Client Services Salary at Team Dave Logan BETA

Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview We are looking for a Client Service Manager who will be responsible for the day-to-day, account management of Gallagher’s relationships with assigned clients as their primary role. You will support the senior servicing staff/service teams to identify and meet client needs and thereby retain and grow a profitable book of business. Through service, pricing, consultation, and reporting,

Come Joni Our Team! Currently looking for friendly, professional, caring team members looking to learn and grow. Competitive pay, benefits, great environment. Previous experience helpful but not required, will train the right person. S UMMARY OF J OB P URPOSE AND F UNCTION The Client Service Coordinator ("CSC") drives the f low of clients and p ets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and p ets), ensures good communication with associates and clients, and coord inates the care of clients and p ets in a hap py, welcoming, friendly and efficient manner, influencing clients to return and refer their friends and families. E SSENTIAL R ESPONSIBILITIES AND T ASKS Live and exemplify the Five Principles of Mars, Inc. within self and team. Actively recruit new clients by promoting hospital services and route the flow of clients and p ets to ensure superior client care and maximum productivity of the veterinary medical te

Client Service Specialist Denver, CO Full Time M-F 9:30 AM – 5:30 PM Summary: We are looking for a candidate with prior corporate and customer service knowledge to join our team and experience the support, camaraderie and satisfaction that comes from working with a family-oriented professional company. Applicants should be computer-knowledgeable, show a strong proficiency in verbal and written communication and be organized and detail-oriented. Our NO LAYOFF strategy, commitment to integrity, fairness and fun and strong financial performance make us an ideal alternative to the traditional “all business” organization. For consideration, please send us your resume and salary requirements. Essential Duties and Responsibilities: · You will be in direct contact with clients– processing orders, resolving any issues, request for assistance · Ability to respond promptly to client questions and concerns · Helping clients to use COGENCY GLOBAL’s proprietary applications (training provided) · Gui

Job Description Job Description Client Service Specialist Denver, CO Full Time M-F 9:30 AM – 5:30 PM Summary: We are looking for a candidate with prior corporate and customer service knowledge to join our team and experience the support, camaraderie and satisfaction that comes from working with a family-oriented professional company. Applicants should be computer-knowledgeable, show a strong proficiency in verbal and written communication and be organized and detail-oriented. Our NO LAYOFF strategy, commitment to integrity, fairness and fun and strong financial performance make us an ideal alternative to the traditional “all business” organization. For consideration, please send us your resume and salary requirements. Essential Duties and Responsibilities: · You will be in direct contact with clients– processing orders, resolving any issues, request for assistance · Ability to respond promptly to client questions and concerns · Helping clients to use COGENCY GLOBAL’s proprietary applic

Introduction: Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. 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 Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service D

TSS is partnering with a financial management and planning company to hire a full-time, onsite Client Services Associate for a permanent position in Denver, CO. As a Client Services Associate, you will act as a financial concierge for wealthy individuals and/or families, helping manage their financial, tax, estate, and investment affairs while ensuring everything runs smoothly. Overview: · Keep track of money & assets – Reviewing cash flow, investments, and bills to make sure everything is in order. · Help with taxes & estate planning – Gathering tax documents, making payments, and working with accountants and lawyers. · Handle financial transactions – Processing payments, transfers, and setting up bank or investment accounts. · Coordinate with experts – Acting as a go-between for clients and their financial advisors, bankers, lawyers, and insurance agents. · Manage special financial projects – Assisting with setting up trusts, LLCs, private investments, and loans. · Organize & track e

Associate, Client Service Obermeyer Wealth Partners is seeking a full-time Client Service Associate to support its financial advisors and clients. This person will play a significant role in elevating the Obermeyer client experience by communicating with clients, navigating our custodians’ requirements, assisting with administrative tasks, and leveraging technology. We view this role as essential to our firm’s and clients’ success. Obermeyer Wealth Partners is a registered investment advisor (RIA) managing $2.6 billion in assets. We provide a range of wealth management services tailored to meet the unique needs of individuals, families, and select family offices. At Obermeyer, our mission is to thoughtfully steward client assets while serving as trusted partners in navigating life’s complex financial decisions. As one of Colorado’s boutique independent advisory firms, our team has been recognized by Barron’s and Forbes for serving clients across the United States. We currently operate

Position Summary: The goal of the Client Services Lead/Support (dependent on experience) position is to coach, facilitate, manage, execute and advise on a breadth of financial and non-financial activities associated with our high net worth clients’. A successful candidate in the role will be able to quickly create a trusted relationship with the client, other advisors, family members, etc. Full time permanent 100% in office role. MUST HAVE STRONG SERVICING OF CLIENTS BACKGROUND! Client Services Lead/Support Overview · Be an active participant of a dynamic client service team, solving complex family office problems with the strictest confidentiality · Participate in brainstorming sessions on complex client strategies. · Manage detailed execution of tax, estate, investment, entity, etc. strategies. · Support Accounting Analysts in client bill payment requests, ensuring timely and accurate execution. · Facilitate and/or assist in client meeting preparation and follow-up. · Perform cash fl