Current jobs related to Client Associate - Lenexa - Rockefeller Financial
-
Client Service Associate
2 months ago
Lenexa, United States CommunityAmerica Credit Union Full timeSummary: Copper Financial (Copper) is an SEC registered investment advisor, FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of investment and financial planning services to credit union members nationwide. As a wholly owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting our members...
-
Client Relations Associate
1 week ago
Lenexa, Kansas, United States jobs4dad Full timeCustomer Services AssistantPermanent PositionPosted RecentlyOverviewSalary: £9.90 Per HourShift hours: PermanentWe are seeking a Customer Services Assistant who will represent our organization, providing outstanding customer support in a part-time capacity. You will become part of a team that takes pride in their work, values quality service, and cherishes...
-
Client Relations Specialist
1 week ago
Lenexa, Kansas, United States Industrial Fumigant Company LLC Full timeCustomer Service RepresentativeJob Category: Customer Service Requisition Number: IFCI504370Job OverviewIndustrial Fumigant Company (IFC) is dedicated to delivering pest management solutions tailored for the commercial food sector.In this role, under the guidance of the Customer Service Manager, the Customer Service Representative will engage with clients...
-
Tax Associate
3 weeks ago
Lenexa, United States Aston Carter Full timeJob Title: Tax Associate Aston Carter is working with a financial services client that is seeking to hire a Tax Associate on their growing team! They are seeking candidates with 3+ years of tax experience and knowledge of tax prep software. This is a great opportunity to gain experience in tax for high net worth clients! Job Description: The Tax Associate...
-
Sports-Minded Customer Service Associate
1 month ago
Lenexa, United States A.C.E. Executives Full timeJob DescriptionJob DescriptionA.C.E. Executives is an outsourced marketing and sales agency looking for a Sports-Minded Customer Service Associate to join our Kansas City office permanently.You will work with our Marketing and Sales Associates and various product specialists, as well as mid-office and operations teams, to deliver a seamless and integrated...
-
Marketing & Communications Associate
1 month ago
Lenexa, United States A.C.E. Executives Full timeJob DescriptionJob DescriptionDoes the thought of associating with the best and brightest in the technical and creative world get your heart pumping? Do you look for ways to process improvement? Are you always thinking of a more innovative or unique approach? If you've answered yes to these questions, let's chat!Marketing is everywhere: it offers...
-
Feeder Associate
2 months ago
Lenexa, United States Pyramid Consulting, Inc Full timeImmediate need for a talented Feeder Associate. This is a 12+ Months Contract opportunity with long-term potential and is located in Lenexa, KS (Onsite). Please review the job description below and contact me ASAP if you are interested.Job ID:24-33752Pay Range: $19.85/hour. Employee benefits include, but are not limited to, health insurance (medical, dental,...
-
Customer Support Associate
1 week ago
Lenexa, Kansas, United States Industrial Fumigant Company LLC Full timeCustomer Service RepresentativeJob Category: Customer Service Requisition Number: IFCI504370Job OverviewIndustrial Fumigant Company (IFC) is a leader in providing pest management solutions tailored for the commercial food sector.As a Customer Service Representative, you will operate under the guidance of the Customer Service Manager. Your primary...
-
Warehouse Associate
3 months ago
Lenexa, Kansas, United States Aerotek Full timeJob Description:Operating sit down OR stand up forklift (Must have 1 year experience)Working with blue tooth speakers, Apple watches, TVs and iPad'sShipping and receivingShiftMon-Thurs 2PM-12:30PMPay$18.50Additional Skills & Qualifications:6+ months of experience in a warehouse Familiar with RF scan procedures Basic Microsoft word knowledge preferable 1+...
-
Business Development Associate
3 days ago
Lenexa, Kansas, United States Scissors & Scotch Full timeAbout Scissors & ScotchWe're a dynamic company that values individuality and fosters strong connections with our clients and staff. Our unique blend of exceptional service, signature beverages, and a dynamic work environment makes us a remarkable place to work.Job SummaryWe're seeking a highly motivated and customer-focused individual to join our team as a...
-
Customer Service Associate
1 week ago
Lenexa, Kansas, United States Navy Times Full timePosition OverviewThe Customer Care Representative plays a vital role in delivering exceptional service to our clients. This position involves managing all incoming customer communications via phone and making outbound calls as necessary, adhering to established protocols and procedures.Key Responsibilities:Address all customer inquiries received through...
