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

Client Experience & Relationship Specialist

Morgan Stanley

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 with a focus on accuracy and timely communication. The position requires strong interpersonal skills, meticulous attention to detail, and the ability to work in a fast-paced environment while maintaining compliance with firm #J-18808-Ljbffr Morgan Stanley

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Experience & Relationship Specialist in Kansas City, MO vacancy
  • $45k - $52k

     ...At E3 XPS, our clients trust us to make their trade show presence flawless — and the...  ...show logistics, you own the full client experience from first contact through final invoice...  ...thrive on accountability, enjoy building relationships, communicate with clarity and speed,... 
    Suggested
    Contract work

    E3 XPS

    Lenexa, KS
    3 days ago
  •  ...Position Summary Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private...  ...reports for processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS Education and/or Experience High... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Kansas City, MO
    5 days ago
  •  ...Job Description Job Description The Client Relationship Coordinator serves as a primary point of contact for clients along with PYA’s management team, ensuring an exceptional client experience through proactive communication, attentive service, and seamless project... 
    Suggested
    Work at office

    PYA P C

    Leawood, KS
    9 days ago
  • A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal candidate will have client service experience, strong communication skills, and a professional demeanor. Responsibilities include supporting... 
    Suggested

    The Well

    Overland Park, KS
    3 days ago
  •  ...Bank is seeking a Banking Solutions Specialist in the Kansas City area to build relationships, solve problems, and make banking easy for clients. You’ll move beyond teller duties and...  ...compliance and delivering a high-touch client experience. #J-18808-Ljbffr Core Bank
    Suggested

    Core Bank

    Kansas City, MO
    3 days ago
  • $39.15k

     ...to evaluate your qualifications and experience for job opportunities and will not be...  ...Job Description: At Regions, the Trust Relationship Specialist provides general and clerical...  ...in a timely manner Communicates with clients and internal partners regarding account... 
    Full time
    Flexible hours

    Regions Bank

    Kansas City, MO
    3 days ago
  • $152.37k - $186.23k

     ...Prospects for and closes new business relationships and retains and expands relationships with...  ...and services to those prospects and clients, identifying and successfully capitalizing...  ...10 or more years of commercial lending experience- Three or more years of management... 
    Full time
    Local area
    3 days per week

    US Bank

    Shawnee Mission, KS
    3 days ago
  • $84.3k - $155.4k

     ...historical information and documentation. Work you'll do As a Specialist Lead, Government Client Contracts Management on the Enterprise Contract...  ...execution Qualifications Required: Bachelor’s degree5+ years of experience in contract management, contract administration, or... 
    Contract work

    Deloitte

    Kansas City, MO
    4 days ago
  •  ...is seeking a dependable Customer Support Coordinator to assist clients, handle support requests, and coordinate scheduling in a...  ...communication, strong organization, and delivering a positive client experience. Ideal candidates are detail-oriented, self-directed, and... 
    Remote job

    Professional Travel Hub

    Kansas City, MO
    2 days ago
  • Effortless travel solutions ETS is seeking Client Experience & Journey Coordinators to support clients throughout the travel planning process. You will provide information, coordination, and personalized service to ensure smooth experiences. This fully remote role offers... 
    Remote job
    Flexible hours

    Effortless travel solutions ETS

    Kansas City, MO
    3 days ago
  • Effortless travel solutions ETS is seeking a Client Experience & Journey Coordinator to support clients throughout the travel planning process. This role emphasizes personalized service and ensuring smooth experiences for clients. Ideal candidates will be detail-oriented... 
    Remote job
    Flexible hours

    Effortless travel solutions ETS

    Overland Park, KS
    3 days ago
  •  ...Client Experience Specialist Airshare is a company that values its people and recognizes their contributions to the success of the organization...  ...team dedicated to creating and fostering outstanding relationships with each of our clients. Responsibilities include... 
    Temporary work
    Work at office
    Relocation
    Night shift
    Weekend work

    Airshare

    Overland Park, KS
    2 days ago
  • $21 per hour

     ...Bilingual Client Experience Specialist We are on a mission to provide innovative working capital solutions to small and medium size businesses...  ...the phone, provide expert guidance and build lasting relationships. Troubleshoot issues, resolve concerns efficiently... 
    Hourly pay
    Work at office

    eCapital

    Lenexa, KS
    4 days ago
  • $152.37k - $186.23k

     ...Prospects for and closes new business relationships and retains and expands relationships with...  ...and services to those prospects and clients identifying and successfully capitalizing...  ...10 or more years of commercial lending experience - Three or more years of management... 
    Full time
    Temporary work
    Local area
    3 days per week

    U.S. Bank

    Overland Park, KS
    6 days ago
  •  ...Academy Bank, N.A. is looking for a Personal Banker who will build and deepen client relationships by understanding financial goals and offering tailored banking solutions. You will open accounts, educate clients on digital tools, and collaborate with branch teams to... 

