Operations Specialist II - Client & Portfolio Ops
Argent Capital Management LLC
Argent Capital Management LLC is seeking an Operations Specialist II in Missouri. This role focuses on accurate processing of client investment requests and model strategy changes, ensuring effective communication with brokers and custodians. The ideal candidate has over 5 years in financial services, a relevant bachelor's degree, and excellent organizational skills. Candidates should be personable, collaborative, and capable of working independently in a fast-paced environment. #J-18808-Ljbffr Argent Capital Management LLC
- ...build long-term wealth for clients through disciplined investment... ...to shape how the firm operates today. That long-term mindset... ...the Position The Operations Specialist II is a solutions-oriented member... ...directed monetary requests and Portfolio Manager-directed model...SuggestedWork experience placementWork at office
$30.52 per hour
...Operations Specialist II Category: Administration Main location: United States, Missouri, Kansas City Position ID:J0326-2675... ...innovative solutions and build relationships with teammates and clients while accessing global capabilities to scale your ideas,...SuggestedHourly payFull timeContract workWork at officeLocal areaShift work- Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone... ...success meets success . What You'll Be Doing The Order Room Operations Associate II is responsible for aiding in driving departmental results,...SuggestedWork experience placementWork at office
- Stifel Financial Corp. is seeking an Order Room Operations Associate II in Missouri to support its branch offices and trading desks. The position demands high-level customer service and the ability to manage trading activities efficiently. Candidates should have a strong...Suggested
- Stifel Financial Corp. is looking for a Treasury Client Support Specialist II in Missouri. This individual will provide crucial support in response... ...be skilled in Microsoft Office, and comfortable handling operational tasks. Specific experience with customer service and...SuggestedWork at office
- AMERICAN SYSTEMS is seeking a Datacenter Facilities & Equipment Specialist II in Kansas City, MO. This full-time position involves customer communication and managing datacenter operations, including equipment maintenance and facilities inspections. The ideal candidate...Full time
- ...About The Role Shamrock Trading Corporation and RTS Carrier Services are looking for a Client Operations Specialist to join the team. This role is responsible for supporting RTS Carrier Services sales efforts and initiatives and performing tasks associated with the management...Work at officeWork from home
- supply-chain in Kansas City is seeking a Data Center Logistics Specialist II to manage inventory and data effectively. The role involves executing daily operational activities and ensuring adherence to safety protocols. The ideal candidate should possess a high school diploma...
$15 - $20 per hour
...Job Summary Our client is seeking a Fraud Operations Specialist II to support investigative and compliance‑related activities involving policy violations, customer privacy concerns, and other sensitive business matters. This individual will conduct investigations, analyze...Hourly payWork at office3 days per week$54.22k - $79.02k
...and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and... ...into reality and provide peace of mind. Responsibilities Execute operational procedures accurately and promptly. Serve as the innovation representative...Work at officeLocal areaFlexible hours- Broadridge in Kansas City is seeking a Client Relationship Associate to support the client service team in enhancing the client experience. This role involves managing day-to-day client requests, coordinating with internal teams, and tracking production activities. The...
- Evolving Solution Services in Overland Park, Kansas, is seeking a detail-oriented Client Services Liaison responsible for supporting client communication and ensuring timely completion of requests. The ideal candidate will coordinate efforts amongst leadership and stakeholders...
- Client Operations Specialist - Renewals (COS‑R) The role supports Client Managers and Client Directors in the Great Lakes region to manage recurring renewal business. The incumbent pro‑actively generates price quotes, processes orders, assists with customer inquiries,...Remote jobWork at officeLocal areaWork from home
- ...seeking a Branch Office Administrator to provide essential administrative support to financial advisors. This role requires exceptional client service skills, as well as proficiency in various digital tools. The successful candidate will collaborate closely within a...Work at office
- Mid-American Wealth in Kansas City is seeking a New Business Coordinator to support advisors and clients with the onboarding and processing of new business. This role involves ensuring that all applications, account openings, and transactions are completed accurately and...
