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
2w
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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
3w
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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
5d
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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
4d
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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
1mo
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Nimble Solutions - Client Success Manager
Chesterfield, Missouri, United States
HybridFull Time
2+ YOEManage client accounts, service delivery, and profitability; build relationships; analyze billing and performance; collaborate with executives and care teams.
Practice Management, EMR, Billing software
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.
4w
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Senior Client Service Manager
Saint Louis, Missouri, United States
HybridFull Time
5+ YOEBachelor's with 5+ years client service/claims or HS/GED with 10+ years; Property and Casualty insurance credential; Microsoft Office proficiency; relationship-building, adaptability, and supervisory experience desired.
Microsoft Office
4d
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Client Service Manager
Clayton, Missouri, United States
OnsiteFull Time
2+ YOESupport advisors, build client relationships, onboard clients, execute custodial transactions, maintain records; bachelor's in finance/accounting preferred; 2+ years experience preferred; must be authorized to work in the US.
Schwab, Fidelity
2w
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Associate Director, Client Services
St. Petersburg or Dallas or Raleigh or Richmond or Detroit or Indianapolis or Minneapolis or St. Louis or Montpelier or Denver or Annapolis or Atlanta or Baton Rouge or Boston or Chicago
RemoteFull Time
8+ YOE8+ years in client services/account management in financial services; bachelor’s degree in marketing or business; strong analytical, communication, and project management skills; experience with CRM and loyalty platforms; ability to manage client relationships and teams.
1mo
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Client Relationship Manager
Chesterfield, Missouri, United States
OnsiteFull Time
5+ YOE5+ years relevant experience (RIA client service/operations preferred); Bachelor's (business/finance) preferred; Series 7 & 66 strongly preferred or obtainable within 6 months; Microsoft Office proficiency; strong communication and organizational skills.
Microsoft Office
3d
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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
1w
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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
2w
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Client Service Manager - Operations Lead
St. Louis, Missouri, United States
OnsiteFull Time
3+ YOE3+ MgmtBachelor's degree or equivalent experience, 3+ years leadership in a health club/wellness/spa setting, team management, scheduling and workforce planning, training delivery, SOP development, operational and safety oversight, and strong customer-service skills.
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.
3w
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Client Success and Account Manager
St. Louis, Missouri, United States
OnsiteFull Time
5+ YOEBachelor's degree or equivalent, 5+ years client-facing account or customer success experience, 3+ years in an MSP/technology services environment, experience with managed services and cybersecurity, contract/SLA management, strong communication and negotiation, CJIS training and MSHP fingerprint background check required, U.S. citizenship and vali...
Autotask, ConnectWise, IT Glue, Kaseya
1mo
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Manager, Advisory Services - Remote
Eden Prairie or Colorado Springs or Nashville or Phoenix or Saint Louis or Pittsburgh or Hartford or Dallas or Boulder or Tampa
$113k-$193k/yr RemoteFull Time
2+ YOE2+ years external client facing consulting experience; 2+ years consulting experience; 2+ years experience with payer/life sciences frameworks; 2+ years project management with C-suite deliverables; 1+ year mentoring; MS Office proficiency; strong analytical and communication skills; ability to travel up to 50%
Microsoft Office, Word, PowerPoint, Excel
2w
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Associate - Client Service
St. Louis, Missouri, United States
OnsiteFull Time
4+ YOE4+ years in financial services with client-facing responsibilities; bachelor’s degree; strong investment, estate, insurance, and cash flow knowledge; CFP/CFA/CPA/JD/MBA preferred; ability to manage priorities and collaborate across teams.
1mo
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Tax Manager - Private Client Services
St. Louis, Missouri, United States
OnsiteFull Time
5+ YOECPA and bachelor’s in accounting required; 5+ years individual income tax planning and compliance experience; trust tax experience preferred; supervision, technical research, Word/Excel proficiency, strong communication and ethics.
Microsoft Word, Microsoft Excel
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