Client Service Associate
$260k - $420kDirect Counsel
Eso Transactions & Services AssociateDirect Counsel represents a prestigious AmLaw firm seeking an ESOP Transactions & Services Associate to join its nationally recognized ESOP Practice Group. This opportunity is ideal for a mid-level attorney with 4+ years of experience advising on ESOP transactions, ERISA matters, and corporate transactions.Locations: Kansas City, Missouri (preferred) | Philadelphia, Pennsylvania | Chicago, IllinoisResponsibilities:Advise clients on ESOP formations, transactions, operations, and compliance mattersRepresent ESOP sponsors, shareholders, trustees, lenders, and private companies in ESOP-related transactionsStructure and implement ESOP transaction planning and design strategiesCounsel clients on ERISA, qualified retirement plans, and Internal Revenue Code Section 409A mattersAssist with mergers and acquisitions involving ESOP-owned companiesAdvise on corporate governance, executive compensation, and general corporate mattersDraft and negotiate transaction documents and related agreementsSupport clients on strategic business and day-to-day operational issuesManage complex matters independently while collaborating with attorneys and clientsQualifications:Juris Doctor (JD) from an accredited law schoolActive bar admission in the jurisdiction where the candidate intends to practice4+ years of experience with ESOP transactions and related corporate and ERISA mattersExperience with: ESOP transaction planning and implementation, qualified retirement plans, Internal Revenue Code Section 409A, mergers and acquisitions, corporate governance, executive compensation, general corporate and transactional mattersStrong drafting, analytical, negotiation, and communication skillsExcellent academic credentialsAbility to manage sophisticated matters efficiently and independentlyPreferred Attributes:Strong business judgment and client counseling skillsEntrepreneurial mindset with a desire to help grow a national practiceAbility to navigate complex legal and business issues in a fast-paced environmentTeam-oriented approach and commitment to exceptional client serviceCompensation & Benefits:Salary range: $260,000 – $420,000 annually, depending on experienceDiscretionary performance bonus opportunityMedical, dental, vision, life, and disability insurance401(k) retirement planPaid Time Off (PTO)Comprehensive benefits package and professional development opportunities
- ...UMB Financial Corporation is looking for an Institutional Custody Client Service Administrator in Kansas City, MO, to support large institutional custody clients. In this hybrid role, you will serve as the primary contact for clients, utilizing Excel for tracking and...Suggested
- ...Client Service Associate If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading. FCS Family Office, a high-net-worth wealth management firm in the Prairie...SuggestedWork at office
- ...Chase is seeking an Associate Banker to deliver attentive, hospitality-driven service and introduce clients to our banking solutions. You will greet clients, manage lobby flow with a tablet, and support opening accounts while ensuring regulatory compliance. In this role...Suggested
- Commerce Trust in Kansas City, MO, is seeking a Private Client Advisor Associate to support Private Client Advisors in delivering wealth management services to high net worth clients. You will help with account administration, fund transfers, and tax coordination while...Suggested
- ...boberdoo.com LLC in Mission, Kansas, is seeking a Client Services & Support Representative as a Level 1 Support Specialist. You’ll serve as a key link between clients and the development team, troubleshooting complex challenges and creating custom solutions that drive...Suggested
$23.8 - $27.65 per hour
...a leading provider of wealth management services including financial planning, estate and... ...disciplines who collaborate to ensure each client’s financial journey is uniquely crafted... ...of education and experience required. Associate degree in related field preferred. 2+ years...Hourly payFull timeWork at officeShift work- Broadridge in Kansas City is seeking a Client Relationship Associate to support the client service team, handle day-to-day client requests, coordinate with internal teams, track production activities, and assist with resolving basic service issues. This is a great opportunity...
- ...Registered Wealth Management Client Associate Kansas City, Missouri To proceed with your application, you must be at least 18 years... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
- ...integral part of our branch serving financial advisors and our clients. What will you do? Build and maintain professional relationships... ...and written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how you...Full timeFlexible hours
- ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth... ...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Seasonal workWork at officeWork from homeShift workDay shift
- ...Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our... ...written communication, people, organizational, and client service skills Attention to detail coupled with the mindset of how...Full timeFlexible hours
$60k - $65k
...the way, come join the Broadridge team. Broadridge is growing! We are looking for a Client Relationship Associate to join our team. In this role, you will support the client service team in delivering a positive experience for our clients. You will help with day-to-day...Work at officeLocal area- ...boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients.... ...Candidates should demonstrate excellent multi-tasking, high client service orientation, and proficiency in tools like Excel and Salesforce...
