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Client services manager Jobs in Thornton, CO

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Client services manager • thornton co

Last updated: 2 days 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 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 Services Analyst

epsilonWestminster, Colorado, United States
$49,300.00 yearly
Full-time

See how Epsilon powers connected marketing by unlocking the full potential of data and identity.With your background in delivering excellent customer service, you'll play a key role in supporting o... Show more

CLIENT RELATIONSHIP MANAGER

cutter aviationBroomfield, CO, United States
Full-time

Cutter Aviation Account Manager.Cutter Aviation is searching for an energetic and professional individual to manage client accounts/relationships on a personal and technical level to ensure a posit... Show more

Client Services Associate

northwestern mutual denverDenver, CO, US
$57,000.00–$65,000.00 yearly
Full-time
Quick Apply

Passage Wealth Partners is a full-service financial advisory practice backed by Northwestern Mutual specializing in wealth management and accumulation, risk management, retirement planning, tax-eff... Show more

Director of Client Services

government jobsDenver, CO, United States
Full-time

The Office of the Colorado Child Protection Ombudsman (CPO) is seeking an experienced, thoughtful, and service-oriented leader to serve as its Director of Client Services.This position leads the de... Show more

Associate Director, Clinical Client Services

judi healthDenver, CO, United States
$160,000.00–$190,000.00 yearly
Full-time

Associate Director, Clinical Client Services.Charlotte, North Carolina, United States; Denver, Colorado, United States; New York, New York, United States.Judi Health is a health technology company ... 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

Tax Manager - Private Client Services

rubin brown llpDenver, CO, United States
Full-time

Private Client Services Tax Manager.RubinBrown is one of the nation's leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totall... Show more

Senior Advisor Client Services

walton enterprisesDenver, CO, United States
Full-time

Senior Advisor To Deliver Exceptional Client Experience.Walton Enterprises seeks a Senior Advisor to deliver an exceptional, highly personal client experience for one assigned household.This role c... Show more

Client Services Representative

bok financialDenver, CO, US
Full-time

Client Relationship Support; Private Banking.Pay Transparency Salary Range:.BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Private Wealth, Inc.BOKF, ... Show more

Director of Client & Guest Services

national western centerDenver, CO, United States
Full-time

Director Of Event & Guest Services.The National Western Center (NWC) is a reimagined 250-acre campus in Denver, Colorado with a vision to be the global destination for food and agricultural discove... Show more

Partner, Client Accounting Services

aprioWestminster, CO, United States
Full-time

The Partner role at Aprio is a leadership position responsible for leading client engagements, expanding market presence, developing and mentoring talent, and contributing to the firm's long term s... Show more

Senior Client Services Manager/Project Manager (Water Reuse)

brown caldwellDenver, CO, United States
Full-time

Senior Client Services Manager/Project Manager.Brown and Caldwell (BC) is excited to offer a fantastic Senior Client Services Manager/Project Manager opportunity to drive our sales strategy for wat... Show more

Director of Client Services

morgan community collegeDenver, CO, United States
Full-time

The CPO is seeking an experienced, thoughtful, and service-oriented leader to serve as its Director of Client Services.This position leads the department responsible for receiving and assessing con... Show more

Director of Client Services

colorado judicial branchDenver, CO, United States
Full-time

Make a difference for Colorado's children and families.The Office of the Colorado Child Protection Ombudsman (CPO) is an independent state office established in statute to provide oversight of Colo... Show more

Client Services & Systems Administrator

lost time entertainmentDenver, Colorado, United States
Full-time

Lost Time Entertainment is seeking a technical.Client Services & Systems Administrator.Base44 client portals, and administrative infrastructure.You will be responsible for user access managemen... Show more

Travel Client Services Specialist | Remote

dreamscapeDenver, CO, USA
Remote
Full-time
Quick Apply

Put Your Customer Service Skills to Work in Travel.We are seeking friendly and dependable.Travel Client Services Specialists.In this remote role, you'll assist travelers throughout the vacation-pla... Show more

Tax Senior Manager, Private Client Services

bdoDenver, CO, United States
Full-time

Private Client Services Tax Senior Manager.Private Client Services at BDO is a boutique practice within our firm.Offering a high touch approach, we have extensive experience serving high net-worth ... Show more

Director, Private Client Services

first national nebraskaDenver, CO, United States
$124,343.00–$211,384.00 yearly
Full-time

At FNBO, our employees are the heart of our storyand we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.The UH... 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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