Client Account Representative

VirtualVocations
Littleton, Colorado, United States
Full-time

A company is looking for a Client Account Representative to manage accounts in their premium marketing program for financial advisors.

Key ResponsibilitiesOversee and manage accounts within the Freedom360 program, ensuring exceptional delivery of servicesConduct regular account reviews with clients to provide insights and ensure satisfactionBuild and maintain strong relationships with high-value clients, serving as their primary point of contactRequired Qualifications2-4 years of Customer Success experience with proven outcomesPrevious experience in financial services, marketing, or technology preferredBA / BS degree in marketing, business, or related fields preferredTech-savvy and comfortable with various software solutionsAbility to work independently in a virtual environment

9 days ago
Related jobs
Promoted
VirtualVocations
Littleton, Colorado

A company is looking for a Client Account Representative to manage accounts in their premium marketing program for financial advisors. ...

RNA Rentokil North America
Denver, Colorado
Remote

What do our National Accounts, Client Services Representative do?. Enters and maintains new client set-up information and all client account data changes in corporate database system(s). Notifies partners, account managers, and sales teams of account changes and client concerns. Ensures all relevant...

Promoted
Professional Career Solutions
Arvada, Colorado

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!. This role is entirely remote and offers full-time/Part time hours with flexibility. Comfortable working remotely and independently. Remote position (Work from home). ...

Promoted
IMA Financial Group
Denver, Colorado

IMA is seeking an Account Executive to join our growing National Real Estate Team! This person is responsible for maintaining the overall responsibility of the entire renewal policy review, setting plans, conducting loss analysis, program design, data completeness, and coverage and premium discrepan...

Promoted
VirtualVocations
Littleton, Colorado

A company is looking for an Inside Sales Representative (Remote) to develop customer relationships and maximize CRM opportunities. ...

Promoted
Karlo Financial
Lakewood, Colorado
Remote

Job Title: Remote Life Insurance Sales Representative. As a remote life insurance sales representative, you'll have the opportunity to make a positive impact on people's lives while enjoying the flexibility of remote work. As a Remote Life Insurance Sales Representative, you will be at the f...

Promoted
Fischer Van Lines, Denver Moving Company llc
Denver, Colorado

Motivated and results-driven Sales Representative. As a key member of our sales team, you will play a crucial role in generating leads, building relationships with clients, and closing sales to drive business growth. The ideal candidate will have a strong sales background, excellent communication sk...

Promoted
Addison Group
Denver, Colorado

We are seeking a technically skilled Client Success Manager to join our client's team. This role is pivotal in managing client relationships, ensuring successful onboarding, and providing ongoing support to enhance the overall customer experience. Our client is a leading technology firm speciali...

Promoted
State Farm
Littleton, Colorado

We are expanding and have an opening for career-minded insurance sales representatives to join our insurance sales team. Develop insurance quotes, makes sales presentations, and closes sales. We are seeking a passionate, self-driven, natural born sales person with a desire to make a difference in pe...

Promoted
Superior Life
Arvada, Colorado

We’re looking for remote part time or full time independent sales representatives to market a highly unique identity theft protection service to consumers, business owners, and as a voluntary benefit to employee groups. A strong sales background is desired for full time but not required for pa...