38 Client Services Associate Jobs in Kansas, MO
Morgan Hunter is Hiring a Client Services Associate Near Kansas, MO
Client Services Associate
Kansas City, MO
Our 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, 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.
- Assisting new clients through onboarding and application processes.
- Deliver outstanding service to clients.
- Collaborate with team members on various projects.
Requirements:
- Minimum 3-5 years of experience in Wealth Management or Investments within Financial Services; a 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.
Job Summary
Full Time
IT Outsourcing & Consulting
$44k-56k (estimate)
05/07/2023
07/19/2024
morganhunter.com
OVERLAND PARK, KS
100 - 200
1986
Private
$10M - $50M
IT Outsourcing & Consulting
Related Companies
About Morgan Hunter
Morgan Hunter provides human resource and staffing solutions.
The job skills required for Client Services Associate include Client Service, Customer Service, Initiative, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Associate positions, which can be used as a reference in future career path planning. As a Client Services Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Associate. You can explore the career advancement for a Client Services Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Associate job description and responsibilities
A client service associate works as a financial assistant and financial advisor to clients.
02/03/2022: Oklahoma City, OK
Client associates must also collect and analyze competitor data and client usage so that they create new business opportunities.
03/03/2022: Brownsville, TX
Client services representatives manage client relationships and provide customer support.
03/31/2022: Pierre, SD
A client services associate prepares orders relating to buying and selling stocks and calculates the associated brokerage fees, transfer taxes and commissions.
01/29/2022: Bridgeport, CT
Provided daily financial transaction services for clients while delivering excellent customer care.
03/18/2022: Lincoln, NE
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Associate jobs
These positions require familiarity with customer services tools and programs.
04/05/2022: Washington, DC
Client services associates also should have strong math, time management and critical thinking skills.
01/22/2022: Pine Bluff, AR
These associates provide administrative and client support to financial advisers.
03/03/2022: Jacksonville, FL
Client Services Associate must be excellent communicators capable of leading a team.
02/25/2022: Jackson, MS
And strong client relations skills are key to building and maintaining long-lasting business relationships.
01/26/2022: Provo, UT
Step 3: View the best colleges and universities for Client Services Associate.
Similar Jobs
Popular Articles
