Client Service Associate
4 weeks ago
Job DetailsJob LocationKCMO - Kansas City, MOPosition TypeFull TimePosition DescriptionManage all aspects of client facing and non-client facing day to day processes for each client as directed including: client document customization; organization and management; customer account setup; policy and account maintenance along with custom reportingAudit and maintain client accounts on an ongoing basis, including: adding, modifying and closing accounts as instructed by the client, altering vote execution options, etc.Monitor ballot and holdings exceptions reports for account related errors and resolve per standard operating proceduresWork with Operations Department staff to complete regular detailed reconciliation services and complete rejection resolution within agreed timelinesSchedule and audit regular client reports, accounts, holdings & ballots. Escalate issues identified on a timely basis so that appropriate action can be taken to ensure internal and external stakeholders are aware of any issues which may impact client deliveriesDevelop strong client relationships through strategic and tactical client supportOther duties as assignedQualificationsExperience using MS Office suite, with a strong emphasis on excel along with internet research toolsKeen attention to detailAbility to quickly comprehend complex subjectsAbility to multi-task, prioritize, work on own initiative and set personal deadlinesMust work effectively under pressure to meet tight stakeholder deadlines as part of a dynamic teamResourceful and can-do attitudeAnalytical skills are required to research and resolve enquiriesExcellent verbal & written communication skills a mustAbility to build and maintain relationships with Internal & External stakeholdersThis position reports to: Justine EasonPosition location: This position is located in Kansas City, Missouri. This is a hybrid position with regular office attendance required.Bonus eligible: No Glass Lewis is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status, or any other status protected under federal, state or local law.
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Client Service Associate
2 days ago
Kansas City, Missouri, United States Bank of America Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Bank of America. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our Financial Advisors and clients.Key ResponsibilitiesProvide excellent client service and support to Financial...
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Client Service Associate
1 week ago
Kansas City, Missouri, United States CommunityAmerica Credit Union Full timeJob SummaryCommunityAmerica Credit Union is seeking a highly skilled Client Service Associate to provide exceptional support to our Wealth Advisors and clients. As a key member of our support team, you will play a vital role in delivering top-notch service and support in the financial services industry.Key ResponsibilitiesProvide administrative and sales...
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Kansas City, Missouri, United States Crest Animal Hospital Full timePosition OverviewCrest Animal Hospital is looking for committed individuals to become part of our team in the roles of Animal Care Coordinator and Client Services Associate.Role ResponsibilitiesClient Services Associate:Respond to phone inquiries and provide assistance to clientsFacilitate the check-in and check-out process for patientsOrganize and manage...
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Client Relations Associate
3 months ago
Kansas City, United States Juan Lucio Consulting Full timeJob 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...
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Client Support Associate
4 weeks ago
Kansas City, United States Consulting Advantage Ltd Full timeJob DescriptionJob Descriptionwe are looking for a passionate and dedicated Client Support Associate to join our team. If you thrive in a dynamic environment and have a commitment to providing outstanding client experiences, we want to hear from you!As a Client Support Associate, you will be the first point of contact for our clients, playing a crucial role...
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Associate Client Partner
2 months ago
Kansas City, United States Spotlight Analyst Relations Full timeJob DescriptionJob DescriptionSalary: At Spotlight, it’s our mission to craft and sustain a successful analyst relations (AR) program for our clients –– and the Associate Client Partner plays a key role in championing the logistics necessary to meet our clients’ goals. You will be responsible for supporting a team of Client Partners and Client...
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Associate Client Partner
2 weeks ago
Kansas City, United States Spotlight Analyst Relations Full timeJob DescriptionJob DescriptionSalary: At Spotlight, it’s our mission to craft and sustain a successful analyst relations (AR) program for our clients –– and the Associate Client Partner plays a key role in championing the logistics necessary to meet our clients’ goals. You will be responsible for supporting a team of Client Partners and Client...
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Associate Client Partner
4 weeks ago
Kansas City, United States Spotlight Analyst Relations Full timeJob DescriptionJob DescriptionSalary: At Spotlight, it’s our mission to craft and sustain a successful analyst relations (AR) program for our clients –– and the Associate Client Partner plays a key role in championing the logistics necessary to meet our clients’ goals. You will be responsible for supporting a team of Client Partners and Client...
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Client Services Representative
2 days ago
Kansas City, Missouri, United States American Century Investment Services, Inc. Full timeAbout American Century InvestmentsAs a leading global asset manager, American Century Investments is dedicated to delivering investment results and building long-term client relationships. Our firm is committed to providing institutional-quality, actively managed solutions with a performance-centered mindset.Job SummaryThe Client Services Representative is...
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Client Services Associate
1 week ago
Culver City, California, United States The Joint Chiropractic Full timeClient Services AssociateThe Client Services Associate is essential in delivering outstanding support to our members and patients at The Joint Chiropractic. This role primarily aims to enhance member acquisition to meet organizational objectives. Key responsibilities include:Greet members and patients with warmth and professionalism upon their arrivalManage...
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Client Services Associate
1 week ago
Culver City, California, United States David Church - State Farm Agent Full timeBecome a Key Member of Our Team as a Client Services AssociateAbout Our Agency:At David Church - State Farm Agent, we are dedicated to delivering outstanding service to our clients. Our mission is to protect what is most important to individuals and families, fostering strong connections with our customers. Join us in making a significant difference in the...
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Client Relations Associate
2 weeks ago
Kansas City, Missouri, United States 7th Street Casino Full timeJob Title: Client Relations AssociateFULL TIME (evenings)7th Street Casino is in search of a Client Relations Associate to enhance our team. This role involves assisting patrons with the membership enrollment process, elucidating the advantages of joining our club, managing member accounts, and facilitating promotional initiatives. The ideal candidate should...
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Client Service Associate
4 weeks ago
Arizona City, United States Jackson Hewitt Full timeWe are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look no further and apply today! Join our team as a Client Service Associate and be the friendly face for all those who visit our offices, ensuring exceptional client...
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Client Services Representative
3 weeks ago
Kansas City, United States American Century Investment Services, Inc. Full timeOur Firm American 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,...
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Client Services Representative
4 weeks ago
Kansas City, United States American Century Investment Services, Inc. Full timeOur Firm American 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,...
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Client Services Associate
4 weeks ago
Culver City, United States SPS North America Inc Full timeJob Title: Client Services AssociateReports To: The Client Services Associate will report to the Client Services Supervisor, Client Services Manager, or equivalent leadership.Job Overview:The Client Services Associate provides exceptional office and mail services, delivering operational functions in the following areas: processing of inbound/outbound mail,...
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Client Service Specialist
4 weeks ago
Kansas City, United States Holmes Murphy Full timeHolmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is...
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Client Services Associate
1 week ago
new york city, United States KDS Strategic Search Group Full timeAmazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team.In this position, you will work in one of the best-known global financial services firms and work directly with the best-performing...
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Client Service Specialist
1 month ago
Kansas City, United States Holmes Murphy & Associates Full timeHolmes Murphy is one of the nation's largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of "Caring for your unique potential is our...
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Tax Senior Associate | Private Client
3 months ago
Kansas City, United States FORVIS Full timeDescription & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability to help...