Denver, Colorado, United States · On-site
$51k–$99k/yr
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, …
Skills: Customer Service, CRM Management, Client Relationship Management, Investment Industry Knowledge, Account Maintenance
Summit County, Colorado, United States · On-site
$22/hr–$28/hr
Create Your Experience of a Lifetime! Come work and play in the mountains! Whether it’s your first-time seeing snow or you were born on the slopes, joining our team means discovering (or re-discovering!) a passion for th…
Skills: Administrative Support, Project Tracking, Financial Tracking, Workforce Management, KPI Analytics
Denver, Colorado, United States · On-site
$80k–$90k
Peak Living is seeking a qualified Community Manager to join our team! At Peak Living, our employees love where they work! We are a fast-growing property management company with communities across the United States. We b…
Skills: Community Management, Leasing, Customer Service, Marketing, Financial Reporting
Colorado Springs, Colorado, United States · On-site
$20/hr–$22/hr
Job DetailsJob Location: Colorado Springs, CO 80920Position Type: RegularEducation Level: Not SpecifiedSalary Range: $20.00 - $22.00 HourlyTravel Percentage: OccasionalJob Shift: Full-timeJob Category: Client ServicesAs …
Skills: Reception, Administrative Support, Customer Service
Denver, Colorado, United States · On-site
$40/hr–$50/hr
Our Company Unbridled puts people first, and it's embedded into our culture. Our job is to connect companies with their people through engaging and impactful services, from event management to production to creative serv…
Skills: Project Management, Video Production, Budget Preparation, Client Communication, Logistics Coordination
Broomfield, Colorado, United States · On-site
$20/hr–$23/hr
Community: Rowlen Apartments Number of Units: 297 About Fairfield If you're driven and looking for a collaborative workplace that makes a difference, you just might be a fit for Fairfield! We are a leader in the multifam…
Skills: Leasing, Customer Service, Sales, Marketing, Yardi
Colorado, United States · Remote OK
$21/hr–$25/hr
Company Description Zayo provides mission-critical bandwidth to the world’s most impactful companies, fueling the innovations that are transforming our society. Zayo’s 141,000-mile network in North America and Europe inc…
Skills: Customer Support, Telecommunications, Billing Dispute Resolution, Case Management, Salesforce
Longmont, Colorado, United States · On-site
$24/hr–$24/hr
Job DetailsJob Location: Longmont South LMS - Longmont, CO 80501Position Type: Full TimeSalary Range: $24.89 - $24.89 HourlyJob Category: ManagementJob Summary Responsible for oversight of gym operations to ensure positi…
Skills: Staff Supervision, Recruitment, Customer Service, Payroll Processing, Marketing Management
Monte Vista, Colorado, United States · On-site
$17/hr–$22/hr
Job DetailsJob Location: Edward M Kennedy Health Clinic - Monte Vista, CO 81144Position Type: Full TimeSalary Range: $17.33 - $22.74 HourlyJoin Our Team at Valley-Wide Health Systems, Inc. We’re looking for a dedic…
Skills: Patient Triage, Vital Signs Monitoring, Medical Record Management, Point Of Care Testing, Medication Administration
Colorado Springs, Colorado, United States · On-site
$19/hr–$26/hr
Job DetailsJob Location: Colorado Springs, CO 80920Position Type: Full TimeEducation Level: Not SpecifiedSalary Range: $19.00 - $26.00 HourlyColorado Springs Orthopaedic Group is looking for a motivated and compassionate…
Skills: Patient Rooming, Injections, Casting, Splint Removal, Appointment Scheduling
Alamosa, Colorado, United States · On-site
$17/hr–$22/hr
Job DetailsJob Location: Alamosa Family Medical Center - Alamosa, CO 81101Position Type: Part TimeSalary Range: $17.33 - $22.74 HourlyJoin Our Team at Valley-Wide Health Systems, Inc. We’re looking for a dedicated …
Skills: Patient Triage, Vital Signs Monitoring, Medical Record Management, Point Of Care Testing, Medication Administration
Fort Lupton, Colorado, United States · Hybrid
$26/hr–$34/hr
Compensation Range$26.56 - $34.53 -- Job Description SummaryThe Colorado Works Case Manager I will learn to provide case management by directing and coordinating services that prepare Colorado Works participants for empl…
Skills: Case Management, Critical Thinking, Problem Solving, Time Management, Communication
Denver, Colorado, United States · On-site
$22/hr–$24/hr
Job DetailsJob Location: 1180-The Cameron - Cree Capital - 361 - Denver, CO 80222Salary Range: $22.00 - $24.00 Base+Commission/monthAt The Cameron, we're more than just a place to live—we're a community where resid…
Skills: Customer Service, Interpersonal Communication, Leasing, Sales Closing, Organization
Aurora, Colorado, United States · On-site
$21/hr–$24/hr
Job DetailsJob Location: 987-Fellow at Fitzsimons - Anton Development - 413 - Aurora, CO 80011Salary Range: $21.00 - $24.00 Base+Commission/monthAt Bryten, we're more than just a place to live—we create welcoming c…
Skills: Customer Service, Leasing, Interpersonal Communication, Closing Leases, Time Management
