Branch Associate - Client Relations & Financial Support
Edward Jones HQ
Edward Jones seeks a Registered Branch Associate in Overland Park to support Financial Advisors by deepening client relationships, collecting required information for new accounts, and executing solicited trades with accuracy. You will collaborate across the branch to improve the client experience and stay compliant with FINRA and state requirements. This role emphasizes teamwork, continuous learning, and delivering a high standard of client service within a dynamic, community-focused financial #J-18808-Ljbffr Edward Jones
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Branch Associate - Client Relations & Financial Support in Overland Park, KS vacancy
- ...Edward Jones Registered Branch Associate This job posting... ...applicants. Join a financial services firm where your... ...With over 9 million clients and 20,000 financial... ...heard, respected, and supported. This is what we... ...regulatory requirements related to selling financial...FinancialFull timeTemporary workWork at officeFlexible hours
$72k - $141k
...managing underwriting branch partnerships and agency... .... The position supports successful account renewals... ...requiring a high level of client engagement to maintain... ...brokers on all issues related to the client's... ...achieve their physical, financial, emotional and social...FinancialFull timeWork experience placementWork at officeCNA Financial
Overland Park, KS4 days ago- ...memorable experiences for our clients and employees, making them... ...diversity and inclusion. As an Associate Banker within Chase, you will... ...banking solutions and cutting-edge financial technology combined with... ...contribute to the branch's success by delivering exceptional...Financial
- ...memorable experiences for our clients and employees, making... ...inclusion. As an Associate Banker within Chase,... ...and cutting-edge financial technology combined with... ...contribute to the branch's success by delivering... ...reimbursement, mental health support, financial coaching...FinancialFull time
JPMorgan Chase & Co.
Shawnee, KS9 days ago $50k - $75k
...Customer Relations Representative - State Farm Agent Team MemberAs... ...our agency through meaningful client relations and acting as a liaison... ...leading the way since 1998. Supported by an incredible team of 8... ...specializing in Business Insurance and Financial Services. We offer a high-...FinancialFor contractorsLocal areaJulie Stoll
Shawnee, KS2 days ago- Edward Jones is hiring a Branch Office Administrator to deliver exceptional client service and support for financial advisors in a dynamic, client-focused environment. You will help manage accounts, prepare for meetings, and coordinate marketing efforts to enhance the client...FinancialFull timePart timeWork at office
- Edward Jones is seeking a Branch Office Administrator in Kansas to support financial advisors and clients with high-quality service. You will handle client inquiries, process account requests, and manage daily administrative tasks to ensure a smooth client experience. The...FinancialWork at officeHome office
- ...Client Support Specialist To be eligible for consideration... ...from the approved branch sites listed below:... ...-3 years of previous financial services experience... ...investment and retirement-related financial activities... ...from hiring and/or associating with individuals with...FinancialRemote job
- ...Branch Support Manager In Wealth And Investment Management... ...and resolve issues related to team supervision,... ...allocation of people and financial resources for... ...support perspective ~ Client service centric for our... ...are not eligible to be associated with a FINRA-...FinancialWork experience placementWork at officeImmediate start
- ...and excellence in the Financial Services industry,... ...a dynamic Registered Client Service Associate who is a motivated, detail... ...administrative support to Financial Advisors... ...existing clients and other branch staff team members.... ...industry or related work experience preferred...FinancialWork experience placementWork at office
$24 per hour
...and Consumer Services offers financial solutions to customers, who... ...as a resource who can help clients achieve their unique financial... ...success. To ensure our branch associates are provided the foundation... ...training, mentoring, modeling and support to our new branch associates...FinancialLocal areaFlexible hours- ...OpportunityIn this role as an Associate Acoustics & Noise... ...specialists to support project owners in identifying... ...stewardship for our clients. #LI-BK1The TeamOur... ...minimum total of 3 years of related work experience.... ...and they share in the financial rewards of the success...FinancialPart timeWork experience placementWork at officeLocal areaVisa sponsorshipFlexible hours
Black & Veatch
Shawnee Mission, KS3 days ago - ...and services empowering financial services and... ...DescriptionJob Title: Associate Manager Locations: Kansas... ...industry expertise to support complex financial and... ...operate solutions that help clients manage data, automate... ...of client facing work-related experience specifically...FinancialOngoing contractFull timeWorldwide
SS&C Technologies
Kansas City, MO2 days ago $55k - $70k
...0.00/yr - $70,000.00/yr We are a financial advisory firm focused on supporting clients through all stages of life. Located... ...and efficient Client Service Associate to join us. This position is crucial... ...the advisory team with processes related to prospective clients Assist...FinancialFull timeTemporary workWork experience placementWork at office$40k - $60k
