStable Family Office (Financial Services) in Cherry Creek needs a Client Service Administrative Associate Lead.Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management...
-
Client Service Associate Lead
3 weeks ago
Denver, United States Prestige Staffing, Inc. Full timeStable Family Office (Financial Services) in Cherry Creek needs a Client Service Administrative Associate Lead.Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management...
-
Client Service Lead
3 months ago
Denver, United States Matchstick Full timeJob DescriptionJob DescriptionThe Company:We value your story, how you got here, and where you are going. We work diligently to build and maintain the appropriate structures, tools, and support for every clients uniquely evolving financial universe, and we have a story of our own. We founded IWP in 2005 to fill a void of services that we experienced as...
-
Client Services Associate
6 days ago
Denver, Colorado, United States Digible Full timePosition OverviewCompany Background:Digible is a privately held entity established with the goal of delivering advanced digital marketing solutions tailored for the multifamily sector. Our offerings encompass a wide range of digital services alongside a pioneering analytics platform, Fiona, which stands out in the industry.At Digible, we take pride in our...
-
Client Service Associate
2 weeks ago
Denver, United States Forum Financial Full timeForum Financial Management, LP WWW.FORUMFINANCIAL.COM Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with more than $7 billion in assets under management. Forum was founded in 2002 and became an independent advisory firm in 2009. At Forum, we use a highly diversified investment strategy derived from decades of...
-
Client Relations Associate
18 hours ago
Denver, Colorado, United States Pilot Freight Service Full timeCustomer Service 3Job Category: Stations-West Requisition Number: CUSTO004376Job OverviewPilot Freight Services is seeking a dedicated Customer Service professional to join our team. This full-time position is essential for maintaining effective communication with clients, suppliers, and internal staff.Key Responsibilities:Manage all aspects of the shipment...
-
Denver, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Denver, United States Cresset Full timeAbout CressetCresset is an award-winning, independent, multi-family office, and private investment firm. Cresset was founded with a vision to reinvent the way people experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments. We offer individuals and families a...
-
Client Services Representative
2 months ago
Denver, United States Recovery Monitoring Solutions LLC Full timeJob DescriptionJob Description*$500.00 Hiring bonus after 90 days of employment for new employees.Recovery Monitoring Solutions is a leading provider of treatment and electronic monitoring services, with corporate offices in Dallas, TX.POSITION SUMMARYIndividual is responsible for administering drug testing and responsible for installing and managing...
-
Service Lead
2 months ago
Denver, Colorado, United States Burberry Full timeINTRODUCTIONAt Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today. We aim to provide an...
-
Client Service Representative
1 month ago
Denver, United States VCA Animal Hospitals Full timeClient Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement – your pet’s health is our top priority and excellent service is our goal – very seriously.With every opportunity, we aim to exceed each pet owner’s expectations. We’re looking for a...
-
Client Service Representative
2 months ago
Denver, United States VCA Animal Hospitals Full timeClient Service Representative We are seeking an experienced Client Service Representative to join our team. At VCA Animal Hospitals, we take our mission statement your pets health is our top priority and excellent service is our goal very seriously. With every opportunity, we aim to exceed each pet owners expectations. Were looking for a personable yet...
-
Client Engagement Associate
5 days ago
Denver, Colorado, United States Rumble Boxing - Colorado Full timeJob OverviewPOSITION: The Sales Associate plays a crucial role in supporting the General Manager with the acquisition of new memberships by attracting potential members to the studio. This involves fostering relationships, ensuring a positive experience, and effectively guiding prospects through the sales journey to secure membership sales. Additionally, the...
-
Client Relations Associate
5 days ago
Denver, Colorado, United States Stinker Stores Full timePosition Overview:The Client Relations Associate serves as the initial point of interaction for customers at Stinker stores. As the representative of our retail locations, Client Relations Associates deliver assistance by addressing inquiries, offering product suggestions, processing transactions, restocking items, and ensuring the store's visual appeal.Why...
-
Client Services Administrator
2 months ago
Denver, United States Quick Box Full timeDescription Job Description: Quick Box Fulfillment is looking for a Client Services Administrator to help with day to day tasks within the Client Services team. The Client Services team is responsible for all communications to the Quick Box client base. As part of the team you will be responsible for communicating to C level employees both within Quick Box...
-
Lead Client Service Specialist
5 days ago
Denver, Colorado, United States Transdev Full timeJoin Transdev as a Senior Customer Support Coordinator About Transdev: Transdev partners with various entities across the U.S. to manage their transportation services, ensuring the upkeep of their fleets and providing innovative mobility solutions. With a workforce of 32,000 across 400 locations, Transdev U.S. oversees more than 17,000 vehicles. As part of...
-
Lead Sales Associate
1 month ago
Denver, United States Co Stretch Lohi LLC Full timeJob DescriptionJob DescriptionLead Sales Opportunity at StretchLab: Join the Movement that’s Extending WellnessAre you driven by targets and passionate about health and fitness? StretchLab is seeking a Lead Sales Associate who thrives in a vibrant, dynamic environment and is committed to health and happiness, not just for themselves but for others too....
-
Service Operations Associate
5 days ago
Denver, Colorado, United States Pilot Freight Service Full timePosition Title: Customer Service RepresentativeJob Category: Last MileOverview:Pilot Freight Services is looking for a dedicated Customer Service Representative to join our team. This role is essential in ensuring smooth operations at our Denver, CO station.Key Responsibilities:Support management with daily operational tasks, including:Assisting in the...
-
Client Service Coordinator
3 months ago
Denver, United States Banfield Pet Hospital Full timeIf you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Career worklet on the landing page or search for Find Jobs. Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes...
-
Client Service Representative
2 months ago
Denver, United States Banfield Full timeCome Joni Our Team! Currently looking for friendly, professional, caring team members looking to learn and grow. Competitive pay, benefits, great environment. Previous experience helpful but not required, will train the right person. S UMMARY OF J OB P URPOSE AND F UNCTION The Client Service Coordinator ("CSC") drives the f low of clients and p ets through...