SVP, Client Services - Denver, CO

TalentWealth Recruiting partners with independent wealth management firms nationwide to attract and place top-tier professionals. · This individual will provide proactive, virtual and in-office support to financial advisors and play a critical role in delivering efficient, high-q ...

+Focus Partners Wealth está buscando un Especialista en Servicio al Cliente para unirse a nuestro equipo El Especialista en Servicio al Cliente demuestra una pasión por servir y busca brindar servicio excepcional y superar las expectativas del cliente. · + · Focaliza las operacio ...

The Client Services Coordinator provides entry-level support to ensure excellent client service and smooth execution of daily operations. · 1–2 years of experience in client services, customer support, or administrative roles. · Strong organizational skills with attention to deta ...

We are seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our Denver office. · The successful candidate will have a demonstrated track record of educational achievement and an interest in pursuing a career in the Registered Investment Adv ...

Job Summary · Celebrating more than 60 years of rich history, · Raymond James is seeking a dynamic Client Service Associate who is a motivated, · detail oriented and creative problem solver to join our growing team.QualificationsHigh School Diploma or equivalent. · ...

VCA Firehouse is seeking an experienced Client Service Representative to join our fabulous team We are conveniently located in the Capitol Hill neighborhood of Denver, · just off of 6th avenue. · Greeting visitors, answering telephones, and guiding clients and their pets to exam ...

The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. · Assisting with account openings. · Processing paperwork. · Scheduling client meetings. · ...

Obermeyer Wealth Partners is seeking a full-time Client Service Associate to support its financial advisors and clients. This person will play a significant role in elevating the Obermeyer client experience by communicating with clients, navigating our custodians' requirements, a ...

We help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead and innovate. · You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where th ...

We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other. · ...

Kharon is seeking a full-time Client Services Manager to join their team in Denver. The successful candidate will be responsible for ensuring a seamless onboarding experience for clients, guiding them through setup, and providing personalized demonstrations of the platform's feat ...

We are seeking an experienced Client Service Representative to join our team at VCA Alameda East Veterinary Hospital. As the face of VCA, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilitie ...

The Concierge Intake Specialist plays a vital role in the process of onboarding potential clients. · They are responsible for meeting with individuals engaging in services offered by the firm,confirming client information,communicating case eligibility options, · and providing in ...

We are seeking an experienced Client Service Representative to join our team at VCA Firehouse. As the face of VCA, this role sets the tone for building and maintaining customer trust and confidence. · • Greet visitors and answer telephones. · Schedule appointments. · ...

We are seeking an experienced Client Service Representative to join our team at VCA Alameda East Veterinary Hospital. With every opportunity, we aim to exceed each pet owner's expectations.We're looking for a personable yet highly professional service extraordinaire to join us in ...

This role is responsible for developing and building relationships with our clients through frequent interaction and providing dedicated service to meet client needs.Bachelor's degree in finance, personal financial planning, accounting, or a related field2-3 years of work experie ...

+Job summary · Caring for others is more than what you do — it's who you are. · +Functions as primary support for daily EVV and payroll functions · Processes and communicates authorization and schedule changes to ensure coordinator of service and client satisfaction · ...

At Vectra Bank, the Rocky Mountain region is a part of who we are, and we understand why families and businesses choose to live, grow, and play here. Consistently recognized as a Top Workplace by The Denver Post, we offer our customers and employees the best of both worlds: a bro ...

Focus Partners Wealth is seeking a Client Service Specialist to join our team. The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. · ...

This is an entry-level position for Client Services Coordinator in Denver - Colorado - United States of America. · ...

The Client Services Representative's primary role is to provide an excellent frontline customer service experience through verbal and written communication.Provide administrative support as needed to support customer and client training experience. · ...