...Customer Relations Representative - State Farm Agent Team Member As a Customer Relations... ...the needs of the community members you support. We look forward to connecting with you... ...help customers with their insurance and financial services needs, including: Auto insurance...FinancialFor contractorsKelsey Ballard - State Farm Agent
Lenexa, KS14 hours ago- ...growing industries, Aprio ensures clients are prepared for wherever... ...client portfolio, connecting financial results to operational... ...meaningful coaching, and the support needed to grow and deliver consistently... ..., Project Management, or a related field Five or more years...FinancialFull timeWork at officeLocal areaRemote workFlexible hours
- ...Client-facing, Fully Remote, Financial Services You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance. The deal 1. Home office. Web presentations. 2. Work that matters to families....FinancialRemote workHome office
- A wealth management firm is seeking an Associate Wealth Management Advisor to support senior advisors in delivering financial planning services. The ideal candidate enjoys analytical... ...include preparing financial plans, managing client relationships, and supporting operational...Financial
- JPMorganChase is seeking an Associate Banker to deliver welcoming... ...attentive service and help clients meet their financial goals. You will use Chase... ...App, Chase.com, and ATMs to support everyday banking and digital... ..., and collaborate with branch team to exceed expectations...Financial
- Enterprise Bank & Trust is seeking a Financial Services Representative to serve as the front-line customer service contact... ..., maintain confidentiality, and build long-term client relationships while supporting branch operations and training initiatives. Colorado...Financial
$152.37k - $186.23k
...serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe... ...services to those prospects and clients, identifying and successfully capitalizing... ...in finance, accounting or other related field- 10 or more years of...FinancialFull timeLocal area3 days per weekUS Bank
Shawnee Mission, KS1 day ago$70k - $90k
...Description 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... ...looking for an experienced Client Service Associate to support two Associate Advisors as they grow their...FinancialWork at officeBill Good Marketing
Leawood, KSa month ago- ...the latest needs for clients in a fast-growth technology... ...OpportunityAs an Associate Electrical Engineer, you... ...the opportunity to:Support a variety of substation... ...with B&V quality program relative to assigned tasks.... ...and they share in the financial rewards of the success...FinancialFull timePart timeWork experience placementFor subcontractorWork at officeLocal areaRelocationVisa sponsorshipFlexible hours
Black & Veatch
Shawnee Mission, KS2 days ago - ...#LI-AS3Job SummaryThe Associate Estimator performs all... ...Construction Management or related field is... ...robust wellness program.To support a healthy work-life balance... ...and they share in the financial rewards of the success... ...solutions for clients.BVH, Inc., its subsidiaries...FinancialFull timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
Black & Veatch
Shawnee Mission, KS1 day ago - ...The Opportunity As the Senior Client Account Manager you'll have... ...made by the Leadership Team related to Sales direction.Industry expertise... ...a robust wellness program.To support a healthy work-life balance,... ...- and they share in the financial rewards of the success through...FinancialFull timePart timeWork experience placementRelocationVisa sponsorshipFlexible hours
Black & Veatch
Shawnee Mission, KS4 days ago $100k
Confidential search on behalf of our client We're hiring a Senior Client... ...Serve as a primary support contact for advisors and clients across service-related needs. Coordinate account opening... ...support within wealth management, financial planning, or financial services...FinancialWork at office- ...management teams across the firm to support performance items regarding... ...and invoicing to HNTB's Clients. This position ensures costs... ...staff by performing monthly financial analysis and gross revenue reconciliation... ...and 2 years of invoicing or related experience. What You'll Bring...FinancialContract workWork at office
- ...business capture efforts across key clients in the data center segment.... ...please contact the Employee Relations Department at (***) ***-****... ...a robust wellness program.To support a healthy work-life balance,... ...- and they share in the financial rewards of the success through...FinancialPart timeWork experience placementWork at officeVisa sponsorshipFlexible hours
Black & Veatch
Overland Park, KS2 days ago - As a tax associate, you will work directly with the tax team to create personal... ..., extension forms and all related work papers and financial statements Maintain client paper files and electronic data... ...culture where everyone has the support they need to achieve their...FinancialWork at office
- ...Inc. is seeking a Trading Specialist to support investors with trading, investment, and account-related needs. You will guide clients through market activity, process complex... ...education to help clients make informed financial decisions. The role requires a Series 7 license...Financial
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Associate - Client Relations & Financial Support. Be the first to apply!
Related searches
- one main financial Overland Park, KS
- financial software developer Overland Park, KS
- financial Overland Park, KS
- senior financial analyst fp&a Overland Park, KS
- financial sales Overland Park, KS
- financial banking Overland Park, KS
- citizens financial group Overland Park, KS
- financial fraud Overland Park, KS
- emergent financial group Overland Park, KS
- financial recruiter Overland Park, KS