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.
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yrRemoteFull Time
Epiq: Provides technology-enabled legal services and eDiscovery solutions.
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.
Examinetics: Provides mobile and technology-based occupational health and compliance services.
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.
AbbottNYSE: ABT: Provides medical devices, diagnostics, and science-based nutritional products.
High school diploma or equivalent, experience in customer/client service or administrative operations with strong accuracy and documentation skills; call center experience preferred; familiarity with drug-testing processes and DOT rules; Microsoft Word/Excel/Outlook proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Pinion: Accounting and management consulting for agribusiness and food industries.
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.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
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
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
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
National Advisors Trust: Independent trust and custody solutions for financial advisory firms.
Provide trust account support, resolve account inquiries, perform processing and quality control, use Microsoft Office, maintain confidentiality, and deliver high client service.
Edward Jones: Offers investment management and financial planning through local branches.
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.
Shared Services Coordinator - Kansas City (Hybrid)
Kansas City, Missouri, United States
HybridFull Time
Littler Mendelson, P.C.: Global law firm focused exclusively on employment and labor law.
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.
Mutual Savings Association: Provides administrative support to management and staff in a financial services office while offering interns professional experience.
Adaptable, organized, proactive; provide administrative support to management, supervisors, agents, and client service staff in a financial office.
Renaissance Financial: Provides comprehensive financial planning and investment management services.
Manage client servicing and onboarding, schedule appointments, prepare reports, support advisors; associate degree required, strong organizational and communication skills, proficiency with Excel/Outlook/Salesforce.
Microsoft Excel, Microsoft Outlook, Salesforce, eMoney, Morningstar, Orion
Miller Electric Company: Provides electrical and technology infrastructure construction and maintenance services.
Coordinating and scheduling service and maintenance calls, dispatching technicians, maintaining job logs, entering time and materials into AS400, and handling client communications.
DiPasquale Moore: Provides legal representation for victims of personal injuries.
Front-desk or customer-facing experience preferred; strong client-service and communication skills; familiarity with scheduling/calendar management (Outlook); strong organization and multitasking.
Missouri Department of Transportation: A state government agency providing social services and benefits administration.
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.
Corebridge FinancialNYSE: CRBG: Provides life insurance and retirement products in the United States.
2+ YOEHigh school diploma, 2 years office/clerical experience, strong verbal/written communication, customer service skills, discreet with client interactions, proficient with Microsoft Office, able to learn and work in team.
Ntiva: Provides managed IT services and cybersecurity solutions for businesses.
Hands-on Microsoft 365 administration, Claude/LLM tooling, secure configuration and governance, API/SSO integrations, service-delivery and client-facing skills, and project/engagement management.
Claude, Microsoft 365, Entra ID, Purview, Teams, SharePoint, Outlook, Microsoft 365 admin center, Anthropic
KidsTLC: Provides residential treatment and behavioral health services for children.
2+ YOEState RN or LPN licensure in good standing, current CPR, ability to assess and document client health, medication administration, strong communication and clinical judgment.