11 client accounting services associate jobs at 8 companies in Eudora, KS
1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
Client-focused associate to handle client inquiries, process transactions, coordinate account transfers, maintain CRM records, and obtain Series 65 within 12 months; bachelor’s degree preferred and proficiency with Microsoft Office and CRM tools.
Microsoft Office, CRM systems, Zoom, Microsoft Teams
5d
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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.
1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
2+ YOEProvide client relationship and operational support for advisors; obtain Series 65 within 12 months; bachelor\u0002s degree preferred; 2+ years financial services or client service experience preferred; proficiency with Microsoft Office, CRM, and virtual collaboration tools.
Microsoft Office Suite, CRM systems, Zoom, Teams
1d
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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
1d
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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
3mo
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Private Client Advisor Associate
Kansas City, Missouri, United States
$24-$28/hr OnsiteFull Time
2+ YOE2+ years of office experience required; high school diploma or equivalent; knowledge of wealth management; strong customer service; proficient with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft Outlook
1mo
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Lending Transaction Associate Senior - Midland
Overland Park or Birmingham or Atlanta or Dallas or Little Rock or Dallas or McLean or United States
OnsiteFull Time
2+ YOECoordinate and close specially serviced loan resolutions, review and draft legal documentation, perform due diligence, manage post-closing processing, and communicate with clients and internal partners. Typically requires a bachelor's degree and 2+ years relevant experience.
Workday
1w
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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
4d
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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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Part Time (20 Hours) Associate Banker, Gladstone Branch, Gladstone, MO
Kansas City, Missouri, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, and meet bank policies; high school diploma/GED required and client service or comparable experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
1mo
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Trust Onboarding Specialist
Leawood, Kansas, United States
OnsiteFull Time
2+ YOE2+ years client services experience, trust experience preferred; associates degree preferred; strong client communication, trust documentation, KYC/BSA/AML compliance, CRM and Microsoft Office proficiency (AddVantage preferred).
AddVantage, CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Adobe