Client service associate Jobs in Kansas City, MO
Last updated: 1 day ago
MONETA is a national independent Registered Investment Advisor (RIA).We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans.We focus...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
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
At Safe Haven Security, we are more than just a home security company! We are a team of dedicated professionals who are passionate about making a difference in the lives of our customers and our em...Show moreLast updated: 5 days ago
Join IV Nutrition as a Client Service Associate – Where Wellness Meets Exceptional Service!.Show moreLast updated: 7 days ago
Registered Investment Advisor (RIA) wholly focused on going further for our clients.We are one firm with many solutions and we provide a full spectrum of financial advisory services, but our true p...Show moreLast updated: 2 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
Walgreens - JobID : 77983749264 [Retail Sales / Team Member] As a Customer Service Associate at Walgreens, you'll : Model and deliver a distinctive and delightful customer experience; Register sales ...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
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team.
Join a family of diverse minds, united by a relentless pursuit of exc...Show moreLast updated: 1 day ago
The Zelis Payments Client Service Representative is part of an upbeat and caring team responsible for addressing issues or concerns from our clients related to our products and processes.Our best C...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
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
SUMMARY OF JOB PURPOSE AND FUNCTION.The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in te...Show moreLast updated: 6 days 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: 5 days ago
Provide help desk resolution and service desk delivery support.Address and resolve basic and routine support requests.Adhere to Netsmart processes and best practices.
Escalate support requests as re...Show moreLast updated: 14 days 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
If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.
BluePearl Pet Hospitalis hiri...Show moreLast updated: 30+ days ago
We will review your application against our job requirements.We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human.We do n...Show moreLast updated: 30+ days ago
The Institutional Custody team provides custody services to large global and domestic institutional clients.UMB entered the Institutional Custody space after noticing a need for our services from e...Show moreLast updated: 1 day ago
- Promoted
Client Service Administrator
Moneta CorporationMission, KS, United States$55,000.00–$60,000.00 yearly
Full-time
- Promoted
Trust Client Associate I
Country Club BankKansas City, MO, United StatesFull-time
Client Delivery Associate
BMOKansas City, MO, USA$50,100.00–$80,400.00 yearly
Full-time
- Promoted
Customer Service Associate
Safe Haven SecurityKansas City, MO, United StatesFull-time
- Promoted
Client Service Associate
IV NutritionKansas City, MO, United StatesFull-time
- Promoted
CLIENT SERVICE MANAGER
MonetaMO, United States$65,000.00–$85,000.00 yearly
Full-time
Client Services Associate
Goodwin RecruitingKansas City, Missouri$50,000.00–$60,000.00 yearly
- Promoted
Customer Service Associate
WalgreensShawnee, KS, United StatesFull-time
- Promoted
Client Service Associate
GrahamKansas City, MOQuick Apply
- Promoted
CLIENT SERVICE MANAGER III
GallagherMO, United StatesFull-time
Client Service Representative
ZelisMO, USFull-time
- Promoted
Client Associate
RBC Capital Markets, LLCLeawood, KS, United StatesFull-time
Client Associate / Registered Client Associate
Royal Bank of Canada>Leawood, United States of AmericaFull-time
Client Service Coordinator
Banfield Pet HospitalOverland Park, KS, USFull-time
- Promoted
Lead Client Service Associate
Claire Myers Consultingkansas city, KS, United States$75,000.00 yearly
Full-time
- Promoted
Client Service Representative
NetsmartOverland Park, KS, United StatesFull-time
Client Relationship Associate
American Century InvestmentsKansas City, MissouriFull-time
Client Service Coordinator
BluePearlOverland ParkFull-time
- Promoted
Client Success Team Operations Coordinator (Remote)
INFUSEKansas City, MO, USRemote
Full-time
- Promoted
Client Service Administrator (Hybrid Schedule)
UMB Financial CorporationKansas City, MO, United States$44,790.00–$86,510.00 yearly
Full-time
Client Service Administrator
Moneta CorporationMission, KS, United States1 day ago
Salary
$55,000.00–$60,000.00 yearly
Job type
- Full-time
Job descriptionHigh school diploma required; college degree preferred Familiarity with Microsoft office products preferred Must be authorized to work in the United States Compensation range of $55,000 - $60,000 This is a non-exempt, salary, full-time position Paid holidays Paid time off (PTO) Employer cost-shared medical and dental insurance Employer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance 401k Match - 50% of employee contributions up to 6% of compensation Discretionary annual profit-sharing bonus Paid parental leave Professional development reimbursement Paid volunteer time off (VTO) Employee referral incentive bonus program Onsite wellness programs & rewards Employee engagement activities
Company Description
MONETA is a national independent Registered Investment Advisor (RIA). We provide comprehensive wealth management services to families, non-profit organizations, and company retirement plans. We focus on building relationships, providing exceptional service, and going further for our clients around the globe.
Job Description
Moneta is actively hiring Client Service Administrators in our Mission Woods, Kansas office to support client team operations. In this role, you will provide overall assistance to Partners and team members on various tasks and projects. Learn to enhance processes, identify efficiencies, and take initiative within the team. This position will be the foundation for your future career at Moneta.
Essential Responsibilities
- Support Client Service Managers and Advisors with administrative preparation for client review meetings
- Enhance overall client experience by incorporating efficiencies in processes and workflow, monitoring for areas of improvement
- Assist in coordinating client paperwork such as new account forms, statements, signature forms, and reports
- Support daily office operations including scheduling meetings, manage mail, client file organization, and maintain supply orders
- Provide marketing and branding assistance as needed
- Coordinate client and team events
Qualifications
Additional Information
Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families :
Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions and / or trails.