Client Services Assistant

3 weeks ago


Kansas City, United States Morgan Hunter Companies Full time

Client Services Assistant
Kansas City, MO

Our client is seeking a skilled Client Services Assistant to provide essential support to our office, focusing on client assistance, database management, and schedule coordination. If you excel at organization and communication, thrive in a dynamic environment, and possess essential financial services experience, we'd love to hear from you

Job Responsibilities:
  • Prepare and manage client account documentation efficiently.
  • Handle incoming calls professionally and promptly.
  • Arrange and manage appointment schedules.
  • Coordinate and ensure compliance adherence and submissions.
  • Deliver outstanding service to clients.
  • Collaborate with team members on various projects.


Requirements:
  • Minimum 3-5 years of experience in Financial Services;background in Financial Services is required.
  • Proficiency in handling account applications.
  • Demonstrated experience in assisting with money movement transactions.
  • Strong commitment to providing exceptional customer service.
  • Proficient in administrative office duties.
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • Familiarity with compliance regulations within Financial Services.
  • 100% in office schedule


About Morgan Hunter

Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffing to direct-hire placements. Thoughtful and thorough in our approach, we’re also responsive and efficient, creating a tailored hiring experience for both employer and job seeker –because everyone deserves to find the right fit.

MH123


  • Kansas City, United States American Century Investment Services, Inc. Full time

    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,...


  • Kansas City, United States AEG Full time

    In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen.Position Profile: Client Services ManagerDepartment: Suites & Client ServicesReports to: Director of Client Services Status: Salary, ExemptJOB SUMMARY: The Kansas City Chiefs Client Services...


  • Kansas City, United States American Century Investment Services, Inc. Full time

    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, offering...


  • Kansas City, United States American Century Investment Services, Inc. Full time

    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, offering...


  • Kansas City, United States American Century Investment Services, Inc. Full time

    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, offering...


  • Kansas City, United States TalentLink Solutions Full time

    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...


  • Kansas City, United States Armstrong Teasdale Full time

    [[Armstrong Teasdale LLP has a long and distinguished track record of delivering sophisticated legal advice and exceptional service to a dynamic client base around the world. Whether an issue is global or local, large or small, Armstrong Teasdale provides each client with an invaluable combination of legal resources and practical advice in nearly every area...


  • Kansas City, United States TalentLink Solutions Full time

    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...


  • Kansas City, United States Banfield Full time

    Client Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and...


  • Kansas City, Missouri, United States Aston Carter Full time

    Description: • Recruit, train, motivate and develop members of the Client Services team in Kansas City• Oversee operational responsibilities of Client Service Managers to ensure timely, accurate and consistent execution of key tasks in line with agreed-upon service level standards• Assist Client Service Managers with problem solving and inquiry...


  • Oklahoma City, Oklahoma, United States PSI Services Full time

    DescriptionTitle: Client Services DirectorLocation: US RemoteAbout PSIWe are PSI Services. We power world leading tests. Delivered with trusted science and the very best test taker experience. PSI supports test-takers on their journey to pursuing dreams and gaining certifications that are important to them. They believe that their dreams are worth working...


  • Kansas City, United States First Service Corporation Full time

    The Client Services Administrator is responsible for effective administration of assigned processing tasks and service queries. This position requires accurate data processing and problem solving with a high attention to detail, while adhering to Fir Client Service, Administrator, Processing, Residential, Retail, Property Management


  • Kansas City, United States BEAUTY BRANDS Full time

    Job DetailsJob Location134 - Kansas City, MOPosition TypeFull-Time/Part-TimeJob ShiftDayJob CategoryRetailDescriptionBeauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports...


  • Kansas City, United States BEAUTY BRANDS Full time

    Job DetailsJob Location104 - Kansas City, MOPosition TypeFull-Time/Part-TimeJob ShiftDayJob CategoryRetailDescriptionBeauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports...


  • Kansas City, United States Beauty Brands Full time

    Job DetailsJob Location 126 - Plaza - Kansas City, MO Position Type Full-Time/Part-Time Job Shift Day Job Category Retail Description Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive...


  • Kansas City, United States BEAUTY BRANDS Full time

    Job DetailsJob Location130 - Kansas City, MOPosition TypeFull-Time/Part-TimeJob ShiftDayJob CategoryRetailDescriptionBeauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports...


  • Kansas City, United States BEAUTY BRANDS Full time

    Job DetailsJob Location126 - Plaza - Kansas City, MOPosition TypeFull-Time/Part-TimeJob ShiftDayJob CategoryRetailDescriptionBeauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that...


  • Kansas City, United States BEAUTY BRANDS Full time

    Job DetailsJob Location145 - Kansas City, KSPosition TypeFull-Time/Part-TimeJob ShiftDayJob CategoryRetailDescriptionBeauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports...


  • Kansas City, United States Holmes Murphy & Associates Full time

    Are you interested in a flexible work environment, the opportunity to grow and share your unique potential every day, a place that offers a holistic approach to your wellbeing, an environment that encourages volunteering, and a company with a culture where celebrating yours and our clients’ success is just part of what we do? Well, you’ve come to the...


  • Kansas City, United States Holmes Murphy & Associates Full time

    Are you interested in a flexible work environment, the opportunity to grow and share your unique potential every day, a place that offers a holistic approach to your wellbeing, an environment that encourages volunteering, and a company with a culture where celebrating yours and our clients’ success is just part of what we do? Well, you’ve come to the...