4d
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Client Support Representative
Lee's Summit, Missouri, United States
HybridFull Time
No prior experience required; strong attention to detail, problem-solving, MS Office proficiency, ability to manage multiple priorities, and maintain confidential case documentation.
Microsoft Office
3w
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Client Relationship Management Specialist, TRPG
Leawood, Kansas, United States
HybridFull Time
1+ YOE1+ year client relationship or customer support experience in financial services; proficiency with Microsoft Office; familiarity with CRM systems (Salesforce); strong organization and communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce
6d
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Account Manager
Leawood, Kansas, United States
OnsiteFull Time
3+ YOE3+ years supporting a client book with growth targets; strong relationship management, data analysis, regulatory knowledge, communication and planning skills; bachelor or equivalent experience required.
1mo
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Medical Office Manager
Kansas City or Lee's Summit
OnsiteFull Time
3+ YOE3+ years related experience, high school diploma/GED required (bachelor's preferred); experience with client intake, billing, EHR and patient registration systems; intermediate Microsoft Word/Excel and G-Suite skills; strong communication and supervisory experience.
Electronic Health Records (EHR), Qualifacts CareLogic, Microsoft Word, Microsoft Excel, G-Suite
2mo
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Office Supervisor, Managed Operations
Independence, Missouri, United States
$19-$21/hr OnsiteSeasonal, Full Time
2+ YOE1+ MgmtManage daily office operations, lead staff, ensure compliance, and deliver client service during tax season.
Microsoft Office, Tax preparation software
2w
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Branch Office Administrator - Independence, MO
Independence, Missouri, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, handle account transactions, schedule appointments, and support marketing and branch business planning.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Branch Office Administrator - Independence, MO
Independence, Missouri, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage accounts and transactions, support marketing and events, and use MoneyGuide, Salesforce, and Microsoft Office. Must be analytical, detail-oriented, adaptable, and communicate effectively.
MoneyGuide, Salesforce, Microsoft Office