18 client accounting services associate jobs at 9 companies in Kearney, MO
3w
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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.
3d
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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
2w
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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
2w
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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
2w
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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
1w
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Relationship Associate, Loan Operations
Kansas City or Overland Park or Harrisonville or Nebraska or Colorado or Illinois or Iowa or Kansas or Missouri or South Dakota or Texas or Wyoming
$48k-$79k/yr OnsiteFull Time
2+ YOERequires 2+ years in banking, strong client service and communication skills, confidentiality, attention to detail, deadline management, and a high school diploma or GED; associate degree preferred.
Commercial deposit Accounts, Employee Banking, Health Savings Account (HSA)
2w
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Tax Associate
Leavenworth, Kansas, United States
OnsiteFull Time, Seasonal
High school diploma or GED, completion of the H&R Block Income Tax Course, client service experience, strong communication and problem-solving skills, and comfort using digital and AI-based tools.
Microsoft Copilot, ChatGPT
2w
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Tax Associate
Belton, Missouri, 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.
Microsoft Copilot, ChatGPT
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
2w
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Tax Associate
Shawnee, Kansas, United States
OnsiteSeasonal, Full Time
High school diploma/GED, 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
2w
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Tax Associate
Liberty, Missouri, United States
OnsiteFull Time, Seasonal
Requires high school diploma/GED, 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
2w
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Tax Associate
Olathe, Kansas, United States
OnsiteSeasonal, Full Time
High school diploma/GED, customer or client service experience, strong communication and problem-solving skills, digital tools including Copilot and ChatGPT, and completion of the H&R Block Income Tax Course or Tax Knowledge Assessment.
Copilot, ChatGPT
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
3w
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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
1w
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Personal Banking - Assistant Banking Center Manager
Excelsior Springs, Missouri, United States
OnsiteFull Time
3+ YOEAssociate degree or equivalent; NMLS registration and licensing as required; valid driver's license may be required. Preferred experience includes financial services, cash handling, sales, and client education.
Nationwide Mortgage Licensing System and Registry (NMLS)
1w
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Resource Management and Scheduling Manager
St. Louis or Chicago or Denver or Kansas City or Las Vegas or Nashville
OnsiteFull Time
Preferred associate degree in accounting or a related field, public accounting experience, strong technical and analytical skills, Microsoft Office proficiency, communication skills, ethics, and client service ability.
Microsoft Office, Microsoft Word, Microsoft Excel, Practice Management, ProStaff, CCH Suite, Workstream, Client Central
2w
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Account Administrator
Overland Park, Kansas, United States
OnsitePart Time
Associate's degree or equivalent experience, analytical and problem-solving skills, strong organization and time management, Microsoft product proficiency, and professional client communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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