- Robust benefits package including Health, Dental, Vision, LTD & STD, Life Insurance
- 401(k)
- Paid Time Off (PTO)
- Supportive and professional environment
- Salary
- Bonus opportunities tied to overall business growth
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Lead Associate
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Lead Associate
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Lead Warehouse Associate
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Lead Warehouse Associate
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Lead Warehouse Associate
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Warehouse Associate Lead
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Puller Associate Lead
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Puller Associate Lead
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Puller Associate Lead
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American Furniture Warehouse Denver, United StatesJob Description · The Order Puller Lead ensures the goals of the department and facility are completed in a safe and efficient manner, by coaching the Order Pullers to safely operate all AFW equipment, and ensure that orders are efficiently and safely being processed for our cus ...
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Warehouse Associate Lead
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Owens & Minor, Inc. Denver, United States Full timeAt Owens & Minor, we are a critical part of the healthcare process. As a Fortune 500 company with 50+ facilities across the US and 18,000 teammates in over 90 countries, we provide integrated technologies, products and services across the full continuum of care. Customers—and the ...
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Merck Sharp & Dohme West Point, United StatesGlobal Clinical Supply Operations is seeking a highly motivated individual to serve as a team lead in label operations. The team lead will be responsible for coaching team members, managing team dynamics, and developing employees in the label operations space. · **Key Responsibil ...
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Client Service Associate Lead
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Client Service Associate Lead
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Prestige Staffing Denver, United StatesStable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead. · Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead posi ...
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Client Service Associate Lead
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Prestige Staffing Denver, United StatesStable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead. · Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. · Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3- ...
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Client Service Associate Lead
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Prestige Staffing Denver, United StatesStable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead. · Job Purpose: 100% IN OFFICE-CFP EXTRMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, w ...
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Client Service Associate Lead
3 weeks ago
Prestige Staffing Denver, United StatesStable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead. · Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, ...
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Financial/Actuarial Lead Associate
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Financial/Actuarial Lead Associate
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Financial/Actuarial Lead Associate
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Willis Towers Watson Denver, United StatesCandidates from the following locations will be considered: · Houston, TX, Austin, TX, Dallas, TX, Denver, CO, Irvine, CA, Los Angeles, CA, San Francisco, CA, Seattle, WA, and Tempe, AZ · As a Healthcare Financial/Actuarial Lead Associate you will contribute to a wide variety of ...
Client Service Associate Lead - Denver, United States - Prestige Staffing, Inc.
Description
Stable Family Office in Cherry Creek needs a Client Service Administrative Associate Lead.
Job Purpose: 100% IN OFFICE-CFP EXTREMELY HELPFUL. WILL HAVE 3-4 DIRECT REPORTS. RESUME NEEDS TO SHOW PROGRESSION AND LEADERSHIP OF DIRECT REPORTS. The Client Service Associate Lead position is an integral part of our independent wealth management firm, working side by side with our internal client service team members and the clients. Top 10 RIA firms in Colorado. WILL NOT BE CONSIDERED IF DO NOT HAVE FINANCIAL SERVICES BACKGROUND
This role is primarily responsible for supporting the service team with administrative tasks and special projects. Duties and Responsibilities:
• Manage data held within Salesforce, including entry and audit
• Scan and save documents while maintaining and organizing folders in cloud-based file sharing platform
• Accurately complete forms for account openings and bill payment accounts
Will be interfacing with clients who are multi generational wealth in handling their investments.
• Proficiency in MS Office Suite, with exceptional knowledge of Excel and Outlook
• Willingness to help out where needed
• Strong attention to detail and high-level communication skills
• Highly organized
• Critical thinking and problem-solving skills
• Familiar with MacOS system
• Knowledge of project and task management tools (example; Salesforce)
• 5+ years administrative experience (preferred)
About Us: The firm supports a distinct group of individuals and families from across the country and from varying backgrounds including Entrepreneurs, Technology Pioneers, Real Estate and Financial Professionals, Athletes, and Industry Leaders. We understand how to create, grow and build success. We recognize that when the daily tangle is unwound, we are free to focus on the joys and aspirations of a life well lived. We value your story, how you got here and where you are going. We work diligently to build and maintain the appropriate structures, tools and support for every client's uniquely evolving financial universe, and we have a story of our own. The firm was founded in 2005 to fill a void of services that we personally experienced as clients. Everyone wanted to manage our money – no one wanted to help with the often confusing and time-consuming realities of having wealth. With more than a decade of service to families across the country, we possess the knowledge, experience, and skills that are vital to creating and managing multiple complex family offices.
We Offer
Great opportunity with base salary, bonuses, stability, growth and will be challenged. Excellent long term (years) potential.
Local candidates only Excellent perks On-site initially- could be hybrid MUST HAVE FINANCIAL SERVICES BACKGROUND family office experience helpful The firm wants someone with supervisory experience within a Financial Services company. LOCAL CANDIDATES ONLY PLEASE DON'T APPLY IF YOU DON'T HAVE FINANCIAL SERVICES BACKGROUND. 4 YEAR DEGREE REQUIRED