1mo
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Institutional Custody Client Service Administrator
Kansas City, Missouri, United States
$45k-$66k/yr HybridFull Time
1+ YOEMinimum 1 year financial services experience; strong client service skills; proficiency with Microsoft Excel and custody processing; ability to process wires, trades, and money movements; deadline-driven team player.
Microsoft Excel
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
2w
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Account Administrator
Kansas City, Missouri, United States
OnsiteFull Time
0+ YOEBachelor's degree or equivalent experience, up to 3 years client services experience, strong Microsoft Office skills, strong communication, ability to travel by car and air, able to work outside normal business hours, legally authorized to work in the U.S.
Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint
1mo
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Branch Office Administrator - Independence, MO
Independence, Missouri, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage accounts and transactions, support marketing and events, and use MoneyGuide, Salesforce, and Microsoft Office. Must be analytical, detail-oriented, adaptable, and communicate effectively.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Kansas City, MO
Kansas City, Missouri, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and records, schedule appointments, and use tools such as MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and analytical skills; 6-month training provided.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Shared Services Coordinator - Kansas City (Hybrid)
Kansas City, Missouri, United States
HybridFull Time
3+ YOE3+ years professional experience, high school diploma or equivalent, strong organizational and proofreading skills, proficiency with Microsoft Word and Excel, ability to operate standard office equipment and work within multiple client systems.
LCS, Relativity, Microsoft Word, Microsoft Excel
2w
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Non-Reg On-Caller - Higginsville, MO
Higginsville, Missouri, United States
OnsitePart Time
Client service and administrative support for financial advisors, account processing, strong attention to detail, analytical skills, conversational ability, and computer literacy (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
1w
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FSI P&C Intern
Leavenworth, Kansas, United States
$12-$16/hr OnsiteInternship, Part Time
Adaptable, organized, proactive; provide administrative support to management, supervisors, agents, and client service staff in a financial office.
2mo
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Office Supervisor, Managed Operations
Independence, Missouri, United States
$19-$21/hr OnsiteSeasonal, Full Time
2+ YOE1+ MgmtManage daily office operations, lead staff, ensure compliance, and deliver client service during tax season.
Microsoft Office, Tax preparation software
4w
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Front Desk Receptionist
Kansas City, Missouri, United States
OnsiteFull Time
Front-desk or customer-facing experience preferred; strong client-service and communication skills; familiarity with scheduling/calendar management (Outlook); strong organization and multitasking.
Microsoft Outlook
2d
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Benefit Program Technician
Kansas City, Missouri, United States
$39k/yr OnsiteFull Time
4+ YOEHigh school diploma or equivalent plus 4 years customer service experience or a Bachelor’s degree; personable, compassionate, able to interpret program rules and communicate with clients and providers.
1mo
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Service Coordinator
North Kansas City, Missouri, United States
OnsiteFull Time
3+ YOE3–5 years technician support or dispatch experience, High School diploma/GED, experience coordinating dispatch and preventative maintenance scheduling, strong client communication and administrative skills; no travel required.