74 customer relationship manager jobs at 55 companies in Lee's Summit, MO
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Relationship Manager - Overland Park, KS
Overland Park, Kansas, United States
OnsiteFull Time
Fidelity Investments: Provider of investment, retirement, and financial planning services.
1+ YOERequires Series 7 and 66 licenses or ability to obtain Series 66, state registrations, and 1–3 years of financial services experience. Strong client service, planning, communication, organization, and compliance skills required.
FCS Financial: Member-owned Missouri agricultural lender providing loans, leases, insurance, appraisals, and related services to rural borrowers.
Bachelor’s degree in agriculture, business, finance, or related field; knowledge of sales, marketing, financial services, agriculture, negotiation, and accounting; strong communication and customer service skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel
Louisville or Oklahoma or Memphis or New Orleans or Kansas City or Detroit or St. Louis or Indianapolis or Cincinnati or Chicago
OnsiteFull Time
NRT Technology: Canadian gaming-fintech providing payment, cash-handling, kiosk, compliance, and guest-engagement systems to casino operators.
3+ YOERequires 3+ years in account or relationship management, business development, or client-facing work; multi-geographical customer support; strong communication and presentation skills; and a business-related bachelor's degree.
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
1+ YOERequires FINRA Series 7 and 66 licenses or ability to obtain Series 66, appropriate state registrations, and 1–3 years of financial services experience emphasizing customer experience.
Fort Hays State University: Public university providing undergraduate and graduate degree programs.
1+ YOEBachelor's degree in marketing, business administration, information technology, or related field, or equivalent experience; 1–3 years of CRM management and CRM software experience; analytical, project management, and communication skills.
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
Engage clients in branch to assist with transactions, educate on self-service banking, manage cash, and connect clients to financial solutions; high school diploma and strong communication, problem-solving, and customer-focus required.
Morgan Stanley Wealth ManagementNYSE: MS: Global financial services firm providing investment and banking solutions.
High school diploma or equivalent required; college degree preferred. Requires advanced Microsoft Office skills, strong organization, writing, interpersonal, client service, time management, and multitasking abilities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom, MSOnline, eSign, eAuthorization
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma or equivalent required; college degree preferred. Requires strong organization, communication, client service, time management, collaboration, and advanced Microsoft Office skills; willingness to obtain securities licenses.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom
Check Point Software TechnologiesNASDAQ: CHKP: Provides network, cloud, and mobile cybersecurity solutions.
5+ YOERequires 5+ years of Cyber/IT experience in customer success, pre-sales, professional or technical services, or sales; strong technical, communication, organizational, and relationship-building skills; travel availability.
Customer Relationship Management (CRM) Systems Support Specialist, UMKC CRM Operations
Kansas City or Kansas City
$15-$19/hrOnsiteFull Time
University of Missouri: Public research university providing academic instruction and healthcare services.
5+ YOEHigh school diploma or equivalent plus at least 5 years of comparable experience; strong communication, attention to detail, multitasking, collaboration, and willingness to learn required.
Slate, Microsoft Teams, Perceptive Content, PeopleSoft Pathways, Brainware
First National Bank of OmahaOTC Pink: FINN: Provides retail and commercial banking services across the Midwest.
3+ YOEBachelor's degree or equivalent experience and 3+ years of commercial lending relationship management experience. Requires credit analysis, portfolio development, customer relationship, prioritization, and unrestricted work authorization.
Kansas City or Chicago or Wisconsin or Minnesota or Iowa
$50k-$65k/yrRemoteFull Time
Holtzbrinck Publishing Group: Global media group publishing academic research, educational materials, and books.
3+ YOEBachelor's degree and 3+ years in account management, customer success, sales, relationship management, or another customer-facing role. Requires stakeholder relationship-building, communication, organization, problem-solving, and collaboration skills.
Wagner Logistics: Provider of third-party logistics, warehousing, and transportation services.
3+ YOE3+ MgmtRequires 3+ years of warehouse supervision and 5+ years preferred or stated in the role, with experience in distribution, safety, inventory, labor management, customer relationships, and warehouse systems.
Buildingstars: Provider of commercial cleaning and facility maintenance services.
Experience in account management, customer service, or sales; Bachelor's degree or equivalent; strong relationship management and communication skills; ability to manage multiple projects.
World FinanceNASDAQ: WRLD: Provides personal installment loans and tax preparation services.
Management and customer-service experience with ability to lead a team, sell financial products, build community relationships, and perform cash-handling duties; valid driver’s license and reliable transportation required.
Lockton: Provides insurance brokerage and global risk management solutions.
Experience servicing client accounts in surety/bond environments, strong client relationship skills, critical thinking and decision-making, ability to create compliance communications and research industry/regulatory trends.
J.B. Hunt Transport ServicesNASDAQ: JBHT: Transportation and logistics services provider.
2+ YOEHigh school diploma or GED and 2–3 years in transportation, logistics, business administration, or account management; Microsoft Office experience, communication, analytical, customer relationship, and personnel management skills required.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
LandCare: Provides commercial landscaping and outdoor facility maintenance services.
Manages client relationships, customer retention, proposals, estimates, networking, and new business development while coordinating with branch and production teams.
Agiliti: Manages and maintains medical equipment fleets for healthcare facilities.
Provide strategic direction and leadership for regional biomedical and field service technicians, manage operations, customer relationships, budgets, compliance, and staff development.
Nations Roof: Commercial roofing contractor serving property owners and facility teams with reroofing, repairs, maintenance, and emergency services nationwide.
Experience managing commercial roofing service operations; knowledge of maintenance, leak response, and repairs; leadership, customer relationship, estimating, scheduling, dispatching, communication, and organizational skills.