Client Services Associate

Client Services AssociateKansas City, MOOur client is seeking a skilled Client Services Associate to provide essential support to their advisors, focusing on client assistance, database management, and onboarding new clients. If you excel at organization and communication, thrive in a dynamic environment, and possess essential financial services experience,...

Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...

We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through...

Job DescriptionJob DescriptionWe are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients...

Job DescriptionJob DescriptionWe are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients...

We are a boutique wealth management firm, supporting generations of families, institutional clients and foundations. We are service-oriented, and our clients stay with us because of the incredible care they receive. We have a blended business and always do what is right for the client, including financial planning, investment management, retirement plan...

Our FirmAmerican Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors,...

Our FirmAmerican Century Investments® is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors,...

Our FirmAmerican Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting research that can improve human health and save lives. Founded in 1958, the firm's 1,400 employees serve financial professionals, institutions, corporations, and individual investors,...

We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through...

We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through...

We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through...

Job Description Job Description Company Description: LM Marketing Inc. takes pride in managing our client's accounts as successfully as possible. Therefore, we provide our clientele with the very best personnel. Each team member is highly motivated to deliver a personal representation explicitly catered to meet that account's needs and exceed our client's...

Job Description Job Description Company Description: LM Marketing Inc. takes pride in managing our client's accounts as successfully as possible. Therefore, we provide our clientele with the very best personnel. Each team member is highly motivated to deliver a personal representation explicitly catered to meet that account's needs and exceed our client's...

Job DescriptionJob DescriptionCompany Description:LM Marketing Inc. takes pride in managing our client's accounts as successfully as possible. Therefore, we provide our clientele with the very best personnel. Each team member is highly motivated to deliver a personal representation explicitly catered to meet that account's needs and exceed our...

Job DescriptionJob DescriptionCompany Description:LM Marketing Inc. takes pride in managing our client's accounts as successfully as possible. Therefore, we provide our clientele with the very best personnel. Each team member is highly motivated to deliver a personal representation explicitly catered to meet that account's needs and exceed our...

We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through...

We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through...

We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through...

We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through...