We have other current jobs related to this field that you can find below
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Client Specialist
4 months ago
Denver, United States Robert W. Baird & Company, Inc. Full timeProvide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial A Client Specialist, Financial Advisor, Specialist, Client Service, Client Relations, Business Services,...
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Client Support Specialist
2 months ago
Denver, United States nFocus Solutions Full timeRole Summary We are looking for a tech-savvy Client Support Specialist with a service-based attitude and exceptional problem-solving skills to join our team. This role is a critical part of the company’s success and is responsible for driving client satisfaction and retention. The Client Support Specialist works directly with clients to provide support and...
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Client Relations Specialist
6 days ago
Denver, Colorado, United States Western Paper Co Full timeClient Relations Specialist Location: Denver, Colorado Western Paper Co is actively searching for a dedicated Client Relations Specialist to join our team. This is a fantastic opportunity for enthusiastic and skilled individuals. In this role, you will engage with our clients, assisting them in resolving inquiries related to their orders or accounts. This...
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Client Support Specialist
5 days ago
Denver, Colorado, United States Stars Companies Full timeJoin Our Team as a Client Support Specialist at Stars CompaniesWe are excited to announce an opening for a Client Support Specialist within Stars Companies. This role is designed for individuals who are passionate about providing outstanding service and support to our valued clients. This position may start as part-time with the opportunity to evolve into a...
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Sales and Client Relations Specialist
3 hours ago
Denver, Colorado, United States American Income LifeGlobe Life - Krueger Organization Full timeAbout the CompanyAmerican Income Life/Globe Life - Krueger Organization is a distinguished provider of high-quality products and services, boasting a legacy of over 70 years in catering to a varied clientele. We are in the process of expanding our team and are on the lookout for a Sales and Client Relations Specialist.Job Title: Sales and Client Relations...
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Client Engagement Specialist
5 days ago
Denver, Colorado, United States Apex Systems Full timePosition: Customer Relations SpecialistLocation: 100% RemoteHours: Full-time; 40 hours/weekSchedule: Monday-Friday, 8am-5pm MSTContract Type: Contract (duration varies on team)Role OverviewThe Customer Relations Specialist plays a vital role in guiding clients through the onboarding process for new and renewal health insurance benefits. This position...
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Client Success Specialist
19 hours ago
Denver, Colorado, United States Checkr Full timeAbout the Team/RoleAs a Client Success Specialist, you will play a pivotal role in enhancing customer loyalty and driving growth by ensuring that clients are fully engaged and deriving maximum benefit from the Checkr solution.You will collaborate with a distinguished team of Client Success Specialists who thrive on teamwork, determination, and continuous...
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Client Success Specialist
5 days ago
Denver, Colorado, United States Mimecast Full timeClient Success Specialist, Remote OpportunityAre you dedicated to enhancing the experiences of organizations? At Mimecast, we focus on not only preventing issues but also on elevating the overall satisfaction of our clients.We are in search of a highly motivated and results-oriented professional who is enthusiastic about fostering robust client relationships...
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Client Support Specialist
5 days ago
Denver, Colorado, United States Russell Tobin & Associates Full timeWhat qualities are we seeking in our Client Support Specialist?Russell Tobin & Associates is collaborating with a commercial banking institution to find a Client Support Specialist.Employment Type: Contract/HybridLocation: Denver, COCompensation: $23- $26/hr, based on experienceKey Responsibilities:Respond to customer inquiries via phone and email.Guide...
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Client Relations Specialist
5 days ago
Denver, Colorado, United States PIIAC Full timeThe Client Relations Specialist plays a crucial role in supporting Account Managers and Benefits Consultants in managing employee benefits accounts. This position is ideal for a meticulous and organized individual. The Client Relations Specialist delivers exceptional customer service and fosters professional relationships with client contacts while providing...
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Client Service Specialist
3 months ago
Denver, United States Blank Label Full timeWho is Blank Label?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 people would stop on the street just to compliment them on an outfit. We were founded in 2010 as an online custom shirt maker, and since then...
