9 client accounting services associate jobs at 6 companies in Warrensburg, MO
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
1mo
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Client Experience Partner
Sedalia, Missouri, United States
OnsiteFull Time
2+ YOE2+ years in customer success/account management, associate degree or equivalent, strong communication, MS Office proficiency, experience running client reviews, and ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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
Marshall, Missouri, United States
OnsiteFull Time, Seasonal
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
3d
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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
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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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)