Wealth Client Support Specialist
Fidelity Investments
Fidelity Investments Inc. is seeking a Client Support Specialist in Missouri. This position involves enhancing relationships with high net worth clients, managing their inquiries, and providing tailored financial guidance. The role requires a Series 7 and Series 63 certification (or the ability to obtain within 90 days) along with 2-3 years of experience in financial services. Strong communication and customer service skills are essential, providing a unique opportunity to thrive in a supportive team environment. #J-18808-Ljbffr
- ...team in Kansas City, seeking service-oriented professionals to support families in understanding vital supplemental benefits. This fully... ...calling is required, making this position ideal for those who thrive in a supportive client-focused environment. #J-18808-Ljbffr...SuggestedRemote work
- ...mile radius at the time of application from the approved branch sites listed below: Chesterfield and St. Louis‑Ladue. As a Client Support Specialist, you will be an integral part of a fast‑paced, team‑oriented environment that is focused on enhancing relationships with...SuggestedRemote work
- We are looking for professionals with brokerage operations, complaint resolution, or client support experience to join a fast-paced financial services team. Key Responsibilities: Handle escalated FINRA and brokerage-related complaints Research, investigate, and resolve...Suggested
- Mindlance is seeking a professional with brokerage operations and client support experience to join their fast-paced financial services team in Missouri. Responsibilities include handling escalated complaints, resolving client issues, drafting professional responses, and...Suggested
$22 per hour
Description Job Description: Client Support Specialist Reports To: Customer Care Manager Summary: The Client Support Specialist, reporting to the Customer Care Manager, is an integral part of the Customer Care team. The Client Support Specialist is responsible for resolving...Suggested- ...Optiv Security Inc. is hiring a Client Operations Specialist based in Overland Park, Kansas. This sales support role involves assisting Client Managers with sales quotations, order processing, and client communication. The ideal candidate will have experience in B2B sales...Remote work
- A client support organization in Missouri seeks a Client Support Specialist to resolve complex customer issues and inquiries. This role requires strong analytical skills, excellent communication, and experience in fast-paced environments. Key responsibilities include managing...
- ...Client Support Specialist II, Network Administrator About the Role: Visory is seeking a Client Support Specialist II, Network Administrator to ensure uptime and reliability across internal and client network environments. In this role, you will troubleshoot and resolve...Work at office
- ...Job Description Job Description Position Summary The role of Client Support Specialist I is vital to the success of the warehouse operations. This individual provides support to a limited number of assigned customers and to the Client Care Manager and team. This...Work at officeRemote workWork from home
- A financial services company in Kansas City is seeking a Service Specialist for entry-level customer support. This role involves responding to policyholder inquiries, processing requests, and maintaining customer relationships. Ideal candidates will have basic computer...
- A logistics company located in Overland Park, Kansas, is seeking a Client Operations Specialist to support sales efforts and manage partnership programs. This position involves reviewing opportunities, processing client applications, and coordinating with external partners...Remote job
- CliftonLarsonAllen is seeking a Client Support Coordinator in Kansas City. This role provides crucial support to client service teams by managing tax, assurance, and outsourcing activities. Key responsibilities include preparing documents, managing deadlines, and assisting...
$20.3 per hour
...Key Account Support Specialist Job Locations US-KS-Kansas City Primary Posting Location : City Kansas City Primary Posting... ...9291 Position Type Full Time Category Client Services/Account Management Minimum USD $20.30/Hr...Full timeWork at officeFlexible hoursShift work- ...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... ...individuals and families. Your expertise will support a wide range of clients, from those just...
- ...Chase, 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... ...individuals and families. Your expertise will support a wide range of clients, from those just...
- 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 clients, enhancing customer loyalty and driving business development opportunities. Key qualifications include Series 7 certification...
- Key Account Support Specialist As a Key Account Support Specialist, you will play a pivotal role in driving client success. Your primary responsibilities include directing the client annual review process, managing client business planning and forecasting, and guiding...Work at officeFlexible hours
$20.3 - $26.44 per hour
# Key Account Support Specialist## Kansas City, KS 66101## Key Account Support SpecialistMinimum: USD $20.30/Hr.Maximum: USD $26.44/Hr.Market... ...Support Specialist, you will play a pivotal role in driving client success. Your primary responsibilities will include directing...$19.43 per hour
...Job Description Job Description Client Support Specialist - Vision Care $19.43/hour | Full‑Time + great benefits Hybrid / In‑Office – Kansas City, MO Monday–Friday | 10:30 AM–7:00 PM Turn Your Customer Service Experience into a Career That Matters If you...Hourly payFull timeWork at officeMonday to FridayShift work- ...Chase, 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... ...individuals and families. Your expertise will support a wide range of clients, from those just...
- ...About the job Remote Client Support Representative We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey. In this fully remote role, you will serve as a key point of contact for travelers, providing support...Remote workFlexible hours
- ...Certified Peer Support Specialist - Substance Use Disorder Program Make a Difference as a Peer Support Specialist with ReDiscover Join... ...expansion program dedicated to outreaching and connecting clients to services for mental illness and/or substance use disorders...Monday to Friday
$48k
...Description Job Description Salary: $48,000/year PARENT SUPPORT AND PREVENTION SPECIALIST Job Category:Family Programs Job Status:Full-ti... ...informedpractices towhen supporting and interacting with clients. ~ Providecaregiverswith information, referrals,...Temporary workFor subcontractorFlexible hoursWeekend workAfternoon shift- ...Community Support Specialist - DBT Team Make a Difference as a Community Support Specialist with ReDiscover Join ReDiscover's Community... .... Through a variety of multidisciplinary services that clients can choose from including medication management, therapy, group...
- ...Description Job Description Description: Purpose: Peer Support Specialist must have "lived experience" with their own mental health... ...be experiencing mental health care challenges. They help clients and their families to identify skills, life goals, and resources...Full timePart timeWork at office
- ...myWORKDAY ( to search for positions and apply. Therapeutic Support Specialist - Crisis Center - (PRN) 101 Truman Medical Center Job... ...crisis centers, and residential programs, you’ll connect with clients, support their goals, and create a safe, positive...Part timeRelief
$21 - $23 per hour
...As a Adult Community Support Specialist for Swope Health, you’ll work with a dedicated team that connects the members of our community with... ...extensively throughout the Kansas City metropolitan area to visit clients and to transport clients to various appointments or...Hourly payTemporary workMonday to FridayFlexible hoursWeekend workAfternoon shift- ...PARENT SUPPORT AND PREVENTION SPECIALIST Job Category: Family Programs Job Status: Full-ti Reports to: Parent Support and Prevention Program... ...practices to when supporting and interacting with clients. ~ Provide caregivers with information, referrals...Temporary workFor subcontractorFlexible hoursWeekend workAfternoon shift
- ...discover your future at Altasciences. We are better together and together We Are Altasciences. About The Role The Study Support Specialist will work with the Study Support teams to ensure the creation of study event designs and source. The Study Support Specialist...
- ...Description Job Description Job Summary: Certified Peer Specialists play a vital role in fostering recovery-oriented environments... ...own lived experiences. They actively contribute to building supportive communities and empowering individuals through hope, personal...Work at officeImmediate start
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