Wealth Management Admin & Client Services Specialist
Sunflower Bank Mortgage Lending
Sunflower Bank is seeking a Wealth Management Account Administrator to support investment advisors and clients in delivering high-quality wealth management services. This position is responsible for administrative duties related to the opening, maintenance, and servicing of client investment accounts. The Wealth Management Account Administrator must be detail-oriented, client-focused, and have exceptional communication and project management skills. #J-18808-Ljbffr Sunflower Bank Mortgage Lending
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Admin & Client Services Specialist in Overland Park, KS vacancy
$20 - $35 per hour
...your skills in a dynamic, client-focused setting? Do you... ...are in motion? Pinion Wealth is looking for a client-focused operations specialist who thrives on providing exceptional client service. This person will guide... ...client experiences by managing a high volume of...SuggestedWork at officeFlexible hoursShift work$54.22k - $79.02k
...Client Service Specialist II The Private Wealth Management Operations Support team assists clients and associates in the delivery of wealth management advice and solutions. As the Client Service Specialist II, you will be administrating Investment Accounts and Individual...SuggestedWork at officeLocal areaFlexible hoursUMB
Leawood, KS3 days ago$55k - $75k
...Client Service Specialist The Client Service Specialist plays a key role in delivering exceptional... ...of experience in client relationship management or customer support within the financial... .... Responsibilities: Work alongside Wealth Managers with the transition and conversion...SuggestedFull timeWork at officeFlexible hoursCetera Financial Group
Leawood, KS2 days ago- ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal... ...outstanding client service and operational support to one... ...experiencecoordinating onboarding, managing communications, supporting... ...success of Baird's Private Wealth Management business, where true...SuggestedWork experience placementWork at office
Baird
Leawood, KS2 days ago - ...members who make it all possible. As a full‑service financial institution, we offer a full... ...to meet personal, business, and wealth‑management financial objectives. Creating Possibility... ...mission; it’s what we do every day for clients and associates. Position Sunflower Bank...SuggestedFull timeFlexible hours
- ...provides comprehensive administrative and client service support to the Trust Administration... ...charitable trusts, estate accounts, investment management accounts, guardianships,... ...experience in trust administration, banking, wealth management, legal services, or financial...Work at office
- ...volume of applicants. Join a financial services firm where your contributions are valued... ...people come first. With over 9 million clients and 20,000 financial advisors across the... ...client support team members. Account Management: Aptitude to learn and understand the financial...Full timeTemporary workWork at officeHome officeFlexible hours
Edward Jones
Prairie Village, KS2 days ago - ...relationships with high-net-worth clients, leveraging the Private... ...platform for holistic wealth, credit, banking, and asset management solutions. The role... ...skills, high-touch client service, and the ability to collaborate with internal specialists to deliver integrated #J...
- ...Assistant Store Manager We're seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited... ...of rewards to support your health, wealth, and mental well-being. In addition...Contract workPart timeSeasonal work
Dollar Tree
Shawnee, KS3 days ago $20 - $22 per hour
...excels at delivering exceptional customer service, possesses strong sales abilities, and... ...understands the importance of creating a luxury client experience. The ideal candidate will... ...& Client Communication Manage incoming phone calls, emails, and appointment...Hourly pay16 hoursPart timeProtouch Staffing
Leawood, KS2 days ago- ...Client Service Officer Card Specialist (Hybrid/Remote Eligible - MO Only) Summary This position supports clients with debit card and credit card services... ...and maintain positive working relationships with management, vendors/partners, peers and bank associates. Proven accuracy...Temporary workWork at officeRemote workMonday to FridayShift work
Enterprise Bank & Trust
Overland Park, KS1 day ago - ...Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment... ...accuracy.Complete all required projects (as assigned by management) on time and with accuracy.Support an accurate inventory...
Beauty Brands
Overland Park, KS1 day ago $16 per hour
...into salon leadership, all while you help clients look and feel their best. As our... ...goals Lead by example in sales, customer service, and operational excellence Deliver ongoing... ...skills Highly organized and adept at managing multiple priorities Energetic,...Hourly payPart timeFlexible hoursAfternoon shiftGlow Brands
Overland Park, KS10 days ago- What You'll Be Doing The Client Report Services Specialist is responsible for assisting with the day-to-day... ...in operations in on-boarding management and on-going administration of specialized... ...knowledge and understanding of the wealth management business, including as it...