- Hawthorn Bank in Overland Park, Kansas is looking for an individual with strong experience in deposit operations. Responsibilities include quality control reviews, assisting customers with inquiries, and processing various transactions. This role requires strong attention...
$90k - $100k
...As one organization, we offer expanded resources, streamlined operations, and increased opportunities for growth and development. Join... .... Responsibilities An Average Day: As the Facility Operations Specialist you will access and troubleshoot the functionality of the building...For contractorsLocal areaImmediate start- ...across the United States, serving clients with domestic and international operations. At Husch Blackwell we believe... ...you to apply to our IT Operations Specialist position in our Kansas City, MO... ...functions include: Provide Tier II support assisting the staff with...Work at officeLocal areaRemote work
- ...more! Who are we? #WeAreWM I. Job Summary At WM, the Operations Specialist for Collections provides advanced clerical and administrative... ...assists in coordinating all aspects of daily operations. II. Essential Duties and Responsibilities A Operations Specialist...Contract workTemporary workWork experience placementWork at office
- ...Summary The individual in this position is part of the trust operations support team, participating in the daily administration of... ...of work Perform Income Desk operations duties Processes client accounts payable, including distributions to and payments for beneficiaries...Monday to FridayFlexible hours
- ...more! Who are we? #WeAreWM I. Job Summary At WM, the Operations Specialist for Collections provides advanced clerical and administrative... ...assists in coordinating all aspects of daily operations. II. Essential Duties and Responsibilities A...Contract workTemporary workWork experience placementWork at officeLocal area
$60k - $67k
...Advisors , we’re looking for a Program Operations Associate to help drive firm-wide initiatives... ...services industry Familiarity with CRM, portfolio management, or financial systems... ...financial planning team committed to helping clients pursue their life goals with confidence....Temporary workLocal areaFlexible hours- ...Branch Operations Specialist Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full-service broker-dealer... ...office location with responsibilities including phone and client interaction. Responsibilities: Assist in maintaining...Work at officeHome office
- Chief of Staff KC seeks a proactive Client Relations Coordinator to join their team in Kansas City. This role involves managing reception, coordinating office operations, and ensuring a welcoming environment for clients and visitors. The ideal candidate has 2+ years of...Work at office
- DHL Supply Chain in Kansas City is hiring a Data Center Specialist to manage logistics duties, including inventory and data management. The role prioritizes daily operations while ensuring quality and safety standards are met. Strong communication and problem-solving skills...
- ...leverages technology, data intelligence, and operational excellence to drive clarity, growth,... .... We are looking for an Operations Specialist to join our growing team! Day To Day... ...Operating Procedures for no less than 3 clients, directed by the Account Manager...Temporary workPart timeMonday to FridayShift work
$20.1 - $30.1 per hour
...Respond to customer inquiries relating to vehicles. Provide quality service and assist in resolving problems. Communicate with Lot Operations and Recon departments to ensure appropriate movement of vehicles to the shops and ensure timely completion of reconditioning. In...Hourly pay- ...remote after training is complete. Shift is 9-6pm CST. Hours of operation Mon-Fri 9:30-6:30 CST and Saturday 8:00AM to 5:00PM CST.... ...and violations of fraud polices that could adversely impact the client. Evaluate fraud trends related to fraudulent orders and identity...Work experience placementWork at officeRemote workFlexible hoursShift workNight shift
$69.92k - $109.46k
...for Capital Markets activities, including Trading and Underwriting. Acting as a liaison between sales team, clients and systems users. As an Operations Analyst II, you will partner with our Capital Markets Operations and Technical Staff to identify system solutions for...Local areaFlexible hours$16 per hour
...Operations Specialist The Operations Specialist works directly with the Operations Team to assist with event and stadium operations of all... ...areas. Provide operational support as needed for vendors, clients, and event personnel. Skills and Experience: High school...Hourly payLocal areaMonday to FridayAfternoon shift
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