33 Client Management jobs in Centennial

Provides sales, processing, operational, administrative and customer service support to Investment Relationship Managers of U.S. Bancorp Investment Sales. Performs administrative support duties to assist Investment Relationship Managers such as: maki Client Associate, Relationship Manager, Management, Wealth, Associate, Business Development, Banking

• This position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and Teamwork.

• Lead and drive client relationships through the appropriate actions to enhance client relationships with Busey.

• Support advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.

• This role will interact with clients by fielding higher volumes of phone calls and email communications from clients. This associate will function as a main point of contact for daily service needs as well as more complex issues.

• Drive the execution our Proactive Client Engagement Model by facilitating client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, and coordinating additional items needed for these events.

• Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as all policies and procedures.

• Resolve compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering all required information from clients, and demonstrating a high level of understanding of regulations, policies, and procedures.

• Manage risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.

• Serve as an escalation point to resolve minor service issues for clients, provide feedback to leadership on solutions to improve overall client service experience.
• Mentor new associates and participate with the team as a resource to resolve issues with compliance or customer service issues.

• Knowledge of:
  • Strong oral and written communication skills with high customer contact via in person meetings, phone conversations, and other correspondence methods.
  • Strong organizational skills

• Ability to:
  • Multi-task and work independently.
  • Perform duties under frequent time pressures

• Education and Training:
  • Bachelor's degree in business or finance and two or more years related experience in the financial services industry with high net-worth clients preferred.
  • Requires successful completion of the Wealth Management Specialist or Certified Wealth Strategist certification within 1 year of hire. Additional certifications such as a CFP, CFA, CTFA, or CPA are strongly recommended to be started by the end of first year of service.
  • Minimum of 6 hours of annual continuing education in courses related to the position's responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)
  • Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office, and Outlook.

At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One.

If theres anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

Join to apply for the Wealth Management Operations - Client Services Associate role at Plante Moran

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Join to apply for the Wealth Management Operations - Client Services Associate role at Plante Moran

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Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your Work Will Include, But Not Be Limited To

• Portfolio Administration
• Self-review of tasks performed, including client deliverables
• Manage and prioritize tasks and workflows
• Serve as a liaison between advisors and broader PMFA operations team
• Field questions related to client data, reports or any items as a result of work
• Research and resolve issues related to client information
• Client Services Administration
• Deliver superior client service
• Serve as a liaison between internal staff, custodian, and others as needed
• Preparation of new account paperwork
• Preparation of paperwork for account changes
• Preparation of account transfer paperwork and verification of asset transfer eligibility
• Ensure timely completion of account transfers and other paperwork processing
• Frequent communication with custodians and internal staff
• Monitor and follow up on alerts
• Identify and communicate client service opportunities to internal professionals
• Assist with money movement activities
• General
• Adhere to PMFA policies and procedures
• Develop, document and/or maintain process policies and procedures for department
• Frequent interaction with internal and external professionals and clients
• Cross train and back up to other team members roles in operations
• Assist in testing and roll out of system upgrades, system integration and new technology
• Coordinate workload with other client service associates
• Review agreements and be familiar with terms to ensure paperwork is in compliance
  

• High School diploma or GED equivalent is required
• Bachelors degree in Business, Accounting, Finance or IT or the equivalent work experience in one of these areas is preferred, but not required
• 2+ years industry experience. Previous investment industry and administrative experience preferred
• Client service orientation combined with creative problem solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibilities
• Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
• Interest and aptitude for financial planning
• Strong computer skills
• High attention to detail
• High energy and ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance
  
  

• Seniority level Associate

• Employment type Full-time

• Job function Finance and Sales
• Industries Accounting

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Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your role.

Your work will include, but not be limited to:

• Portfolio Administration
  • Self-review of tasks performed, including client deliverables
  • Manage and prioritize tasks and workflows
  • Serve as a liaison between advisors and broader PMFA operations team
  • Field questions related to client data, reports or any items as a result of work
  • Research and resolve issues related to client information
• Client Services Administration
  • Deliver superior client service
  • Serve as a liaison between internal staff, custodian, and others as needed
  • Preparation of new account paperwork
  • Preparation of paperwork for account changes
  • Preparation of account transfer paperwork and verification of asset transfer eligibility
  • Ensure timely completion of account transfers and other paperwork processing
  • Frequent communication with custodians and internal staff
  • Monitor and follow up on alerts
  • Identify and communicate client service opportunities to internal professionals
  • Assist with money movement activities
• General
  • Adhere to PMFA policies and procedures
  • Develop, document and/or maintain process policies and procedures for department
  • Frequent interaction with internal and external professionals and clients
  • Cross train and back up to other team members roles in operations
  Assist in testing and roll out of system upgrades, system integration and new technology Coordinate workload with other client service associates Review agreements and be familiar with terms to ensure paperwork is in compliance

The qualifications.

• High School diploma or GED equivalent is required
• Bachelor's degree in Business, Accounting, Finance or IT or the equivalent work experience in one of these areas is preferred, but not required
• 2+ years industry experience. Previous investment industry and administrative experience preferred
• Client service orientation combined with creative problem solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibilities
• Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
• Interest and aptitude for financial planning
• Strong computer skills
• High attention to detail
• High energy and ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance

What makes us different?

On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's "100 Best Companies to Work For," and an endless array of opportunities.At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So,what are you waiting for? Apply now.

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

For Colorado & Illinois Applicants:

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.

Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.

Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Colorado hourly rate range is as follows: $25.84 - $8.76
Illinois hourly rate range is as follows: 25.84 - 38.76

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Summary The Client Service Associate reports to all Advisors and the Chief Operating Officer and serves as the primary contact for customer relationship management and administrative account servicing. This position requires a strong understanding of the financial services industry and products and is critical in handling the day-to-day client management on behalf of the Advisors. Essential Duties and Responsibilities Supports the advisors of a large book of business including managing client needs regarding service, administrative tasks and insurance underwriting Manage data and plans in financial planning software Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply Deepen client relationships and establish credibility and rapport both in person and via phone Clearly articulate complex concepts to customers in a simple and easy-to-understand manner (non-licensed individuals will not provide advice) Proactively communicating with clients and following up on all contacts assigned Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business nor develop new prospects Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Other duties as assigned Knowledge, Skills, and/or Abilities Strong understanding of financial services industry and diverse investment products Basic computer skills (Outlook, Word, Excel and Power Point) are essential Excellent communication skills, both verbally and in writing Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once Ability to build relationships with clients and internal partners and influence others without direct control Education and/or Experience Bachelor's degree in finance, accounting or related field The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and financial planning concepts Previous experience in the independent financial services culture preferred Certificates, Licenses, Registration Series 7 and 63 preferred Series 65/66 preferred Compensation Compensation is commensurate with experience and qualifications Potential for bonuses Matching 401(k) plan with the potential for profit sharing contributions Company paid group life, disability insurance and health insurance.