-
Customer Care Associate
1 week ago
Lenexa, Kansas, United States Smith & Loveless Full timeCompany Overview:Smith & Loveless Inc.As a leading manufacturer in the water treatment and pumping systems industry, Smith & Loveless is dedicated to providing innovative solutions for municipalities and industrial applications. Our mission focuses on Protecting water. Protecting People.Position Summary:The Customer Service Representative plays a crucial...
-
Project Management Associate
1 week ago
Lenexa, Kansas, United States Jobot Full timeJoin our dynamic team as we seek a dedicated Assistant Project Manager for a leading construction firm. We specialize in delivering high-quality projects across various sectors.Salary: $65,000 - $85,000 per yearAbout Us:With over 30 years of experience in Construction Management, Design-Build, and General Contracting, we pride ourselves on our commitment to...
-
Regional Sales Associate Trainee
1 week ago
Lenexa, Kansas, United States A.C.E. Executives Full timePosition OverviewA.C.E. Executives is experiencing remarkable growth, and we are eager to welcome new talent to our team. We are currently seeking a dedicated and enthusiastic Sales Territory Development Trainee to contribute to our expansion efforts.As a partner to some of the foremost telecommunications initiatives globally, A.C.E. Executives is committed...
-
Customer Care Associate
4 days ago
Lenexa, Kansas, United States Sizewise Rentals LLC Full timePosition OverviewCustomer Service RepresentativeAs a vital part of our commitment to exceptional service, Customer Service Representatives play a crucial role in our operations. We are currently seeking a full-time Customer Service Representative to join our team.Key Responsibilities:Engage with clients via telephone regarding the rental of durable medical...
-
Roving Retail Associate, Electronics Repair
3 months ago
Lenexa, United States Asurion Full time**** **Roving Retail Associate, Electronics Repair** ***$2500 Sign On Bonus*** For more than 25 years, Asurion has been a leader in innovation, not only in the tech solutions industry, but in creating a culture where employees feel valued. We help people do more with their technology and stay connected on all of their devices. We provide our customers with...
-
Business Banking
2 months ago
Lenexa, United States Bankmw Full timeBusiness Banking - Senior Business Banking Officer At our Bank, we believe in finding financial solutions that cater specifically to our client’s needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients. If this is what you believe in, then you’re...
-
Business Banking
2 months ago
Lenexa, United States Kansas Action for Children Full timeJob Description Business Banking - Senior Business Banking Officer At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client's needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of...
-
Business Banking
2 months ago
Lenexa, United States Bank Midwest, N A Full timeAt our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client's needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients. If this is what you believe in, then you're definitely...
-
Business Banking
1 month ago
Lenexa, United States NBH Bank Full timeBusiness Banking - Senior Business Banking Officer 15040 W 87th St, Lenexa, KS 66215, USA Req #4330 Wednesday, July 3, 2024 At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client’s needs. We are looking for talented associates who understand the complexities of life...
Client Associate
1 month ago
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London. The Firm oversees $133 billion in client assets as of March 31, 2024. Position A Private Wealth Advisor team within our Private Wealth Management business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Wealth Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role. Responsibilities Account opening and maintenance Transferring assets and money movement Completing investment subscription documents Cash management & RMDs Assisting with client online access Responding to account activity and statement inquiries Managing life events Administrative work as needed Provide top quality service to clients and complete administration of client accounts Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions Generate expense reports for submission using Concur Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed, and approved Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.) Support marketing efforts by promoting client seminars and events Offer administrative and office management support to the team Prepare client correspondence, obtain necessary management approvals, and transmit Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy Oversee client insurance and annuities processes Assist in preparation of key documents, PowerPoint presentations and reports for client meetings Attend client meetings as necessary and present client performance Complete necessary filing and maintain client files Attend compliance and continuing education training sessions as required by regulatory agencies and the firm Additional duties as assigned Qualifications 3-7 years prior client service experience within financial industry, or equivalent experience Series 7 & 66 strongly preferred or willing to obtain BA/BS degree Skills Excellent client facing, interpersonal, organizational, and client service skills Detail-oriented with ability to prioritize and organize workflow Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions Strong Microsoft Office skills including Excel & PowerPoint Disclosure Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”). Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law. #J-18808-Ljbffr