- ...whose fiduciary duty holds us to the highest level of client care in the financial services industry. That is why we are dedicated to serving as a... ...member of the firm’s Advisory Team, the Private Client Associate will work directly with clients to meet their needs and...Permanent employment
$163k - $369.8k
The Client Relationship Marketing Associate Director for a large, Communications, Media and Technology (CMT) account, is part of our cross-market CMT... ...Marketing experience in the CMT industry or in professional services Ecosystem and/or Partner Marketing experience highly...Live inWork at officeLocal area- Empower, a leading US financial services firm, seeks a Lead Associate in Private Client to support the Private Client Group Relationship Management team. You will train, coach, and provide real-time guidance to ensure compliant, efficient client interactions while upholding...
- ...Job TitleJob DescriptionAlways provide SMART customer service through the daily execution of Lowe's customer service policies, procedures... ...level of communication and partnership with MSM and red vest associates.Identify and communicate issues with quality, quantity, and...Night shift
$44.69k - $65.74k
The Senior Securities Services Operations Associate is a part of the Trust & Custody Operations team which provides support to the fast growing Corporate... ...environment, this team interacts with various UMB clients and internal partners to evaluate and process requests for...Work experience placementLocal areaFlexible hours$15 - $28 per hour
...Closing Location Walmart Supercenter #3273 15700 METCALF AVE, OVERLAND PARK, KS, 66223, US Job Overview Front End Service associates are focused on compliance and customer service. They smile, greet and thank customers, process returns / refunds, and carry...Hourly payMinimum wageFull timeTemporary workPart timeShift work$16 - $18 per hour
...Guest Services Associate Hulsing Hotels Kansas Inc - Prairie Village, KS 66208 Overview Salary Range $16.00 - $18.00 Hourly Position Type Full Time Category Hospitality - Hotel Description Are you the ultimate people person? If you thrive on high-energy environments and...Hourly payFull timeShift workNight shift- ...JSS #LI-HybridCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge... ..., and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate...
- ...We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial... ...high ethical standards and delivering exceptional client service Previous experience in sales, finance, or customer-...Remote jobFlexible hours
- ...the Broadridge team.Broadridge is growing! We are seeking a Client Service Specialist to join our team in our Kansas City, MO office. You... ...information on our comprehensive benefit offerings#LI-PP1Broadridge associates helped us envision our Connected Workplace - a work model...Full timeLocal areaRemote workMonday to FridayFlexible hoursShift work
- ...Service Advisor Opportunity The mission of the Service Department is to deliver highly elevated service to support loyal, enduring relationships with the client. Aritzia is growing, and our Service team in Retail is growing with it. This is a unique opportunity to be...
$15 - $16 per hour
...Guest Services Associate Best Western Plus - Kansas City, MO 64133 Salary Range $15.00 - $16.00 Hourly Position Type Full Time Category Hospitality - Hotel The Best Western Plus Sports Complex is seeking a motivated, reliable, and welcoming Guest Service Agent...Hourly payFull timeLocal areaShift work- ...Guest Services Associate Bell Hospital Position Summary / Career Interest: The Guest Services Associate possesses a basic knowledge of computer programs, including 02, the database used for tracking inpatient and outpatient information. The ideal candidate must...Work at office
- ...Your Impact at Lowe’s As a Lowe’s Merchandising Services Associate, you are a key connection point between Merchandising and Store Operations, allowing us to deliver a great shopping experience in every Lowe’s store. If you want to build eye-catching displays and implement...Full timePart timeLocal areaFlexible hoursShift workWeekend workWeekday work
- ...building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputation are synonymous with... ...), Nashville, and St. Louis. The Experienced Staff, Assurance Services professional manages client engagements with precision and quality...Work at officeMonday to Friday
- Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and... .... What You'll Be Doing The Cash Products and Banking Services Specialist supports cash-related products and services within...
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