1mo
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Client Services Consultant II
Southfield or Aurora or St Louis or Bloomfield or Tampa or Dallas or Greenwood Village
$65k-$86k/yr HybridFull Time
5+ YOE5+ years insurance client service/account management experience, strong project management and communication skills, Microsoft Office and virtual meeting tools proficiency, high school diploma or equivalent.
Microsoft Office, Teams, Webex
1w
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Client Services Representative
St Louis, Missouri, United States
OnsiteFull Time
1+ YOE1–2 years customer service/hospitality or administrative experience; excellent verbal/written English; multi-line phone, MS Office proficiency; ability to multitask, type ~45 WPM; associate degree preferred.
Microsoft Office, iPad
1mo
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Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hr OnsiteFull Time
2+ YOE2 years experience (financial industry preferred); high school diploma or equivalent; strong computer skills with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, Schwab; ability to process client paperwork and handle client service tasks.
Tamarac CRM, Laserfiche, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, DocuSign, MoneyLink, Schwab
1mo
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Client Services Representative
Glen Carbon, Illinois, United States
$39k-$50k/yr OnsiteFull Time
Entry-level wealth management support role. Associates degree preferred or equivalent experience, strong communication and organization, Microsoft Office proficiency, ability to complete required LPL/insurance registrations.
LPL ClientWorks, Redtail CRM, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
1mo
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Client Services Support Representative
St. Louis, Missouri, United States
$19-$25/hr OnsiteFull Time
High school diploma or equivalent required; proficiency with Microsoft Excel/Outlook/Word and data-entry systems; prior client services or account review experience preferred; strong attention to detail and communication skills.
Microsoft Excel, Microsoft Outlook, Microsoft Word
2w
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Client Reporting Services Specialist
Saint Louis, Missouri, United States
OnsiteFull Time
1+ YOEBachelor's in business,1-3 years investment services experience,knowledge of wealth management and performance reporting,proficient with Microsoft Office,strong communication and analytical skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Client Reporting Services Specialist
Saint Louis, Missouri, United States
OnsiteFull Time
1+ YOEKnowledge of wealth management products and reporting, 1-3 years investment services experience, strong communication, organization, analytical problem-solving, and ability to perform data entry and report generation.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Work From Home - Client Services Associate
Saint Charles, Missouri, United States
RemoteFull Time
Genuine desire to help others; strong communication; independent and team work; integrity.
3w
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Associate, Core Service - International Client Services (Mandarin/Cantonese)
Saint Louis, Missouri, United States
$50k-$57k/yr OnsiteFull Time
Bilingual English and Mandarin/Cantonese; Series 7 & 63 required or must obtain; strong verbal/written communication; ability to work structured schedule including early mornings, evenings, and overnights.
2w
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System Director, Client Financial Services
Kirksville or Columbia or Springfield or Jefferson City or Kansas City or St. Louis
RemoteFull Time
2+ YOEBachelor's degree, minimum 2 years leadership in healthcare revenue cycle or billing, expertise in reimbursement and billing, knowledge of medical terminology and coding, strong analytics and communication, proficiency with Microsoft Office.
Microsoft Office
5d
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Client Associate
Chesterfield, Missouri, United States
OnsiteFull Time
1+ YOE1-3 years client service experience in financial services preferred; Series 7 & 66 strongly preferred or willing to obtain; BA/BS degree; strong client-facing, communication, organization, and Excel/PowerPoint skills.
Microsoft Excel, Microsoft PowerPoint, Concur, eMoney
1mo
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Client Service Coordinator
Town and Country, Missouri, United States
$15-$20/hr OnsitePart Time
1+ YOEProvide exceptional client service, manage client/pet flow, perform administrative tasks, educate clients on wellness plans, handle finances, and use practice software; 1 year related experience required.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
1w
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Client Associate
Clayton, Missouri, United States
OnsiteFull Time
2+ YOE2+ years client service experience in finance preferred; Series 7/66 preferred; bachelor's degree preferred; strong communication, attention to detail, and Microsoft Office proficiency.
Microsoft Office
1mo
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Client Service Representative
O'Fallon, Missouri, United States
OnsiteFull Time
Provide front-desk customer service including greeting visitors, answering phones, scheduling, payment processing, product/service recommendations, record management, and basic client education about pet care.
2mo
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Client Service Specialist
St. Louis or Atlanta or St. Petersburg
HybridFull Time
2+ YOE2–3 years in client service and business analysis (healthcare/financial services preferred); experience with requirements gathering, root cause analysis, and software configuration testing; Jira or Salesforce preferred; bachelor's degree preferred.
Jira, Salesforce
3w
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Client Service Associate
Saint Louis, Missouri, United States
$54k-$65k/yr OnsiteFull Time
Provide high-level client service supporting financial planners: coordinate meetings, supervise account activity, prepare and review account paperwork, research and resolve issues; financial services experience and strong attention to detail required.
1mo
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Client Service Representative
O'Fallon, Missouri, United States
OnsiteFull Time
2+ YOE2+ years client service experience preferred (veterinary/medical preferred); professional image, strong verbal/written communication, multitasking, cash handling, and computer skills; comfortable in emergency situations.
1mo
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Client Service Executive
Saint Louis, Missouri, United States
HybridFull Time
5+ YOEProperty & casualty license; Bachelor's with 5+ years client service/claims or HS/GED with 10+ years; experience managing $1M+ book; client relationship, mentoring, audit and compliance skills.
1mo
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Client Service Associate - Financial Services
St. Louis, Missouri, United States
OnsiteFull Time
Previous financial advisory experience, four-year degree or equivalent, strong verbal/written communication, confidentiality, attention to detail, proficiency with Microsoft Office/Outlook and contact/financial planning systems, ability to multitask.
Microsoft Office, Microsoft Outlook, Contact Management System, Financial Planning software
2w
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Client Service Advisor
St. Louis, Missouri, United States
$70k-$90k/yr OnsiteFull Time
3+ YOE3+ years client service/sales experience in insurance or securities, Series 65 or 66 required, college degree preferred, strong communication and organizational skills.
HubSpot, Right Capital