32 client services coordinator jobs at 20 companies in Ballwin, MO
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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/hrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
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
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Customer-facing coordinator to route clients and pets, promote hospital services and wellness plans, perform administrative and financial tasks, educate clients, and enter pet information accurately.
CCA Global Partners: Empowering independent businesses through cooperative scale and shared services.
2+ YOE2+ years customer service or insurance experience; strong de-escalation and communication skills; intermediate Microsoft Office (Word, Excel, Access, Outlook); familiarity with Xactware, Mica, Symbility, ITEL; basic math and keyboard proficiency.
Xactware, Mica, Symbility, ITEL, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
ACERTUS: Provides end-to-end logistics and lifecycle solutions for finished vehicles.
High school diploma or equivalent; some order entry or administrative experience preferred, customer service experience preferred; proficiency with Microsoft Office; organized with strong written and verbal communication.
Microsoft Office, transportation management systems (TMS)
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.
Moneta: Provides independent wealth management and financial advisory services.
Provide administrative support to client teams, prepare client meeting materials, coordinate travel, manage billing/payroll and client files; college degree preferred and must be authorized to work in the U.S.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
3+ YOE3+ years in welfare benefits plan industry (employer, insurer/administrator, consultant, or broker). Bachelor’s degree preferred. Client/account management and service coordination experience.
Matter Family Office: Provides investment management and wealth planning for families.
7+ YOEMinimum 7 years in financial services with client-facing experience; financial planning and coordination skills across investments, insurance, estate planning, and cash flow; BA/BS required; CFP/CFA/CPA/MBA preferred.
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
Provide client service and operational support for real estate transactions; prepare and process transaction documents, track critical dates, and produce portfolio reports. High school diploma required; bachelor\u0002s preferred (finance/real estate ideal).
Community Outreach Coordinator -DM (St Louis, MO, US, 63108-2707)
St. Louis, Missouri, United States
FieldFull Time
Archdiocese of St. Louis: Providing religious leadership, education, and community social services.
Proven community outreach or client engagement experience; ability to enroll Medicaid-eligible clients, coordinate transportation, assist with metabolic screenings, record health data, and maintain accurate documentation. Valid driver's license required. Bachelor's degree preferred.
Addus HomeCareNASDAQ: ADUS: Provides in-home personal care, hospice, and home health services.
1+ YOESchedule and supervise in-home care workers, process authorizations, manage client schedules, supervise staff, and complete new-hire documentation. Requires HS diploma, 1 year caregiving and 1 year office experience, reliable transportation, and Microsoft Office skills.
Washington University in St. Louis: Providing higher education and conducting advanced academic research.
Provide client-centered HIV case management including bio-psychosocial assessment, individualized care planning, referral coordination, crisis intervention, and documentation.
Driver (Patient Transportation) - Caseyville, IL (Caseyville, IL, US, 62232)
Caseyville or Carbondale
$15-$18/hrOnsiteFull Time
Gateway Foundation: Provides substance use and mental health disorder treatment services.
2+ YOEOperate multi-passenger vehicles to transport clients, schedule and coordinate trips, monitor client behavior, maintain vehicle records, and perform minor maintenance. Requires valid state driver’s license, safe driving record, and ~2 years related experience.
Missouri Department of Elementary and Secondary Education: State agency overseeing education programs and standards in Missouri.
Provide case management, individual and group therapy, competency restoration, admission/discharge coordination, risk assessments, and documentation for justice-involved clients.
Senior Sales Support Representative - Commerce Trust
Clayton, Missouri, United States
$24-$28/hrOnsiteFull Time
Commerce BankNASDAQ: CBSH: Provides personal and commercial banking and wealth management services.
3+ YOEAssociate's degree (or equivalent), 3+ years sales/support or financial services experience, proficiency with Salesforce/Quest and Microsoft Office, strong communication, data accuracy, and client coordination skills.
Salesforce, Quest, Microsoft Word, Microsoft Excel, Microsoft Teams, Microsoft Outlook
Mercy: Integrated health care system providing hospital and clinical services.
1+ YOEBachelor's degree (or equivalent), 1+ year direct client/family support experience, experience with care coordination, proficiency with EHR and Microsoft Office, strong communication and organizational skills.