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

Branch Office Operations & Client Services Specialist

Edward Jones

Edward Jones in Overland Park, Kansas, is 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 supportive team environment. Comprehensive training is provided, along with paid time off, health benefits, and bonus eligibility. This position represents a significant opportunity to advance within a stable and rewarding workplace. #J-18808-Ljbffr Edward Jones

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Branch Office Operations & Client Services Specialist in Overland Park, KS vacancy
  •  ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal...  ...outstanding client service and operational support to one or more Financial...  ...up to other teams and the branch when necessary, as well as...  ...~ Proficient in Microsoft Office suite (Word, Excel,... 
    Work at office
    Operations
    Work experience placement

    Baird Capital

    Leawood, KS
    2 days ago
  •  ...Client Service Officer Card Specialist (Hybrid/Remote Eligible - MO Only) Summary This position supports clients with debit card and credit card services...  ...with the Lead Debit Card Specialist or Card Services Operations regarding any card issues (shipping delays, dispute... 
    Work at office
    Operations
    Temporary work
    Remote work
    Monday to Friday
    Shift work

    Enterprise Bank & Trust

    Overland Park, KS
    5 days ago
  • $54.22k - $79.02k

     ...Client Service Specialist II The Private Wealth Management Operations Support team assists clients and associates in the delivery of wealth management advice and solutions...  ...management. You are proficient in Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).... 
    Work at office
    Operations
    Local area
    Flexible hours

    UMB

    Leawood, KS
    1 day ago
  • Client Operations Specialist - Renewals (COS‑R) The role supports Client Managers and Client Directors...  ...and generating timely quotes. Validate service contracts, audit and manage all...  ...tasks on behalf of peers when out of office. Perform other duties as assigned. Qualifications... 
    Work at office
    Operations
    Remote job
    Local area
    Work from home

    Optiv

    Overland Park, KS
    2 days ago
  •  ...Client Experience Specialist Airshare is a company that values its people and...  ...mechanic, or part of the operations team, Airshare acknowledges...  ...on delivering exceptional service and has fostered a dynamic...  ...the Corporate Headquarters office located in Overland Park,... 
    Work at office
    Operations
    Temporary work
    Relocation
    Night shift
    Weekend work

    Airshare

    Overland Park, KS
    4 days ago
  •  ...Customer Service Specialist Well-known AAA Brand Products and Service Excellent...  ...entry-level position in our branch network, ideal for...  ...Develop insurance leads for office sales agents and life specialists...  ...during our branch hours of operation: Monday through Friday, 9 am... 
    Work at office
    Operations
    Monday to Friday

    Dormont Manufacturing Company

    Overland Park, KS
    3 days ago
  •  ...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...  ...a larger issue Computer literate in Microsoft Office, basic knowledge and understanding of PC applications... 
    Work at office
    Operations
    Work from home

    Shamrock Trading Corporation

    Overland Park, KS
    16 hours ago
  •  ...Financial Corp. is looking for a Treasury Client Support Specialist II in Missouri. This individual will...  ...institution, be skilled in Microsoft Office, and comfortable handling operational tasks. Specific experience with customer service and troubleshooting system-related... 
    Work at office
    Operations

    Stifel Financial Corp.

    Kansas City, MO
    3 days ago
  •  ...Customer Service Representative/Inside Sales Representative, Level 1 Daikin Comfort...  ...HVAC CSR/Inside Sales position for our branch operations group located at our Lenexa, KS branch....  ...products is preferred General Microsoft Office skills (Outlook, Excel, Word) as well... 
    Work at office
    Operations
    Full time

    Daikin Comfort

    Lenexa, KS
    1 day ago
  •  ...Trust is looking for an Assistant Branch Manager in Overland, Missouri....  ...role involves managing day-to-day operations, supervising staff, ensuring compliance...  ...in banking and customer service. Familiarity with tools like Microsoft Office and Salesforce is preferred. Join... 
    Work at office
    Operations

    Enterprise Bank & Trust

    Overland Park, KS
    4 days ago
  • Client Success Specialist (Brokerage & Logistics) Job Description Posted Wednesday,...  ...drive utilization of brokerage services. Working closely with Brokerage, Pricing, Operations, and Technology teams, the...  ...Proficiency with Microsoft Office applications, including Excel... 
    Work at office
    Operations
    Full time

    UniGroup, Inc.

    Kansas City, MO
    4 days ago
  •  ...culture that puts its clients and associates...  ...Trust Client Support Specialist provides...  ...inquiries from clients, branches, and internal teams...  ...train on additional operations roles to provide...  ...follow financial service regulations and procedures...  ...in Microsoft Office (Word, Excel,... 
    Work at office
    Operations

    Stifel Financial Corp.

    Kansas City, MO
    16 hours ago
  •  ...Branch Customer Service Specialist This position works closely with commercial paint customers to determine...  ...concerns and ensure maximum client satisfaction as well as stay up-to-date...  ...necessary to protect the business and its operations and reputation and is necessary to... 
    Operations
    Full time
    Contract work
    For contractors
    Work experience placement
    Local area
    Afternoon shift

    Sherwin-Williams

    Grandview, MO
    2 days ago
  •  ...Financial Services Representative (Bilingual Spanish) The Financial...  ...commercial and consumer clients. Having knowledge of...  ...in opening and closing the branch, following procedures set by...  ...communication skills. Ability to operate standard office equipment, such as computer... 
    Work at office
    Operations

    Enterprise Bank & Trust

    Overland Park, KS
    16 hours ago
  •  ...Client Sales & Support Specialist Location: Kansas City, MO Job Type: Full-Time...  ..., insurance, and merchant services. We are dedicated to helping...  ...streamline their operations, reduce costs, and achieve...  ...Google Workspace, Microsoft Office Suite, and CRM software; NetSuite... 
    Work at office
    Operations
    Full time
    Flexible hours

