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
1mo
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Client Services Manager - National Accounts
Downers Grove or Wyomissing or Radnor or Bloomington or Boston or New York City or Lake Mary or Plano or Melville or Chicago or Atlanta or Overland Park
$72k-$141k/yr HybridFull Time
5+ YOESenior client services role requiring 5-8 years in claims or third-party administration; bachelor's degree; CPCU/ARM/AIC certifications preferred.
Microsoft Office, Claims systems
2w
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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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Clinic Services Administrator
Overland Park or Griffith
OnsiteFull Time
2+ YOEHigh school diploma, 2+ years work experience including client-facing roles, proficiency with Excel and Outlook, strong analytical and communication skills, accurate data entry, ability to handle confidential PHI.
Microsoft Excel, Microsoft Outlook
1w
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Client Services & Operations Specialist (Wealth Management)
Lenexa or Wichita or Jackson or Bozeman
$20-$35/hr OnsiteFull Time
3+ YOE3+ years operations experience in wealth management or executive-level admin, proficiency with CRM and Microsoft Office Suite, high attention to detail, strong communication and relationship skills; notary/Series 7/65 valued.
CRM systems, Microsoft Office Suite
1w
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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
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
3w
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Client Engagement Manager
Overland Park, Kansas, United States
OnsiteFull Time
Associate degree in business or liberal arts (or equivalent experience); client-facing experience; strong communication, organization, document management, email/calendar and MS Office skills; confidentiality and customer service focus.
Microsoft Office, VOIP
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
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
4w
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Branch Office Administrator - Kansas City, MO
Kansas City, Missouri, United States
OnsiteFull Time
Strong client service, analytical thinking, attention to detail, adaptability, conversational skills, and computer literacy (MoneyGuide, Salesforce, Microsoft Office). Ability to manage accounts, process transactions, and provide administrative support.
MoneyGuide, Salesforce, Microsoft Office
3mo
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Client Access Representative
Independence, Missouri, United States
OnsiteFull Time
0.5+ YOEHigh school diploma or GED; 6+ months customer service; strong communication; multitasking; flexible to travel between clinics.
2w
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Trust Service Administrator
Leawood, Kansas, United States
$59k/yr OnsiteFull Time
Provide trust account support, resolve account inquiries, perform processing and quality control, use Microsoft Office, maintain confidentiality, and deliver high client service.
Microsoft Office
3w
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Human Services Assistant
Salina or Saline County or Topeka
$16/hr OnsiteFull Time
High school diploma or equivalent and valid driver's license required. Perform administrative and case support, track client activity, maintain electronic and paper files, use FACTS/KIPS/KIDS/SMART systems, pass background checks and obtain Kansas Tax Clearance.
FACTS, KIPS, KIDS, SMART, KPERS, E-Verify
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
2mo
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Technical Services Staff | Part-Time | Memorial Booth Stadium
Lawrence, Kansas, United States
$18-$22/hr OnsitePart Time
1+ YOEOne year Desktop Support/Client Services experience; Bachelor’s preferred; MS 365 administration; MacOS and Windows; basic networking and AV knowledge; ability to lift heavy objects; availability for nights, weekends, and holidays; strong communication.
Microsoft 365, Office suite, MacOS, Windows, Networking basics, AV systems
6d
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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.
3mo
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Attorney Resource Center Specialist
Atlanta or Atlantic City or Boston or Warrington or Charlotte or Exton or Chicago or Dallas or Denver or Greensboro or Greenville or Kansas City or Las Vegas or Los Angeles or Miami or Minneapolis or Blue Bell or Morristown or New York or Oklahoma City or Philadelphia or Pittsburgh or Princeton or Raleigh or San Francisco or Sarasota or Seattle or Washington or West Palm Beach or Wilmington
$70k-$90k/yr OnsiteFull Time
8+ YOEEight years of related legal/administrative experience; associate degree preferred; MS Office proficiency; strong confidentiality and client service skills.
MS Office, Outlook, Word, Excel, PowerPoint
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
3w
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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
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