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
2d
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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
3w
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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
1w
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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
1w
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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
2d
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Retail Client Service Manager
St. Louis, Missouri, United States
$58k-$73k/yr RemoteFull Time
2+ YOEAssociate degree, 2+ years relevant experience (retail management, client services, or CPG preferred). Strong data analysis, project management, communication, and coaching skills.
2mo
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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
1mo
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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.
1mo
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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
1w
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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
3w
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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
2d
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Retail Client Service Manager
St. Louis, Missouri, United States
$58k-$73k/yr OnsiteFull Time
2+ YOEAssociate degree, 2+ years relevant experience (2–4 years preferred). Strong leadership, project management, data analysis, reporting, communication, and organizational skills.
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
1d
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Retail Client Service Manager
St. Louis, Missouri, United States
OnsiteFull Time
2+ YOEAssociate degree, 2–4 years relevant experience, strong data analysis, project management, communication, and ability to lead and support field teams.
2w
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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
3w
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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.
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