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Client Relationship Specialist
6 days ago
Denver, Colorado, United States Matter Family Office Full timeCompany Overview At Matter Family Office, our commitment is to prioritize families above all else. We pave a purposeful journey that aligns a family's aspirations and values with our expertise. By guiding families through strategies that enhance communication, planning, and intentional decision-making regarding wealth, Matter ensures the families we serve...
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Client Relationship Specialist
5 days ago
Denver, Colorado, United States Matter Family Office Full timeCompany Overview At Matter Family Office, our commitment is to prioritize families above all else. We pave a purposeful journey that aligns a family's aspirations and values with our expertise. By guiding families through strategies that enhance communication, planning, and deliberate decision-making regarding wealth, Matter ensures the families we serve...
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Travel Nurse RN
2 days ago
Denver, Colorado, United States HealthEcareers - Client Full timeJob SummaryWe are seeking a highly skilled Travel Nurse RN to join our team at HealthEcareers - Client. As a critical care specialist, you will be responsible for providing exceptional patient care in a dynamic and fast-paced environment.ResponsibilitiesProvide high-quality patient care by utilizing the Nursing Process in accordance with the state Nurse...
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Client Specialist
1 month ago
Denver, United States Robert W. Baird & Co. Full timeAs a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing...
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Client Relations Specialist
5 hours ago
Denver, Colorado, United States Bill Knight - State Farm Agent Full timeJoin a Dynamic Team with a State Farm AgentWe are seeking an enthusiastic individual to become a part of our State Farm independent contractor agent's team. If you are passionate about customer service and enjoy fostering connections, this role may be an excellent fit for you. As a Client Relations Specialist, you will collaborate with a reputable provider...
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Client Services Specialist
2 months ago
Denver, United States Fortis Bank Full timeJob DescriptionJob DescriptionCLIENT SERVICES SPECIALISTSummaryThe Fortis Bank Client Services Specialist is responsible for upholding our strong client experience culture by partnering with our clients and team members to provide excellent service. The ideal candidate will be able to undertake a variety of client service tasks and work diligently under...
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Client Success Specialist
5 days ago
Denver, Colorado, United States Zoomcar Full timeYour Role:As a vital member of our team, you will engage directly with our clients, assisting them with any inquiries related to our innovative products. You will thrive in a dynamic, international setting where customer satisfaction is paramount. Collaborating with another Client Success Specialist, you will play a crucial role in ensuring our clients in...
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Client Engagement Specialist
5 days ago
Denver, Colorado, United States AbsenceSoft Full timeAbout UsAt AbsenceSoft, we are committed to enhancing the leave and accommodations experience. Our team is composed of dedicated professionals who are passionate about creating user-friendly technology that empowers employers to manage leave and accommodations with empathy, certainty, and efficiency.Your RoleAs a Client Engagement Specialist within our...
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Client Support Specialist
5 days ago
Denver, Colorado, United States Jobs for Humanity Full timeJob OverviewAbout the RoleAt Jobs for Humanity, our Client Support Specialists (f/m/d) are essential to our mission of assisting individuals who are creating impactful digital solutions using innovative technologies.In direct collaboration with our clients, our Client Support Specialists identify, investigate, and resolve issues related to our services,...
Client Specialist
1 month ago
As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team’s social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities. What makes this opportunity great: Flexible work-life balance is promoted. Fast paced environment that will enable you to grow as a professional. Team of associates passionate about achieving great results for clients and give back to the communities where we live and work. Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership. A strong, stable employee-owned firm recognized as a great place to work since 2004. Baird provides significant technology training, plus extensive one-on-one training and support. What we look for: 2+ years of prior industry and/or administrative work experience. Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. Focus on excellent client service. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor’s degree preferred, not required. Compensation Information: $25.07 - $33.33 per hour* Bonus potential of up to 8.5% of annual compensation. *Compensation and bonus are commensurate with experience, licensing, performance, and/or firm profitability. Additional benefits include: Medical/Dental/Vision. B/Well programs. Competitive bonding leave. HSA Contribution. FMLA. Employee Assistance Program. Ten paid holidays and competitive PTO package. Life and disability insurance. Retirement – 401k match and profit-sharing. Tuition Reimbursement. Accepting applications on a rolling basis. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law. #J-18808-Ljbffr