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Zions Bancorporation
Denver
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, play and work here. Recently recognized as one of the Denver Posts Top Workplaces for 2022 and 2023 . Vectra Bank Colorado offers our customers, and our employees, the best of both worlds: a broad reach and depth of
Job Source: Zions BancorporationOppenheimer & Co.
Denver, CO, United States
This is an excellent opportunity for someone starting out in the investment world and wants a career, not a job! We are looking for a candidate that wants to learn and grow in this role. Primary responsibility is to initially support the team in sales, marketing and day-to-day operations of a growing branch. Key Responsibilities: Produce quality
Job Source: Oppenheimer & Co.CoStar Realty Information, Inc.
Denver
Sales Associate, Apartments.com - Denver, CO Job Description CoStar Group (NASDAQ: CSGP) is a leading global provider of commercial and residential real estate information, analytics, and online marketplaces. Included in the S&P 500 Index and the NASDAQ 100, CoStar Group is on a mission to digitize the world’s real estate, empowering all people to
Job Source: CoStar Realty Information, Inc.Foundever
Denver
Warehouse Associate - Onsite Denver, CO Req ID#: 386468 Denver, Colorado, United States of America Job Description: Foundever™ is a global leader in the customer experience (CX) industry. With 170,000 associates across the globe, we’re the team behind the best experiences for +750 of the world’s leading and digital-first brands. Our innovative CX s
Job Source: FoundeverIBM
Denver
Introduction System Services Representatives are the primary technical interface to clients for the coordination of hardware and software support and delivery of operational services. Sound pretty important? Absolutely! You will advise clients of preventive maintenance, configuration, operation and environmental factors which may drastically impact
Job Source: IBMCBRE
Denver
Associate Project Manager - Denver CO Job ID 171364 Posted 14-Jun-2024 Service line GWS Segment Role type Full-time Areas of Interest Project Management Location(s) Denver - Colorado - United States of America **About the role** We at CBRE, our currently seeking an Associate Project Manager for the to join the Project Management team! The purpose o
Job Source: CBREGlory Global Solutions
Denver
Field Service Technician - Denver, CO City/State Denver, CO Location United States/Field based Department Service - Field Service Apply Now (be.taleo.net/lde02/ats/careers/v2/applyRequisition?org=GGS&cws=74&rid=8976) GLORY OFFERS 401k plan with company nonelective contribution and employer match, Education Reimbursement, Comprehensive Benefit Packa
Job Source: Glory Global SolutionsAnderson Merchandisers
Denver
WE ARE LOOKING FOR GREAT PEOPLE TO JOIN OUR TEAM- just like you! Our associates have a lot in common. They have great interpersonal skills, enjoy working independently, are self-motivated, and have a relentless drive. Did we mention that while they are working hard, they also like to have fun? We offer flexible hours, competitive pay, and great ben
Job Source: Anderson MerchandisersDenver
**Description**
**Job Summary**
Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment. Come grow with us and see where a career at Raymond James could take you!
**Essential Duties and Responsibilities**
* Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, virtually and through mailings.
* Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office.
* With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports.
* Opens new client accounts and researches client and security information using internal databases and other technologies.
* For proper maintenance and to meet firm and industry requirements, ensures client paperwork and documentation is accurate and correct prior to submission and processing. Follows up to ensure accurate completion.
* Prepares letters, forms and reports to assist with servicing existing clients and prospecting for new clients.
* Prepares various business summary reports and client-specific reporting as needed for review by the financial advisor.
* Creates and maintains records and files utilizing Client Relationship Management (CRM) software.
* Assists Financial Advisors with marketing efforts including seminars and other client-facing events.
* May enter orders at the direction of the Financial Advisor.
* Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
* Performs other duties and responsibilities as assigned.
**Qualifications**
**Knowledge, Skills, and Abilities**
**Knowledge of**
* Company’s working structure, policies, mission, and strategies.
* General office practices, procedures, and methods.
* Investment concepts, practices and procedures used in the securities industry.
* Financial markets, products and industry regulations.
**Skill in**
* Client Relationship Management (CRM) software, or similar contact management software.
* Excel, including developing spreadsheets as needed and for ongoing reporting.
* Effective communication across multiple client interactive platforms (in-person, virtual, phone and mail)
**Ability to**
* Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
* Analyze and research account information.
* Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment.
* Identify time sensitive items and assess competing priorities.
* Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns.
* Handle stressful situations and provide a high level of customer service in a calm and professional manner.
* Analyze problems and establish solutions in a fast paced environment.
* Use mathematics sufficient to process account and transaction information.
* Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels, in person and virtually.
* Work both independently and as part of a cohesive team.
* Provide a high level of customer service.
**Educational/Previous Experience Requirements**
**Education/Previous Experience**
* High School Diploma or equivalent and one (1) or more years securities industry or related work experience preferred.
* OR ~
* An equivalent combination of experience, education, and/or training as approved by Human Resources.
**Licenses/Certifications**
* None required
**Job:** Administrative & Support Services
**Primary Location:** US-CO-Denver-Denver
**Organization** Western
**Schedule** Full-time
**Job Shift** Day Job
**Travel** No
**Req ID:** 2401854
Email Alert for Client Service Associate-Denver, CO_ jobs in Denver
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