Pueblo, Colorado, United States · On-site
$20/hr–$25/hr
About Porch Light Health: Porch Light Health is a respected leader in the outpatient treatment of Opioid Use Disorder (OUD) and Alcohol Use Disorder (AUD) and other addictive disorders. We foster a supportive and family-…
Skills: Patient Vitals, Injections, Prior Authorizations, Google Suite, Patient Communication
Lakewood, Colorado, United States · On-site
$26/hr–$26/hr
Job DetailsJob Location: Lakewood Fairfield LWF - Lakewood, CO 80226Position Type: Full TimeSalary Range: $26.70 - $26.70 HourlyJob Category: ManagementJob Summary Responsible for oversight of gym operations to ensure po…
Skills: Staff Supervision, Recruitment, Payroll Processing, Customer Service, Marketing Management
HIS Envoys GroupColorado Springs, Colorado, United States · Hybrid
$19/hr–$24/hr
Department / Entity: TPA & Recordkeeping — HIS Envoys Group, LLC Reports To: Senior Manager of TPA & Recordkeeping Location: Colorado Springs, CO or Oakbrook Terrace, IL — Hybrid (first 60 days fully in office) Position …
Skills: Plan Document Preparation, Inbox Triage, Quality Control, Data Reconciliation, Microsoft Office
Denver, Colorado, United States · On-site
$85k–$100k/yr
Job Title Sr. Assistant Facilities Manager Job Description Summary Under the supervision of the Facilities Manager, the Senior Assistant Facilities Manager is responsible for assisting in all areas defined as part of the…
Skills: Communication Proficiency, Technical Proficiency, Problem Solving, Leadership, Teamwork Orientation
Denver, Colorado, United States · On-site
ABOUT GREYSTAR Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental …
Skills: Resident Retention, Event Planning, Customer Service, Sales and Marketing, Budget Management
Colorado Springs, Colorado, United States · On-site
$18/hr–$19/hr
About Us RAM Partners, LLC, is a full-service real estate management company that manages more han 80,000 apartments throughout the United States. We specialize in multi-family community management for a variety of third…
Skills: Customer Service, Leasing, Communication, Microsoft Word, Microsoft Excel
Denver, Colorado, United States • On-site
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Serve as a primary point of contact for Wealth Advisory clients, providing high-quality support and collaborating with advisors to retain and expand relationships. Manage administrative tasks including CRM data entry, meeting preparation, and processing service requests such as account setup and money movement.
A bachelor's degree is required, though a combination of relevant experience and education may be accepted. Preference is given to candidates with over 3 years of experience in the investment industry.
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
This role is an integral member of the Wealth Advisory team and serves as a point of contact for Wealth Advisory clients. They provide high-quality support to clients while collaborating with Wealth Advisors.
Requires close collaboration with primary and secondary (when applicable) advisors responsible for serving clients.
Support strategies to retain and expand current client relationships.
Provide high-quality customer service and resolutions to clients, including handling of inbound calls and emails.
Collaborate with the Wealth Advisory team to help schedule, prepare for and document client meetings, including proposals.
Attend client meetings and provide support to Wealth Advisors to ensure that clients receive exceptional service.
Input client interactions and tasks into CRM
Ensure client data is complete, accurate and up to date across all wealth systems
Enter service requests in CRM to support all facets of a client relationship, including, but not limited to onboarding and account set up, account maintenance, money movement and trading requests (at the direction of licensed advisor)
Perform periodic monitoring of advisory team clients as directed by Primary Advisor. May include monitoring of cash balances, requirement minimum distributions, capital calls, annual disclosures.
Provide support to Wealth Advisory team on special projects
3+ years of experience in investment industry preferred
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
None required.
This job is working in our Denver, CO CLA office.
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.
The compensation range for this position in Colorado is: $51,100 - $99,000.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
Create Opportunities
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 9,000 people, 130 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. EOE/AA Employer/Vets/Disability Hiring rights: https://www.claconnect.com/general/equal-employment-opportunity Disclaimer: http://www.CLAconnect.com/Disclaimer/
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Based on 1379 listings with disclosed salaries, most administrative jobs in Colorado pay between $54k–$100k per year. Individual offers vary with seniority, company size, and specialization.
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