37 client services coordinator jobs at 25 companies in Webster Groves, 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.
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
Cooperative Home Care: A home care provider dedicated to helping patients live safely and comfortably at home while investing in team members.
Coordinate personal care services, assign caregivers, process referrals, use reporting to fix schedules; bachelor\u0002s preferred; time-management and fast-paced environment skills.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
1+ YOE1+ year related experience; strong customer service, communication, computer, math, and organizational skills; comfortable with pets; high-school diploma preferred; ability to lift up to 50 lbs and work weekends/evenings.
Microsoft Word, Microsoft Excel, Microsoft Access, Microsoft Outlook
Northwestern Mutual: Provides life insurance, disability insurance, and financial planning services.
Life and Health licensing within 3 months, bachelor's degree preferred, administrative or customer service experience preferred, strong communication, organizational skills, CRM familiarity, and Microsoft application familiarity.
ACERTUS: Provides end-to-end logistics and lifecycle solutions for finished vehicles.
High school diploma or equivalent; some order-entry or customer service experience preferred; proficiency with Microsoft Office and intermediate data entry; strong communication and attention to detail.
AonNYSE: AON: Global professional services firm providing risk and people solutions.
1+ YOEBachelor's or equivalent experience, CPhT preferred,1-3 years pharmacy/benefits experience preferred, proficiency with Microsoft Teams/Excel/Word/Outlook/PowerPoint and Zoho CRM, HIPAA knowledge.
Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Zoho
Wealthspire: Provides integrated wealth management and financial advisory services.
Bachelor's or equivalent, CPhT preferred,1-3 years pharmacy/benefits experience preferred, strong communication, critical thinking, CRM and Microsoft Office skills, HIPAA compliance.
Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, Zoho
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.
Operations Coordinator - ASL & Accessibility Services - Hybrid
Clayton or St. Louis
$55k-$65k/yrHybridFull Time
MT & Associates: Provides sign language interpreting and professional accessibility solutions.
2+ YOERequires 2+ years in operations, scheduling, coordination, customer success, client services, or events; strong organization, communication, problem-solving, and technology skills; and local commuting ability.
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.
Interim HealthCare: Provides home health, hospice, and medical staffing services.
Managing schedules and staffing, confirming caregiver attendance, completing in-home assessments, documenting in AxisCare, coordinating first shifts, and communicating with clients and caregivers.
Cushman & WakefieldNYSE: CWK: Global commercial real estate and property services firm.
Provide exceptional client service; strong organization, communication, research, and technical proficiency; high school diploma or GED required; bachelor’s preferred.
Centerstone: Provides behavioral health and addiction recovery treatment services.
2+ YOE1+ MgmtMaster's in Human Services, clinical license (LCPC or LCSW), minimum 2 years working with substance use clients, 1 year supervisory experience, ability to conduct intake, assessments, and provide clinical supervision.
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.
Product and Implementation Specialist- Fintech Services
Maryland Heights or Chicago
$60k-$80k/yrOnsiteFull Time
Midland States BankNasdaq: MSBI: Provides personal and commercial banking and wealth management services.
2+ YOEBachelor's required,2+ years fintech/BaaS/product/operations/client success or related experience; strong project coordination, communication, and cross-functional collaboration; ability to analyze data and manage priorities.
Lutheran Child and Family Services of Illinois: Provides child welfare, adoption, and mental health services.
Provide in-home and community-based support to foster families and clients, conduct supervised visitations, maintain SACWIS records, transport clients, and coordinate community resources.