Current jobs related to Client Relationship Specialist - Denver, Colorado - Matter Family Office
-
Client Relationship Developer
1 week ago
Denver, Colorado, United States beBee Professionals Full time $45,000 - $65,000About beBee Professionals:We're a professional networking platform where professionals connect, share, and grow.Our mission is to build a world where professional networking is seamless, enriching, and beneficial for all members.About the Role:As a Junior Key Account Manager, you'll be responsible for building and maintaining strong relationships with key...
-
Client Relationship Executive
3 weeks ago
Denver, Colorado, United States Listen Up Espanol LLC Full timeOverview of the RoleWe are seeking a motivated professional to take on the role of Client Portfolio Manager at Listen Up Espanol LLC. This position is ideal for individuals who are dedicated to delivering exceptional client service and achieving outstanding results.Key Responsibilities:Overall Accountability:In-depth understanding of the Direct Response and...
-
Client Relationship Manager
3 weeks ago
Denver, Colorado, United States beBee Professionals Full time $45,000 - $65,000About beBee Professionals:We're a leading professional networking platform where professionals connect, share, and grow. Our mission is to create a seamless, enriching, and beneficial experience for all members.About the Role:As a Junior Key Account Manager, you'll play a crucial role in nurturing our key client relationships, ensuring their needs are met...
-
Senior Client Relationship Manager
3 weeks ago
Denver, Colorado, United States The Cannon Company Defunct Full timeAbout the RoleWe are seeking a highly skilled and experienced Client Leader to join our team. As a Client Leader, you will be responsible for building and maintaining strategic long-term relationships with our clients, driving successful project outcomes, and contributing to the growth and success of our firm.Key ResponsibilitiesLead and engage with clients...
-
Client Specialist
1 month ago
Denver, Colorado, United States Sentry Full timeAbout the RoleSentry is seeking a highly skilled Client Specialist to join our 401(k) team. As a key member of our team, you will be responsible for providing exceptional customer service and technical expertise to our clients and plan sponsors.Key ResponsibilitiesProvide proactive technical guidance and consultative support to clients and plan sponsors on...
-
Insurance Client Relationship Manager
3 days ago
Denver, Colorado, United States World Insurance Associates, LLC. Full timeJob DescriptionWorld Insurance Associates, LLC. is a leading insurance organization offering top products and services from major providers, combined with attentive service from local agents. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management...
-
Senior Client Leadership Specialist
1 month ago
Denver, Colorado, United States CannonDesign Full timeAbout the RoleCannonDesign is seeking a highly skilled and experienced Client Leadership Specialist to join our team in the Denver office. As a key member of our client leadership team, you will be responsible for building and maintaining strategic long-term relationships with targeted clients, driving successful project outcomes, and contributing to the...
-
Client Service Specialist I
1 week ago
Denver, Colorado, United States Umpqua Bank Full timeAbout the Role:This position is responsible for processing customer account transactions quickly, accurately, and confidentially. The Client Service Specialist provides an exceptional banking experience to customers by building relationships and offering appropriate products and services.The ideal candidate will have a high school diploma or equivalent, some...
-
Denver, Colorado, United States First Western Full timeJob OverviewFirst Western is seeking a seasoned professional to fill the role of Senior Vice President, Relationship Banking Specialist. This position requires a deep understanding of high-net-worth client needs and a proven track record of delivering comprehensive solutions.Key Responsibilities:Contribute to profit center production goals, including loans,...
-
Client Accounts Specialist
2 weeks ago
Denver, Colorado, United States Holland & Hart LLP Full timeJob Title: Client Accounts SpecialistAt Holland & Hart LLP, we are seeking a highly skilled Client Accounts Specialist to join our team. As a key member of our Client Accounting team, you will be responsible for processing client bills, managing accounts receivable, and providing exceptional customer service to our clients.Key Responsibilities:Prepare and...
-
Senior Relationship Banking Specialist
3 days ago
Denver, Colorado, United States PNC Full timeJob SummaryPNC is seeking a skilled Relationship Banking Professional to join our Commercial Banking team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key ResponsibilitiesDevelop and execute...
-
Couples Therapist Position
1 week ago
Denver, Colorado, United States Principle Skills Relationship Center Full timeJob OpportunityWe are seeking a skilled Couples Therapist to join our team at Principle Skills Relationship Center. The ideal candidate will have a passion for working with couples, using evidence-based modalities, and treating couples in Addiction Recovery and Betrayal Trauma.The successful candidate will have 2+ years of post-licensure experience and be...
-
Client Service Expert
2 weeks ago
Denver, Colorado, United States Blank Label Full timeAbout Blank LabelBlank Label is a custom menswear brand that's revolutionizing the way men shop for clothing. Our mission is to make custom the new standard for every male shopper, providing a personalized shopping experience that's tailored to each individual's style and preferences.Job Title: Client Service SpecialistWe're seeking a highly skilled and...
