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
4d
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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
4w
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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
6d
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, 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.
1w
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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
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
3w
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Client Service Specialist
St. Louis, Missouri, United States
$60k-$65k/yr HybridFull Time
3+ YOE3+ years RIA/client-facing service experience with custodial knowledge (Schwab/Fidelity), proficiency with Salesforce/CRM, strong communication, problem solving, organization, and ability to manage multiple client requests.
Salesforce, Microsoft Teams
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
3mo
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client service coordinator
Concord, New Hampshire, United States
$17-$22/hr OnsiteFull Time
1+ YOECustomer-facing veterinary client service role requiring 1 year experience, HS diploma, strong communication, ability to work weekends/evenings.
Workday, Computer
1mo
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Client Manager
East Carondelet or St. Louis
$95k-$125k/yr FieldFull Time
3+ YOE3+ years field or environmental/industrial sales; territory management; client relationship development; proposal and contract support; ability to communicate technical service capabilities and travel regionally within a 150-mile territory.
drones/UAV, HEPA
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
1mo
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Client Service Representative
Creve Coeur, Missouri, United States
OnsiteFull Time
Provide front-desk customer service, schedule appointments, manage records, process payments, educate clients on non-medical pet care, and maintain facility cleanliness.
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.
3w
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Client Service Specialist
St. Louis, Missouri, United States
$60k-$65k/yr HybridFull Time
3+ YOE3+ years RIA industry client-facing service experience with custodians; proficiency with Salesforce and Microsoft Teams; strong communication, problem-solving, organization, and multi-tasking skills.
Salesforce, Microsoft Teams
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.