Client Associate jobs in Broomfield, CO

Recently Added Client Associate jobs

F
Associate Client Relationship Manager
  • Freeman Company
  • Denver, CO FULL_TIME

  • About Us

    Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’s largest network of experts, Freeman’s insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 96-year legacy in event management as well as new technologies to deliver moments that matter.

    Summary

    The Associate Client Relationship Manager – Show Organizer Event Logistics is responsible for developing and maintaining relationships with new and existing clients. You will pursue new and repeat business while identifying new and up-selling opportunities while providing clients will a well-rounded planning and service experience. You will be the lead role in the planning and execution of events, providing support, consultation, and high-level logistics coordination. You will execute the event plan in alignment with the client’s budget.

    This position will support our Client Relationships group under our Growth (Sales) team. It is eligible to work a hybrid schedule, generally requiring work in-office and/or show site 2-3 days per week. The ideal candidate will be located in Denver, CO.

    Essential Duties & Responsibilities

    • Based on location, able to book events up to $1 million annually
    • Perform outbound sales calls, lead follow-up and sales qualifying
    • Pursue sales opportunities with new and existing Show Organizer customers
    • Manages client requirements, expectations, and scope changes per event
    • Collaborate with other teams to ensure our client success
    • Primarily sells and produces events in a local market
    • Travels to show location to manage event from move-in through move-out
    • Responsible for accurate and timely invoicing to client
    • Maintains knowledge of all products and service offerings and identify additional lines of business for new and existing clients
    • Quotes prices and manages budgets
    • Responds to RFPs &/or RFIs
    • Creates proposals and contracts
    • Translates client requirements by working within internal systems to ensure requirements are delivered to the appropriate departments in a timely manner to ensure successful onsite execution
    • Responsible to maintain and grow partnerships with facilities/venues
    • Entertains clients as necessary

    Education & Experience

    REQUIRED
    • 6 months of related sales, account management, or project management experience
    • Excellent customer service and organizational skills
    • Ability to learn multiple internal and external systems
    • Multi-task multiple events at a time
    • Working knowledge of all Microsoft software applications
    • Max Budget $65K based on experience
    PREFFERED
    • Bachelor’s Degree

    Travel Requirements

    Travel up to 25%

    Diversity Commitment

    At Freeman, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.
  • 15 Days Ago
Apply this Job
W
Client Service Associate
  • Wedbush Securities
  • Denver, CO FULL_TIME
  • Job Description: Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets,...
  • 16 Days Ago
Apply this Job
E
Client service associate
  • Edelman Financial Engines
  • Westminster, CO FULL_TIME
  • Description Client Service Associate At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers re...
  • Just Posted
Apply this Job
E
Client Service Associate
  • Edelman Financial Engines
  • Englewood, CO FULL_TIME
  • Client Service Associate At Edelman Financial Engines, we believe everyone deserves to move their financial life forward! We know that assets have the power to fund goals. Those numbers represent indi...
  • Just Posted
Apply this Job
W
Client Service Associate or Manager
  • Wealth Enhancement Group, LLC
  • Denver, CO FULL_TIME
  • About Wealth Enhancement Group Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craf...
  • 1 Day Ago
Apply this Job
B
Wealth Management Client Associate
  • Bank of America
  • Denver, CO FULL_TIME
  • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
  • 12 Days Ago
Apply this Job
View All Client Associate Jobs
Salary Company Skills Job Openings
Filters

Clear All
Filter Jobs By Location
  • Filter Jobs by companies
  • More
Salary Company Skills Job Openings

0 Client Associate jobs found in Broomfield, CO area

R
Bilingual Customer Service Specialist
  • RPC Company
  • Broomfield, CO
  • Job Description Job Description Customer Service Representative · The pay rate is 20.00 an hour · Monday thru Thursday: ...
  • 4/24/2024 12:00:00 AM
Apply this job
E
Retail Customer Service Associate
  • Essential Impact Marketing
  • Westminster, CO
  • Job Description Job Description We are a dynamic group of motivated business professionals! We operate the same way athl...
  • 4/24/2024 12:00:00 AM
Apply this job
E
Junior Client Coordinator
  • Essential Impact Marketing
  • Westminster, CO
  • Job Description Job Description Essential Impact is seeking a full-time Junior Client Coordinator who is career-minded a...
  • 4/24/2024 12:00:00 AM
Apply this job
S
Customer Service Specialist
  • Sherwin-williams
  • Boulder, CO
  • This position works closely with commercial paint customers to determine their needs, answer their questions about Sherw...
  • 4/24/2024 12:00:00 AM
Apply this job
A
Retail Account Representative
  • Atlas Consulting Group, Inc
  • Thornton, CO
  • ACG is looking for an Account Manager to join our team in our Denver office. This person will operate as the lead on all...
  • 4/23/2024 12:00:00 AM
Apply this job
B
Client Service Coordinator
  • Banfield Pet Hospital
  • Arvada, CO
  • Hospital Location : 5285 Wadsworth Bypass Arvada, CO 80002 SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordi...
  • 4/21/2024 12:00:00 AM
Apply this job
S
Customer Service Specialist
  • Sherwin-Williams
  • Broomfield, CO
  • This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
  • 4/17/2024 12:00:00 AM
Apply this job
S
Customer Service Specialist
  • Sherwin-Williams
  • Arvada, CO
  • This is position is essential to the success of our retail stores. Customer Service Specialists work closely with wholes...
  • 4/2/2024 12:00:00 AM
Apply this job
View All Client Associate Jobs

About Broomfield, Colorado

Broomfield is a consolidated city and county in the U.S. state of Colorado. Broomfield has a consolidated city and county government which operates under Article XX, Sections 10-13 of the Constitution of the State of Colorado. The population was 55,889 at the 2010 United States Census. Broomfield is the 16th most populous municipality and the 13th most populous county in Colorado....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$54,673 to $71,684
Broomfield, Colorado area prices
were up 0.4% from a year ago
View detail

What does a Client Associate do?

Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023