40 client services specialist jobs at 31 companies in Raymore, MO

1mo
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Client Services Specialist
Wellesley Hills or Kansas City
$49k-$66k/yr OnsiteFull Time
Sun Life
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.
1mo
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Client Services Specialist
Wellesley Hills or Kansas City
$49k-$66k/yr OnsiteFull Time
Sun Life
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.
1mo
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Client Services Specialist
Kansas City, Missouri, United States
OnsiteFull Time
Life Unlimited
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
1mo
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Client Services Specialist
Overland Park, Kansas, United States
OnsiteFull Time, Part Time
Beauty Brands
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.
3mo
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Client Intake Specialist - Bilingual (Customer Support)
Kansas City, Missouri, United States
$40k/yr OnsiteFull Time
DiPasquale Moore
DiPasquale Moore: Provides legal representation for victims of personal injuries.
0+ YOEEntry-level bilingual client intake specialist; experience in customer service or call center preferred; strong communication and organization.
1mo
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Client Services & Operations Specialist (Wealth Management)
Lenexa or Wichita or Jackson or Bozeman
$20-$35/hr OnsiteFull Time
Pinion
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.
CRM systems, Microsoft Office Suite
2d
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Client Experience Specialist II
Overland Park, Kansas, United States
OnsiteFull Time
Security Benefit
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.
CRM systems, telephony platforms, Microsoft 365
1d
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Senior Associate - Client Relations Specialist - Hybrid
Kansas City or Denver or Boston or Dublin or Chicago or Waltham or Braintree
$45k-$105k/yr HybridFull Time
SS&C Technologies
SS&C TechnologiesNasdaq: SSNC: Provides software and technology for financial and healthcare sectors.
2+ YOEBachelor's degree or equivalent experience; 2+ years of client-facing financial services experience; strong communication, analytical, organizational, problem-solving, and numerical reasoning skills.
Microsoft Word, JIRA, Chorus/AWD, TA2000, 3270, Microsoft Excel
1w
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Client Relationship Management Specialist, TRPG
Dallas or Leawood
$63k-$88k/yr HybridFull Time
Cetera Financial Group
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
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Senior Client Account Specialist
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/yr HybridFull Time
Husch Blackwell
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
2mo
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Client Service Specialist Sr. UMBFSI
Leawood, Kansas, United States
HybridFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
5+ YOEBachelor’s degree and 5+ years of applicable experience in financial services.
Salesforce, Workday, eMoney, SEI, Fidelity Wealthscape, Microsoft Office Suite
1d
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Client Experience Specialist (Bilingual Russian/English)
Lenexa, Kansas, United States
$21/hr OnsiteFull Time
eCapital
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.
Microsoft Office, CRM, Salesforce
3w
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Senior Client Service & Operations Specialist - Wealth
Lawrence, Kansas, United States
HybridFull Time
Triad Partners
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.
Salesforce, Orion
3w
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Client Support Specialist - Greater Kansas City, MO Area (REMOTE)
Missouri or Overland Park or Kansas
RemoteFull Time
Fidelity Investments
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.
1mo
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Employment Specialist
Independence, Missouri, United States
FieldFull Time, Part Time
Brightli
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.
17h
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Practice Specialist
Chicago or Kansas City or Los Angeles or St. Louis
$60k-$80k/yr OnsiteFull Time
Polsinelli
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
4w
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Housing Stabilization Specialist
Kansas City, Kansas, United States
OnsiteFull Time
Wyandot Behavioral Health Network
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.
1mo
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Wellbeing Specialist
Clinton, Missouri, United States
$26-$27/hr OnsiteFull Time
Compass Health Network
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.
1w
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PC I-Sex Offender Specialist
Johnson County or Kansas City or Olathe
$19-$40k/yr OnsiteFull Time
Kansas Department of Corrections
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.
electronic systems
1d
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Security Specialist - Full Time
Leawood, Kansas, United States
$21/hr OnsiteFull Time
Security Industry Specialists
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.