Wealth Client Experience Coordinator
$65k - $80kPEG Staffing & Recruiting
PEG Staffing & Recruiting is looking for a Client Service Coordinator based in Missouri to support client relationships and day-to-day operations. The role involves serving as a primary contact for client inquiries, managing client needs, and coordinating requests. Candidates need experience in wealth management along with strong communication skills. Compensation ranges from $65K to $80K, depending on experience. This is an in-office position with growth potential in a stable team environment. #J-18808-Ljbffr PEG Staffing & Recruiting
- ...Effortless travel solutions ETS is seeking a Client Experience & Journey Coordinator to support clients throughout the travel planning process. This role emphasizes personalized service and ensuring smooth experiences for clients. Ideal candidates will be detail-oriented...SuggestedRemote workFlexible hours
- ...Client Experience Coordinator Are you someone who thrives on bringing order to chaos, executing on details, and making sure nothing falls through the cracks? Do you enjoy being the person behind the scenes who keeps projects moving, clients engaged, and teams aligned...SuggestedPart timeWork at officeFlexible hours
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... .... You provide an exceptional investor experience by offering advised solutions and Chase...Suggested
- Job Title J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri Location Kansas City, Missouri Job Description At J.P. Morgan... ...significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner...Suggested
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...wealth. You provide an exceptional investor experience by offering advised solutions and Chase...Suggested
- ...We are looking for a proactive and customer-focused Client Experience Coordinator to join our team. This role is responsible for supporting clients throughout their experience by ensuring smooth communication, efficient coordination, and high-quality service delivery....Remote workFlexible hours
$16 per hour
...A leading remote work solutions provider is looking for a Client Experience Associate. The role requires handling customer calls, capturing leads, taking orders, and scheduling appointments from home. Ideal candidates will be fluent in both English and Spanish, possess...Remote work- ...The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction... ...Real Estate/mortgage/title administration/transaction coordination experience required. Active real estate license in good...Contract workTemporary workRemote work
$21 per hour
...capital solutions to 80+ industries. We truly love to help our clients grow and this is a position where you can grow too! The Opportunity: eCapital is currently seeking a Bilingual Client Experience Specialist to join our team in our Lenexa, KS office. At eCapital...Hourly payWork at office- ...Client Experience Specialist Airshare is a company that values its people and recognizes their contributions to the success of the organization. We believe in teamwork and collaboration to ensure that customers are safely and punctually transported to their destinations...Temporary workWork at officeRelocationNight shiftWeekend work
$16 per hour
Anywhereworks is looking for a Client Experience Associate to handle customer calls, capture leads, take orders, and schedule appointments all from home. The ideal candidate is an excellent communicator with a passion for customer service. The role requires working 40 hours...Remote job- A leading financial services firm is seeking a Private Client Advisor to provide exceptional financial planning and investment solutions... ...clients in Kansas City. This role requires at least 2 years of experience in financial advising, with a strong emphasis on building...
- Join J.P. Morgan Chase in Kansas City as a Private Client Advisor, focusing on delivering personalized financial solutions to clients... ...and client satisfaction. This role requires at least 2 years of experience in financial advisory with relevant licenses, including Series...
- Netsmart in Overland Park is seeking a Client Services Representative passionate about delivering excellent customer support. In this... ...communication abilities, and an associate degree or equivalent experience. Join a team that values equal opportunity and workplace diversity...
- Soteria Reinsurance Ltd. is seeking a Client Support Specialist based in Kansas City, MO. You will play a crucial role in supporting... ...certification, customer service skills, and prior financial services experience. Responsibilities involve engaging clients through calls,...
- ...Client Intake & Rates Coordinator Clyde & Co is a global law firm with a pioneering heritage and a resolute focus on its core sectors of aviation... ...Other responsibilities and duties as they arise. Experience & Skills: ~ A bachelor's degree or equivalent experience...Temporary workWork at officeRemote workFlexible hours
- ...Our client is seeking an experienced Client Intake & Rates Coordinator to join their Kansas City office. This role is a great fit for someone with law firm, corporate... ..., billing, client/matter maintenance, or rates experience who enjoys detail-oriented work in a fast-paced...For contractorsWork at officeLocal area
- ...We are seeking a Travel Client Experience Specialist to support travelers throughout the planning and preparation of their trips. In this role, you will help ensure clients feel informed, supported, and confident about their travel plans while delivering a positive customer...Remote workFlexible hours
- ...Fidelity Investments Inc. is seeking a Client Support Specialist in Missouri. This position involves enhancing relationships with high... ...the ability to obtain within 90 days) along with 2-3 years of experience in financial services. Strong communication and customer service...
- ...business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.... ...in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining...
- A travel solutions company seeks a Client Experience Coordinator to serve as the primary contact for clients. The role involves client communication, support, and ensuring accurate travel information. Ideal candidates should possess excellent interpersonal skills and find...Remote workFlexible hours
- A travel solutions company is seeking Client Journey Coordinators to support clients throughout the travel planning process. The ideal candidate... ...preferences, provide recommendations and ensure a smooth experience from planning through their journey. Industry-related...Remote workFlexible hours
- -No prior industry experience required -Meet with clients on Zoom to help deliver and explain their benefits -Explain options in a clear, simple, and relatable way -Use basic computer skills (email, Zoom, online systems) daily -Follow a proven process with training...Remote jobFull time
- ...Client Travel Coordinator CHQ - Overland Park, KS Overview Level Entry Position Type Full Time Category Customer Service Description... ...will have 2+ years of high-end customer service experience in a corporate environment. Previous experience booking...Full timeTemporary workWork at officeRelocation
- Littler is searching for a Pre-Litigation Client Case Coordinator in Kansas City. This hybrid position involves managing client communications... ...Diploma (Bachelor's preferred) and 5-10 years of relevant experience. Proficiency in Microsoft Word and Excel is essential. A...
- ReDiscover is looking for a Client Engagement Manager in Kansas City, Missouri, to direct... ...and ensure exceptional client experiences in their Urgent Care Department. The role... ...involves overseeing client intake processes, coordinating staff training, and providing a...
$103.6k - $189.7k
...side by side with a range of clients from our most venerable... ...Banking and Capital Markets, Wealth and Asset Management and Insurance... ...and service delivery experience that distinguishes EY in the... ...subject-matter professionals, coordinating efforts, and managing expectations...Summer holidayWork at officeLocal areaFlexible hours- ...VCA Animal Hospitals is seeking a skilled Client Service Representative to join our team in Overland Park, Kansas. This pivotal role involves exceptional customer service, managing appointments, and educating pet owners on their pet's care. We provide competitive compensation...
- ...Meet with clients virtually to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client relationships Stay organized with follow-ups...Full time
- ...Client Experience Specialist (Remote) We are seeking a detail-oriented Client Experience Specialist to support customers throughout their service journey. In this role, you will assist with coordinating client requests, managing service details, and ensuring a smooth...Remote workWork from homeFlexible hours
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