Wealth Client Experience Specialist
Focus Partners Wealth
Focus Partners Wealth in Denver is seeking a Client Service Specialist to deliver exceptional service to clients and advisors. The role requires 3+ years in the RIA industry, with strong problem-solving skills and proficiency in Salesforce. You will manage multiple requests simultaneously while ensuring timely communication and effective resolution of issues. This position offers a hybrid work schedule and a comprehensive benefits package, including medical, dental, and a 401(k) plan. #J-18808-Ljbffr Focus Partners Wealth
$75k - $85k
Hightower Advisors is seeking a Wealth Management Team Member in Denver to join their dedicated wealth management team. This role focuses... ..., and monitoring cash levels. Ideal candidates should possess experience in financial services and demonstrate strong communication...Suggested- ...PNC is seeking a Client Experience Associate based in Denver, CO. This role focuses on delivering exceptional customer experiences and improving client loyalty through effective banking services. Successful candidates will possess knowledge of customer needs, risk management...Suggested
- J.P. Morgan Wealth Management is hiring a Private Client Advisor based in Wheat Ridge, CO. In this role, you will deliver personalized investment solutions... ...planning. The ideal candidate has 2+ years of experience and holds a Series 7 license. The position offers a competitive...Suggested
- Charles Schwab is seeking a Regional Leader for Wealth Advisory in Lone Tree, Colorado, to lead teams in delivering comprehensive wealth management solutions. The ideal candidate must possess a Bachelor’s Degree and a valid FINRA Series 7 license. This senior role will...Suggested
$21.3 - $25 per hour
...Customer Experience Associate (New Grad) Join us in building the future of finance. Our mission is to democratize finance for all.... ...younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of...SuggestedHourly payWork at officeFlexible hoursShift work3 days per week$28.1 - $33 per hour
...Customer Experience Representative, Core Services Join us in building the future of finance. Our mission is to democratize finance... ...younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of...Hourly payWork at officeMonday to FridayFlexible hoursShift workAfternoon shift3 days per week$34 - $40 per hour
...Customer Experience Specialist Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $... ...generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of...Work at office10 hours per weekFlexible hoursShift work$18.81 per hour
Dormont Manufacturing Co is seeking an experienced Client Service Representative to enhance our customer care at VCA Alameda East Veterinary... ...18.81/hr, with opportunities for increases based on veterinary experience, along with a comprehensive benefits package. #J-18808-Ljbffr...- Bankmw is looking for a Client Services & Solutions Specialist II to assist clients with inquiries and complaints while ensuring compliance and security... ...candidate is expected to have at least 2 years of experience in a bank call center, strong communication skills, and...Remote job
$28.1 - $34.5 per hour
...Customer Experience Representative, Active Trader Join us in building the future of finance. Our mission is to democratize finance... ...younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of...Work at officeRemote workFlexible hoursShift workNight shiftDay shift3 days per week- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...
$34 - $40 per hour
...Customer Experience Representative, Concierge Join us in building the future of finance... ...next two decades. The largest transfer of wealth in human history. If you're ready to be... ...Provide exceptional support to high-value clients by resolving complex issues efficiently,...Hourly payWork at officeFlexible hoursShift work3 days per week$80k - $92k
Focus Partners Wealth is hiring an Associate Wealth Advisor in Denver, Colorado. This role offers... ...tax and estate planning, and monitoring client investments. Ideal candidates will have over four years of relevant experience and a Bachelor’s Degree. The compensation ranges...- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...
