Retirement Services Lead — Client Relationships & Compliance
First Western
First Western in Denver is seeking a Retirement Services Specialist to manage a portfolio of employer-sponsored retirement plans. This role involves ensuring compliance with ERISA/IRS regulatory requirements while delivering exceptional client service. The ideal candidate will have 5-7 years of experience in retirement services, strong analytical and communication skills, and the ability to manage multi-faceted client relationships. The company offers competitive benefits including a 401(k) plan with employer match, comprehensive health coverage, and professional development opportunities. #J-18808-Ljbffr First Western
- ...join HUB International Retirement & Private Wealth. We have... ...maintain, and strengthen our relationships with our retirement plan clients; Responsible for... ...Manage multiple client service requests daily through telephone... ...plan design options and compliance topics; Comfortable...RetirementWork at officeLocal area
- ...specified locations. The Client Service Manager role is responsible for leading day-to-day client... ...qualified and non-qualified retirement plan recordkeeping and... ...broadening Schwab's relationships with plan sponsors and... ...plan design, compliance, IRS reporting, as well...RetirementWork at office
- ...professional to provide outstanding customer service and manage daily retirement plan administration in Denver. This... ...skills to enhance customer relationships while coordinating with internal... ...ensuring flexibility while meeting client needs. #J-18808-Ljbffr TransamericaRetirementWork at office
- Transamerica is seeking a Customer Service Representative for retirement plan administration in Denver, Colorado. This role requires excellent customer service and relationship management skills to handle client inquiries and support services. Responsibilities include...Retirement
$90k - $100k
Sedgwick is looking for a Client Service Manager in Denver, Colorado, to manage multiple client service programs and maintain strong client relationships. The role requires at least 5 years of claims management experience and involves coordinating projects, invoicing, and...Suggested$170.4k - $250k
...point of contact for CDOT and municipal clients, building trust and long‑term partnerships... ...pursuits by identifying, planning, and leading winning strategies for key... ...design projects. Proven experience and relationships with the Colorado Department of Transportation...Full timeRemote work$115k - $145k
...work in Denver, CO, focusing on customer relationships and financial advice. Ideal candidates... .... Responsibilities include driving client acquisition and championing a culture of... ...benefits including health care coverage and retirement plans. #J-18808-Ljbffr JPMorgan ChaseRetirement- Charles Schwab is seeking a Client Service Manager in Lone Tree, Colorado, to lead client service delivery and support plan administration... ...The ideal candidate will manage client relationships and ensure compliance with retirement plan regulations. This role requires a...Retirement
$30 - $32 per hour
Service Corporation International in Wheat Ridge, CO, seeks a compassionate Funeral Director... ...and preside over services, ensuring compliance with regulations. The role involves working... ...including medical, dental, and a retirement savings plan. #J-18808-Ljbffr Service Corporation...RetirementHourly pay$23 - $27 per hour
LVMH Group is looking for a motivated Client Advisor in Denver, Colorado, dedicated to... ...experiences and building long-lasting relationships. The position requires a customer-centric... ...package including medical, dental, and retirement plans. #J-18808-Ljbffr LVMH GroupRetirementHourly pay- ...Peak seeks an Assistant Manager of Medical Services to oversee care coordination, support medical staff, and ensure HIPAA compliance. The role includes managing community... ...including employer-paid medical plans and a 403(b) retirement plan. #J-18808-Ljbffr Urban PeakRetirementFull time
$75k - $85k
...in the best interest of the client, providing straightforward fees... ...every client personalized service. Our team takes pride in creating... ...services ranging from retirement planning to social security analysis... ...accuracy across platforms Compliance & Documentation Maintain proper...RetirementPermanent employmentWork at officeLocal area- ...neighborhood is seeking an exceptional Client Service Associate to join a close-knit,... ...that may include saving for their retirement, preserving their wealth during... ...administration and reporting to client relationship management and compliance support. To be successful in this...RetirementWork at office
$120.97k
...Job Title Industrial Client Service Leader - Industrial Water/Wastewater... ...by: Responsibilities Leading business development, client... ...and maintaining high value relationships with industrial clients Growing... ...reuse, and regulatory compliance. Bachelor's degree in engineering...Temporary workVisa sponsorship$81.9k - $152.1k
