Part-time Client Service Associate
5 days ago
HUB International is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
With over 18,000 employees in 600 offices across North America, HUB has experienced significant growth, driven in part by its success in mergers and acquisitions.
Job SummaryWe are seeking a detail-oriented and organized professional to join our team as a Part-time Client Service Associate. This role will support our Wealth Management clients in Denver and Salt Lake City offices, facilitating account openings, monitoring cash balances, and scheduling client reviews.
Key Responsibilities- Oversee document control for Wealth Management clients
- Facilitate account openings and new client integration
- Monitor cash balances and distributions
- Schedule client reviews and organize 401k education efforts
- Aid in transferring client assets
- Build marketing and presentation materials
- Organize annual client meetings and presentations
- Present financial wellness information to clients
- Assist with meeting preparation and materials
- Keep marketing databases up to date
- Proficient in Microsoft Office
- Background in financial services or insurance
- Excellent communication and interpersonal skills
- Project management experience
- Strong attention to detail and organizational skills
- A rewarding job that helps local businesses
- Competitive compensation and benefits package
- Opportunities for growth and development
- A dynamic and supportive work environment
We believe in investing in our employees and providing continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization.
-
Part-time Client Service Associate
9 hours ago
Denver, Colorado, United States HUB International Full timeAbout HUB InternationalHUB International is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 600 offices throughout North America, HUB has grown substantially, driven...
-
Client Service Associate
2 weeks ago
Denver, Colorado, United States BankTalent HQ Full timeJob Title: Client Service AssociateAt BankTalent HQ, we're committed to delivering exceptional customer service and financial solutions to our clients. We're seeking a highly skilled and motivated Client Service Associate to join our team in Steamboat Springs, CO.Job Summary:We're looking for a detail-oriented and customer-focused individual to provide...
-
Client Service Associate
4 days ago
Denver, Colorado, United States Cerity Partners Full timeAbout the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Service team, you will play a critical role in delivering exceptional client experiences and supporting the growth of our business.Key ResponsibilitiesDevelop and maintain customized presentation materials for client meetings,...
-
Client Service Associate
1 month ago
Denver, Colorado, United States Cerity Partners Full timeAbout the RoleCerity Partners is seeking a highly skilled Client Service Associate to join our team. As a key member of our Client Service team, you will play a critical role in supporting our endowment and foundation clients, as well as senior members of the Client Service team.Key ResponsibilitiesGenerate high-quality presentation materials for client...
-
Client Service Associate
4 weeks ago
Denver, Colorado, United States Wealth Enhancement Group Full timeAbout Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional client experiences. Our team-based approach and proprietary processes enable us to provide personalized financial planning and investment management services to over 61,000 households nationwide.Job SummaryWe are seeking...
-
Client Service Associate
4 weeks ago
Denver, Colorado, United States gpac Full timeClient Service AssociateWe are seeking a highly skilled Client Service Associate to join our high net worth investment advisory team. In this role, you will be responsible for providing exceptional service through timely and accurate administrative support across client accounts.Key Responsibilities:Serve as the primary point of contact for assigned client...
-
Client Service Associate
3 weeks ago
Denver, Colorado, United States gpac Full timeJob Title: Client Service AssociateWe are seeking a highly skilled and organized Client Service Associate to join our high net worth investment advisory team. As a key member of our team, you will be responsible for providing exceptional service to our clients through timely and accurate administrative support.Responsibilities:Serve as the primary point of...
-
Client Service Associate
4 days ago
Denver, Colorado, United States BankTalent HQ Full timeClient Service Associate (Teller)We are seeking a highly skilled and customer-focused Client Service Associate (Teller) to join our team at BankTalent HQ. As a key member of our Longmont branch, you will be responsible for providing exceptional customer service to our clients and customers.Key Responsibilities:Process debit and credit transactions accurately...
-
Client Services Associate
3 weeks ago
Denver, Colorado, United States Veritext Full timeJob Title: Client Services AssociateAt Veritext, we are committed to providing exceptional service to our clients. As a Client Services Associate, you will play a critical role in exceeding client expectations by proactively managing their requests and issues on cases and litigation matters.Key Responsibilities:Respond to client requests in a timely and...
