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Search Results for Client Associate
- Sr Client Associate (safe)
- Wells Fargo - Denver, Colorado
- Other / Miscellaneous
- Job Description Assists Wealth Advisors with account administration, sales activities and relationship management, supporting multiple people and balancing multiple priorities. Assists Officers in providing service to their client relationships. Interacts frequently with clients to help profile and identify client retention issues as well as potential new business opportunities across product lines. Develops strong product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over simple accounts. Cross-sells products and (see more)
- Pcg Client Associate
- Wells Fargo - Western/Grand Junction, Colorado
- Banking / Mortgage
- Provides support to the Financial Advisor by providing the FA and the clients of the FA with account information and quotes; establishing new accounts, entering security order tickets after being approved by the Financial Advisor and, processing deliveries and/or payments. Performs various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, typing letters, forms and reports, correspondence and the preparation of FA directed marketing campaigns. Handles telephone calls and or responds to other inquiries and/or requests for research reports (see more)
- Client Associate - Boulder, CO
- Bank of America Corp. - Boulder/Fort Collins, Colorado
- Banking / Mortgage
- Title: Client Associate - Boulder, COLocation: US-CO-BoulderOther Locations:The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's). Incumbents may also on a regular basis support office initiatives, in addition to the businesses of particular FA's. For established clients, the CA will often serve as the most frequent point of contact with Merrill Lynch.Specific responsibilities will include but not be limited to: Frequent client contact, typically by telephone, but also in-person and by (see more)
- Pcg Senior Client Associate
- Wells Fargo - Colorado Springs, Colorado
- Banking / Mortgage
- Provides assistance to the Financial Advisor by providing account information and quotes, sets up new accounts, enters orders after tickets are signed by the Financial Advisor and processes deliveries and/or payments. Performs various administrative functions for their Financial Advisors and/or Branch/Operations Managers, including but not limited to, typing letters, forms and reports from rough draft, and mailing correspondence for Financial Advisors. Assists with marketing campaigns and may originate their own correspondence on accounts with the Financial Advisor s approval. Handles (see more)
- Client Service Associate
- Prestige Staffing - Colorado
- Administrative / Clerical
- Client Service Associate Wealth management firm provides highly customized and integrated wealth management solutions. The firms consultative process focuses on creating a comprehensive plan based on the clients goals and objectives. Our advisors work closely with other professionals and strategic alliance partners to deliver wealth management strategies to help clients achieve their goals and objectives. The company is a dynamic and growing company excited by our future. Client Service Associate: - Works in a team environment (Client Service Team) and is one of the primary points of contact (see more)
- 401k Client Service Associate
- Superior Technical Resources - Colorado
- Customer Service
- Superior Technical Resources is seeking a talented 401k Client Service Associate for our Client located in South Denver 80237 Job Description: Timely and accurately process plan participant transactions (distributions, rollovers, loans) Responsible for maintaining and communicating with their assigned book of business in order to build a rapport and make sure these plans are in compliance in accordance with the IRS/ERISA/DOL rules and regulations. Timely and accurate review and reconcile Daily Activity Reports Reconcile quarterly/annual statements; ensure they are correct and ready for mailing (see more)
- Client Service Associate
- UBS Financial Services - Boulder/Fort Collins, Colorado
- Accounting / Finance
- > Title Client Service AssociateJob Reference # 82835BRLocation United States - ColoradoCity Fort CollinsFunction Category Administration and SupportBusiness Divisions Wealth Management AmericasJob Type Full TimeDescription Job Summary & Mission:.Play a central role in enhancing the client experience by focusing your time on servicing and growing the Financial Advisor's business.Interface with external clients, anticipate their needs, solve their problems, and follow through to provide exceptional service.Provide service to internal branch clients by interfacing with (see more)
- Client Support Specialist Trainee
- ADP - Denver, Colorado
- Call Center
- Requisition #: MAS42447Job Title: Client Support Specialist TraineeCountry: United StatesState: ColoradoCity: AuroraEmployment Status:Full TimeDivision: MAS-Major AccountsJob Responsibilities:(Description)Currently we are seeking qualified career oriented individuals to join our World Class Team of Client Support Specialists. This position supports various levels of Payroll or HR clients to provide prompt and thorough responses to all types of service inquiries for Major Account clients. Provides support to application users which includes instruction, navigation, troubleshooting, (see more)
- Data Entry - Customer Service Representative - $22+/hr.
- Start Now - PT/FT - Denver South, Colorado
- Customer Service
- We Pay Daily - Start Working Today Get Paid Today! We are a fast growing highly rated web media and marketing company looking for a new associate in the local and surrounding areas to perform basic customer service duties to help drive retail sales for online business development.Almost everything we do is 100% web-based and most of our services are conducted online. Below you will get more information about our web-based telecommute position that will help you with your decision to begin working for us today. Please read carefully.Get Paid for simple Customer Service work. Looking for (see more)
- Retail Field Representative - Grand Junction, CO (4849)
- MarketSource Inc - Western/Grand Junction, Colorado
- Retail / Fashion / Grocery
- Job Description: For 35 years, mid-sized and large firms have trusted MarketSource s sales and marketing outsourced services to accelerate their revenue growth and control costs. MarketSource designs and deploys field sales and marketing teams in just weeks while simultaneously generating sales. Retail Field Representative MarketSource is currently searching for a Retail Field Representative. This Retail Field Representative position will be specialized in Training and Brand Advocacy, Assisted Sales, and Merchandising. It is at the forefront of MarketSource s Sales and Marketing efforts to (see more)
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