Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Relationship Specialist — Wealth Services Support

Socket.dev

Morgan Stanley is seeking a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors, PWAs, and teams. The role focuses on building trusted client relationships and assisting with everyday needs in a fast-paced environment. The position involves handling profile data, onboarding clients, and educating clients on digital tools while supporting business objectives and marketing outreach. Strong interpersonal skills are essential. #J-18808-Ljbffr Socket.dev

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Relationship Specialist — Wealth Services Support in Kansas City, MO vacancy
  • $20 - $35 per hour

     ...you a proactive and relationship driven...  ...skills in a dynamic, client-focused setting? Do...  ...in motion? Pinion Wealth is looking for a client...  ...focused operations specialist who thrives on providing...  ...client service. This person will...  ...-back operational support for complex account... 
    Suggested
    Work at office
    Flexible hours
    Shift work

    Pinion

    Kansas City, MO
    3 days ago
  • 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... 
    Suggested

    Sunflower Bank Mortgage Lending

    Overland Park, KS
    4 days ago
  • $59.09k - $86.92k

     ...Client Service Specialist II Are you ready to be part of something more? You...  ...you are and encouraged to support causes you care about....  ...voices heard. UMB's Private Wealth Management takes a...  ...strong community and personal relationships, this group take great pride... 
    Suggested
    Local area
    Flexible hours

    UMB

    Leawood, KS
    5 days ago
  • Morgan Stanley in the United States is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors with daily client service. The role emphasizes building trusted relationships, handling routine inquiries, and assisting with documentation... 
    Suggested

    PowerToFly

    Kansas City, MO
    2 days ago
  • Morgan Stanley is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors in delivering exceptional client service. The role involves handling client inquiries, processing transactions, and preparing materials for client meetings... 
    Suggested

    Morgan Stanley

    Kansas City, MO
    3 days ago
  • $49.2k - $66.4k

     ...Client Services Specialist Sun Life U.S. is one of the largest providers of employee and government...  ...and empowering leaders who support your growth and celebrate your contributions...  ...manner to establish positive client relationships. Conduct outbound follow up and... 
    Flexible hours

    DentaQuest

    Kansas City, MO
    2 days ago
  •  ...Client Service Specialist - Part Time Join Our Team and Make a Difference Every Day Are you a...  ...Time Client Service Specialist (CSS) to support our branch operations and deliver...  ...What You'll Do Client Service & Relationship Building Deliver exceptional service... 
    Full time
    Temporary work
    Part time
    Local area
    Flexible hours

    Kendall Bank

    Overland Park, KS
    1 day ago
  •  ...Customer Service Associate II Your positive, friendly disposition...  ..., from merchandising to supporting customers. While focusing on...  ...Excellent customer service and relationship management skills are...  ...rewards to support your health, wealth, and mental well-being. In addition... 
    Contract work
    Part time
    Local area

    Dollar Tree

    Kansas City, MO
    4 days ago
  •  ...for a culture that puts its clients and associates first: a culture...  ...Be Doing The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large...  ...and understanding of the wealth management business, including... 

    Stifel Financial Corp.

    Kansas City, MO
    4 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have...  ...employees, building relationships, and delivering extraordinary customer service while maintaining a strong...  ...Advisor in Chase Wealth Management, you will offer...  ...families. Your expertise will support a wide range of clients... 

    Chase

    Kansas City, MO
    3 days ago
  •  ...enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a...  ...Client Advisor in Chase Wealth Management, you will offer...  ...families. Your expertise will support a wide range of clients,... 

    Next Frontier Capital

    Kansas City, MO
    2 days ago
  • Holmes Murphy in the Kansas City area is seeking a Client Service Consultant to support Architects & Engineers. You will lead client meetings, manage accounts end-to-end, and partner with underwriters to renew policies. The role focuses on delivering world-class client... 

    Holmes Murphy

    Kansas City, MO
    1 day ago
  •  ...millions access care and coverage nationwide. The Client Services Specialist (CSS) role focuses on service excellence as the...  ...partnering with colleagues to deliver timely, accurate answers and support that strengthens client relationships and trust. #J-18808-Ljbffr Cim

    Cim

    Kansas City, MO
    1 day ago
  • $14 - $15 per hour

     ...Massage Heights, we don't just provide services; we provide a balanced lifestyle. As a...  ...Working With Us: The "Feel Good" Factor: Supported by the Massage Heights Family Fund, we...  ...loyal/authentic" vibe to build lasting relationships with our members. What You Bring:... 
    Hourly pay
    Work at office
    Flexible hours

    Massage Heights

    Kansas City, MO
    4 days ago
  •  ...commercial products and services through independent...  ...members feel valued, supported, and inspired to make...  ..., and partner with clients across a variety of industries...  ..., presentation, and relationship-building skills....  ...or Risk Control Specialist certification.Insurance... 
    Full time
    Work at office
    Local area
    Remote work
    Night shift

    Continental Western Group

    Overland Park, KS
    4 days ago
  •  ...and gift card sales Provide exceptional service by listening, communicating, and...  ...articulation Develop and maintain positive relationships with members of the team and guests Qualifications...  ...environments and are committed to supporting our member's and guests’ wellness goals... 
    Part time
    Flexible hours
    Night shift
    Day shift
    Afternoon shift

    ComForCare Home Care - Kansas City

    Kansas City, MO
    5 days ago
  • UniFirst is seeking a Route Service Representative to manage an assigned route, delivering...  ...garments and products daily. You will support daily operations by loading and unloading...  .... The role emphasizes growing customer relationships through upselling, representing UniFirst... 

