High-Net-Worth Client Service Associate
BOK Financial
BOK Financial Corporation is seeking a Client Service Associate to serve high net worth clients across banking, trust, brokerage, financial planning, and investment management. You will be the first point of contact, build trusted relationships, and coordinate with Wealth Advisors, Bankers, and Trust Officers to deliver exceptional service. The role requires a Bachelor's degree and 3–4 years of experience (or 8–9 years in equivalent work), strong communication, research skills, and a #J-18808-Ljbffr BOK Financial
- ...your success, growth, and advancement.Job DescriptionThe Client Service Associate serves as the first point of contact to meet client needs... ...responsible for working with Private Wealth Officers and high net worth clients across several delivery platforms, including banking...High net worth
- Commerce Trust in Kansas City, MO, is seeking a Private Client Advisor Associate to support Private Client Advisors in delivering wealth management services to high net worth clients. You will help with account administration, fund transfers, and tax coordination while...High net worth
$70k - $90k
...spent a decade in financial services and you're at your best... ...pace is fast and the clients expect nothing less than... ...exceptional, this one's worth reading. FCS Family Office, a high-net-worth wealth management... ...experienced Client Service Associate to support two Associate...High net worthWork at office- ...just in the business of helping clients with their financial goals -... ...will consistently follow high standards of business and professional... ...tasks relating to client service as needed. Responds to ad hoc... ...the financial advisor(s) and associate financial advisor(s) Provide...SuggestedFull timeContract workPart timeLive inWork at officeWork from homeHome office
- ...Ameriprise Financial Client Service Associate/Manager At Ameriprise Financial, we're not just in the business of helping clients with their financial... ...the practice. This position will consistently follow high standards of business and professional ethics and legal and...SuggestedPart timeLive inWork at officeWork from homeHome office
- ...Senior Wealth Client Service Associate Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations... ...closely with advisors and firm leadership to ensure consistent, high-quality service delivery across the organization. What...Full timeWork at officeLocal areaRemote workFlexible hours
- ...Member to join our neighborhood agency. You will warmly greet clients, route inquiries, and support daily operations. The ideal candidate... ...a supportive, growth-minded team and contribute to exceptional service while advancing within a respected local agency. #J-18808-...Local areaFlexible hours
$23.8 - $27.65 per hour
...provider of wealth management services including financial planning... ...collaborate to ensure each client’s financial journey is... ...management advisory services to high net worth clients of Commerce Trust.... ...education and experience required. Associate degree in related field...High net worthHourly payFull timeWork at officeShift work- Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries across multiple platforms, onboard clients, open accounts, and help coordinate meetings with investment...
- ...years of rich history and recognition for service and excellence in the Financial... ...James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and... ...This essential role helps to provide high quality/high touch critical administrative...Work experience placementWork at office
- ...and you are trained, coached, and measured on activity and results. The role involves taking conversations, explaining benefit options clearly, and helping clients enroll when appropriate, while maintaining a disciplined follow-up rhythm. #J-18808-Ljbffr AO Garcia AgencyRemote job
$40k - $44k
...Dinamic AS Group is seeking a professional and personable Client Service Associate to join our team in Kansas City, Missouri. In this role,... ...provide information, and ensure each interaction reflects the high standard of service our company strives to deliver. The...Full time- Ameriprise Financial is seeking a Client Service Associate/Manager to support a fast-paced financial advisory office. You will assist in daily operations, help set up client accounts, coordinate client meetings, and act as liaison between clients and the advisor. The role...Work at office
- RubinBrown seeks a Private Client Services Tax Manager in Kansas City to lead high net worth client service, tax planning, and compliance work. You will mentor staff and manage engagements while ensuring profitability and technical excellence. Requirements include a CPA...High net worth
- EY is seeking a senior tax professional to lead tax compliance and advisory services within EY EDGE’s FSO practice in the United States. The role focuses on high‑net‑worth clients, family‑owned businesses, and their owners, delivering complex tax solutions with a global...High net worth
$150k - $210k
...Senior Manager Strategic Tax Advisory | Client Leadership | Team Development | National... ...companies, manufacturers, and professional service firms while helping lead and develop one... ...Closely Held Businesses High-Net-Worth Owners & Investors This creates an excellent...High net worthLocal areaFlexible hours- ...relationships and delivering totally satisfied clients. The RubinBrown name and reputation are... ..., and St. Louis. A Private Client Services Tax Manager is a key participant in... ...outstanding service to a broad range of high net worth individuals, executives and business...High net worthWork at officeWeekend workAfternoon shift
- Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service and tailored wealth solutions. You will coordinate client requests, ensure timely materials, and help manage risk and...
