4w
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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
3w
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Client Care Coordinator
Springfield, Missouri, United States
OnsiteFull Time
Relationship-focused coordinator; preferred experience in client relations, care coordination, healthcare or social services; strong communication, organization, and time-management; comfortable with scheduling systems and office software; reliable transportation for local travel.
3mo
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Client Service Coordinator - 000260
Sunset Hills, Missouri, United States
$15-$20/hr OnsiteFull Time
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.
1w
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Client Services Specialist
Columbia, Missouri, United States
$20/hr OnsiteFull Time
Serving as primary client contact (emails, calls, on-site), troubleshooting digital assets, coordinating training admin, responding to sales/opportunities, managing orders, and developing product expertise.
3w
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Client Onboarding Coordinator
Springfield, Missouri, United States
OnsiteFull Time
High school diploma or equivalent, experience in medical customer service and appointment coordination, strong written/verbal communication, organizational and data-entry skills, ability to work autonomously.
1mo
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Client Service Coordinator - 001401
Kansas City, Missouri, United States
$15-$20/hr OnsiteFull Time
1+ YOECustomer-focused, multi-tasker with strong communication; experience in client services preferred.
Microsoft Word, Excel, Access, Outlook
1mo
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Pure Barre Client Coordinator
Lee's Summit, Missouri, United States
OnsitePart Time
Sales oriented, excellent communication, ability to manage memberships, engaging customer service, weekend/early hours availability, able to lift up to 50 lbs.
Club Ready, CRM, Phone system
1mo
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Client Experience Coordinator
Earth City, Missouri, United States
HybridFull Time
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
1mo
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Client Experience Coordinator
Cape Girardeau, Missouri, United States
OnsiteFull Time
1+ YOE1+ year customer service/office experience; bachelor's degree preferred (or 5+ years experience); obtain Life and Health licensing within 90 days; basic Microsoft Office skills; strong interpersonal, written, and organizational skills.
Microsoft Office
1w
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Client Service Coordinator I
Saint Louis, Missouri, United States
$21-$23/hr OnsiteFull Time
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)
2mo
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Client Experience + Sales Coordinator
St Louis, Missouri, United States
OnsiteFull Time
Sales-driven, strong customer service, upselling, handling check-ins and payments, client relationship building, team-oriented hospitality experience.
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
1w
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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 Executive
Columbus or Carson City or Concord or Lincoln or Bismarck or Raleigh or Jackson or Jefferson City or Saint Paul or Augusta or Annapolis or Baton Rouge or Frankfort or Topeka or Indianapolis or Springfield or Boise or Des Moines or Atlanta or Tallahassee or Dover or Phoenix or Little Rock or Montgomery or Charleston or Madison or Richmond or Salt Lake City or Austin or Nashville or Pierre or Columbia or Harrisburg or Oklahoma City
$83k-$118k/yr OnsiteFull Time
5+ YOEBachelor's degree required; 3+ years in auto finance or related and 5+ years directly servicing clients. Requires strong relationship management, strategic thinking, cross-functional coordination, process improvement, and willingness to travel (<25%).
1mo
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Client Service Administrator
Clayton, Missouri, United States
OnsiteFull Time
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.
Microsoft Office
1mo
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Client Service Associate
Kansas City, Missouri, United States
HybridFull Time
Client-focused associate to handle client inquiries, process transactions, coordinate account transfers, maintain CRM records, and obtain Series 65 within 12 months; bachelor’s degree preferred and proficiency with Microsoft Office and CRM tools.
Microsoft Office, CRM systems, Zoom, Microsoft Teams
3w
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Client Care Specialist/Intake Coordinator
Chesterfield, Missouri, United States
OnsiteFull Time
Customer-facing role handling calls, order intake, insurance verification and prior authorizations; knowledge of sleep therapy, Medicare/insurance guidelines helpful; strong communication, multitasking, detail orientation required.
3w
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Client Manager – Employee Health & Benefits
Chesterfield or Maryville
HybridFull Time
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.
3w
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Senior Associate - Client Service
St. Louis or Denver or Dallas
$98k-$136k/yr OnsiteFull Time
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.
3d
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Client Care Operations Specialist - Remote
Connecticut or Kansas or Oklahoma or New Hampshire or Missouri or Maine or Maryland or Iowa or New Jersey or Indiana or Mississippi or Massachusetts or Rhode Island or Ohio or New York or Nevada or New Mexico or North Carolina or Minnesota or Louisiana or Kentucky or Illinois or Idaho or Michigan or Georgia or Florida or Delaware
$60k-$65k/yr OnsiteFull Time
Provide empathetic client support for veterinary clinics and pet parents via phone,email,and in person; assist reporting, QA,training coordination; attention to detail; customer service experience preferred; E-Verify required.
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