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Service client Jobs in Kansas City, MO
- Promoted
Client Service Administrator
Moneta CorporationMission, KS, United States- Promoted
Flexible and Remote- Client Service Rep
Global EliteKansas City, KS, United States- Promoted
Client Service Associate
IV NutritionKansas City, MO, United States- Promoted
- New!
SECURITY CLIENT SERVICE MANAGER
GardaWorldMO, United StatesClient Service Administrator
MonetaMission Woods, Kansas, United States- Promoted
WFH Client Service Rep - $250 bonus after training
NexRepFairway, Kansas- Promoted
- New!
Lead Client Service Associate
Claire Myers ConsultingKansas City, KS, US- Promoted
Client Service Associate
GrahamKansas City, MO- Promoted
CLIENT SERVICE MANAGER III
GallagherMO, United StatesClient Service Representative
ZelisMO, USVeterinary Client Service Representative
Ethos Veterinary Health LLCOverland Park (Kansas City metro), KSClient Service Specialist - Aviation
US012 Marsh & McLennan Agency LLCCollege,Overland Park- Promoted
Client Associate
RBC Capital Markets, LLCLeawood, KS, United StatesClient Service Coordinator
Banfield Pet HospitalOverland Park, KS, US- Promoted
- New!
Client Manager
Sun LifeKansas City, MO, United States- Promoted
Client Service Representative
NetsmartOverland Park, KS, United StatesClient Service Coordinator
BluePearlOverland Park- Promoted
Client Service Administrator (Hybrid Schedule)
UMB Financial CorporationKansas City, MO, United StatesClient Service Representative - Kansas City
Marquee Event RentalsKansas CityClient Service Administrator
Moneta CorporationMission, KS, United States- Full-time
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.