Client Services Director
4 weeks ago
At Jobot, we're passionate about helping families achieve their financial goals. With over a decade of experience in managing complex family offices, we've developed a unique approach that combines expertise, technology, and a personal touch.
Job SummaryWe're seeking a highly skilled Client Services Lead to join our dynamic team. As a key member of our client service team, you'll be responsible for delivering exceptional service to our clients, managing complex family office problems, and collaborating with our team to drive business growth.
Key Responsibilities- Manage detailed execution of tax, estate, investment, and entity strategies
- Support Accounting Analysts in client bill payment requests
- Facilitate and/or assist in client meeting preparation and follow-up
- Perform cash flow and financial planning analyses
- Communicate with clients in a professional, clear, and concise manner
- Commensurate relevant experience in financial or adjacent industries
- Degree from a top-tier university
- High attention to detail and organizational acumen
- Polished presence and ability to communicate clearly
- Ability to manage a significant workload
We offer a competitive salary, bonus, and amazing benefits package, as well as opportunities for professional growth and development. If you're a motivated and detail-oriented individual with a passion for delivering exceptional client service, we'd love to hear from you.
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Client Services Director
4 weeks ago
Denver, Colorado, United States Kennedy Jenks Full timeJob Title: Client Services ManagerKennedy Jenks is seeking an experienced and collaborative Client Services Manager to join our growing team in Lakewood, Colorado.Key Responsibilities:Achieve sales targets by leading new pursuits and cultivating, establishing, and maintaining client and partner relationships.Accountable for ensuring successful project...
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Insurance Client Service Director
4 weeks ago
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Client Services Manager
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Senior Director, Client Growth
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Commercial Insurance Client Service Director
3 weeks ago
Denver, Colorado, United States Capstone Search Group Full timeJob DescriptionAbout the RoleThe Commercial Insurance Client Service Leader will be responsible for managing and leading all account management and retention strategies. This role requires a focus on employee development, customer service cohesiveness, and ensuring excellent client retention and satisfaction.Duties & ResponsibilitiesThe successful candidate...
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Provo Service Center Director
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Provo Service Center Director
3 weeks ago
Denver, Colorado, United States The Salvation Army USA Western Territory Full timeJob Title: Provo Service Center Director**Job Summary:**The Salvation Army USA Western Territory is seeking a highly skilled and experienced Provo Service Center Director to lead our team in providing direct services to clients and overseeing daily office and client assistance operations.Key Responsibilities:Provide direct services to clients on behalf of...
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Senior Director of Client Partnerships
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Director of Account Services Leadership
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Director of Advisory Services
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Director of Nursing Services Leadership Position
3 weeks ago
Denver, Colorado, United States Colorado Coalition for the Homeless Full timeNursing Services Director RoleThe Colorado Coalition for the Homeless is seeking a highly skilled and experienced Nursing Services Director to lead our nursing team in providing high-quality care to our clients. As a key member of our leadership team, you will be responsible for developing and implementing nursing strategies that align with our...
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Provo Service Center Director
3 weeks ago
Denver, Colorado, United States The Salvation Army Full timeJob Title: Provo Service Center DirectorJob Summary:The Salvation Army is seeking a highly skilled and compassionate Provo Service Center Director to lead our team in providing direct services to clients and overseeing daily office and client assistance operations.Key Responsibilities:Maintain a good working knowledge of TSA services and all social services...
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Denver, Colorado, United States Willow ABA Services Full timeJob Title: In-Home Director Board Certified Behavior AnalystWe are seeking an experienced and driven In-Home Director (BCBA) to join our team at Willow ABA Services and lead the expansion of our in-home ABA services in Denver, CO. This role offers a unique opportunity to shape the future of our services and guide a dedicated team of professionals. Our...
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Director of Property Tax Services
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Program Director
3 weeks ago
Denver, Colorado, United States Colorado Coalition for the Homeless Full timeJob SummaryThe Colorado Coalition for the Homeless seeks a skilled and compassionate Residential Services Program Manager to oversee the day-to-day operations of our Residential Services housing services. This role is responsible for managing the development, implementation, and supervision of programs, as well as ensuring compliance with funding...
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Client Service Representative
3 weeks ago
Denver, Colorado, United States Banfield Full timeJob Summary: We are seeking a highly skilled and compassionate Client Service Representative to join our team at Banfield Pet Hospital. As a Client Service Representative, you will play a vital role in ensuring the delivery of exceptional client service and care to our patients and their owners.Key Responsibilities:Provide professional and courteous service...
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Tax Director
4 weeks ago
Denver, Colorado, United States Gen II Fund Services Full timeJob SummaryWe are seeking a highly experienced Tax Director to join our team at Gen II Fund Services. As a Tax Director, you will be responsible for leading our tax compliance services and ensuring that our clients receive top-notch support.Key ResponsibilitiesLead tax compliance services for multiple client engagementsReview and oversight of tax returns and...
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Client Service Coordinator
3 weeks ago
Denver, Colorado, United States MGA Homecare Full timeMGA Homecare is dedicated to delivering high-quality clinical care in the comfort of patients' homes. As a key member of our team, the Client Service Coordinator will play a vital role in developing and managing relationships with clients and field staff to resolve challenges and address concerns.The ideal candidate will oversee all non-clinical aspects of...
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Client Service Manager
3 weeks ago
Denver, Colorado, United States Wealth Enhancement Group Full timeJob DescriptionWealth Enhancement Group is seeking a highly skilled Client Service Associate or Manager to serve as the liaison between our clients and Financial Advisors. This role is responsible for leading and implementing the client service model, facilitating new account set up, and maintaining accurate client records.Key Responsibilities:Support Senior...
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Tax Director
3 weeks ago
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