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1,023 client experience jobs at 378 companies in Lee's Summit, MO

4w
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Client Experience Specialist
Kansas City, Missouri, United States
OnsiteFull Time
National Real Estate Insurance Group
National Real Estate Insurance Group: Provides specialized insurance solutions for real estate investors.
2+ YOE2+ years client/customer service; four-year degree or equivalent; valid P&C license; strong communication, multitasking, attention to detail; knowledge of complex insurance claims; proficiency with Microsoft Office Suite.
Microsoft Office Suite
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1mo
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Client Experience Leader
Overland Park, Kansas, United States
OnsiteFull Time
Steadily
Steadily: Provides insurance for landlords and rental property owners.
Senior leader with experience building strategy and running customer-facing support organizations at scale; strong data analysis, workforce planning, forecasting, and voice-of-customer operationalization; proficiency with Excel and BI tools.
Microsoft Excel, Looker, Tableau, Power BI, Metabase
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2mo
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Client Experience + Sales Coordinator
Overland Park, Kansas, United States
OnsiteFull Time
Scissors & Scotch
Scissors & Scotch: Provides premium men's grooming services and cocktail lounge experiences.
Customer-facing sales role requiring excellent communication, ability to upsell, and strong service orientation. Experience in memberships or hospitality sales preferred.
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3w
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PRS Client Executive
Kansas City, Missouri, United States
OnsiteFull Time
Lockton
Lockton: Provides insurance brokerage and global risk management solutions.
7+ YOE7+ years client services experience in brokerage, bachelor’s degree or equivalent experience, strong communication, Microsoft Office proficiency, ability to travel by car and plane, and consult with large complex clients.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
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3mo
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Client Specialist
Leawood, Kansas, United States
OnsiteFull Time
Baird
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOEExperience in client service/administrative support within financial services; SIE, Series 7, and Series 66 or Series 63/65 licenses or willing to obtain within 18 months; proficient with Microsoft Office; strong communication and organizational skills.
Microsoft Office, CRM, Private Wealth Management platforms
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2mo
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Client Service Representative
Overland Park, Kansas, United States
OnsiteFull Time
VCA Animal Hospitals
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Experience in client service, strong communication, multitasking, and basic cash handling.
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1w
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Client Implementation Coordinator
West Fargo or Lawrence or Minneapolis or Rapid City or Sioux Falls
$21-$27/hr RemoteFull Time
Midco
Midco: Provides regional broadband, cable television, and telephone services.
2+ YOECoordinate cross-functional project teams to implement client contracts, manage timelines, ensure compliance, communicate with clients and vendors, and meet KPIs.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
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1d
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National Client Executive
Schaumburg or St. Louis or Addison or Overland Park or Novi or Bloomington or Milwaukee
$102k-$136k/yr HybridFull Time
Reliance Matrix
Reliance MatrixTokyo Stock Exchange: 8766: Provides employee benefits and integrated absence management solutions.
5+ YOEBachelor's degree,5+ years group insurance/client management experience,group life and health license required,knowledge of disability/leave/ADA,strong analytical and communication skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
Eton Advisors
Eton Advisors: Independent multi-family office providing wealth and investment management services.
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
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2w
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Client Relationship Analyst
Leawood, Kansas, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
Provide client service and administrative support to financial advisors; strong Microsoft Office skills; detail oriented with client-service and communication skills; willingness to obtain Series 7/63/65/66 licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
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1w
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
Ascensus
Ascensus: Administers tax-advantaged retirement and education savings plans.
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
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1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
Focus Financial Partners
Focus Financial Partners: Global partnership of independent fiduciary wealth management firms.
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
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2mo
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Client Service Coordinator
Overland Park, Kansas, United States
$15-$20/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOECustomer-focused coordinator with strong communication; minimum 1 year experience in client service; high school diploma preferred; medical background desired.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
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1mo
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Office Experience Manager
Kansas City, Missouri, United States
OnsiteFull Time
H&R Block
H&R BlockNYSE: HRB: Provides income tax preparation and small business financial services.
3+ YOEBachelor's degree or equivalent, minimum 3 years related experience, managerial experience leading people in retail/service or multi-unit environments, strong leadership, coaching, data fluency, and ability to drive consultative client experience.
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5d
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Client Service Representative
Leavenworth, Kansas, United States
OnsiteFull Time
Mutual Savings Association
Mutual Savings Association: A community bank focused on exceptional client service, local relationships, and employee development.
High school diploma or equivalent required; prior cash-handling or client service experience preferred; strong communication, attention to detail, confidentiality, and willingness to learn banking systems.
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1mo
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Client Development Representative
Overland Park, Kansas, United States
FieldFull Time
Netsmart
Netsmart: Develops software solutions for behavioral health and post-acute care.
2+ YOE2+ years sales experience (or completion of Client Representative program), bachelor’s degree or equivalent experience, strong written/verbal communication and presentation skills, relationship building, territory planning, and outbound prospecting.
Salesforce CRM
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1mo
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Client Relationship Associate
Kansas City, Missouri, United States
$60k-$65k/yr OnsiteFull Time
Broadridge
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
1+ YOE1+ years client/customer service or admin experience; bachelor\u0002s degree preferred; strong written/verbal communication, organization, multitasking, and Microsoft Office (Outlook, Excel, Word) proficiency.
Microsoft Outlook, Microsoft Excel, Microsoft Word
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1w
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Client Consultant
Lee's Summit, Missouri, United States
$76k-$88k/yr FieldFull Time
Alpine Legacy Group
Alpine Legacy Group: Supplemental health insurance and financial protection for families.
Valid driver’s license and reliable transportation, clean background check, active or willing-to-obtain health & life license, bachelor’s degree or equivalent experience, coachable and self-motivated.
CRM
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1mo
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Client Success Coordinator
Overland Park, Kansas, United States
OnsiteFull Time
Ad Astra
Ad Astra: Provides academic scheduling and planning software for higher education.
Manage a book of business with proactive outreach for migrations, renewals, and expansions; strong CRM hygiene; comfortable with phone/email outreach and client relationship building.
Salesforce, SalesLoft, Gainsight PX, Microsoft Office 365
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2mo
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Client Advisor-Commercial Card
Kansas City, Missouri, United States
$47k-$69k/yr HybridFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
2+ YOE2+ years credit card program/financial services experience or 3–5 years client relationship management/sales experience; Bachelor's degree or equivalent; strong problem solving and communication.
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