8 client services administrator jobs at 5 companies in Mulvane, KS
6d
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Client Services Representative
Goshen or United States or Denver or North Newton
HybridFull Time
Preferred: two years of college or specialized training, two years of administrative support, and financial services or insurance experience. Requires Microsoft Office proficiency, organization, communication, judgment, and problem-solving skills.
CRM, LaserApp, DocuPace, Microsoft Office, OnBase, Financial Profiles
1mo
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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
2w
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Branch Office Administrator
Wellington, Kansas, United States
$21-$23/hr OnsiteFull Time
Provides client service, account administration, scheduling, documentation, marketing support, and operational assistance; requires computer literacy, attention to detail, adaptability, and teamwork.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator - Wellington, KS
Wellington, Kansas, United States
OnsiteFull Time
Requires client service, analytical thinking, attention to detail, adaptability, computer literacy, teamwork, administrative ability, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator - Derby, KS
Derby, Kansas, United States
OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing assistance, accurate recordkeeping, and technology use while supporting financial advisors.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Private Client Support Specialist
Wichita, Kansas, United States
OnsiteFull Time
Provide administrative support for client service teams, prepare renewals and certificates, process policies/endorsements/audits, and manage electronic downloads with strong reasoning, communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office, agency management system
2w
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Branch Office Administrator
Derby, Kansas, United States
$21-$23/hr OnsiteFull Time
Strong client service, communication, organization, analytical thinking, attention to detail, computer literacy, and willingness to learn financial services, account management, and firm technology.
MoneyGuide, Salesforce, Microsoft Office
6d
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Client Care Advocate
Wichita, Kansas, United States
OnsiteFull Time
1+ YOERequires 1–3 years of healthcare administration experience, scheduling, referrals, records, care coordination, EMR/EHR, Microsoft Office, communication, organization, and HIPAA/FERPA compliance. High school diploma required; associate degree preferred.
Electronic Medical Record (EMR), Electronic Health Record (EHR), Microsoft Office