Client Service Associate Beacon Pointe Advisors LLCClient Service AssociateDenver, COThe Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institution. Meets regularly with relationship managers and associate wealth advisors to prioritize workload, provides timely updates on client service items and escalates potential issues when appropriate.
Client Service Associate - Non-Registered StifelClient Service Associate - Non-RegisteredGreenwood Village, ColoradoFull timeWhat You'll Be Doing: Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Litigation Client Service Specialist (Legal Administrative Assistant) Fox RothschildLitigation Client Service Specialist (Legal Administrative Assistant)Denver, CO$35.10–$38.94 / hourProcess new business requests by working closely with the New Business Intake Team by opening new matters; preparing and reviewing conflicts submissions; close matters; and create and maintain client case files using appropriate recordkeeping software. As a member of the Client Service Team (CST), the Client Service Specialist (CSS) is responsible for providing legal administrative support to a team of attorneys by performing complex, administrative assistance using specialized knowledge of the assigned practice area(s).
Credit Portfolio Manager - Energy Industries - Denver or Dallas, Institutional Client Group U.S. BankCredit Portfolio Manager - Energy Industries - Denver or Dallas, Institutional Client GroupDenver, Colorado$139,230–$163,800 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. As a Portfolio Manager, you will partner with Relationship Managers to successfully manage a portfolio of Institutional Client Group credit relationships of customers in the Investment and Non-Investment grade energy industries.
Treasury Client Onboarding Project Manager U.S. BankTreasury Client Onboarding Project ManagerEnglewood, Colorado$86,530–$101,800 / yearEssential Functions - Oversee all client and internal partner initiatives for new clients or existing clients, adding new treasury services with direct impact on Treasury Client Onboarding and Servicing (TCOS); ensure project deliverables are met, on time.- The Project Manager role participates in the identification, design, development and implementation of assigned projects and will be the point of contact collaborating with internal and external partners to ensure successful and timely completion of projects.
Cross-Payment Client Onboarding Manager US BankCross-Payment Client Onboarding ManagerDenver, CO$105,400–$124,000 / yearThe Cross-Payments Onboarding Team is responsible for providing seamless project-based onboarding experience for new PMI clients and expanding existing client relationships with new payments services which include a combination of treasury, card, and merchant service offerings. Oversee all client and internal partner initiatives for new clients or existing clients, adding new payments services with direct impact on PMI ensuring project deliverables are met, on time.
Manager, Assurance Services - Not-for-Profit RubinBrown CareerManager, Assurance Services - Not-for-ProfitDenver, ColoradoThis role offers the opportunity to apply your technical accounting expertise, deepen your knowledge of the not-for-profit sector, and make a meaningful impact through strong client relationships, team mentorship, and insights that strengthen financial reporting, compliance, and organizational effectiveness. Evaluate internal controls over donation management, grant administration, program expenditures, financial reporting, and IT systems, recommending improvements that strengthen governance, reduce risk, and enhance operational efficiency.
Peer Recovery Specialst - Patient Services University of ColoradoPeer Recovery Specialst - Patient ServicesAurora, CO$43,812–$50,830 / yearPrograms in various clinic locations include traditional outpatient, intensive outpatient and may contain specialty services for clients referred by the criminal justice system, county departments of human services, and services for pregnant women, individuals who are HIV-positive and gender-responsive services. Conduct case management activities for patients, especially around social determinants of health such as issues of housing, transportation, Medicaid and/or Medicare enrollment, food/nutrition, access to health care, provide referrals to necessary, appropriate resources such as those offered through community/partner agencies.
Director, Client Service Trade DeskDirector, Client ServiceDenver, CO$111,900–$205,200 / yearThe Trade Desk’s Channel Partners team is hiring a Director of Client Service to lead a front-line team of Account Managers and Traders, scale high-value partner relationships, and act as a strategic, in-market leader for our most important channel partners. This role blends people leadership, hands-on campaign and technical oversight, and cross-functional partnership with Product, Engineering, and Business Development to ensure partner growth, product adoption, and revenue performance.
