Client associate Jobs in Overland Park, KS
Last updated: 14 hours ago
Our client is a boutique financial services firm focused on providing tailored financial solutions to high-net-worth individuals, families, and executives.
Known for their dedication to client succe...Show moreLast updated: 2 days ago
Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships.
Ensures client problem resolution is prompt and effective,...Show moreLast updated: 30+ days ago
If you're ready to embark on a path that fosters growth, learning, and hands-on experience in the world of client relations, we encourage you to explore the opportunity of becoming an Entry Level C...Show moreLast updated: 19 days ago
The chance to develop and lead client service teams drawn from the talent Markets of the firm.Increased leadership opportunities through higher visibility in the marketplace, client interactions, a...Show moreLast updated: 1 day ago
Our associates provide excellent customer service and help drive engagement that supports our store sales.Welcome all customers entering the store with the appropriate Beauty Brands greeting.Promot...Show moreLast updated: 1 day ago
Join IV Nutrition as a Client Service Associate – Where Wellness Meets Exceptional Service!.Show moreLast updated: 7 days ago
Are you someone who thrives in a welcoming, customer service-oriented environment? Do you excel at building strong client relationships? If so, we want you to be part of our team! Apply today and b...Show moreLast updated: 7 days ago
An established and expanding financial services and wealth management firm in Kansas City, MO with $250mm AUM is looking for a.
CLIENT SERVICES ASSOCIATE RESPONSIBILITIES : .Manage the On-Boarding pro...Show moreLast updated: 30+ days ago
The main purpose of this job is to support the Private Client Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust.Act as...Show moreLast updated: 30+ days ago
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financial se...Show moreLast updated: 3 days ago
REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...Show moreLast updated: 30+ days ago
Are you someone who thrives in a welcoming, customer service-oriented environment? Do you excel at building strong client relationships? If so, we want you to be part of our team!.Show moreLast updated: 30+ days ago
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.
As a Client Associate / Registered Client Associate, bec...Show moreLast updated: 1 day ago
Assists Trust Administrators and Financial Planners in virtually all aspects of account administration including customer communications and relationship management.
Interface with Trust Operations ...Show moreLast updated: 15 days ago
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients.
As a Client Associate / Registered Client Associate, bec...Show moreLast updated: 30+ days ago
You are as unique as your background, experience and point of view.Here, you'll be encouraged, empowered and challenged to be your best self.
You'll work with dynamic colleagues - experts in their f...Show moreLast updated: 14 hours ago
American Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human...Show moreLast updated: 30+ days ago
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs).Key responsibilities include supporting enterprise strategic objectives, operational ex...Show moreLast updated: 30+ days ago
- Promoted
Lead Client Service Associate
Claire Myers ConsultingKansas City, KS, United States$75,000.00 yearly
Full-time
Client Delivery Associate
BMOKansas City, MO, USA$50,100.00–$80,400.00 yearly
Full-time
Entry Level Client Associate - IMMEDIATE HIRE
Kansas Firm HiringKansas City, MO, United StatesFull-time
- Promoted
Client Manager
Gahagan & Bryant Associates IncLenexa, KS, United StatesFull-time
- Promoted
Client Services Specialist
Beauty BrandsKansas City, MO, United StatesFull-time +1
- Promoted
Client Service Associate
IV NutritionKansas City, MO, United StatesFull-time
- Promoted
Client Service Associate
Jackson HewittOlathe, KS, United StatesPart-time
Client Services Associate
Goodwin RecruitingKansas City, Missouri$50,000.00–$60,000.00 yearly
Private Client Advisor Associate
Commerce BankKansas City, MO, US$23.20–$26.90 hourly
Full-time
- Promoted
Director, Client Development- Director, Client Implementation
SS&CKansas City, MO, United States$100,000.00–$170,000.00 yearly
Full-time
- Promoted
Client Service Associate
GrahamKansas City, MOQuick Apply
Client Service Associate
Jackson Hewitt - 1608Olathe, KS, US$16.00–$17.00 hourly
Full-time
- Promoted
Client Associate
RBC Capital Markets, LLCLeawood, KS, United StatesFull-time
- Promoted
Trust Client Associate I
Country Club BankKansas City, MO, United StatesFull-time
Client Associate / Registered Client Associate
Royal Bank of Canada>Leawood, United States of AmericaFull-time
- Promoted
- New!
Client Manager
Sun LifeKansas City, MO, United States$56,100.00–$84,200.00 yearly
Full-time
Client Relationship Associate
American Century InvestmentsKansas City, MissouriFull-time
Wealth Management Client Associate
Bank of AmericaKansas CityFull-time
Lead Client Service Associate
Claire Myers ConsultingKansas City, KS, United States2 days ago
Salary
$75,000.00 yearly
Job type
- Full-time
Job description2+ years of experience in the financial services sector Experience in leading a team and managing accountability Experience in project management Ultra-organized with strong attention to detail, capable of managing and tracking multiple tasks. Excellent multitasking abilities, able to monitor and adapt to the fast-paced needs of the team. Strong interpersonal skills and a collaborative spirit, with a proactive approach to identifying and solving potential issues. Previous experience in a client service, operations, or support role High level of professionalism and discretion, particularly in handling sensitive client information. Base Salary up to $75K dependent on experience Benefits : Comprehensive health and wellness package
About Our Client
Our client is a boutique financial services firm focused on providing tailored financial solutions to high-net-worth individuals, families, and executives. Known for their dedication to client success and close-knit team culture, they are seeking a highly organized, detail-oriented Lead Client Service Associate to join their Kansas City office. This role supports a fast-paced team by streamlining daily operations and providing exceptional client service, ensuring advisors are prepared to deliver impactful financial solutions.
Position Overview
The Lead Client Service Associate will be essential in managing and supporting the daily activities of new business opportunities, working closely with advisors and internal team members. By taking on critical operational tasks, this person will free up time for senior team members to focus on client relationships. Reporting to the Director of Operations and collaborating with team leads, the Associate will ensure smooth processes, organize client information, and support the preparation of client meetings.
Key Responsibilities
- New Business Coordination : Handle all aspects of new business workflows, including processing applications, DI policies, account rollovers, and additional business needs for existing clients.
- Opportunity Management : Track and manage new business opportunities, ensuring all required documentation (e.g., fact finders, statements) is collected and organized efficiently.
- Advisor Preparation : Assemble comprehensive client packets, ensuring advisors have all necessary information and materials for successful client meetings. Proactively remove roadblocks to keep the process flowing smoothly.
- Operational Support : Serve as a point of contact between team members to facilitate smooth communication and ensure all tasks are on track.
- Client Service Excellence : Provide exceptional service, managing multiple tasks with attention to detail and ensuring clients receive prompt, high-quality support.
Qualifications
Compensation & Benefits