    Emerson & Company

    Kansas City, MO
    1 day ago
  • Job Title Financial Services Representative (Bilingual — Spanish...  ...commercial and consumer clients. Knowledge of bank products...  ...in opening and closing the branch, following procedures set by...  ...communication skills. Ability to operate standard office equipment (computer... 
    Work at office
    Operations

    Enterprise Bank & Trust

    Overland Park, KS
    3 days ago
  • $60k - $70k

    Y-Axis is looking for a Branch Operations Manager to oversee the day-to-day operations of the Overland Park, KS branch. The role involves managing office workflows and supporting the sales management team. The ideal candidate should have over 5 years business operations... 
    Work at office
    Operations

    Y-Axis

    Overland Park, KS
    4 days ago
  •  ...provide expertise around business deposits and related services. You will manage sales efforts and associates in a boutique business branch location, overseeing office operations with the support of an operations specialist. Responsibilities Team Management - Manage... 
    Work at office
    Operations
    Immediate start

    First Citizens Bank

    Overland Park, KS
    4 days ago
  • $60k - $70k

     ...About the Role The Branch Operations Manager will oversee the day-to-day operations of Equitable’s Overland Park, KS branch, ensuring efficient office workflow and supporting the sales management team. Responsibilities Manage daily office operations, including correspondence... 
    Work at office
    Operations
    Local area

    Y Axis Inc

    Overland Park, KS
    4 days ago
  • $60k - $70k

     ...What You’ll Be Doing Manage the day‑to‑day operations of the office. Handle correspondence, communications, and document preparation for the branch. Assist with meeting/DSF training organization, agendas, presentations, and follow‑ups. Act as a liaison between internal... 
    Work at office
    Operations
    Full time
    Temporary work
    Local area

    Equitable Services

    Overland Park, KS
    2 days ago
  • Edward Jones is seeking a Branch Office Administrator (BOA) in Kansas City, MO. The BOA will play a vital role in supporting financial advisors and their clients, ensuring exceptional service and a positive client experience. The ideal candidate will engage in account management... 
    Work at office

    Edward Jones

    Kansas City, MO
    16 hours ago
  •  ...Branch Operations Specialist Oppenheimer & Co. Inc. ("Oppenheimer") is a leading...  ...market investment bank and full-service broker-dealer. With roots...  ...to join their branch office in Leawood, KS. This role requires...  ...including phone and client interaction. Responsibilities... 
    Work at office
    Operations
    Home office

    Oppenheimer & Co.

    Leawood, KS
    3 days ago
  •  ...Representative role will focus on providing customer service for delivery partners/customers. Analyze...  ...program • May train others in office and customer service processes • May...  ...up a potential interview. Customer Care Representative Lenexa, KS - Operations... 
    Work at office
    Operations

    Renewal By Andersen

    Lenexa, KS
    1 day ago
  •  ...The Key Account Coordinator provides operational and communication support for Bethel's strategic...  ..., routing updates, and customer service support to ensure a consistent and positive...  ...experience preferred. Proficiency with Microsoft Office and Google Workspace preferred. Key... 
    Work at office
    Operations

    Bethel Freight

    Mission, KS
    4 days ago
  • Morgan Hunter is looking for an Office Administrator in Kansas City, MO,...  ...join a well-established financial services team. This role involves providing...  ...support, maintaining client relationships, and managing office operations effectively. The ideal candidate... 
    Work at office
    Operations

    Morgan Hunter

    Kansas City, MO
    2 days ago
  •  ...Senior Client Delivery Specialist (Executive Legal Assistant) Husch Blackwell LLP is a full-service litigation and business law firm with multiple...  ...and international operations. Our firm is committed...  ...position in our Kansas City, MO office. This position will work onsite... 
    Work at office
    Operations
    3 days per week

    Husch Blackwell

    Kansas City, MO
    2 days ago
  • $18 - $20 per hour

     ...Customer Service Representative I Rally House is a specialty retail store that carries...  ...a growing organization, as we currently operate 300+ stores nationwide, with many more to...  ...computer, keyboard, mouse, and other standard office equipment Able to clearly view and... 
    Work at office
    Operations
    Local area
    Flexible hours
    Weekend work
    Afternoon shift
    Weekday work

    Rally House

    Lenexa, KS
    2 days ago
  • $17.3 per hour

     ...Call Center Agent (In-Office, Night Shift – B Schedule) Position...  ...mobility and infrastructure services provider, delivering...  ...solutions for a diverse range of clients—including railroads, tech companies...  ...multi-modal transportation operations, EV infrastructure, data and... 
    Work at office
    Operations
    Casual work
    Night shift

    Hallcon

    Overland Park, KS
    8 days ago
  •  ...Customer Service Representative (Work From Home) ⭐ Tidy Casa is...  ...work with. That includes our clients, our Care Techs (that's what...  ...call our cleaners), and our office team. When we support each other...  ...—you’re keeping the whole operation running smoothly . Need proof... 
    Work at office
    Operations
    Full time
    Live in
    Remote work
    Work from home

    Tidy Casa

    Mission, KS
    3 days ago
  •  ...experienced in customer relations. The Customer Service Representative works directly with...  ...Coordinate schedules with the service/operations team Contact customers for purposes of scheduling...  ...skills Proficient in Microsoft Office (Word, Excel, Outlook) Excellent communication... 
    Work at office
    Operations

    Culligan Midwest

    Olathe, KS
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Branch Office Operations & Client Services Specialist. Be the first to apply!