Client Experience Associate SAFE Act - DENVER
$69.13k - $96.47kCiti
This is a developing professional role within Citigroup, requiring individuals who can independently solve complex problems, integrate specialized knowledge with industry standards, and apply analytical thinking. They ensure seamless client onboarding and account opening processes within Citigroup's Banking, Credit and Investments platform. It involves client interaction, operational knowledge, risk assessment, and adherence to regulatory guidelines. The role integrates disciplinary knowledge with a basic understanding of industry practices and aims to develop a working knowledge of industry standards. Responsibilities Partners with Sales teams, and liaises with other internal partners (KYC, AC Opening, Product) to fulfill client requests Performs client onboarding & account opening, KYC process management, client relationship management and documentation oversight. Deals with most problems independently, having latitude to solve complex issues. Communicates complex/sensitive information, breaking down information systematically. Achieves sub-function/job family objectives by developing clear understanding of how their team and area integrate with others. Assesses and escalates risk in business decisions, safeguarding the firm's reputation and assets (Citigroup, clients) by ensuring compliance with laws, rules, and regulations. This involves adhering to policy, applying sound ethical judgment, and escalating, managing, and transparently reporting control issues. Qualifications 2-5 years of relevant experience. Strong Analytical skills Strong interpersonal skills Ability to manage internal and external relationships High degree of engagement and attention to detail Ability to manage multiple concurrent deadlines in a dynamic environment Excellent verbal and written communication skills. Certifications: FINRA SIE, Series 7, Series 66 (or Series 63 & 65) are required or must be obtained within 150 days. Education Bachelor's/University degree or equivalent experience. Job Family Group Private Client Coverage Job Family Private Banker Support Time Type Full time Primary Location Denver Colorado United States Salary Range $69,130.00 - $96,470.00 Benefits In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers competitive benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; well‑being programs; paid time off packages; vacation; sick leave; paid holidays. For more information regarding Citi employee benefits, visit citibenefits.com. Equal Opportunity Statement Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. Individuals with a disability who need reasonable accommodations when using our search tools and/or applying for a career opportunity can contact us for accessibility options. View Citi’s EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr Citi
$45k - $65k
...Client Service Associate Celebrating more than 60 years of rich history and recognition for service... ...service. Education/Previous Experience: ~ High School Diploma or equivalent... ...Make prompt, pragmatic choices and act with the client in mind Take ownership...SuggestedWork experience placementWork at office$45k - $65k
...industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented... ...customer service.**Education/Previous Experience*** High School Diploma or equivalent... ...• Make prompt, pragmatic choices and act with the client in mind • Take...SuggestedWork experience placementWork at office$58k - $80k
A prominent financial services firm in Denver is seeking a Client Associate to support clients and provide operational assistance to Financial Advisors. The ideal candidate must possess a Series 7 license and either a Series 66 or Series 65/63 license to be considered...SuggestedFull time$26.5 - $42 per hour
...Advisors and Wealth Management Client Associates help clients pursue the life... ...of different skills and experiences that individuals bring from... ...client‑centric mindset, always acting in the best interest of the... ...5 Pay & Benefits US - CO - Denver - 200 JOSEPHINE ST (CO9200)...SuggestedHourly paySeasonal workWork at officeShift workDay shift$70k - $90k
Our client, Legacy Wealth Management , is a growing financial... ...recent expansion into Denver, CO , they are seeking... ...and driven Client Associate to join their team.... ...field preferred. Prior experience in financial services or... ...Retirement Plan with a 3% Safe Harbor Profit Sharing...Suggested$75k - $85k
...dedicated wealth management team in Denver, you'll be joining a practice... ...built on four core principles: always acting in the best interest of the client, providing straightforward fees, maintaining... ...You'll Bring ~1 or more years of experience in financial services, wealth...Permanent employmentWork at officeLocal area$175k - $225k
...Litigation Attorney (7+ Years Experience) Welcome to Ragab Law Firm... ...unparalleled legal services that exceed client expectations every time.... ...firm located in downtown Denver as a Full-Time Business Litigation... ...Equal Pay for Equal Work Act and Equal Pay Transparency Rules...Full timeContract workWork at officeImmediate startFlexible hours3 days per week$110k - $140k
...Litigation Attorney (2–3 Years Experience) Ragab Law Firm is... ...legal work, strong client relationships, and a... ...our expanding downtown Denver office. This is an exceptional... ...-paced environment. Associates at Ragab Law Firm are... ...Pay for Equal Work Act and Equal Pay Transparency...Contract workWork at officeFlexible hours3 days per week$70k - $90k
Legacy Wealth Management is seeking a motivated Client Associate in Denver, CO, to manage client relationships and assist with onboarding and investment... ...with a Bachelor's degree in finance or related fields and experience in financial services. The role offers a competitive...$58k - $80k
Overview UBS is seeking a Client Associate to provide operational and administrative support to... ...Employment Full‑time position in the Downtown Denver office, Colorado. Applications accepted... ...cultures, perspectives, skills and experiences within our workforce. #J-18808-Ljbffr...Full timeTraineeshipWork at office$58k - $72k
