Institutional Custody Client Services Associate
UMB Financial Corporation
UMB Financial Corporation is looking for an Institutional Custody Client Service Administrator in Kansas City, MO, to support large institutional custody clients. In this hybrid role, you will serve as the primary contact for clients, utilizing Excel for tracking and managing requests while ensuring the highest level of customer service. The ideal candidate has at least one year of experience in financial services within a fast-paced environment. UMB offers robust benefits including healthcare and a 401(k) matching program. #J-18808-Ljbffr UMB Financial Corporation
$50k
...Reliant Financial Services is seeking a detail‑oriented and client‑focused Client Service Associate to support a team of three financial planners. This role is central to... ...Notary Public certification. Familiarity with custodial platforms (e.g., Schwab, Fidelity, Pershing)...SuggestedFull timeWork at officeWork from homeFlexible hours- UMB Financial Corporation is seeking a Client Service Administrator to provide exceptional service to our institutional custody clients. This role involves fielding inquiries, processing requests, and collaborating with internal teams to meet client needs. Candidates should...Suggested
$54.22k - $79.02k
Background The Institutional Custody team provides custody services to large global and domestic institutional clients. UMB entered the Institutional Custody space after noticing a... ...competitive and varied benefits to eligible associates, including Paid Time Off; a 401(k)...SuggestedLocal areaFlexible hours- ...firm? Ameriprise Financial is America’s leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high‑producing advisor(s) by preparing portfolio materials for client meetings,...SuggestedH1bWork at officeHome officeVisa sponsorship
- ...Client Service Associate If you've spent a decade in financial services and you're at your best when the 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 firm in the...SuggestedWork at office
- ...Position Summary At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources... .... We are seeking a detail‑oriented and client‑focused Client Service Associate to join our financial advisory team. This role is at the...Work at officeLocal areaRemote workWork from home
- ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional...Work from homeFlexible hours
- Focus Financial Partners in Kansas City is seeking a detail-oriented Client Service Associate to enhance client service experience. In this role, you'll interact with clients through various channels and support advisors by ensuring exceptional service delivery. Applicants...Remote job
$50k
Reliant Financial Services is seeking a detail-oriented Client Service Associate to support financial planners in Kansas City, MO. This role is vital for providing clients with timely and accurate service. The ideal candidate will manage client paperwork, coordinate schedules...Full timeWork at officeWork from home$23.8 - $27.65 per hour
Private Client Advisor Associate page is loaded## Private Client Advisor Associatelocations: MO - Kansas... ...provider of wealth management services including financial planning, estate... ...office experience required* Financial institution experience preferred* Open to continuing...Hourly payFull timeWork at officeShift work$52k - $94.12k
...understanding of the complexities of servicing bank loan debt held in... ...should have a background in client management, team management,... ..., fund accounting, custody, vendor data sourcing and automation... .... Across the globe, institutional investors rely on us to help...Temporary workWork at office- Bankmw in Kansas City is seeking an Associate Banker who will provide excellent client service, process account transactions, and assist clients with various banking products. This role offers training and opportunities for career advancement in a supportive environment...
- ...about delivering exceptional service and enjoy building relationships... ...-worth and private banking clients , this could be your next... ...opportunity. As a Private Client Associate , you'll: Build trusted... ...career with a thriving financial institution that values your contributions...
$55k - $75k
...Client Service Specialist The Client Service Specialist plays a key role in delivering exceptional... ...with client to ensure CRM data and Custodial accounts and data meet plan goals... ...trusted financial advisors and financial institutions. Cetera is one of the largest...Full timeWork at officeFlexible hours- 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
- ...duty holds us to the highest level of client care in the financial services industry. That is why we are... ...Advisory Team, the Private Client Associate will work directly with clients to... ...Candidates with experience with the Schwab custodial platform, Salesforce, and/or the...Permanent employment
- ...& Recruiting is looking for a Private Client Associate in Missouri. This position involves building... ...clients, requiring exceptional service and banking expertise. You will thrive... ...to contribute to a growing financial institution. #J-18808-Ljbffr PEG Staffing & Recruiting
$70k - $122.5k
...Alternative Investment Services Bank Loans Operations,... .... Across the globe, institutional investors rely on us to... ...activities of Shared Service Associate I, II and Senior... .... Assist with client conversions and other... ...operational functions within Custody and/or Fund Accounting...Temporary work$15.96 - $25.54 per hour
...computer using standard office software [Required] Excellent customer service skills [Required] Ability to interact with patients [Required]... ...[Preferred] Field of Study N/A Work Experience Housekeeping or custodial experience [Preferred] Additional Information N/A Licenses and...Full timeWork experience placementWork at officeLocal areaShift work- The Kansas Office of Judicial Administration is seeking a Court Services I employee to join the Domestic team in Olathe, Kansas. This role involves conducting custody evaluations, child interviews, and providing mediation services. The ideal candidate will possess a Bachelor...Work at office
- ...strives for a culture that puts its clients and associates first: a culture where everyone belongs... ...Doing The Cash Products and Banking Services Specialist supports cash-related products... ...consistency in service and build institutional knowledge that will outlast any one member...
- ...Fleet Services Coordinator II Cox Fleet keeps your fleet moving! Headquartered in Indianapolis, Cox Fleet has grown to become one... ...lifecycle from origination until the customer unit is in control/custody of the repair technician Timely and accurate documentation...Currently hiring
- ...the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium... ...from origination until the customer unit is in control/custody of the repair technician Timely and accurate documentation and...Currently hiring
$60k - $65k
...the way, come join the Broadridge team. Broadridge is growing! We are looking for a Client Relationship Associate to join our team. In this role, you will support the client service team in delivering a positive experience for our clients. You will help with day-to-...Work at officeLocal area- Company or Organization: Kansas Justice Institute Location: Overland Park, Kansas or Virtual Salary Information: Job Description: Kansas... ...court appearances. The attorney may also interface with clients, policymakers, and donors. The ideal candidate will have 1-3 years...Work at office
- ...boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients.... ...Candidates should demonstrate excellent multi-tasking, high client service orientation, and proficiency in tools like Excel and Salesforce...
$55.78k - $76.69k
...Custodial Supervisor JOB CLASSIFICATION Pay grade level: 14 Compensation: $55,778-$76,693... ...Employee category: Staff Department: Facility Services Reports to: Custodial Manager FLSA... ...driving record. PREFERRED QUALIFICATIONS Associate or higher degree. Experience with Microsoft...For contractorsWork at officeLong distanceMonday to FridayShift workAfternoon shift$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 home- ...to drive their goals and growth. We’re seeking an energetic Client Sales Associate to join our team and work directly with consumers,... ...Qualifications of a Client Sales Associate: Experience in customer service, as a Client Sales Associate, in sales, and/or brand...
- ...ideas and deliver meaningful client solutions, supported by a... ...lawyers and 3,000 business services professionals working together... ...corporations and financial institutions operating in key markets and... ...anticipate time, costs and risks associated with project tasks Norton...Full timeFor contractorsWork at officeRemote workWorldwideFlexible hoursWeekend work
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