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Client service associate Jobs in Westminster, CO

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Client service associate • westminster co

Last updated: 1 day ago

Associate Client Service Specialist

Sentry InsuranceDenver, CO
$21.44 hourly
Full-time

Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions.This associate will utili... Show more

Associate Director, Client Relationship Management

SS&C Technologies HoldingsDenver, CO, United States
$85,000.00 yearly
Full-time

Associate Director, Client Relationship Management.The Associate Director, Client Relationship Management will be responsible for fostering and maintaining strong relationships with Retail Alternat... Show more

Client Services Associate

Northwestern Mutual - DenverDenver, CO, US
$65,000.00 yearly
Full-time
Quick Apply

Client Services Associate Job Description  The Client Services Associate provides full support to one or more Advisors & will primarily manage the execution of all of Advisors&#8... Show more

Client Manager Associate

Unum GroupDenver, CO, United States
Full-time

Client Manager Associate (CMA).The Client Manager Associate (CMA) is in training to be responsible for proactive customer management, education, development, profitable growth and retention.The CM ... Show more

Client Service Team Leader - Diversified

CCIGDenver, CO, United States
$115,000.00 yearly
Full-time

Client Service Team Leader Diversified.The Client Service Team Leader Diversified is responsible for leading a specialized vertical within our insurance practice, ensuring exceptional service del... Show more

Relationship Associate, Institutional Client Relations

SRS AcquiomDenver, CO, United States
$75,000.00–$90,000.00 yearly
Full-time

Relationship Associate, Institutional Client Relations.SRS Acquiom has built its reputation on shaking up the financial services technology world by redefining how complex M&A and loan agency trans... Show more

Client Service Executive

Advantage Unified CommerceDenver, CO, United States
Full-time

The Client Service Executive fosters strong client and retailer relationships to ensure seamless communication and execution across internal departments.This role identifies growth opportunities wi... Show more

Registered Wealth Management Client Associate

Bank of AmericaDenver, CO, United States
$26.50 hourly
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

Associate, Client Success Manager

WonderDenver, CO, United States
$54,400.00 yearly
Full-time

Associate, Client Success Manager.At Grubhub, we believe food is more than just a meal: It's a source of discovery, connection, and pure enjoyment.There's a time and place for every type of dish, f... Show more

Associate, Client Success Manager

GrubhubDenver, CO, United States
$54,400.00 yearly
Full-time

Associate, Client Success Manager.At Grubhub, we believe food is more than just a meal: It's a source of discovery, connection, and pure enjoyment.There's a time and place for every type of dish, f... 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

Client Sales Associate

Stratford DavisDenver, CO, us
Full-time

As an Client Sales Associate, you will play a key role in helping individuals and families make informed financial decisions.In this position, you’ll deliver personalized guidance by understanding ... Show more

Client Services Associate

Dodds Wealth LLCDenver, Colorado, United States, 80202
Full-time
Quick Apply

Founded in 1991, Dodds Wealth is a privately owned Registered Investment Advisor dedicated to delivering exceptional personalized service to a select group of clients using a disciplined, team-base... Show more

Client Service Manager (Hybrid Opportunity)

Wealth Enhancement GroupDenver, CO, United States
$70,000.00 yearly
Full-time

Our Cherry Creek office in Denver, Colorado has an exciting opportunity for a Client Service Manager! This role supports a high-performing, fast-growing group of advisors.You'll partner within a co... Show more

Associate Director, Client Relationship Management

SS&C TechnologiesDenver, CO, US
$85,000.00 yearly
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

Senior Registered Client Service Associate-Denver, CO

Raymond JamesDenver, CO
Full-time

Senior Registered Client Service Associate-Denver, CO-2403090.Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond J... Show more

Commercial Lines Client Service Manager

GallagherDenver, Colorado
Full-time

At Gallagher, we’re looking for a Property and Casualty licensed Commercial Lines Client Service Manager to join our middle market team in Denver, CO.In this role, you’ll work closely with clients ... Show more

Commercial Lines Client Service Manager

Arthur J Gallagher & CoDenver, CO, United States
Full-time

Property And Casualty Licensed Commercial Lines Client Service Manager.At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to... Show more

People also ask
Associate Client Service Specialist

Associate Client Service Specialist

Sentry InsuranceDenver, CO
1 day ago
Salary
$21.44 hourly
Job type
  • Full-time
Job description
Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions.

This associate will utilize multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge.

What You'll Do

As an Associate Client Services Specialist,you will:

  • Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines

  • Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information

  • Collect, verify, and update required customer information accurately within Sentry systems

  • Develop and maintain an understanding of Sentry’s plan documents, contracts, systems, and compliance requirements

  • Perform other job-related duties as assigned

What it Takes

  • Associate degree or equivalent work experience

  • 0-2 years of related work experience

  • Prior retirement or 401(k) experience and knowledge is desired

  • Strong verbal and written communication skills

  • Successful completion of educational courses, such as CEBS or ASPPA, are beneficial

  • Computer skills, math aptitude, and ability to communicate and provide exceptional service to our customers required

  • Ability to prioritize workload and handle several projects simultaneously

  • Ability to analyze contracts and documents is required

Positions filled in Freeport, Illinois this position will pay $21.44 - $32.21

Positions filled in Denver, Colorado this position will pay $23.60 - $35.43

What You'll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

  • Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office.

  • As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.

  • Meal Subsidy available for associates who report to an office.

  • 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.

  • Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program

  • Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off

  • Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.

  • Well-being and Employee Assistance programs

  • Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await!

Amelia Sacco

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.