31 client services administrator jobs at 21 companies in Berthoud, CO
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Client Service Administrator
Denver or Folsom or Sacramento or Addison or Houston
$75k-$85k/yrHybridFull Time
Allworth Financial: Provides retirement planning and investment advisory services to individuals.
3+ YOERequires strong client service, communication, organization, problem-solving, analytical, multitasking, mentoring, and Microsoft Office, CRM, and document management system proficiency; 3–5 years of financial services experience preferred.
Microsoft Office, Client Relationship Management (CRM), Document Management
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
Registered representative with Series 7 and either Series 66 or Series 65/63; provides operational and administrative support to Financial Advisors and services clients.
BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
OpenTextNASDAQ: OTEX: Provides enterprise information management software and cloud services.
5+ YOERequires 5+ years in office services or administrative support, strong communication and client service skills, MS Office and ERP proficiency, courier experience, discretion, collaboration, and ability to lift 20 pounds.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, SAP, NetSuite, Ariba, CenterStone, Concur, UPS, FedEx, AIT
Brighton Jones: Provides fee-only wealth management and financial planning services.
1+ YOE1-4 years administrative experience (financial services preferred), undergraduate degree desired (Business/Economics/Finance/Accounting preferred); proficiency in Microsoft Office and Salesforce; strong organization and client service skills.
Microsoft Word, Microsoft Excel, Microsoft Windows, Salesforce
Cherry Bekaert: Provides accounting, tax, and business advisory services to organizations.
5+ YOE5+ years client service/administrative experience, high school diploma, strong communication and organizational skills, proficiency with Microsoft Office/Excel, and ability to learn firm systems; tax firm experience preferred.
Suralink, TaxCaddy, SafeSend, CCH Axcess, Microsoft Office, Microsoft Excel
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; active SIE, Series 7 and Series 66 or Series 63 and 65; proficient with Microsoft Word, Excel, PowerPoint and CRM; strong communication, attention to detail, and regulatory knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM)
SPS: Global provider of document management and business process outsourcing.
2+ YOEHigh school diploma required; customer service and mail/shipping/receiving experience preferred (2+ years); ability to lift up to 40–60 lbs; PC skills with Microsoft Office; strong communication and organizational skills.
Premier & Private Banking - Private Client Advisor
Greenwood Village, Colorado, United States
$100k-$150k/yrOnsiteFull Time
NBH BankNYSE: NBHC: Provides retail and commercial banking and financial services.
5+ YOEBachelor's degree in business administration or equivalent experience, 5+ years in progressive sales management and client service, NMLS registration, valid driver's license, and mortgage regulatory compliance.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Columbia BankNASDAQ: COLB: Commercial and consumer banking services in the Western United States.
7+ YOEBachelor’s degree or equivalent financial services experience; 7+ years financial services; 3-5 years alternative asset experience; 1-2 years leadership; CISP or SDIP preferred; strong regulatory/compliance and client service skills.
Premier & Private Banking - Private Client Advisor
Greenwood Village, Colorado, United States
$100k-$150k/yrOnsiteFull Time
NBH BankNYSE: NBHC: Regional bank providing commercial and consumer financial services.
5+ YOEBachelor's degree in business administration or equivalent experience, 5+ years in progressive sales management and client service, NMLS registration, valid driver's license, financial expertise, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Nationwide Mortgage Licensing System and Registry (NMLS)
Metropolitan State University of Denver: Public university providing undergraduate and graduate degrees in Denver.
Bachelor's in a related field or equivalent experience; bilingual English/Spanish; EMR and Microsoft Excel proficiency; experience with clients/patients and HIPAA; strong communication and organizational skills.
Electronic Medical Records (EMR), Microsoft Excel, Microsoft SharePoint
2+ YOEHigh school diploma, 2+ years investment industry experience, knowledge of administrative office systems and brokerage operations, Series 7 and 63 or 66 required, strong communication and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Litigation Client Service Specialist (Legal Administrative Assistant)
Denver, Colorado, United States
$35-$39/hrOnsiteFull Time
Fox Rothschild: National law firm providing comprehensive legal services.
5+ YOEFive years of legal or corporate department experience, Colorado electronic court filing expertise, legal terminology proficiency, 60 wpm keyboarding, and intermediate Microsoft Office skills including Outlook, Word, Excel, and PowerPoint.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Action Behavior Centers: A pediatric autism care provider delivering strengths-based applied behavior analysis therapy.
1+ YOERequires 1-2 years of administrative, customer service, client relations, or related experience and a high school diploma or GED; a bachelor's degree is preferred.
Health Solutions West: Provides behavioral health and addiction treatment in Western Colorado
Provides administrative support for client registration, scheduling, EHR setup/maintenance, charge entry, collections, and customer service. Associates degree preferred; strong computer and communication skills; prior office experience desirable.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Electronic Health Record (EHR), Internet
Crane Worldwide Logistics: Provides global freight forwarding and third-party logistics services.
2+ YOEHigh school diploma or GED and two or more years of clerical experience required. Requires computer, organizational, communication, and client service skills; logistics experience is preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Refugee Resettlement Case Management - Intern - unpaid
Denver, Colorado, United States
OnsiteInternship
Jewish Family Service of Colorado: Providing comprehensive human services and community support programs.
Unpaid internship; 15+ hours/week for at least 2 months; involves administrative tasks and client engagement; driver’s license and transportation preferred.
Veritas Veterinary Partners: Operates a network of specialty and emergency veterinary hospitals.
Experience as a Registered Veterinary Technician with skills in IV catheter placement, medication and chemotherapy administration, anesthetic/fluid/CRI calculations, radiography, sample collection, and client communication.