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Client coordinator Jobs in Thornton, CO

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Client coordinator • thornton co

Last updated: 1 day ago

Client Services Associate

PTMA Financial SolutionsDenver, Colorado, United States, 80202
$27.00–$32.00 hourly
Full-time
Quick Apply

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector.In addition to more than 12,000 local governments, schoo... Show more

Client Development Specialist

Contact Discovery Services LLCDenver, CO, United States
$55,000.00–$65,000.00 yearly
Full-time

Contact Discovery Services is seeking a Client Development Specialist to provide high-level support to our sales and client development team.This role is focused on helping high-performing sales pr... Show more

Client Services Specialist

All Financial FreedomDenver, Colorado, United States
Full-time

This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment.This opportunity is ideal for professionals who ar... Show more

Client Account Manager

PrimDenver, CO, United States
Full-time

The Client Account Manager will be responsible for understanding our client's project pipelines and identifying targeted projects to strategically pursue.Once a project opportunity has been targete... Show more

Associate Client Advocate

Willis Towers WatsonDenver, CO, United States
$90,000.00–$120,000.00 yearly
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

Client Portfolio Manager

Meketa Investment GroupDenver, CO, United States
Full-time

The Client Portfolio Manager sits on Meketa Capital's Client Portfolio Management Team and will serve as a trusted, client-facing investment voice for Meketa Capital's alternative investment platfo... Show more

Lead, Client Leadership

EpsilonWestminster, Colorado, United States
$92,000.00 yearly
Full-time

In the position of Lead, Client Leadership at Epsilon, you will occupy a crucial role that merges strategic data solutions with strong client connections.This is an outstanding chance to lead a vit... Show more

Client Relationship Manager

ErnestDenver, CO, United States
Full-time

Denver, Colorado, United States.Client Relationship Manager (Outside B2B Sales) Sales Territory: Local Radius to Denver, CO Workplace: Hybrid of Field, Remote, Office Competitive Base | Uncapped Co... Show more

Client Account Manager

Primoris USADenver, CO, United States
Full-time

The Client Account Manager will be responsible for understanding our client's project pipelines and identifying targeted projects to strategically pursue.Once a project opportunity has been targete... Show more

Client Partner

Trility ConsultingDenver, CO, United States
Full-time

Trility Consulting is actively seeking a Client Partner who will help clients solve complex problems by introducing and aligning Trility's service offerings and capabilities to address business and... Show more

Client Booking Specialist

Alegria Travel ServicesDenver, Colorado, United States
Remote
Full-time
Quick Apply

We are seeking a motivated and customer-focused Client Booking Specialist to assist clients with researching available options and coordinating booking requests based on their needs and preferences... Show more

Lead, Client Leadership

Prodigious WorldwideWestminster, CO, United States
$92,000.00 yearly
Full-time

In the position of Lead, Client Leadership at Epsilon, you will occupy a crucial role that merges strategic data solutions with strong client connections.This is an outstanding chance to lead a vit... Show more

Client Director

ArctiqDenver, CO, United States
Full-time

Consultative It Solutions Sales Representative.Company Overview: Arctiq is a global, intelligence-driven technology services company delivering professional and managed services across Hybrid Cloud... Show more

Director, Client Advisory

NOW CFODenver, CO, United States
$175,000.00–$225,000.00 yearly
Full-time

Denver, CO | Hybrid | $175,000 to $225,000/yr.NOW CFO is looking for an accomplished Director to lead a portfolio of client relationships and help shape the future of our Denver consulting team.Thi... Show more

Client Strategy Attorney

Burnham Law FirmDenver, CO, USA
$150,000.00–$170,000.00 yearly
Full-time
Quick Apply

We're hiring a Client Strategy Attorney to be the first lawyer a client talks to on the worst day of their life.You get paid to do the thing you actually went to law school for - sit with someone i... Show more

Client Service Representative

Trane TechnologiesDenver, Colorado, United States of America
$61,496.66 yearly
Full-time

Be a part of our mission! As a world leader in creating comfortable, sustainable, and efficient climate solutions for buildings, homes and transportation, it's our responsibility to put the planet ... Show more

Client Facilities Lead

Barry'sDenver, Colorado, United States, 80202
$21.00 hourly
Full-time +1
Quick Apply

We appreciate your interest in employment with Barry’s! Barry’s is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of ... Show more

Client Services Coordinator

CliftonLarsonAllenDenver, CO, United States
Full-time

Are you looking to join a dynamic, growing team that serves hundreds of local governmental agencies right here in Colorado? Nationwide, our 600 state and local government professionals serve more t... Show more

Client Service Associate

Simon Quick AdvisorsDenver, CO, US
Full-time
Quick Apply

Simon Quick Advisors Position: Client Service Associate Location: Denver, CO Compensation: Starting at $70,000  Company Description Simon Quick Advisors is an independent, employee-owned RIA t... Show more

Lead, Client Leadership

Digitas North AmericaWestminster, CO, United States
$92,000.00 yearly
Full-time

In the position of Lead, Client Leadership at Epsilon, you will occupy a crucial role that merges strategic data solutions with strong client connections.This is an outstanding chance to lead a vit... Show more

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Client Services Associate

Client Services Associate

PTMA Financial SolutionsDenver, Colorado, United States, 80202
30+ days ago
Salary
$27.00–$32.00 hourly
Job type
  • Full-time
  • Quick Apply
Job description

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.


Essential Duties and Responsibilities –

  • Provide exceptional participant experience by answering phone inquiries, responding to emails to resolve all client requests timely.
  • Utilize Customer Service Management System to track client requests through completion.
  • Perform data stewardship to ensure accuracy of source data used throughout the firm.
  • Act as intermediary for all communications to PTMA LGIP clients.
  • Process audit confirmation requests for Fund Participants.
  • Recommend and assists with enhancement and maintenance of procedures and related systems and reports.
  • Order banking supplies and process billing for banking services.
  • Assist and provide backup to other staff.
  • Other duties and responsibilities as assigned by management.
  • Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.
  • Set up, update, and maintain client account information, including access to GPS.
  • Assist clients and staff by investigating and answering questions related to systems, accounts, procedures, transactions and/or services.
  • Assist with deliverables for annual audits of Funds.
  • Provide coverage for vacation, sick and personal days of team members.
  • Perform special projects as needed and assigned.

Decision Making/Difficulty of Work:

  • The position is hands on, fast paced, detail and deadline oriented.
  • The position requires good judgment, strong attention to detail, and accuracy.
  • Organizational skills and management of priorities are necessary to succeed in this position.

Minimum Requirements:

  • Ability to work effectively with employees of all levels within the company.
  • Must be able to handle multiple tasks and prioritize appropriately.

Competencies Required

Computer Skills:

  • Must be proficient in Outlook, Excel.
  • Experience with a Customer Service Management tool such as Salesforce is beneficial.

Interpersonal Skills:

  • Excellent customer service skills required.
  • Must be able to work closely in a team environment.
  • Must be able to evaluate problems as they occur daily and resolve them in cooperation with co-workers.

Communication Skills:

  • Must be able to work closely with the other client service associates, and management.
  • Strong oral and written communication skills are necessary to succeed.
  • Must be comfortable on the phone and client facing.

Other Training, Education, Special Skills Required:

Education/Knowledge:

  • Associates Degree or higher and/or 1-2 years banking experience
  • 1-2 years of customer service experience preferred.
  • Knowledge of financial markets and mutual fund industry beneficial.

NO AGENCIES PLEASE


The pay range for this role is:
27 - 32 USD per hour(Colorado)



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