$56.52k
J.P. Morgan Wealth Management - Private Client Advisor - Wheat Ridge, CO Locations: Wheat Ridge, CO, United States Job Information Job Identification... ...significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner...Full time$56.52k
J.P. Morgan Wealth Management - Private Client Advisor - Erie, CO (Lafayette) Location: Erie, CO, United States. Job Schedule: Full time. Base Pay:... ...significant wealth. You will provide an exceptional investor experience by offering advised solutions and Chase partner...Full time$20 - $22 per hour
Ethos Veterinary Health is seeking a Client Service Representative for their facility in Brighton/Commerce City, CO. The role involves... ...team. Ideal candidates will have at least two years of experience in veterinary customer service and fluency in English. With competitive...- GoodVets is seeking a Client Service Representative (CSR) to provide exceptional service and support to clients in a welcoming environment... ...communication skills and a positive attitude, with previous experience in veterinary or medical settings preferred. GoodVets offers a...
$750 per week
...connect everyday people with flexible remote market research opportunities that influence real products, services, and customer experiences. Role Overview: We are welcoming participants from all backgrounds, including anyone looking for administrative assistant roles,...Part timeCasual workRemote workFlexible hours- ...Interior Design Consultant in Denver, Colorado. This role provides luxury design and sales service to walk-in clients in the gallery, ensuring a top-notch experience from initial contact to product delivery. The ideal candidate will have a strong background in art or...
- ...Williams Company is seeking a Customer Service Specialist in Denver, CO. This role is crucial for... ...processing sales, and supporting clients in product selection. Candidates should... ...license, and have a high school diploma. Experience in retail or customer service is preferred...Full time
- ...seeking a Remote Travel Customer Service Representative to manage client interactions throughout their travel journey. This role... ...industry-related discounts. Join our team today to support clients in creating memorable travel experiences. #J-18808-Ljbffr RudybtravelRemote job
- ...seeking a Remote Travel Customer Service Representative to support clients throughout their travel journey. You'll assist with bookings, respond to inquiries, and ensure clients have a seamless experience. This role requires excellent communication skills and a genuine...Remote job
- Sr. Wealth Strategist/ Client Development Sales Executive page is loaded## Sr. Wealth Strategist/... ...With more than 130 years of financial experience and over 22,000 partners, we serve... ...With the support of our local team of specialists and national resources, you will...Local areaFlexible hours
$15.75 - $16.25 per hour
...adhering to loss prevention standards. Candidates should possess strong communication, organizational skills, and a retail customer experience background. Benefits include associate discounts, medical options, and a competitive salary ranging from $15.75 to $16.25 per...Hourly pay- J.P. Morgan Wealth Management is seeking a Private Client Advisor in Erie, CO, to provide comprehensive financial planning and advice. The role requires... ...relationships and utilizing digital tools to enhance investor experience. Benefits include a competitive salary, health care...
- ...relationships with ultra-high-net-worth (UHNW) clients, ensuring world-class service and identifying growth... ...strong background in finance and client-facing experience. The successful applicant will work closely with the Wealth Management Team to optimize service delivery,...
- ...What to Expect At Tesla, our Customer Experience Specialists are at the heart of everything we do. They deliver exciting, engaging, and educational experiences that leave a lasting impression on both current and future customers. As the first point of contact in our showrooms...Part timeWork at officeLocal areaWeekend workAfternoon shift
$22 - $24 per hour
...most trusted mobility company. The National/Alamo brand of Enterprise Mobility has an exciting opportunity for a Full Time Customer Experience Representative (CXR . The Customer Service Representative provides superior, friendly, and efficient transactions and offering...Full timeLocal areaWeekend workAfternoon shift$20.25 per hour
...with no anticipated closing date. Step into a role where you are the face of first‑class service. As an Avis First Customer Experience Specialist, you’ll deliver a premium, personalized service that turns every rental into an extraordinary experience. From doorstep deliveries...Hourly payOngoing contractFull timePart timeRemote workFlexible hoursWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Client Experience Specialist. Be the first to apply!
- part time customer representative Denver, CO
- customer service operations specialist Denver, CO
- client engagement specialist Denver, CO
- customer service specialist Denver, CO
- online customer service representative Denver, CO
- bilingual customer service representative spanish english Denver, CO
- client retention specialist Denver, CO
- financial customer service representative Denver, CO
- customer success specialist Denver, CO
- senior service representative Denver, CO