$83.36k - $141.7k
Sr. Manager, Client Relationship Associates Location: Omaha - FN Business Park, Kansas City, MO - 1 Ward... ...leadership role within FNBO's Advisory Services division of Wealth Management. This... ...Associate (CRA) team, ensuring a consistent, high-quality client experience across the...Full timeContract workTemporary workWork experience placement- ...ability to troubleshoot Prior customer service or sales experience is preferred, but not... ...enjoy building strong relationships with clients, then look no further and As our boots-... ...Join our team as a Seasonal Client Support Associate and be the friendly face for all those...Full timePart timeSeasonal workLocal areaFlexible hoursShift work
$150k - $175k
...consultative approach to solve high-stakes reputation and crisis... ...ORM and Digital Marketing Services (SEO, content creation, social... ...directors, business owners, and high-net-worth individuals, driving the next... ...upsell opportunities for clients Qualifications ~2-3+...High net worthBase plus commissionRemote workFlexible hours- ...Client Support Associate RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers' compensation...Work experience placement
$127.9k - $291.9k
...leader in serving the global financial services marketplace and the only professional services... ..., working side by side with a range of clients from our most venerable institutions to... ...tailored to the unique needs of the high-net worth tax industry. The team has a dedicated...High net worthPrivate practiceSummer holidayLocal areaFlexible hours- UBS, a leading global wealth manager, is hiring a client service professional in Jackson, MS. The role focuses on maintaining client information systems, educating clients on services, and preparing meeting materials. Ideal candidates hold Series 7/66 licenses (for CSAs...
$20.9 - $26.9 per hour
...Commerce Trust Wealth Management Services Building a career here is... ...collaborate to ensure each client's financial journey is... ...networking Support other client associates by communicating effectively... ...Education & Experience ~ High school diploma or equivalent...Hourly payShift work$15 per hour
...We are seeking motivated associates to support retirement plan participants... ...in finance or retirement services and enjoy delivering... ...basic inquiries Resolve client issues, concerns, and inquiries... ...secure, reliable and dedicated high speed is required to support...Full timeWork at officeRemote workShift workNight shift- CLA is a top 10 national professional services firm and is seeking an Accounting Associate to join the CAAS Healthcare industry team. The role is based out of our Kansas City, MO office and involves handling client accounts, processing day-to-day transactions, and contributing...Work at office
- FNBO in Kansas City seeks a Director, Portfolio Manager to lead client-focused wealth management and portfolio design for institutional and high-net-worth accounts. You will trade portfolios with equities, fixed income, and alternatives, and collaborate with advisors to...High net worth
- ...background developing and managing long-term client relationships. Minimum of 10 years... ...experience building, growing, and servicing a book of business. Strong knowledge... ...strategies. Experience working with high-net-worth individuals, families, business owners,...High net worthFull timeImmediate start
$116.2k - $212.9k
...point of contact for a wide range of clients and colleagues. This is an... ...advising of clients that include high-profile individuals of extremely high net worth, and expectations to match. That... ...objectives and metrics in client service, risk management, sales, and business...High net worthWork experience placementPrivate practiceSummer holidayFlexible hours
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