Margin Clerk jobs in Colorado

Margin Clerk compiles data and determines customer margin in stock purchased. Determines brokerage fees and notifies supervisor when customer margin is less than government regulations or brokerage firm requirements. Being a Margin Clerk researches customer margin account problems using customer account information and transaction records. May require an associate degree. Additionally, Margin Clerk typically reports to a supervisor or manager. The Margin Clerk works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Margin Clerk typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Client Success Manager
  • Blue Margin
  • Fort Collins, CO FULL_TIME
  • Description: 

    We are seeking a dynamic and results-driven Client Success Manager to join our team. The ideal candidate will have a strategic mindset, excellent communication skills, and a passion for delivering exceptional customer experiences. As a Client Success Manager, you will be responsible for ensuring the success and satisfaction of our clients, identifying opportunities for Blue Margin to support our clients’ strategic objectives, and cultivating long-term customer relationships. 

    We are seeking a candidate to work as a full-time employee in our local office in Fort Collins.   

    Please note that we are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor visas. 

    Client Success at Blue Margin: 

    The mission of the CSM team is to keep our clients happy and loyal, which is vital for retaining and growing our recurring revenue model.  As a member of the team you would: 

    • Help our clients achieve their data goals 
    • Build strong and trusting relationships with clients 
    • Provide proactive support and education on how to get the most value from our offering 
    • Collect and share client feedback to improve our product(s) 
    • Collaborate with other internal teams to promote Client Success across BMI 
    • Continuously strive to become an expert on Client Success best practices  

    Responsibilities: 

    • Lead discussions with clients to understand their business objectives and align our services to support their goals 
    • Build and maintain strong relationships with clients, becoming a trusted advisor and advocate for their needs 
    • Act as the primary advocate for the client within Blue Margin, conveying their needs, feedback, and suggestions 
    • Promote value through exceptional customer interactions 
    • Review and address customer complaints and concerns 
    • Develop and maintain a data initiative backlog for each client to ensure continual alignment on priorities and demonstrate achieved business outcomes 
    • Proactively identify and pursue contract renewal and expansion opportunities 
    • Manage the administration of client contracts for renewals and expansion 
    • Use CRM tool to track expansion opportunities and support accurate visibility into existing client deal pipeline 
    • Support internal capacity management by reporting on demand from assigned client portfolio 
    • Lead cross-functional internal meetings to ensure collaboration, alignment, and progress 
    • Contribute to the continuous improvement & advancement of Client Success as a discipline within Blue Margin 

    Skills & Qualifications: 

    • Bachelor's degree or equivalent professional experience in Business, Marketing, or a related field 
    • Proven experience in customer success, account management, or related roles 
    • Excellent communication, negotiation, and interpersonal skills 
    • Customer-centric attitude and a passion for delivering exceptional experiences 
    • Strong understanding of business strategy and project management principles
    • Interest in analytics, business intelligence, data engineering, and / or AI 
    • Proficiency in using CRM and work management tools 
    • Ability to work effectively in a cross-functional and dynamic environment 
    • Strong organizational and time management skills 

    Salary and Benefits:   

    • This is a full-time position with a starting salary range of $65,000 - $85,000, commensurate with experience and qualifications 
    • Benefits include health, dental and vision insurance, short- and long-term disability, matching 401(k), health club stipend, paid vacation, sick leave, and a bonus structure 

    Our Culture:   

    • Company Core Values: Commit to Quality, Embrace Transparency, Choose to Be Positive, Be Efficient/Systematize, Pursue Learning, Be Generous
    • We believe that in-person interaction is vital to solid work relationships, and we cater lunch every Friday Weekly personal and professional development programs for all 
    • Hybrid work option available: most employees have the option of working remotely on Wednesdays and Thursdays
    • Teamwork—we maintain company-wide interaction and communication.   
    • Entrepreneurism – we want everyone on our team to be eager to adapt and evolve with our advancing business. We are looking for someone who is comfortable wearing more than one hat.   

    Work Environment and Physical Requirements: 

    • This position may require minimal physical effort including lifting materials and equipment of less than 10 pounds. This position requires viewing a computer screen more than 80 percent of the time. The job will take place in a normal office environment with controlled temperature and lighting conditions. This position may require some travel and occasional participation in off-site functions.