-
Client Accounts Specialist
2 weeks ago
Denver, Colorado, United States Holland & Hart LLP Full timeJob SummaryThe Client Accounts Specialist is a key member of our team, responsible for processing client bills and managing accounts receivable. This role requires strong analytical skills, attention to detail, and excellent communication skills.Key ResponsibilitiesProcess client bills and manage accounts receivableAssist attorneys and staff with billing...
-
Client Solutions Expert
2 weeks ago
Denver, Colorado, United States PNC Financial Services Group Full timeJob OverviewPNC Financial Services Group is seeking a skilled Client Solution Specialist Senior to join our Corporate Banking organization in Denver, Colorado. As a key member of our team, you will provide sales, service, and execution support for new and ongoing client relationships, serving as a customer solutions resource and acting as a point of contact...
-
Client Accounts Specialist
3 days ago
Denver, Colorado, United States Holland & Hart LLP Full timeJob SummaryWe are seeking a highly skilled Client Accounts Specialist to join our team at Holland & Hart LLP. As a key member of our Client Accounting team, you will be responsible for processing client bills, providing assistance to attorneys and secretaries, and ensuring accurate time and disbursement entries.Key ResponsibilitiesClient Billing and...
-
Client Solutions Expert
4 weeks ago
Denver, Colorado, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Client Solution Specialist Senior to join our Corporate Banking organization in Denver, Colorado. As a key member of our team, you will be responsible for providing sales, service, and execution support for new and ongoing client relationships.Key Responsibilities:Provide exceptional...
-
Client Service Representative
3 days ago
Denver, Colorado, United States Umpqua Bank Full timeAbout the Role:This position processes a variety of customer account transactions quickly, accurately, and confidentially. A client service specialist provides an exceptional banking experience to our customers by building relationships and offering appropriate products and services.Key Responsibilities:Performs cash handling functions (deposits,...
-
Client Service Representative
3 weeks ago
Denver, Colorado, United States Blank Label Full timeAbout Blank LabelBlank Label is a pioneering custom menswear brand dedicated to revolutionizing the way men shop for clothing. Our mission is to make custom the new standard for every male shopper, transforming the way men think about fit and the way they buy clothing.Role OverviewThe Menswear Specialist on our team is the face of our brand, providing...
-
**Client Support Specialist**
2 months ago
Denver, Colorado, United States Maintenance Resources Inc. Full timeAbout the RoleWe are seeking a highly skilled and experienced Facilities Operations Manager to join our team at Maintenance Resources Inc. as an Area Manager. This key role will focus on delivering exceptional client support and satisfaction, while driving business growth and operational excellence.Key ResponsibilitiesClient Relationship Management: Develop...
Client Relationship Specialist
2 months ago
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 continue to prosper across generations.
Founded in 1990, Matter operates from multiple locations.
Position Overview
As a Client Relationship Specialist, you will excel in process management. Collaborating with client teams, you will maintain exceptional communication among team members and clients while executing client-related tasks such as:
- Account management including financial transactions and tax, estate, and insurance payments
- Handling alternative investment subscriptions/redemptions and Limited Partnership agreements
- Organizing and managing client documentation
- Adaptability: You effectively manage shifting priorities, seek innovative solutions, and apply new concepts to your work while learning from previous experiences.
- Effective Communication: You possess the confidence and skill to communicate with diverse audiences, both internally and externally.
- Purposeful Collaboration: You value others' input in decision-making and embrace a team-oriented approach, balancing your contributions with those of others.
- Prioritization Skills: You thrive under pressure, adeptly balancing multiple projects and deadlines while working with others to prioritize urgent and significant tasks.
- Commitment: You demonstrate enthusiasm and passion for Matter's core purpose, values, and shared vision.
- Creative Thinking: You simplify processes for both the company and clients by critically evaluating what works and what doesn’t, proactively exploring new ways to serve clients.
- Consultative Approach: You identify clients' needs and understand their concerns, employing curiosity and strategic questioning to find effective solutions.
- Demonstrated experience in a client service support or management role within the financial sector, focusing on supporting families in their interactions with client teams.
- Bachelor's degree from an accredited institution.
- Familiarity with Practific, Egnyte, Tamarac, and/or Schwab is preferred but not mandatory.
- Competitive salary and performance-based bonuses
- Comprehensive medical and dental health plans
- Health Savings Account and Flexible Spending Account options
- Employer-supported Health Reimbursement Account
- Short- and long-term disability coverage at no cost to the employee
- Paid group life insurance
- Flexible 401(k) retirement plan with employer matching
- Generous paid holidays and vacation/sick leave
- Cell phone reimbursement
- Opportunities for advancement based on performance and cultural fit
- A collaborative culture that encourages ongoing education and career development
- Strong support for community and industry involvement
All information will be kept confidential in accordance with EEO guidelines. Please note that we are unable to sponsor applicants for work visas.
