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 3 days ago
Similar jobs that could be interesting for youBased on the Client Experience & Relationship Specialist in Kansas City, MO vacancy
  • Morgan Stanley in the United States is seeking a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors with...  ...requires strong interpersonal and organizational skills, experience with MS Office, and readiness to pursue necessary securities... 
    Suggested

    PowerToFly

    Kansas City, MO
    2 days ago
  •  ...Client Experience Coordinator Schloegel Design Remodel | Kansas City Are you the kind of person who makes people feel welcome from...  ...a great first impression matters. It's all about building relationships from the start. If you love meeting new people, have the gift... 
    Suggested
    Work at office

    Schloegel Design Remodel

    Kansas City, MO
    4 days ago
  •  ...POSITION SUMMARY   Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/...  ...processing at the direction of the FA/PWA EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Leawood, KS
    4 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
    29 days ago
  • POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s)(FAs)/ Private Wealth...  ...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

    PowerToFly

    Leawood, KS
    5 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... 

    The Well

    Overland Park, KS
    5 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

    US Bank

    Overland Park, KS
    5 days ago
  • Core Bank is seeking a Banking Solutions Specialist in Kansas City to deliver exceptional banking experiences. This role involves managing client relationships, ensuring compliance, and driving business growth. The ideal candidate has a strong background in retail banking... 

    Core Bank

    Kansas City, MO
    1 day ago
  • Duties/Responsibilities Manage client deliverables for assigned accounts, including template...  ...the ability to build effective working relationships with cross-functional teams....  ...travel may be required. Education and Experience Two to four years of experience in client... 
    Local area
    Flexible hours

    Ansira Partners II, LLC

    Kansas City, MO
    3 days ago
  •  ..., MO is seeking a dedicated B2B Agency Relationship Manager to enhance agency partnerships...  ...and assist in event planning to boost client engagement. Strong communication and organizational...  ...skills are essential, along with experience in client success or related fields.... 

    DEMAND.com

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

     ...Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person...  ...and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions... 
    Temporary work
    Local area

    U.S. Bank

    Shawnee, KS
    9 hours ago
  • $20.25 - $24.75 per hour

     ...excel at—all from Day One. Job Description $1500 SIGN ON BONUS Client Relationship Consultants build relationships with customers, engaging...  ...and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions... 
    Temporary work
    Local area
    Relocation package

    U.S. Bank

    Kansas City, KS
    3 days ago
  • $20.25 - $24.75 per hour

     ...what you excel at—all from Day One. $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... 
    Temporary work
    Relocation package

    U.S. Bank

    Kansas City, MO
    4 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
    4 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
    1 day ago
  • Bank of America is seeking a client-focused associate to engage clients in the lobby, educate...  ...transactions efficiently. You will build relationships, connect clients to financial solutions, and support a seamless client experience across channels. The role requires strong... 
    Weekend work

    Bank of America

    Independence, MO
    2 days ago
  • AO Globe Life is hiring Client Relationship Associates to connect with prospective clients and provide education around life, accident, and...  ..., mentorship, and tools to create a positive client experience. This 100% remote role offers weekly pay, ongoing coaching,... 
    Remote job
    Weekly pay

    AIL

    Kansas City, MO
    2 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... 
    Temporary work
    Local area

    Us Bank

    Overland Park, KS
    3 days ago
  • Pinion Wealth is seeking a client-focused operations specialist to guide clients through complex account...  ...care and precision, while nurturing relationships through consistent communication...  ...momentum to ensure a smooth client experience and operational excellence. #J-18... 

    Pinion Services

    Kansas City, MO
    2 days ago
  •  ...firm is seeking an Audit Manager in Kansas City to oversee client relationships, engagement leadership, and team mentorship. The ideal candidate...  ...least 6 years in public accounting, 3 years of supervisory experience, and must hold an active CPA certification. This full-time... 
    Full time

    CBIZ

    Kansas City, MO
    3 days ago
  • First Bank in Missouri is seeking a Senior Relationship Banker to lead retail sales at the Tesson...  ...on acquiring, deepening, and retaining client relationships while meeting sales goals and delivering a superior client experience. The Senior Relationship Banker will partner... 
    Work at office

    Belay Bank

    Kansas City, MO
    4 days ago
  • First Bank is seeking a Senior Relationship Banker at the Tesson Ferry area in St. Louis, MO. This...  ...banking sales, acquiring and deepening client relationships while meeting sales goals and providing superior client experiences. You will advise on consumer banking products... 
    Work at office

    First Bank

    Kansas City, MO
    4 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in Kansas City to provide...  ...clients. You will focus on building client relationships and delivering personalized services....  ...at least 2 years of financial advisory experience and possess the necessary licenses. Emphasis... 

    JPMorgan Chase & Co.

    Kansas City, MO
    1 day 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
    3 days ago
  •  ...rental leads across channels. You will also create community outreach campaigns, resolve resident concerns, organize events, and maintain professional relationships with residents. HUD Section 8 experience is preferred. #J-18808-Ljbffr Independent Management Services
    Full time

    Independent Management Services

    Kansas City, KS
    2 days ago
  • UMB Bank is seeking a Personal Banker to build client relationships and offer financial solutions. You will grow customer relationships through personalized questions, cross-sell opportunities, and workplace banking outreach, while mastering product knowledge and banking... 

    UMB Bank

    Independence, MO
    3 days ago
  • Stepp & Rothwell, Inc. in the Kansas City metro area seeks an experienced Financial Planner to lead client relationships for a select group of families. You will collaborate with attorneys, CPAs and other professionals to craft comprehensive plans addressing taxes, estate... 

    Stepp & Rothwell, Inc.

    Overland Park, KS
    3 days 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
    9 hours ago
  • H&R Block is seeking an Office Manager in Kansas City, Missouri, who will own the client experience in their offices. This role emphasizes leadership, coaching, and operational discipline to ensure quality client interactions and satisfaction. With at least 3 years of related... 
    Work at office

    H&R Block

    Kansas City, MO
    4 days ago
  • Security Benefit, based in Overland Park, KS, is seeking a Senior Client Experience Specialist to lead complex inquiries in the Experience Center and mentor a growing team. The role requires deep knowledge of annuity and retirement product servicing, plus strong regulatory... 
    Work at office

    Security Benefit

    Overland Park, KS
    1 day ago

Do you want to receive more vacancies?

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