Client Service Associate Simon Quick AdvisorsClient Service AssociateDenver, COCompany: 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 that offers holistic financial planning solutions for affluent families, business owners and executives. Collaboration and Teamwork- Works effectively with others, shares information openly, and contributes to team goals while respecting diverse perspectives and ideas.
Managed Services Help Desk Technician Greystone Technology GroupManaged Services Help Desk TechnicianDenver, ColoradoRemoteAt Greystone, a New Charter Company, we are seeking a Technical Engineer 1 (in other companies this person could hold the title of IT Support Specialist, Help Desk Technician, Desktop Support Technician) to provide responsive front-line technical support and resolve day-to-day technology issues for our Managed Services clients. This includes, but isn’t limited to: Support various clients by following the documented protocol for processing tickets, including answering calls, limiting time spent on tickets, and routing appropriately and within SLA.
NewClient Service Consultant, PC Holmes MurphyClient Service Consultant, PCDenver, ColoradoWe do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. Through inclusion and belonging initiatives, titled Uniquely United, not only do we offer employees a paid Diversity Day time-off option, but we also have a Uniquely United Committee, Employee Resource Groups, and development programs to advance our culture of belonging.
Field Services Technician Vantage Point SolutionsField Services TechnicianDenver, CO$20–$25Install and activate residential and commercial internet, voice, and video services, including fiber and copper broadband connections, from the exterior network interface to customer premises equipment (CPE). This role focuses on delivering high-quality fiber and copper connections, configuring customer premises equipment, and ensuring customers receive reliable connectivity and positive installation experience.
NewSenior Client Success Manager EnergyHubSenior Client Success ManagerDenver, CO$125,000–$140,000 / yearYou will own the client relationship end-to-end, including supporting the launch of our programs, building and maintaining strong client relationships, and serving as a trusted partner to your clients and our sales, product, engineering and marketing teams to maintain account health. The successful candidate is a quick learner and self-starter, has the ability to communicate a variety of data-driven messages to varying audiences, can build relationships effortlessly, is client-focused, and consistently achieves results.
Credit Portfolio Manager, Education And Non-Profit - Institutional Client Group US BankCredit Portfolio Manager, Education And Non-Profit - Institutional Client GroupDenver, CO$98,175–$115,500 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Portfolio Manager - Institutional Client Group - Automotive US BankPortfolio Manager - Institutional Client Group - AutomotiveDenver, CO$119,765–$140,900 / yearResponsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
State And Local Tax Financial Services Manager PwCState And Local Tax Financial Services ManagerDenver, CO$99,000–$266,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. As a Manager you supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables.
Program Services Manager VizientProgram Services ManagerCentennial, CO$77,400–$135,400 / yearSupport continuous improvement by analyzing client feedback, maintaining program documentation and communication platforms, and identifying opportunities to streamline workflows and enhance the client experience. Collaborate with marketing and business development teams to develop promotional materials, presentations, program communications, and client-facing content.
Client Manager - Land Development JR EngineeringClient Manager - Land DevelopmentCentennial, COFull timeEssential Duties/Responsibilities:Serve as the primary liaison between clients and Production Leads throughout the project lifecycle, ensuring a clear understanding of client goals and needs and effectively translating them into project objectives, requirements, challenges, and changes for Production Leads. Our in-house staff of talented engineers, surveyors, and support personnel enables us to respond quickly to demanding assignments, project schedules, and changing project scopes.
Partner, Assurance Services - Real Estate RubinBrown CareerPartner, Assurance Services - Real EstateDenver, ColoradoThis is an opportunity to build trusted client relationships, lead high-performing teams, and deliver exceptional assurance services within a collaborative, entrepreneurial firm recognized for its expertise in affordable housing and other specialized real estate sectors. Our revenue is approximately $265 million with 1,000+ team members across locations in Chicago, Denver, Detroit, Kansas City, Las Vegas, Mumbai (India), Nashville, and St.