2w
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PRS Client Executive
Kansas City, Missouri, United States
OnsiteFull Time
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
6d
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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 Service Associate
Kansas City, Missouri, United States
HybridFull Time
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
1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
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
2mo
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Client Advisor-Commercial Card
Kansas City, Missouri, United States
$47k-$69k/yr HybridFull Time
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.
2mo
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Client Service Advisor
Kansas City, Missouri, United States
OnsiteFull Time
2+ YOE2+ years in client service; high school diploma required; bachelor's degree preferred; property & casualty license preferred; CE training; strong MS Office skills.
Microsoft Office Suite, Email, Phone Etiquette
4d
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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.
1mo
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Client Relationship Associate
Kansas City, Missouri, United States
$60k-$65k/yr OnsiteFull Time
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
1mo
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Client Advocate (Days) - Children's Center
Kansas City, Missouri, United States
OnsiteFull Time
0.5+ YOEAssociate's degree or 6–12 months related experience; Med Tech certification, CPR, Class E chauffeur's license within 30 days, valid driver's license, fingerprint background check, ability to transport clients, dispense meds per med-tech guidelines, and maintain client records.
Microsoft Office
2mo
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Client Service Coordinator - 001401
Kansas City, Missouri, United States
$15-$20/hr OnsiteFull Time
1+ YOECustomer-focused, multi-tasker with strong communication; experience in client services preferred.
Microsoft Word, Excel, Access, Outlook
3w
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Client Services Specialist
Kansas City, Missouri, United States
OnsiteFull Time
Audit individual ledgers, reconcile cash, prepare client statements, maintain confidentiality, obtain Work Incentives Planning Certification within two years, HS diploma/GED, Microsoft Office and Adobe Acrobat Pro skills, seasonal flu vaccination.
Microsoft Office Suite, Adobe Acrobat Pro, Sage Intacct
1w
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Client Manager - Transmission and Distribution
Arizona or Colorado or Dallas or Denver or Fort Worth or Joplin or Kansas or Kansas City or Lincoln or Loveland or Missouri or Nebraska or North Kansas City or Omaha or Phoenix or Texas
$133k-$198k/yr HybridFull Time
8+ YOE8+ years client management experience in engineering or energy, strong communication/leadership/problem-solving, familiarity with power delivery projects; bachelor’s degree preferred.
1w
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Client Advisor with Athletic Background
Leawood or Kansas City or Wichita
$67k-$89k/yr HybridFull Time
Obtain state insurance licenses (training provided), bachelor’s degree preferred, strong interpersonal and analytical skills, sales and client-development focus, coachable and goal-oriented.
1mo
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Client Manager – Employee Health & Benefits
Chesterfield or Maryville
HybridFull Time
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.
3w
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eDiscovery Client Services Manager
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yr RemoteFull Time
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
Relativity
1mo
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Client Partner | Manufacturing
Kansas City, Missouri, United States
$170k-$240k/yr HybridFull Time
10+ YOE10+ years working with manufacturing, proven ability to build $5M+ book of business, experience with account planning, CXO relationships, sales and delivery oversight, data-driven operations and project management.
2w
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Private Client Advisor II
Kansas City, Missouri, United States
OnsiteFull Time
12+ YOESeries 7/63/65 (or 7/66) required or must obtain within 90 days; SAFE Act registration for mortgage origination; 12+ years private banking/complex financial services; ability to drive new business for $3M+ investable assets; strong client relationship and leadership skills.
2mo
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Client Intake Specialist (Customer Support)
Kansas City, Missouri, United States
$40k-$112k/yr OnsiteFull Time
0+ YOEExperience in customer service, call center, sales, or client-facing roles; strong time management; detail-oriented with follow-through; clear, professional communication.
4d
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eMRO Client Services Representative (Onsite)
Kansas City, Missouri, United States
$18-$37/hr OnsiteFull Time
High school diploma, experience in customer/client service or operations with strong documentation skills; preferred call center experience, Microsoft Office proficiency, and knowledge of DOT drug testing procedures.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Senior Client Solutions Manager (Spanish)
Miami or Rochester or New York City or Boston or Bentonville or Kansas City or Hyderabad or Sydney or Mexico or South America
$75k-$95k/yr RemoteFull Time
6+ YOE6+ years client-facing experience in marketing/advertising/SaaS, bilingual Latin American Spanish and English, enterprise account growth, strong stakeholder management, analytics fluency, and proficiency with project management tools.
Asana, Jira
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