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
$77k - $108k
...Trust, located in Denver, CO, is seeking a Full-Time professional to manage client relationships within our Retirement Services team. The role requires overseeing compliance with regulations, leading investment meetings, and developing client communications. The ideal...RetirementFull time- Cornerstone Servicing, a division of Cornerstone Capital Bank, is a mortgage servicer focused on service excellence and client satisfaction. The Client Relationship Manager will deliver outstanding client service through regular meetings and portfolio performance discussions...Suggested
$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...SuggestedTemporary workVisa sponsorship- ...leverage your expertise to guide clients through complex tax... ...acquisitions. You will also lead a team and enhance our business... ...while maintaining vital client relationships. With at least 10 years in M&... ...benefits include healthcare and retirement plans. #J-18808-Ljbffr RiveronRetirementFull timeFlexible hours
$63.3k - $117.2k
...Commercial Sales & Service Cultivates, builds, and manages relationships with a portfolio of small business clients to build a... ...varying scope and type; leads or participates in... ...Bank information in compliance with Bank policies... ...insurance, and retirement savings plans. To...RetirementPart timeLocal area- ...Position Summary: The goal of the Client Services Lead/Support (dependent on experience) position is to coach, facilitate, manage, execute... ...candidate in the role will be able to quickly create a trusted relationship with the client, other advisors, family members, etc. Full...Permanent employmentFull timeWork at officeLocal area
$91.62k - $111.98k
...Business Banking Relationship Managers play a pivotal... ...our business clients achieve their... ...lives they want to lead. You will also have... ...products and services, and recommending... ...employer-funded retirement plan Paid vacation... ...provided by law Compliance and EEO U.S. Bank...RetirementTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- Us Bank in Denver, Colorado is seeking a Client Relationship Consultant who will build and foster relationships with clients. You will engage... ...registration and offers various benefits including healthcare, paid vacation, and a retirement plan. #J-18808-Ljbffr Us BankRetirement
- Digible, Inc. in Denver is seeking a Client Services Manager to lead a team of account managers and ensure high-quality service delivery. You will... ...process innovation while maintaining strong client relationships. The ideal candidate will have over 6 years in customer-...Remote jobFlexible hours
$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$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...- AXS seeks a Client Services Supervisor for Theaters and Residencies to deliver frontline service, manage client relationships, and support ticketing products nationwide. You will combine venue... ...for partners and fans. You will lead, mentor, and coach a team while solving...
- MissionSquare in Colorado is seeking a Senior Relationship Manager to serve as the primary liaison for strategic client accounts in the public sector retirement arena. You will deliver Visual... ...reports, mentor junior team members, lead plan reviews, and advise on plan...Retirement
- First Western Financial, Inc. is looking for a Retirement Services Specialist to manage client relationships and ensure compliance with regulatory requirements. The ideal candidate will have experience in retirement services and excellent communication skills. You will...Retirement
- ...looking for a Business Relationship Manager to manage a portfolio of business clients, providing tailored... ...delivering exceptional service. This role focuses on... ...needs while ensuring compliance with risk management protocols... ...health coverage, retirement plans, and more. #J-1...Retirement
$20 - $25.77 per hour
...major financial institution is seeking a Client Relationship Consultant 2 to enhance client... ...through proactive outreach and banking services. Candidates should have a high school... ...various benefits such as healthcare, retirement plan, and paid vacation. #J-18808-Ljbffr...RetirementHourly pay$22.61 - $27.25 per hour
...Trust Operations Specialist - Client Service The Trust Operations Specialist - Client Service... ...activity and/or errors; complex compliance issues pertaining to IRS rules and regulations... ...(SDIP) designation from the Retirement Industry Trust Association (RITA) preferred...Retirement- ...Client Relationship Manager We're looking for a client advocate who puts... ...consultative, thoughtful service. You'll sit at the intersection... ...in maintaining industry-leading response times and meaningful... ...~ Bonus: experience in retirement, fintech, or a startup environment...RetirementShift work
- ...Colorado. This position oversees client retention and operational... ...of experience in financial services and proven leadership... ...role involves managing client relationships, promoting an employee-centric... ...operational efficiencies and compliance. Benefits include robust wellness...
- A leading service provider is seeking a Service Account Manager in Denver... ...manage long-term service relationships within the building... ...automation space. The role involves client support, technical... ...benefits, including insurance and retirement plans. #J-18808-Ljbffr ManatalRetirement
$150k - $190k
Position Overview Institutional Client Relationship Manager (CRM) within the Institutional Client Service Group. Responsible for... ...to deliver presentations and lead teams. Experience navigating... ...annual profitability bonus, and a retirement plan with a 15% company contribution...RetirementTemporary workLocal areaFlexible hours$140k - $180k
...Description The Client Advocate provides strategic relationship management and advisory service to clients, delivering... ...and may independently lead middle market client... ...to all regulatory, compliance, and technical standards... ...Washington roles) Retirement Benefits: Qualified...RetirementTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$60k - $80k
...contributions. Do you have strong client service experience in the life... ...This role is a key relationship manager for all assigned clients... ...Performs job functions in compliance with all company policies and... ...Opportunity for Bonus, 401(k) Retirement Program and Company Match....RetirementWork at office$191.25k - $225k
...legally bound to act in our clients' best interests —... ...size, growth, service quality, technology, succession... ...The Director, Client Relationship Expansion is a senior... ...divisions. The Director leads full activation cycles... ...and more. ~401(k) Retirement Plan with both Traditional...RetirementTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$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$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$20 - $25.77 per hour
Overview Client Relationship Consultant 2 (Banker) - Smoky Hill King Soopers at U.S. Bank. Responsibilities... ...and business banking products and services including digital products and... ...parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five...RetirementTemporary workLocal area$120.97k
...Smith is seeking an Industrial Client Service Leader with a strong... ...Leader contributes by: • Leading business development, client... ...and maintaining high value relationships with industrial clients •... ...wastewater reuse, and regulatory compliance. • Bachelor's degree in...Temporary workH1b$150k - $395k
...Department Manager will lead the department in... ...s core values of client satisfaction,... ...outstanding service. What you will do... ...construction, environmental compliance, project controls... ...cultivate key relationships within target... ...to our 401(k) retirement program. For more...RetirementContract workWork experience placementWork at officeLocal area$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
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