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Client associate Jobs in Thornton, CO

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Client associate • thornton co

Last updated: 1 day ago

Associate - Client Service

Matter Family OfficeDenver, CO, United States
Full-time

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, a... Show more

Senior Associate - Client Relations Specialist - Hybrid

SS&C Technologies HoldingsDenver, CO, United States
Full-time

Senior Associate, Client Relations Specialist - HYBRID.Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid.Client facing position in the ... Show more

Tax Senior Associate - Private Client Services

EisnerAmper LLPDenver, CO, United States
Full-time

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you are starting out in your career or taking your next step as a season... Show more

Client Account Specialist

Husch BlackwellDenver, CO, US
Full-time

United States, serving clients with domestic and international operations.At Husch Blackwell we believe that diverse, equitable and inclusive teams lead to better outcomes.Husch Blackwell is commit... Show more

Senior Client Management Associate

CAPTRUSTDenver, CO, United States
Full-time

Senior Institutional Client Management Associate.CAPTRUST is seeking a Senior Institutional Client Management Associate who will support the Financial Advisor Service Team to service and retain ins... Show more

Associate Client Advocate - Construction

WTWDenver, CO, United States
Full-time

This role involves both client-facing responsibilities and internal collaboration to support account leaders throughout the insurance issuance and renewal lifecycle.Note: Employment-based non-immig... Show more

Registered Private Wealth Client Associate

Bank of AmericaDenver, CO, United States
Full-time

Wealth Management Client Associate.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutio... Show more

Client Engagement Senior Associate, Tax Operations

CroweDenver, CO, United States
Full-time

Your journey at Crowe starts here:.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an i... Show more

Associate, Client Success Manager

WonderDenver, CO, United States
Full-time

Associate, Client Success Manager.At Grubhub, we champion restaurants from coast to coast.Restaurants sit at the heart of communities.It's our mission to strengthen their roots, deepen their connec... Show more

Associate Client Advocate

WTWDenver, CO, United States
Remote
Full-time

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.With roots dating to 1828, WTW has 40,000 employees serving more... Show more

Remote Client Support Associate

AO Globe LifeDenver, CO, US
Remote
Full-time
Quick Apply

AO Globe Life is hiring motivated individuals who want to grow professionally while working in a flexible, fully remote environment.In this role, you’ll connect with individuals who have requ... Show more

Associate, Client Success Manager

GrubhubDenver, CO, United States
Full-time

Associate, Client Success Manager.At Grubhub, we champion restaurants from coast to coast.Restaurants sit at the heart of communities.It's our mission to strengthen their roots, deepen their connec... Show more

Client Educator

Serenity Mental Health CentersDenver, CO, US
Full-time
Quick Apply

Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs ... Show more

Associate Client Advocate

Willis Towers Watson PlcDenver, CO, United States
Full-time

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delive... Show more

Premier Client Advisor

USI Insurance ServicesDenver, CO, United States
Full-time

Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients.Activities include, but not limited to renewal marketing, handling client questions and r... Show more

Senior Associate - Client Relations Specialist - Hybrid

Blue Prism GroupDenver, CO, United States
Full-time

Senior Associate, Client Relations Specialist - HYBRID.Location: Kansas City, MO; Denver, CO; Chicago, IL; Boston, MA; Braintree, MA; Waltham, MA; Dublin, OH | Hybrid.Client facing position in the ... Show more

Associate Director, ETF Client Product Specialist

Janus Henderson InvestorsDenver, CO, United States
Full-time

Associate Director, ETF Client Product Specialist.City: Denver Division: North America Client Group.Why work for us? A career at Janus Henderson is more than a job, it's about investing in a bright... Show more

Senior Associate - Client Relations Specialist - Hybrid

SS&C TechnologiesDenver, CO, US
Full-time

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia... Show more

Client Account Manager

U.S. BankDenver, CO, United States
Full-time

Client Account Manager/Executive.The Client Account Manager/Executive is the strategic face of Payment Services to the client, representing multiple business channels.They are responsible for the o... Show more

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Associate - Client Service

Associate - Client Service

Matter Family OfficeDenver, CO, United States
30+ days ago
Job type
  • Full-time
Job description

Financial Consultant

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.

Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. 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.

Job Description

As a Financial Consultant, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You'll be ensuring the successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Matter's services Investment Management, Wealth Planning & Coordination, and Culture & Learning.

This includes responsibilities such as:

  • Preparing financial plans, reviews, projections, and periodic updates
  • Reviewing, modeling, analyzing, and rebalancing investment portfolios
  • Researching, implementing, and helping coordinate wealth strategies
  • Managing accounts and cash positions
  • Researching and responding to client requests or questions
  • Managing and coaching junior team members
  • Assisting with various projects and firm-related initiatives

Qualifications

  • You have a minimum of four years in the financial services industry, including significant client-facing experience.
  • You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management.
  • You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more junior team members to complete work and make decisions as appropriate.
  • You have a BA or BS degree with exceptional academic performance from a challenging four-year institution.
  • CFP, CFA, CPA, or MBA is preferred but not required.
  • Experience serving family office-level clients is preferred but not required.

Benefits

  • Competitive Salary and Annual Performance-Based Bonus
  • Medical and Dental Health Plans
  • Supplemented Health Savings Account and Health Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Employer Supplemented Health Reimbursement Account Plan
  • Short- and Long-term disability coverage paid for by the employer
  • Paid Group Life Insurance
  • Flexible 401(k) retirement benefits with employer matching
  • 10 paid holidays per year plus competitive vacation and sick leave
  • Cell phone reimbursement plan
  • Opportunity for advancement based on performance, personal growth, and cultural fit
  • Work with a team-oriented culture that supports continuing education and career growth
  • Strong support for volunteer, community and/or industry involvement

Additional Information

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.