5 client relationship manager retirement jobs found in Denver

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business      $2,500 New Agent Ramp-up Incentive    This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success      If you enjoy helping people, building relationships, and earning more through performance, we'll provide the training, tools, and support to help you succeed      Success in this role comes from:   Consistent outreach    Proactive engagement with prospective clients   Strong follow-up   Community networking   Building trust with clients   Location Details:  Denver, CO-Quebec Square Position Schedule/Shift:  Monday -...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business      $2,500 New Agent Ramp-up Incentive    This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success      If you enjoy helping people, building relationships, and earning more through performance, we'll provide the training, tools, and support to help you succeed      Success in this role comes from:   Consistent outreach    Proactive engagement with prospective clients   Strong follow-up   Community networking   Building trust with clients   Location Details:  Denver, CO (Cherry Creek) Position Schedule/Shift:...

Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client.  Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business        $ 2,500  New Agent Ramp-up Incentive     This supports your transition by providing  additional  income as you develop your pipeline and build  a strong foundation  for long-term success        If you enjoy helping people, building relationships, and earning more through performance,  we’ll  provide the training, tools, and support to help you succeed        Success in this role comes from:    Consistent outreach     Proactive engagement with prospective clients    Strong follow-up    Community networking...

Position Summary The Client Relationship Assistant position comprises a range of administrative responsibilities, including fund administration, board meeting administration, and data collection. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Support the Client-facing team in performing administrative tasks. Creates correspondence, reports, presentations, and meeting notes for internal use or distribution to clients or vendors; performs filing, editing, copying, or collating as needed. Keeps records in relation to the disbursement process. Coordinates meetings, activities, and other events as assigned, including scheduling, catering, and meeting room preparation. Assists the Client-facing team with analysis and internal reports to support day-to-day activities; manages internal audit data collection, including financial, DOL, and...