     

  • 1 Month Ago

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Mailroom Associate
  • Office Clerk - Full Time
  • Boulder, CO FULL_TIME,CONTRACTOR
  • We are looking for our newest Area Mailroom associateJob description:Key position that supports the daily operations, implementations, expansions and administration of the main office site and the sit...
  • 2 Days Ago

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Clerk
  • Colorado Community College System
  • Lamar, CO FULL_TIME
  • Salary : $14.42 HourlyLocation : Lamar, COJob Type : Professional / Tech Part-timeJob Number : 733010Department : LCC Human ResourcesOpening Date : 02 / 23 / 2024Methods of Appointment : This position...
  • 18 Days Ago

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Clerk
  • The Kroger Co.
  • Brighton, CO FULL_TIME
  • Create an outstanding customer experience through exceptional service. Establish and maintain a safe and clean environment that encourages our customers to return. Assist the department manager in rea...
  • 18 Days Ago

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Clerk
  • CoreCivic
  • Olney Springs, CO FULL_TIME
  • $16.91 / per hour. Closing : 06 / 06 / 24 At CoreCivic, our employees are driven by a deep sense of service, high standards of professionalism and a responsibility to better the public good. We are cu...
  • 3 Days Ago

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Clerk
  • Sprouts
  • Longmont, CO FULL_TIME
  • Overview of Responsibilities At Sprouts Farmers Market, the Vitamin Clerk is responsible for ensuring customer satisfaction by giving prompt, friendly and knowledgeable service in the Vitamin Departme...
  • 3 Days Ago

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Administrative Assistant / Office Clerk
  • PrideStaff
  • Hattiesburg, MS
  • Job Description Job Description PrideStaff Hattiesburg is seeking a General Office Clerk on behalf of our client in the ...
  • 3/28/2024 12:00:00 AM

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Buyers' Clerical / Administrative Support
  • EbLens
  • Torrington, CT
  • **EbLens** **Buyers' Clerical / Administrative Support** **Corporate - Torrington, CT - Full Time** Buyers Clerical Admi...
  • 3/27/2024 12:00:00 AM

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Administrative Support Clerk
  • BIRK
  • Itasca, IL
  • Job Description Job Description This position will provide general clerical support to various departments. Basic comput...
  • 3/27/2024 12:00:00 AM

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Clerical Administrative Assistant
  • Manpower
  • Beverly, WV
  • Our client, is seeking an administrative assistant to join their team. As an administrative assistant, you will be part ...
  • 3/26/2024 12:00:00 AM

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Office Clerk
  • Manpower
  • Laredo, TX
  • Office Clerk 3rd shift Our client is looking for hardworking, motivated talent to join their team. Don’t wait… apply tod...
  • 3/25/2024 12:00:00 AM

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Office Clerk
  • Manpower
  • Plattsburgh, NY
  • Our client, in Plattsburgh is seeking an office clerk to join their team. As an office clerk, you will be part of the Of...
  • 3/25/2024 12:00:00 AM

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Clerk / Administrative Support
  • Tri-Starr Talent
  • San Antonio, TX
  • Job Description Job Description Clerk / Administrative Support Our client pushes the boundaries of science and technolog...
  • 3/25/2024 12:00:00 AM

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Administrative Support Specialist
  • Leidos
  • Washington, DC
  • Description UNLEASH YOUR POTENTIAL At Leidos, we deliver innovative solutions through the efforts of our diverse and tal...
  • 3/8/2024 12:00:00 AM

Colorado (/ˌkɒləˈrædoʊ, -ˈrɑːdoʊ/ (listen), other variants) is a state of the Western United States encompassing most of the southern Rocky Mountains as well as the northeastern portion of the Colorado Plateau and the western edge of the Great Plains. It is the 8th most extensive and 21st most populous U.S. state. The estimated population of Colorado was 5,695,564 on July 1, 2018, an increase of 13.25% since the 2010 United States Census. The state was named for the Colorado River, which early Spanish explorers named the Río Colorado for the ruddy silt the river carried from the mountains. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Margin Clerk jobs
$39,212 to $50,119

Margin Clerk in Richland, WA
As a tool, NetSuite offers a robust feature set to calculate and report margins for items and transactions.
February 15, 2020
Margin Clerk in La Crosse, WI
Keeping a pulse on product margins is a critical task that needs active attention and mindshare from the executive team.
February 16, 2020
Margin Clerk in Vineland, NJ
“Margin clerks, risk managers and spouses make the decision to liquidate at market bottoms,” Shaoul’s team wrote.
January 15, 2020