- ...Overview Jacob Eaton's Farmers Insurance Agency has a reputation for high performance and client-centered service. His agency offers a wide range of insurance products, including auto, home, life, and business insurance, with a focus on helping clients understand their...
Jacob Eaton Agency - Farmers Insurance
Lenexa, KS1 day ago - NBH Bank is seeking a Client Services & Solutions Specialist in Overland Park, Kansas. This role supports the bank's call center, focusing on providing exceptional client experiences while preventing fraud. You will be responsible for handling inquiries across multiple...Remote job
- Global Elite Empire Consultants is looking for dedicated individuals for a work-from-home role in financial services aimed at protecting families. This position offers the chance to make a positive impact while enjoying flexibility and opportunities for growth. Ideal candidates...Remote jobWork from home
- Soteria Reinsurance Ltd. is seeking a Client Support Specialist based in Kansas City, MO. You will play a crucial role in supporting high net worth... ...qualifications include Series 7 certification, customer service skills, and prior financial services experience. Responsibilities...
- Mercantil Commerce Bank in Kansas City is seeking a Private Client Advisor Associate to support the delivery of wealth management services to high net worth clients. This position requires excellent customer service skills, attention to detail, and 2+ years of office experience...Full timeWork at office
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$18 per hour
Job Title: Client Services Specialist Department: Finance Reports To: Representative Payee Manager Supervises: N/A FLSA: Non-Exempt Pay range: starting at $18.00/ HR- DOE SUMMARY The Client Services Specialist will be responsible for auditing individuals’ ledgers and reporting...Full timeSeasonal workWork at officeImmediate startWork from homeLife Unlimited, Inc
Kansas City, MO11 days ago$12 - $15 per hour
...guests, you’ll play a key role in providing exceptional customer service, checking in members, assisting with inquiries, and helping... ...front desk area Demonstrate strong multitasking abilities while managing guest satisfaction Possess knowledge of AAIS programs,...Local areaMonday to FridayShift workWeekend workDay shiftAfternoon shiftChallenger Sports
Overland Park, KS20 days ago- ...accuracy in formatting financial statements, client proposals, and firm correspondence. *... ...in civic/niche organizations and manage event registrations * Resolve scheduling... ...department staff to deliver seamless client service * Complete required software and training...Full timeWork at officeLocal area
- Fidelity Investments Inc. is seeking a Client Support Specialist based in Missouri. In this role, you will enhance relationships with high net worth clients, assisting them with their complex service and investment needs. The position requires Series 7 and Series 63 licenses...
- Cardinal Health’s IT Client Services team provides Tier 1-3 on-site and virtual support for software, hardware, and enterprise systems at... ...Center. The role involves incident resolution, device management, and collaboration with internal and external teams. The ideal...
- ...office providing comprehensive financial planning, investment management, and ongoing coordination for about 300 families nationwide.... ...long-term relationships, proactive planning, and high-touch client service. We meet with clients quarterly and coordinate all aspects of...Work at office
- Hobbsnews is looking for an IT Client Support specialist to provide tier 1-3 support primarily at its Overland Park, KS Medical Distribution Center. This on-site role involves troubleshooting technical issues, configuring hardware and software, and supporting end users...
- ...procedures across the U.S. by providing interventional radiology services in an outpatient setting. Learn more about IR Centers here:... ...patients, checking them in for their appointments, and managing referral calls. Your primary responsibility will be reaching out...Full timePrivate practiceWork at officeMonday to FridayDay shift
IR Centers
Merriam, KS6 days ago - Beauty Brands is seeking a passionate Client Service Specialist to help enhance customer experiences in Overland Park, Kansas. The role requires excellent customer service skills, teamwork, and the ability to resolve customer concerns effectively. As part of a family-owned...
$15 - $19 per hour
...Description Job Description Benefits: Free services for your dog Bonus based on... ...accurately communicate information from upper management to your team Identify when/ where... ..., and Scenthound values Manage client expectations; resolve customer concerns...Hourly payScenthound Overland Park, KS
Leawood, KS26 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Admin & Client Services Specialist. Be the first to apply!
Related searches
- assistant team manager Overland Park, KS
- assistant director student services Overland Park, KS
- management aide Overland Park, KS
- assisted living manager Overland Park, KS
- assistant manager Overland Park, KS
- supervisor assistant manager Overland Park, KS
- assistant director parks and recreation Overland Park, KS
- assistant night manager Overland Park, KS
- assistant director government Overland Park, KS
- assistant director of sustainability Overland Park, KS