...ensure that all services, administration,... ...pertaining to pharma client is achieved while... ...and training and leading special projects.... ...maintain strong relationships with client and... ...performance to ensure compliance with standards,... ...insurance plans, retirement programs,...RetirementImmediate startFlexible hours- ...Client Service Leader – USACE Military Programs Seeking a highly qualified business development professional to lead and expand our Architect‑Engineer (AE) and Construction portfolios with... ...business development and long‑term relationship management for federal‑sector...Work experience placementFor subcontractor
$120k - $129k
...one of the world’s leading independent global... ...for our clients. By delivering the... ...role As a Client Relationship Manager (CRM) for the Retirement, Insurance, and Subadvisory... ...high-quality client service across the full... ...finance, legal, and compliance teams to support complex...RetirementFull timeContract workPart timeWork at officeHome officeFlexible hours$23.19 - $28.35 per hour
Responsibilities Build relationships with customers via in-person, by... ...first mindset. Establish strong client relationships based on trust... ...and loan products and services. Recommend solutions based on... ...401(k) and employer‑funded retirement plan Paid vacation (from two...RetirementTemporary work$80.3k - $94k
Position Centralized Services Implementation & Technical Platform Lead Compensation Pursuant to... ...insurance. We offer a 401(k) retirement plan, student loan... ...members, and external clients. Advise stakeholders on... ...and managing vendor relationships effectively. Comfortable...Retirement$27.22 - $33.26 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants... ...deposit and loan products and services, and recommending solutions based on each... ...parental leave ~401(k) and employer-funded retirement plan ~ Paid vacation (from two to...RetirementTemporary workLocal area- A landscaping company is seeking a Client Relationship Manager responsible for overseeing client relations, managing landscaping operations, and ensuring excellent service delivery. Candidates should have a degree in Agronomy or Horticulture and relevant experience in...
$17.64 - $26.49 per hour
..., and confirmation of brand compliance Perform custodial tasks to ensure... ...inspire confidence in our clients and communities everywhere.... ...culture built on strong relationships, continuous learning, and a... ...participate in the H&R Block Retirement Savings Plan (401(k) Plan),...RetirementMinimum wageTemporary workPart timeSeasonal workWork at officeLocal areaRelocationFlexible hours$119.83k - $209.73k
Job Title Industrial Client Service Leader - Electric Utilities Location United States - Nationwide... ...projects. Responsibilities Lead business development, client engagement... ...U.S. Develop and maintain high‑value relationships with utility clients. Grow market share...Temporary work$120.97k
...projects. As a global full-service firm, CDM Smith has been serving... ...(in support of the USAF client) to provide planning, engineering... ...leadership Build and lead focused campaigns targeting specific... ...execute strategies to expand relationships from project-level to program...H1b$230k - $400k
...we partner with clients to drive enterprise... ...You’ll Do Client Relationship Management... ...markets or accounts. Lead client‑focused engagement... ...& Transformation services with client... ...is displayed in compliance with all local/state... ...to our 401(k) retirement program. For more...RetirementContract workWork experience placementWork at officeLocal area- A financial services firm is seeking a Client Services Supervisor in Denver to oversee the operations of the Client Services Associates. Responsibilities include managing daily activities, providing customer service, and developing training procedures. The ideal candidate...Local area
$75k - $90k
PTMA Financial Solutions in Denver, Colorado, is looking for a Client Services Supervisor to oversee daily operations of Client Services Associates. Responsibilities include developing training procedures, managing staff, providing customer service, and ensuring quality...- Job Title Industrial Client Service Leader - Data Centers Job Description CDM Smith is seeking... ...winning work, building strong client relationships, and driving growth in this critical... ...Service Leader will contribute by: Leading business development, client engagement...Temporary work
$70k - $85k
Wealth Enhancement Group, LLC is seeking a Client Service Manager for their Cherry Creek office in Denver, CO. This hybrid role will support a dedicated group of advisors and involve direct client engagement to meet their financial objectives. The successful candidate...Work at office$60k - $65k
...The integrated full-service solutions leverage a... ...Summary The Associate Client Relationship Manager develops relationships... ...cold calling, lead follow-up and sales... ...and credit terms in compliance with Freeman policies... ...Accident and Disability Retirement with Company Match...RetirementFull timeWork experience placementWork at officeLocal area2 days per week3 days per week
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