57 client experience coordinator jobs at 37 companies in Ballwin, MO
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Client Experience Coordinator
Earth City, Missouri, United States
HybridFull Time
CCA Global Partners: Empowering independent businesses through cooperative scale and shared services.
2+ YOE2+ years customer service or insurance experience; strong de-escalation and communication skills; intermediate Microsoft Office (Word, Excel, Access, Outlook); familiarity with Xactware, Mica, Symbility, ITEL; basic math and keyboard proficiency.
Xactware, Mica, Symbility, ITEL, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Customer-facing coordinator to route clients and pets, promote hospital services and wellness plans, perform administrative and financial tasks, educate clients, and enter pet information accurately.
Acosta Group: Provides retail sales and marketing services for consumer brands.
High school diploma required; experience in retail, merchandising or client support preferred; strong organization, communication, reporting and Microsoft Office skills.
Anywhere Real EstateNYSE: HOUS: Provides residential real estate brokerage, franchising, and settlement services.
2+ YOE2+ years real estate/transaction coordination experience, strong multitasking, communication, analytical and process management skills, comfortable with multiple software systems, ability to work Central Time zone, remote-capable.
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
Provide accounting support including accounts payable, bank reconciliation, basic audit work; detail-oriented with aptitude for numbers and proficiency in Microsoft Office; bachelor’s in accounting/business preferred but not required.
ACERTUS: Provides end-to-end logistics and lifecycle solutions for finished vehicles.
High school diploma or equivalent; some order entry or administrative experience preferred, customer service experience preferred; proficiency with Microsoft Office; organized with strong written and verbal communication.
Microsoft Office, transportation management systems (TMS)
Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
2+ YOE2 years experience (financial industry preferred); high school diploma or equivalent; strong computer skills with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, Schwab; ability to process client paperwork and handle client service tasks.
Tamarac CRM, Laserfiche, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, DocuSign, MoneyLink, Schwab
ColliersNASDAQ: CIGI: Providing commercial real estate, investment management, and engineering services.
1+ YOEBachelor's in business/marketing (required), 1+ years experience in commercial real estate or related field, intermediate-advanced Adobe Creative Suite (InDesign, Photoshop, Illustrator, Acrobat) and Microsoft Office proficiency, strong communication and organizational skills.
Adobe Creative Suite 4, InDesign, Photoshop, Illustrator, Acrobat, Microsoft Office Suite
Moneta: Provides independent wealth management and financial advisory services.
Provide administrative support to client teams, prepare client meeting materials, coordinate travel, manage billing/payroll and client files; college degree preferred and must be authorized to work in the U.S.
Provide high-level client service supporting financial planners: coordinate meetings, supervise account activity, prepare and review account paperwork, research and resolve issues; financial services experience and strong attention to detail required.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOE3+ years in welfare benefits plan industry (employer, insurer/administrator, consultant, or broker). Bachelor’s degree preferred. Client/account management and service coordination experience.
Matter Family Office: Provides investment management and wealth planning for families.
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.
SFW Partners: Professional accounting firm providing tax, audit, and advisory services.
Facilitation and instructional design for internal talent and client engagements; strong written and verbal communication, organization, project coordination, and Microsoft Office proficiency; learning & development or consulting experience preferred.
Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams
Leo Facilities Maintenance: Provides multi-site commercial facilities maintenance and repair services.
Supports account management with vendor coordination, client communication, contract negotiation, and database maintenance. Requires HS diploma/GED; bachelor's preferred. Proficiency with Microsoft Word, Outlook, and Excel.
Microsoft Word, Microsoft Outlook, Microsoft Excel
BJC Health System: Non-profit health system providing comprehensive hospital and clinical care.
2+ YOEProcess home care referrals, screen for admission criteria, verify insurance/pre-authorizations, track clients, coordinate discharge planning, and educate referral sources. Requires HS diploma/GED and 2+ years experience; Associate's preferred.
Circle of Care St. Louis: Non-profit providing in-home care for seniors and disabled individuals.
2+ YOEExperience in home care or staffing coordination; strong scheduling, organizational, multitasking; strong communication and leadership; reliable transportation.
RubinBrown: Accounting and consulting firm providing audit and tax services.
Coordinate staffing and schedules for tax engagements, maintain assignments in ProStaff/Workstream/Client Central, prepare reporting, proficiency with Microsoft Word/Excel, associates in accounting preferred, prior public accounting experience a plus.
ProStaff, CCH Suite, Workstream, Client Central, Microsoft Word, Microsoft Excel