2w
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Client Services Representative
Springfield, Missouri, United States
OnsiteFull Time
Provide accurate, efficient, client-facing service for retirement and investment clients; strong people skills, attention to detail, multitasking, and willingness to learn in a team environment.
8h
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Client Services Specialist
Columbia, Missouri, United States
OnsiteFull Time
Provide high-quality client support, respond to inbound sales opportunities, manage online orders, gain product expertise, participate in training, and communicate clearly.
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
1mo
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Senior Director Client Services
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
Microsoft Excel, Microsoft PowerPoint
3w
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Client Services Specialist
Wellesley Hills or Kansas City
$49k-$66k/yr OnsiteFull Time
1+ YOE1+ years customer service or call center experience; strong verbal and written communication, problem-solving, multitasking, and ability to work flexible shifts and overtime.
3w
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Client Services Specialist
Wellesley Hills or Kansas City
$49k-$66k/yr OnsiteFull Time
1+ YOE1+ years customer service or call center experience; strong verbal/written communication, problem solving, multitasking across technology platforms, availability for flexible shifts and occasional overtime.
5d
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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
3w
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Client Services Specialist
Kansas City, Missouri, United States
OnsiteFull Time
Audit individual ledgers, reconcile cash, prepare client statements, maintain confidentiality, obtain Work Incentives Planning Certification within two years, HS diploma/GED, Microsoft Office and Adobe Acrobat Pro skills, seasonal flu vaccination.
Microsoft Office Suite, Adobe Acrobat Pro, Sage Intacct
5d
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eMRO Client Services Representative (Onsite)
Kansas City, Missouri, United States
$18-$37/hr OnsiteFull Time
High school diploma, experience in customer/client service or operations with strong documentation skills; preferred call center experience, Microsoft Office proficiency, and knowledge of DOT drug testing procedures.
Microsoft Word, Microsoft Excel, Microsoft Outlook
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
3w
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Client Services Specialist
Kansas City, Missouri, United States
OnsiteFull Time, Part Time
Strong customer service, communication, and interpersonal skills; punctuality and attendance; ability to perform merchandising, inventory, and basic store operations.
1mo
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Network Relations Client Services Lead
Alpharetta or Arizona or Florida or Georgia or Kansas or Kentucky or Missouri or Pennsylvania or Tennessee
HybridFull Time
2+ YOEBachelor's degree required; 2+ years experience in customer service/operations or project management; CRM familiarity (Salesforce preferred); proficiency with Microsoft Office; experience with onboarding/training and field enablement; Christ-centered alignment required.
Litmos, Legacy Salesforce, Salesforce, Marketing Cloud, MyGiving, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, SharePoint, OneDrive, Zoom, Loom, Canva, Asana, Trello, Monday.com, The Loop, Insight Report
3mo
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Work From Home - Client Services Representative
Springfield, Missouri, United States
RemoteFull Time
Remote client services role with virtual consultations; build relationships; flexible schedule; training; weekly pay.
Zoom
4w
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eDiscovery Client Services Manager
New York or Chicago or Beaverton or Seattle or Kansas City or Tampa or Atlanta or Washington or Phoenix
$130k-$145k/yr RemoteFull Time
5+ YOE5+ years eDiscovery/litigation support experience, proven team leadership, project management, client relationship skills, BA required; Relativity Certified Administrator and PM/eDiscovery certifications preferred.
Relativity
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
4w
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Senior Client Services Specialist, Family Office
Carlsbad or California or Oregon or Washington or Idaho or Utah or Colorado or Missouri or Tennessee or Texas
$75k-$105k/yr HybridFull Time
5+ YOE5+ years client service or operations experience in wealth management; experience with UHNW clients, RIA custodial workflows (Charles Schwab), account registrations, alternative investments, CRM/portfolio systems, and Microsoft Office.
Charles Schwab Advisor Center, Salentica Engage, Salesforce, Redtail, Microsoft Dynamics, Tamarac, Addepar, iCapital, CAIS, Canoe, Microsoft Office
2w
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Client Services & Solutions - Specialist II
Texas or New Mexico or Utah or Missouri or Colorado or Kansas or Wyoming
RemoteFull Time
2+ YOEHigh school or equivalent, minimum 2 years bank call center experience, fraud detection experience, call center protocol and client service skills, strong communication and problem-solving.
Microsoft Excel, Microsoft Word
1mo
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Vice President, Client Services - EMEA
San Francisco or Kansas City or London or Paris or Amsterdam or Limerick or Karlsruhe or Stockholm or Manila or Toronto or Sydney or Timișoara or Tokyo
HybridFull Time
10+ YOE10+ years in client/relationship management in financial services; proven team leadership; bachelor’s degree; knowledge of institutional investor workflows and proxy voting preferred; strong leadership, communication, and strategic skills.
5d
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eMRO Client Services Representative (Onsite)
Kansas City or Richmond
$18-$37/hr OnsiteFull Time
High school diploma or equivalent, experience in customer/client service or administrative operations with strong accuracy and documentation skills; call center experience preferred; familiarity with drug-testing processes and DOT rules; Microsoft Word/Excel/Outlook proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Manager-Client Services (HYBRID)
Springfield, Missouri, United States
HybridFull Time
7+ YOEBachelor's degree in healthcare or business administration; 7-10 years sales/BD experience; strong data analysis; CRM usage; strong communication; hybrid in Springfield, MO.
CRM, PRM
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