10 client accounting services associate jobs at 6 companies in Archie, MO
4w
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Client Associate/Registered Client Associate
Leawood, Kansas, United States
OnsiteFull Time
Bachelor's or job-related experience, strong communication and organizational skills, Series 7 and 66 (or 63/65) required or willingness to obtain within 12 months, attention to detail, customer service orientation.
1w
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Private Client Advisor Associate
Kansas City, Missouri, United States
$24-$28/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent and 2+ years of office experience required. Associate degree and financial institution experience preferred. Requires customer service, organization, communication, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Registered Wealth Management Client Associate
Leawood, Kansas, United States
OnsiteFull Time
High school diploma or equivalent; FINRA SIE, Series 7, and Series 66 required. Requires advanced investment product knowledge, client service, communication, technology, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Registered Wealth Management Client Associate
Kansas City, Missouri, United States
OnsiteFull Time
Holds or will obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted); high school diploma/GED; strong client service, communication, and computer skills; ability to work in-office and support Financial Advisors.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3w
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Registered Wealth Management Client Associate
Kansas City, Missouri, United States
OnsiteFull Time
1+ YOEMust hold or obtain FINRA SIE, Series 7 and Series 66 (63/65 accepted), 1+ years experience, strong client service and industry knowledge, proficiency with Microsoft apps and Salesforce, high school diploma/GED.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2w
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Tax Associate
Overland Park, Kansas, United States
OnsiteFull Time, Seasonal
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, digital tool proficiency, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
5d
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Wealth Planning Associate
Leawood, Kansas, United States
$55k-$95k/yr OnsiteFull Time
Four-year degree in a relevant business or finance field; Series 7 and Series 66 or Series 63/65 licenses; wealth planning designation or commitment to obtain; strong analytical, communication, organization, and client-service skills.
MoneyGuidePro, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1mo
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Part Time (30 Hours) Associate Banker, Roe and 119th Branch, Leawood, KS
Leawood, Kansas, United States
OnsitePart Time
Deliver attentive client service, open and service accounts, use digital banking tools, handle cash operations, high school diploma/GED required, client service experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
4w
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Part Time (30 Hours) Associate Banker Kansas City Central Area, Kansas City, MO
Kansas City, Missouri, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, cash handling and branch operations; high school diploma/GED and client service experience.
Chase Mobile App, Chase.com, ATM, tablet
1w
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Associate II, Portfolio Manager
Kansas City, Missouri, United States
$70k-$115k/yr OnsiteFull Time
1+ YOEBachelor's degree in finance, economics, business administration, or related field; 1–3 years in investment management or financial services; trade execution, client management, portfolio systems, Excel, and unrestricted work authorization required.
Axys, Moxy, Genesis, Black Diamond, Microsoft Excel, Microsoft Office Suite, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, ETFs, Mutual Funds