Wealth Ops Client Service Advocate
Axos Clearing LLC
Axos Clearing LLC is looking for a Client Service Advocate to provide exceptional support to Registered Investment Advisor and Broker Dealer clients. The CSA will manage inquiries related to Account Opening, Maintenance, and Trading, ensuring smooth operations. Ideal candidates should have at least 4 years of experience in financial services, strong organizational skills, and the ability to collaborate effectively. Additional benefits include medical, dental, and vacation time. #J-18808-Ljbffr
$65k - $70k
...achievement of performance goals and targets. About This Job The Client Service Advocate (CSA) at Axos Securities supports Registered Investment... ...assistance. This role requires solid knowledge of Wealth Management operations and a proactive, solutions-oriented approach...SuggestedWork at officeLocal area$75k - $85k
...Wealth Management Team Member As part of our dedicated wealth management team in Denver... ...acting in the best interest of the client, providing straightforward fees, maintaining... ...communication, and giving every client personalized service. Our team takes pride in creating...SuggestedPermanent employmentWork at officeLocal area$35k - $75k
...PowerToFly in Greenwood Village, Colorado is hiring a Client Service Associate to provide exceptional service and support to clients and Financial Advisors. The ideal candidate should have strong organizational skills and the ability to work in a fast-paced environment...Suggested- ...Dodds Wealth LLC, located in Denver, is looking for a Client Services Associate to enhance client experiences in wealth management. This position involves daily operational tasks, account management, and supporting the financial advisor team with a commitment to accuracy...Suggested
$47.5k - $50k
...Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges... ...providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad...SuggestedWork from home$35 - $40 per hour
...complaint environment plus residential mortgage servicing experience. This is required to be... ...hours. The Mortgage Customer Service Advocate will be responsible for resolving and... ...States. Guided by a leadership team with a wealth of industry experience and guided by a...Temporary workWork experience placementWork at officeLocal areaImmediate start- Serenity Healthcare is seeking a Client Advocate in Parker, CO to guide clients through their options and support them throughout the process... ...managing high interaction volumes while maintaining quality service, with opportunities for growth as the company expands. #J-188...
$90k - $120k
A leading insurance brokerage firm is looking for an Associate Client Advocate in Denver, Colorado. The role involves managing client service delivery and ensuring accuracy in all aspects. Candidates must have 4 to 6 years of experience in Property & Casualty insurance...- ...Investment Advisory firm in Denver’s Cherry Creek neighborhood is seeking an exceptional Client Service Associate to join a close-knit, high-performing team. We deliver best-in-class wealth management services to a select clientele, and we’re looking for someone who takes...Work at office
$18 - $20 per hour
...Dog Wellness Advocate The Dog Wellness Advocate is a key position at Scenthound, focused on customer retention while providing exceptional service to every client. A successful Dog Wellness Advocate is outgoing, self-motivated, detail-oriented, a great multi-tasker...Hourly pay- ...Bank of America is seeking a dedicated professional to provide excellent client service and ensure timely and accurate responses to client needs. The role requires FINRA certifications and demands a strong client-centric mindset while managing relationships. Candidates...Hourly pay
- ...tips Merit-based pay increases Complimentary service membership About the Position: The Dog Wellness Advocate is a key position at Scenthound, focused on... ...retention while providing exceptional service to every client. A successful Dog Wellness Advocate is outgoing,...Hourly pay
- ...Description The Client Advocate provides strategic relationship management and advisory service to clients, delivering consultative risk and insurance solutions aligned to their business objectives. This role partners with Producers and/or Senior Client Advocates (SCAs...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
$19 per hour
...Advocate Hourly, Part-Time Advocate positions serving youth and families throughout Arapahoe County are available. Status: Part... ...initiate, organize, plan, develop, and implement direct advocacy services to assigned participants and their families. All service plans...Hourly payWeekly payPart timeWork at officeFlexible hours$18.29 per hour
...Advocate Job Category: Frontline Direct Service Part-Time Rate: $18.29 USD per hour Locations: Aurora, CO, USA +13 more locations Travel Required... ...and implement direct advocacy services to assigned clients and their families. All service plans will be...Hourly payWeekly payPart timeFlexible hours$35k - $75k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs) and teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading...Temporary workWork at officeLocal area$19 per hour
...Parent Recovery Advocate Flexible, hourly part-time position working with adults and individuals whose problematic substance use issues... ...and assistance with safety planning, and other supportive services provided in the person's home and community. All service plans...Hourly payWeekly payPart timeWork from homeFlexible hours$60k - $70k
...Primoris Services Corporation is a leading provider of critical infrastructure services to the utility, energy, and renewables markets... ...Dakota, and South Dakota. We are actively hiring for a Customer Advocate at our branch office in Dove Valley, Colorado. This position...Weekly payFor contractorsWork at officeLocal area$17.25 - $20 per hour
...Customer Advocate The Customer Advocate is one of Safelite's first impressions with our... ...to be successful. View all our health, wealth and life offerings at What You'll Do... ...incoming calls, e-mails and faxes for service issues, pricing, warranties, commercial,...Weekly paySeasonal work$19 - $25 per hour
...as a Hospital Based Bilingual Patient Advocate and help guide individuals through their... ...worked. Provide exceptional customer service at all times. Participate in ongoing... ...As per established protocols, inform the client in a timely manner of all approvals and denials...Hourly payFull timeWork at officeShift work$24 per hour
...We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make the Fortune 500! Whether it's...Hourly paySummer workLocal areaShift workWeekday work- ...A financial services firm in Denver seeks a Registered Client Service Associate to support Financial Advisors and provide outstanding service to clients. This role involves building relationships, managing accounts, and ensuring an exceptional client experience. Candidates...
$17.25 - $20 per hour
...place you'll ever work. The Customer Advocate is one of Safelite's first impressions with... ...be successful. View all our health, wealth and life offerings at What You'll Do... ...Manage incoming calls, e-mails and faxes for service issues, pricing, warranties, commercial,...Weekly paySeasonal workLocal area$35k - $75k
...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals...Temporary workWork at officeLocal area- ...Sales Advocate As one of the largest premier dealers for Cricket Wireless, {JOB DEPARTMENT} is currently seeking outgoing, energetic... ...wage. Now is a great time to join us -- Cricket's network and service plans are better than ever! Those who are motivated in sales and...Hourly payImmediate start
$15.9 - $17 per hour
A healthcare solutions company is seeking an Individual Contributor to provide excellent customer service and enhance the patient experience. This remote role requires effective communication and collaboration skills, alongside a strong focus on patient needs. Candidates...Remote jobHourly pay- A growing insurance brokerage in Denver seeks a Customer Service Representative to provide exceptional service to commercial lines clients. Responsibilities include managing insurance policies, maintaining client relationships, and processing inquiries to meet insurance...
- Arapahoe County Government seeks a part-time Veterans Service Officer I in Littleton, Colorado. This role involves assisting veterans with Federal and State benefits, maintaining client confidentiality, and managing office operations. Ideal candidates should have a High...Part timeWork at office
- ...Driver based in Denver, Colorado. This role supports Customer Advocates by managing inventory, building customer relationships, and providing... .... Join us in improving patient satisfaction with our dedicated service! #J-18808-Ljbffr ImageFIRST Healthcare Laundry SpecialistsWeekly payFlexible hours
$39.75k - $55k
Go Solar Advocate Department: Program Employment Type: Full Time Location: Multiple Locations Compensation: $39,750 - $55,000 / year... ...makers and the public. Author reports, fact sheets, news releases, op‑eds, coalition sign‑on letters, articles and updates for our...Full timeLocal area
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