...Full Time Job Reference # 337518BR City Denver Your team You will be working in the... ...keep management systems up-to-date with client information educate clients on account... ...include but are not limited to, role-required experience, qualifications, education, location and...Full timeWork at officeFlexible hours$58k - $80k
Job Overview A Client Associate supports Registered services clients and provides operational and... ...Job Reference #: 337161BR Location: Denver, Colorado (Downtown Denver office) Team... ...cultures, perspectives, skills and experiences within our workforce. We are committed...Full timeWork at office$55k - $65k
City Denver Your role Role Purpose: A Client Associate services clients and provides operational and administrative support to Financial Advisors. Key... ...are based on factors including, but not limited to, experience, qualifications, education, location and skill level...Full timeWork at officeFlexible hours- ...Client Engagement Associate Denver, CO DELTA |v| Forensic Engineering, Inc. DELTA |v| Forensic Engineering is one of the recognized leaders... ...Bachelor's Degree required ~12 years of professional experience in administration, client service, operations, or project...Work at officeLocal areaImmediate start
- ...Client Engagement Specialist Your journey at Crowe starts here: At Crowe, you can... ...CES drives outcomes that improve client experience and operational integrity. This role demands... ...or project complexities to flag risks Act as a Technology Champion: ~ Lead adoption...Contract workWork at officeShift work
$130k - $160k
...Client Growth Associate Denver, New York, or San Francisco About the Company There are 17 million Americans who own rental property. Most... ...and Flock's product offering. About You Outbound Experience: Proven success in cold outreach (bonus points for real...$26.5 - $42 per hour
Stryker Corporation is seeking a motivated professional in Denver, CO, to provide client service support to Financial Advisors. This role... ...position includes a competitive hourly pay range of $26.50 - $42.00 based on experience. #J-18808-Ljbffr Stryker CorporationHourly pay- ## Client Services Associate (part-time)Applylocations: Otis, COtime type: Part timeposted on: Posted... ...relationships and provide an exceptional client experience. You will use your knowledge and... ....* Allows customers access to safe deposit boxes following specified procedures...Hourly payPart timeLocal areaShift work
- A financial services firm in Denver seeks a Registered Client Service Associate to support Financial Advisors and provide outstanding service to clients. This... ...accounts, and ensuring an exceptional client experience. Candidates should have a high school diploma, a client...
$23 - $30 per hour
A mental health service provider in Denver seeks a Patient Services Associate to deliver exceptional client service. This role requires strong attention to detail and experience in client-facing roles, as you'll manage a daily caseload and ensure a smooth appointment process...Hourly pay$55k - $65k
A leading global financial institution is seeking a Client Associate in Denver. This full-time role involves servicing clients and providing operational... ...position is $55,000 to $65,000 annually, depending on experience and qualifications. Join a dedicated team committed to...Full time- ...Client Services Associate / Travel (Remote) Denver, Colorado, United States About the Job About Us: We are a trusted travel services organization dedicated to delivering seamless booking experiences and personalized travel support. Our team partners with top travel...Remote job
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm... ..., San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport... ...Leverage your operational background and experience to contribute to a growing business...Work at office$20 - $22.5 per hour
...outreach-across our 13 clinics in the Denver Metro area. With over 35 years of... ...: In order to ensure an engaging, safe and empowering customer experience at Stride CHC sites, the Courtesy... ...with the Americans with Disabilities Act, providing reasonable accommodations...Hourly payFull timeMonday to FridayFlexible hoursWeekend workAfternoon shift- A prominent legal staffing agency in Denver seeks experienced attorneys to join a long-term litigation project. This role involves conducting... ...should be members of a US State Bar and have litigation experience. This position offers flexible work hours, a competitive pay...Hourly payFlexible hours
- ...firm specializing in civil litigation in Denver is seeking an experienced attorney to... ...have over five years of civil litigation experience and an active Colorado bar license. Responsibilities... ...to resolution, and collaborating with clients and opposing counsel. The firm offers a...
$150k - $250k
...Firms seeks a motivated Plaintiff Personal Injury Attorney in Denver, CO. The role involves managing high-volume personal injury cases... ...matters. Successful candidates will have over 2 years of experience in plaintiff-side personal injury, preferably with a background...$240k
Pursuitcollection in Denver is seeking an experienced Assistant General Counsel to provide strategic legal advice and support the Executive... ...plus incentives. The ideal candidate will have over 7 years of experience in corporate governance, securities compliance, and mergers &...Full time$175k - $200k
...join our litigation practice in Denver, Houston, or Dallas. This... ...opportunities for courtroom experience. This is a full‑time position... ...skills: Prior representation of clients in oil and gas matters,... ...strategy through the hiring of associates, counsel, and members who fit...Full timeTemporary workRemote work$365k - $420k
Holland & Knight’s Denver office seeks a highly qualified junior Real Estate Associate with 5-7 years of substantive experience. Candidates will engage in real estate finance, joint ventures... ...commercial transactions, with direct client exposure and meaningful...Work at office
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