3mo
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Client Specialist
Leawood, Kansas, United States
OnsiteFull Time
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
2mo
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Client Service Coordinator
Wichita, Kansas, United States
$15-$18/hr OnsiteFull Time
1+ YOEManage client flow and front-desk duties, educate clients, schedule and coordinate care, and ensure excellent client service.
6d
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Client Implementation Coordinator
West Fargo or Lawrence or Minneapolis or Rapid City or Sioux Falls
$21-$27/hr RemoteFull Time
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
1w
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Vice President, Client Success
New York or Nevada or Michigan or Massachusetts or Maryland or Maine or Kentucky or Kansas or Iowa or Indiana or Idaho or Georgia or Florida or Delaware or Connecticut or Colorado or California or Arkansas or Arizona or Alabama or Wyoming or West Virginia or Washington or Virginia or Tennessee or South Carolina or Pennsylvania or North Carolina or New Jersey or New Hampshire
$190k-$230k/yr RemoteFull Time
12+ YOEBachelor's degree required, 12+ years leadership experience in client success or related fields; experience with enterprise healthcare clients, executive relationship management, commercial acumen, and strategic account leadership.
1mo
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Client Service Representative
Overland Park, Kansas, United States
OnsiteFull Time
Experience in client service, strong communication, multitasking, and basic cash handling.
1w
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Client Relationship Analyst
Leawood, Kansas, United States
OnsiteFull Time
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
5d
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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
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
1mo
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Client Success Coordinator
Overland Park, Kansas, United States
OnsiteFull Time
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
2mo
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Director, Client Success
Alabama or Arkansas or Arizona or Florida or Georgia or Idaho or Indiana or Kansas or Maine or Michigan or Missouri or Mississippi or North Carolina or New Mexico or Oklahoma or Pennsylvania or South Carolina or Tennessee or Texas or Virginia or Wisconsin or West Virginia
RemoteFull Time
5+ YOE5+ years in client success or account management, enterprise account experience, strong executive presence, excellent communication, analytical and problem-solving skills, Bachelor’s degree required.
3d
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Client Service Representative
Leavenworth, Kansas, United States
OnsiteFull Time
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.
1w
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Client Success Manager
Lenexa or United States
RemoteFull Time
5+ YOE5+ years relevant client-facing experience, bachelor’s degree or equivalent preferred, strong presentation and analytical skills, higher-education payments experience desired, ability to travel and be on-call.
TouchNet, TMS, Salesforce, Google G Suite, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Ellucian, Banner, Colleague, PeopleSoft, Workday, Anthology
1mo
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Client Service Representative
Overland Park, Kansas, United States
$17-$20/hr OnsiteFull Time
Front-desk customer service for a veterinary hospital: greeting clients, managing check-in/check-out, answering multi-line phones, scheduling, processing payments, and working evenings/weekends.
Microsoft Windows
1mo
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Client Support Representative
Wichita, Kansas, United States
$15/hr HybridFull Time
0+ YOEPaid training provided; customer service experience preferred; strong written and verbal communication, organization, attention to detail, case documentation, and ability to manage multiple priorities; empathetic client service.
1w
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Client Relationship Analyst
Leawood, Kansas, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; high school diploma required, college preferred; willingness to obtain Series exams; advanced Microsoft Office skills and strong communication.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
1d
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Client Consultant
Lenexa, Kansas, United States
$76k-$88k/yr FieldFull Time
Clean background, valid driver’s license and reliable transportation, active health & life license or willingness to obtain, bachelor’s degree or equivalent experience, strong interpersonal and time-management skills.
CRM
2w
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Client Manager
Denver or Lawrence
$49k-$91k/yr HybridFull Time
5+ YOE5+ years group health and benefits sales or service experience, strong knowledge of health and welfare plans, bachelor’s degree preferred, valid Life & Disability license in California, valid driver’s license, and Microsoft Word/Excel/PowerPoint proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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CLIENT LIAISON
Junction City or Clayton County or Cobb County or DeKalb County or Douglas County or Fayette County or Fulton County or Gwinnett County or Henry County or Jackson County or Rockdale County
$21/hr OnsiteFull Time
High school diploma, basic PC skills, strong English communication, ability to learn office equipment, pass background check and drug screen; customer-service and medical benefits/eligibility knowledge preferred.
DocuSign, Electronic Medical Records (EMR), Microsoft Word, Microsoft Excel
4w
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Client Development Representative
Overland Park, Kansas, United States
FieldFull Time
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
4d
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Managing Director, Client Success
Overland Park, Kansas, United States
$117k-$194k/yr HybridFull Time
4+ YOE4+ years leadership in account/client success or engagement marketing; SaaS and healthcare benefits experience preferred; strong project management, communication, and client relationship skills; Salesforce and Microsoft Office experience.
Salesforce, Microsoft Office Suite, AI, marketing automation platforms
1w
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Client Portfolio Manager
Philadelphia or Overland Park
$200k-$260k/yr OnsiteFull Time
10+ YOE10+ years client-facing asset management experience, Series 7 & 63 required, CFA or MBA preferred, strong communication and presentation skills, ability to support multiple equity strategies and collaborate across teams.
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