    UniFirst Careers

    Kansas City, MO
    5 days ago
  • Company Description Synergy Wealth Solutions is a financial services firm located in St....  ...comprehensive solutions to help our clients leave a lasting legacy....  ...ongoing guidance and support. We will assist you in...  ...authentic client relationships Life/Health Insurance,... 
    Full time
    Contract work

    Capstone Financial, LLC

    Overland Park, KS
    3 days ago
  •  ...of them with one of the highest customer service scores in retail! We make dreams happen—...  ...readiness, store recovery) to support a flawless shopping experience.Maintain...  ...final delivery to customer.Build long-term relationships to meet and exceed customer satisfaction... 
    Hourly pay
    Weekend work
    Weekday work

    David's Bridal

    Independence, MO
    1 day ago
  •  ...Sales And Service Representative At First Citizens...  ..., and resources, and supports the sales efforts of a...  ...support team by making client servicing calls,...  ...branch team members or specialist Adaptability: Has the...  ...build strong working relationships with those on their team... 
    Work at office
    Immediate start
    Shift work

    First Citizens Bank

    Kansas City, MO
    4 days ago
  • $16 - $29 per hour

     ...Remote Customer Service RepresentativeThis position is national remote. You'll enjoy the...  ...Provider Services group, the quality of support you deliver will directly translate into...  ...a positive manner to facilitate strong relationships with providers and their staffComplete the... 
    Hourly pay
    Minimum wage
    Full time
    Work experience placement
    Start working today
    Live in
    Work at office
    Local area
    Remote work
    Monday to Friday
    Shift work
    Night shift
    Weekend work

    divvyDOSE

    Overland Park, KS
    2 days ago
  •  ...our customers and our people. As a Route Service Representative (RSR), you’ll be the face...  ...to our customers, building strong relationships and ensuring their needs are met with reliability...  ...picking garments and products daily. Support Daily Operations: Assist our service... 
    Monday to Friday
    Weekend work

    UniFirst Careers

    Kansas City, MO
    4 days ago
  • $20.25 - $24.75 per hour

     ...decisions and enabling the communities we support to grow and succeed. We believe it...  .... Job Description $1500 SIGN ON BONUS Client Relationship Consultants build relationships with customers...  ...deposit and loan products and services, and recommending solutions based on each... 
    Temporary work
    Local area
    Relocation package

    U.S. Bank

    Kansas City, KS
    3 days ago
  • $23.75 - $29.03 per hour

     ...Job Description Client Relationship Consultants build relationships with customers, engaging...  ...available deposit and loan products and services, and recommending solutions based on...  ...bank and branch policies, procedures and support systems Thorough knowledge of all... 
    Temporary work
    Local area

    U.S. Bank

    Shawnee, KS
    5 days ago
  • $20.25 - $24.75 per hour

     ...decisions and enabling the communities we support to grow and succeed. We believe it...  ...from Day One. $1500 SIGN ON BONUS Client Relationship Consultants build relationships with...  ...available deposit and loan products and services, and recommending solutions based on... 
    Temporary work
    Relocation package

    U.S. Bank

    Kansas City, MO
    4 days ago
  •  ...Customer Service Representative Begin your Composites One career today! Position Overview...  ...and perform general organizational support. You will maintain customer accounts and...  ...building and maintaining positive, effective relationships with customers and Team Members.... 
    Immediate start

    Composites One

    Lenexa, KS
    1 day ago
  •  ...seeking an Inside Sales Representative to support our Kansas City, MO location. The role...  ...sales goals. Maintain strong customer relationships, attend trade shows, and visit customers...  ...At least two years of proven customer service or sales experience. Self-starter with... 
    Work at office
    Monday to Friday

    Hillenbrand

    Kansas City, MO
    1 day ago
  •  ...Customer Service Specialist Ferrellgas was recently recognized by Newsweek as one of America...  ...inbound and outbound communications. You'll support customers and work closely with...  ...daily to sustain and improve business relationships. Ask probing questions to identify... 
    Permanent employment
    Full time
    Contract work
    Temporary work
    Live in
    Currently hiring
    Work at office
    Local area
    Work visa
    Flexible hours

    Ferrellgas

    Kansas City, KS
    1 day ago
  • $16 - $21 per hour

     ...Customer Service Representative/Route Service Representative Trusted Journey Kansas...  ..., value professionalism, enjoy building relationships, and are comfortable with physical and emotional...  ...team members across 140+ locations, we support pet parents with dignity, compassion,... 
    Hourly pay
    Full time
    Monday to Friday
    Weekend work
    Early shift

    Gateway Services Inc

    Kansas City, MO
    5 days ago
  •  ...Client Service Specialist At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate...  ...of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live... 
    Local area
    Remote work
    Flexible hours

    Broadridge Financial Solutions

    Kansas City, MO
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Specialist — Wealth Services Support. Be the first to apply!