40 client relationship manager jobs at 30 companies in Severance, CO
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D365 Client Relationship Manager
Akron or Los Angeles or Washington or Troy or New York City or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
OpenTextNASDAQ: OTEX: Provides enterprise information management software and cloud services.
8+ YOEBachelor's degree and 8–10 years in client success, account management, consulting, sales, or related client-facing roles. Requires enterprise technology experience, executive communication, English proficiency, and Salesforce familiarity.
Salesforce, ERP, Service Management, Generative AI
Mercer Advisors: Provides integrated wealth management and financial planning for families.
Client-facing role requiring wealth management knowledge, client relationship management, leadership/mentoring, strong communication, organizational and problem-solving skills, and proficiency with CRM and workflow tools.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEManage and grow client relationships, originate and analyze credit and non-credit products, mitigate risk, and identify sales opportunities; typically requires a bachelor\u0002s degree and 3+ years relevant experience.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOERequires FINRA Series 7 and 66 licenses or ability to acquire Series 66, 1–3 years in financial services, financial markets knowledge, client service, planning, communication, and compliance skills.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOERequires 1–3 years in financial services, Series 7 and 66 licenses or ability to obtain Series 66, state registrations, client service skills, financial markets knowledge, planning ability, and compliance experience.
Allied Universal: Global provider of security guard and facility management services.
3+ YOEHigh school diploma or equivalent, at least 3 years of event management or supervisory experience, staff management skills, customer relationship skills, Microsoft Office proficiency, and payroll, billing, and scheduling experience.
ABI, WinTeam, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
Yoder Family of Companies: Operates automotive dealerships, repair centers, and financing in Colorado.
Customer-facing automotive sales role requiring strong communication, relationship-building, valid driver’s license, high school diploma (associate/bachelor preferred), and sales experience preferred.
J.P. Morgan Wealth Management – Private Client Advisor - Westminster, CO
Westminster, Colorado, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; Series 7 and Series 66 (or obtain within 60 days); life, health and long term care insurance license (or obtain within 60 days); CFP preferred; bachelor’s degree preferred; strong client acquisition and relationship skills.
Omaha or Sioux Center or Sioux Falls or Fort Collins
$135k-$160k/yrHybridFull Time
Interstates: Provides industrial electrical construction and automation engineering services.
7+ YOE7+ years project management in industrial, automation, infrastructure, or energy environments; experience with project financials, forecasting, scheduling, ERP systems; strong communication and client relationship skills; willingness to travel ~25%.
Allied Universal: Provides security personnel, technology, and facility management services.
2+ YOERequires a high school diploma, 2+ years in operations, security management, or team supervision, leadership and client relationship skills, a driver's license when driving, and proficiency with Microsoft Office.
Microsoft Office, CCTV, access control, badge administration
Alera Group: National firm providing insurance brokerage and financial services.
Experience in client service or employee benefits, knowledge of medical/dental/vision/ancillary programs, strong communication and relationship skills, and ability to manage multiple priorities. Bachelor’s preferred; agency management systems experience preferred.
Bachelor's degree in finance, accounting, economics, or equivalent experience; FINRA registrations; securities industry knowledge; portfolio analysis skills; client relationship experience; clean U-4; and an existing book of business.
Talent Manager, Contract Finance and Accounting - Boulder
Boulder, Colorado, United States
$58k/yrOnsiteFull Time
Robert HalfNYSE: RHI: Provides specialized staffing services and business consulting solutions globally.
Experience in recruiting, staffing, business development, or client-facing work; finance, accounting, or banking experience; communication, negotiation, CRM, and relationship-building skills.
Flood and Peterson: Provides insurance brokerage and risk management services.
4+ YOEAssociate degree or 4+ years related experience; Colorado Life & Health Insurance license; experience with self-funded plans, AMS 360 and ImageRight; strong client relationship, analytical and compliance skills; valid Colorado driver’s license.
Wedgewood Weddings: Provides all-inclusive wedding planning and venue management services.
Proven sales ability with event or hospitality experience; strong communication, presentation, and client relationship skills; ability to work weekends/holidays and perform physical setup tasks.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft Outlook