    Academy Bank, N.A.

    Lenexa, KS
    1 day ago
  •  ...to provide unparalleled service to our clients. Purpose Oversee the surveying function...  ...to establish new clients and enhance relationships with existing clients. Coordinate with...  ...surveying or related land development experience to include a minimum of two (2) years project... 
    Contract work
    Work at office
    Local area
    Night shift

    Bowman Consulting

    Kansas City, MO
    3 days ago
  • First National Bank of Omaha is seeking a CRAM to lead the Client Relationship Associate team within Wealth Management. You will drive people leadership, onboarding, and development while ensuring high-quality client interactions and regulatory compliance across CRA processes... 

    First National Bank of Omaha

    Kansas City, MO
    1 day ago
  • Sun Life Financial in the United States seeks a Senior Client Relationship Executive to serve as a strategic advisor and relationship manager for large, complex group benefits clients and broker partners. In this remote, travel-heavy role, you will lead proactive business... 
    Remote work

    Sun Life Financial

    Kansas City, MO
    3 days ago
  • The Johns Family Team at Keller Williams Realty Partners in Overland Park, KS is looking for a part-time Client Experience and Team Assistant to join our in-person team. You will own the client experience from the ground up and ensure nothing falls through the cracks if... 
    Part time

    the johns family team, inc.

    Overland Park, KS
    1 day ago
  •  ...will handle lease signings, provide tours, and maintain positive relationships with residents while promoting retention and timely service. The role requires an associate degree (or equivalent) with experience in leasing or sales, plus familiarity with property management... 
    Flexible hours

    Tech Sales Jobs

    Olathe, KS
    2 days ago
  • UMB Financial Corporation in Kansas City, MO is seeking a Personal Banker to build client relationships, identify needs, and cross-sell products through personalized conversations. You will handle transactions, respond to inquiries, and refer customers to the right financial... 
    Weekend work
    Afternoon shift

    UMB Financial Corporation

    Kansas City, KS
    5 days ago
  • Core Bank in the Kansas City region seeks a Banking Solutions Specialist who enjoys building relationships, solving problems, and making banking easy for clients. You will build meaningful relationships, provide tailored solutions, and gain exposure to multiple areas of... 

    Core Bank

    Leawood, KS
    5 days ago
  •  ...premier luxury transportation company in Kansas City is seeking a Reservations Specialist to manage client service requests over the phone. The ideal candidate will have 2-5 years of experience in a professional service-related role and demonstrate exceptional... 

    Overland Transportation Services, LLC

    Kansas City, KS
    1 day ago
  • H&R Block, Inc. is seeking a part-time Office Experience Lead to translate directives into disciplined daily execution. You will coach Tax...  ...Advisors and CSPs, coordinate with the CCS team, and drive the client experience while accelerating the office’s seasonal tax... 
    Part time
    Seasonal work
    Work at office
    Flexible hours
    Afternoon shift

    H&R Block, Inc.

    Kansas City, MO
    3 days ago
  • Sun Life U.S. is seeking a Senior Client Relationship Executive to serve as a strategic advisor and relationship manager for a portfolio of large group benefits clients and broker partners. This remote role collaborates with employers, brokers, and Sun Life teams to optimize... 
    Remote work

    ISHE

    Kansas City, MO
    1 day ago
  • A leading cybersecurity firm is seeking a VP, GTM Campaigns & Client Experience to lead national campaigns and drive client retention initiatives. This fully remote role involves overseeing client experience strategies, managing a team, and aligning cross-channel strategies... 
    Remote job

    Optiv

    Overland Park, KS
    1 day ago
  • Maddisondelongtravels is seeking a friendly, dependable Client Services Coordinator to support client communication, service requests, and day-to-day client assistance in a remote setting. This role suits someone who enjoys helping people, communicates professionally,... 
    Remote work

    Maddisondelongtravels

    Kansas City, MO
    2 days ago
  •  ...in Overland Park to lead a high‑performing clinic, shaping client experience and business growth. You will own clinic performance, develop...  ..., and ensure clinical quality while guiding teams through relationships, memberships, and wellness programs. The role emphasizes... 
    Shift work

    IV Nutrition

    Olathe, KS
    1 day ago
  • $93k - $155k

    Position Summary The Specialist Manager, Government Client Contracts Management supports strategic federal contract administration activities...  ...Studies, or another business discipline8+ years of experience managing multiple federal contract types, including cost... 
    Contract work

    Deloitte

    Kansas City, MO
    10 hours ago
  •  ...atall from Day One. Job Description $1500 SIGN ON BONUS Client Relationship Consultants build relationships with customers, engaging...  ...products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions... 
    Relocation package

    U.S. Bancorp

    Prairie Village, KS
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Experience & Relationship Specialist. Be the first to apply!