-
Client Service Associate
3 days ago
Denver, Colorado, United States BankTalent HQ Full timeJob Title: Client Service AssociateWe are seeking a highly motivated and customer-focused Client Service Associate to join our team at BankTalent HQ. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients and customers at our Colorado Springs branch.Key Responsibilities:Accurately process debit and...
-
Client Services Associate
3 weeks ago
Denver, Colorado, United States The Trade Desk Full timeAbout The Trade DeskThe Trade Desk is a leading global technology company that empowers brands and their agencies to deliver more insightful and relevant ad experiences for consumers. Our mission is to revolutionize the way global brands and their agencies advertise to audiences around the world.Job SummaryWe are seeking a highly motivated and...
-
Client Service Associate
5 days ago
Denver, Colorado, United States LPL Financial Holdings, Inc. Full timeJob Title: Client Service AssociateLPL Financial Holdings, Inc. is a leading independent broker-dealer that provides a platform of proprietary technology, brokerage, and investment advisor services. We are seeking a highly skilled Client Service Associate to provide administrative support to our advisors and their staff, as well as the ICA Group home office...
-
Senior Registered Client Service Associate
1 month ago
Denver, Colorado, United States Raymond James Financial Incorporated Full timeJob SummaryRaymond James Financial Incorporated is seeking a highly motivated and detail-oriented Registered Client Service Associate to join our team. This role provides critical administrative support to Financial Advisors, clients, and branch staff members. The ideal candidate will possess excellent communication skills, be able to manage multiple tasks,...
-
Controller for Nonprofit Organizations
3 weeks ago
Denver, Colorado, United States Your Part-Time Controller, LLC Full timeOverviewOur company, Your Part-Time Controller, LLC, is a national leader in providing outsourced accounting services to nonprofit organizations. We are seeking a talented Controller to join our team.ResponsibilitiesTransform nonprofit client financial departments to help them meet their missionFinancial reporting for management and Board decision making and...
-
Senior Client Service Associate
3 weeks ago
Denver, Colorado, United States Independent Bank (TX) Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Senior Client Service Associate to join our team at Independent Financial. This role is responsible for providing exceptional client service operations experience for Private Capital Management clients.Key ResponsibilitiesMaintain comprehensive client support for high-net-worth clients,...
-
Senior Client Service Associate
4 weeks ago
Denver, Colorado, United States Independent Bank (TX) Full timeJob SummaryThis role offers the opportunity to work in a hybrid environment, with the Talent Acquisition Team providing additional details during the interview process. The Senior Client Service Associate position is a self-motivated, detail-oriented client service role responsible for delivering exceptional operational expertise to Private Capital...
-
Part Time Donation Services Associate
3 weeks ago
Denver, Colorado, United States Goodwill of Colorado Full timeJob Summary:The Part Time Donation Services Associate is a key role in our retail centers, providing excellent customer service and ensuring a safe and organized environment for customers and employees.Key Responsibilities:Provide exceptional customer service, greeting customers in a timely manner and assisting with donations.Ensure donated items are handled...
-
Senior Client Service Associate
3 weeks ago
Denver, Colorado, United States Independent Bank (TX) Full timeJob SummaryThis role offers the opportunity to work in a hybrid environment, with the Talent Acquisition Team providing additional details during the interview process.The Senior Client Service Associate position is a self-motivated, detail-oriented client service role responsible for delivering exceptional client service operations experiences for Private...
-
Client Support Specialist
2 weeks ago
Denver, Colorado, United States Recondo Technology, now part of Waystar Full timeClient Support Representative Job DescriptionWe are seeking a skilled Client Support Representative to join our team at Recondo Technology, now part of Waystar. As a key member of our Client Management team, you will provide exceptional support to our clients, ensuring their needs are met and their issues are resolved promptly and professionally.Key...
-
Part Time Sales Associate
3 weeks ago
Denver, Colorado, United States Discover Goodwill of Southern and Western Colorado Full timeJob SummaryWe are seeking a highly motivated and customer-focused Part Time, Associate I, Retail Sales Cashier to join our team at Discover Goodwill of Southern and Western Colorado.Key ResponsibilitiesProvide exceptional customer service by greeting customers in a welcoming manner and responding timely and professionally to customer inquiries.Help maintain...