Customer Success Advisor Salary at Autopay Llc BETA

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

These are part-time positions that will work no more than 39 hours per week and are not eligible for benefits. Part-time positions may have routine or variable work schedules and may require working weekends and holidays. The City and County of Denve Representative, Recreation, Customer Service, Operations, Recreation Assistant, Retail

Service Advisor Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? EA Buck Financial Services in Denver, CO is looking for a strong, detail-oriented Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you’re looking for the tools, resources, and freedom to build a great future, please contact us today! The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC planning which is supported by numerous software programs and planning tools while maintaining a focus on reaching annual sales goals; 2) processing new business applications for this base of

About Softek At Softek, we guarantee to deliver best in-class service, providing scalable, secure solutions for financial firms across the World. Our expertise and domain knowledge around the trade life cycle, operational processes, compliance and supervision, regulatory rules, and, risk are why our clients choose us. We pride ourselves on understanding the unique needs of our clients and providing solutions that drive success. Why Choose Softek? At Softek, nothing is more important to us than our commitment to our people. As a fast-growing company, we provide opportunities to develop at pace, giving you the chance to evolve and enhance your skills in the direction you want. Our positive work environment encourages collaboration, integrity and personal growth. The company has seen tremendous growth through mergers and acquisitions, ensuring a dynamic path forward for people in our teams. What We Can Offer You Join us at our dynamic Colorado office as a Client Services Associate – North

Introduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply. How you'll make an impact: The Branch Client Service Associate II is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role reports directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor. The Branch Client Ser

2000 16th Street, Denver, Colorado, 80202, United States of America At DaVita, we find that our best leaders are those who create an inspiring vision for the future and empowers their team to achieve success. They have always enjoyed tackling difficult problems and believe that the best way to solve them is through collaborative, team efforts. They take ownership of results and instill accountability in those they lead. They are driven, strong communicators, relationship builders, and find real fulfillment in challenging work. Here's what you can expect as a National Accounts Manager at DaVita: The Hospital Services National team is looking for a teammate to own the relationship between our national accounts team, and the hospital partners. The teammate in this role will be in a unique position to identify trending needs that exist across our multiple national accounts, and create tools, resources, and processes to close those gaps. This teammate will work with field leaders and hospit

Care Options for Kids connects leading pediatric specialists with families to providebest-in-class pediatric nursing, therapy, and school-based services. We seamlessly integrate into children's lives by bringing individualized care to children where they live, work, and play. Our pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain an optimal work-life balance. We are looking for a critical thinker and proactive Client Service Associate that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Providing exceptional customer service while performing all assigned duties, essential and non-essential. Exemplification of Care Options Values. A successful Patient Serv

Overview: IST Management Services is looking for a PART-TIME Office Services Floater for mail and copy room operations. Candidates must be eligible to work within the US without sponsorship and can clear a Motor Vehicle Inspection request. Location: Our clients are located in the Denver area. Two of which are downtown and one off Federal and I-70. We also have one client off 120th and Wadsworth. Schedule: Monday through Friday 7:30am to 5:30pm (8 hour shifts only). Compensation: $19.00 to $19.50 per hour depending on experience Benefits: No nights and no weekends. Eligible for full-time positions after 3 months. Who We Are IST Management is a business process outsourcing and e-Discovery company. We have over 1,800 employees and have been in business for over 27 years, with operations in over 38 cities across the U.S. We provide Facilities and Office Services Management, e-Discovery services including processing, hosting, court reporting, collections and forensics, managed review, and m