40 client services specialist jobs at 31 companies in Raymore, MO
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Client Services Specialist
Wellesley Hills or Kansas City
$49k-$66k/yrOnsiteFull Time
Sun LifeNYSE: SLF: Provides insurance, wealth, and asset management solutions globally.
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.
Sun LifeToronto Stock Exchange: SLF: Provides insurance, retirement, and asset management services globally.
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.
Life Unlimited: Provides housing and vocational support for individuals with disabilities.
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
Beauty Brands: Retail beauty products and professional salon and spa services.
Strong customer service, communication, and interpersonal skills; punctuality and teamwork; ability to perform inventory, merchandising, and store operations tasks.
Pinion: Accounting and management consulting for agribusiness and food industries.
3+ YOE3+ years operations experience in wealth management or executive-level admin, proficiency with CRM and Microsoft Office Suite, high attention to detail, strong communication and relationship skills; notary/Series 7/65 valued.
Security Benefit: Provides retirement savings solutions and annuities for financial security.
4+ YOERequires 4–6 years of contact center or customer service experience, including 2–3 years in financial services or a regulated industry, plus regulatory knowledge and CRM, telephony, and Microsoft 365 proficiency.
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
1+ YOEMinimum 1 year client relationship or customer support experience in financial services; proficiency with Microsoft Office and CRM; strong organization, communication, and multitasking skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
Austin or Boston or Chattanooga or Chicago or Dallas or Denver or Houston or Jefferson City or Kansas City or Los Angeles or Madison or Milwaukee or Minneapolis or Nashville or Oakland or Omaha or Phoenix or Providence or Springfield or Saint Louis or Washington or Multiple Locations or Virtual Office
$54k-$120k/yrHybridFull Time
Husch Blackwell: A nationwide firm providing industry-focused legal and litigation services.
5+ YOE5+ years accounting experience in professional services preferred, bachelors degree preferred, strong accounting/analytical skills, high attention to detail, Microsoft Office, ARCS Collections Software and Elite proficiency.
Microsoft Office Suite, ARCS Collections Software, Elite
eCapital: Provide invoice factoring and asset-based lending to businesses.
Strong customer service, communication, problem-solving, organization, multitasking, and Microsoft Office and CRM skills; Russian and English proficiency preferred.
Senior Client Service & Operations Specialist - Wealth
Lawrence, Kansas, United States
HybridFull Time
Triad Partners: Provides business growth services for independent financial advisors.
4+ YOEBachelor's degree and 4+ years in financial services/operations, experience with custodian workflows, strong communication, organizational and problem-solving skills.
Client Support Specialist - Greater Kansas City, MO Area (REMOTE)
Missouri or Overland Park or Kansas
RemoteFull Time
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
2+ YOERequires Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, financial planning knowledge, customer service, communication, problem resolution, and organizational skills.
Brightli: Provides behavioral health, addiction recovery, and community support services.
1+ YOEHigh school diploma required; associate or bachelor\u0002s preferred. Minimum 1 year providing employment services. Must have valid driver\u0002s license, acceptable driving record, auto insurance, TB clearance; able to travel extensively and transport clients.
Chicago or Kansas City or Los Angeles or St. Louis
$60k-$80k/yrOnsiteFull Time
Polsinelli: Am Law 100 law firm providing comprehensive legal services.
5+ YOERequires 5+ years of administrative or client service experience preferred, strong typing, organization, communication, attention to detail, and proficiency with office and legal practice-support software.
iManage, InTapp, Chrome River, Adobe, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Google Chrome
Wyandot Behavioral Health Network: Provides behavioral health and housing services to children and adults.
Developing service plans, coordinating community resources, monitoring lease compliance, documenting EMR notes, crisis intervention, and building relationships with clients and landlords.
Compass Health Network: Provides integrated behavioral, medical, and dental healthcare services.
4+ YOEHigh School/GED required; 4 years experience (or reduced with higher education). Work with clients with psychiatric, substance use, or developmental disabilities; valid driver’s license and ability to obtain Class E MO license; group facilitation and documentation skills.
Kansas Department of Corrections: The state agency operating adult and juvenile correctional facilities.
2+ YOERequires a valid Kansas driver's license, six months of relevant program experience, and two years interacting with clients or the public in social service, customer service, or problem-resolution settings.
Security Industry Specialists: Provides specialized security solutions for corporations and high-profile clients.
High school diploma or GED, state guard certification, client-requested certifications, interpersonal skills, professional attitude, and compliance with uniform and grooming standards.