Private Banking Client Associate — Wealth & Lending Support
Mercantil Commerce Bank
Commerce Bank in Kansas City, Missouri, seeks a Client Associate II to provide client service and lending support to Private Bankers and Insurance Premium Finance Relationship Managers. You will work closely with clients, advisors and internal partners to complete service needs, process loans, coordinate documents, and maintain accurate CRM records. This full-time role requires a high school diploma, 2+ years banking experience preferred, and offers competitive compensation, benefits, and career #J-18808-Ljbffr Mercantil Commerce Bank
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Banking Client Associate — Wealth & Lending Support in Kansas City, MO vacancy
- Commerce Trust in Kansas City, MO is seeking a Private Banking Client Associate II to provide client service and lending support to Private Bankers. You will coordinate loan processing, maintain client information, and work closely with advisors and internal partners. The...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
- Bank of America’s Merrill Wealth Management is seeking a Client Service Associate to support Financial Advisors by delivering exceptional client service and tailored wealth solutions. You will coordinate client requests, ensure timely materials, and help manage risk and...Suggested
$23.8 - $27.65 per hour
...we know Commerce Bank is only at its best... ...leading provider of wealth management... ...investment management, private banking and trust... ...collaborate to ensure each client’s financial... ...This Job The Client Associate provides client service and lending support to assigned...SuggestedHourly payFull timeShift work- Raymond James is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. You will manage inquiries across multiple platforms, onboard clients, open accounts, and help coordinate meetings with investment...Suggested
- ...Registered Wealth Management Client Associate Kansas City, Missouri To proceed with... ...age. Acknowledge ( Bank of America employees are required... ...an in-office culture that supports collaboration, engagement,... ....”). Bank of America Private Bank is a division of Bank...Seasonal workWork at officeWork from homeShift workDay shift
Bank of America
Kansas City, MO1 day ago $23.8 - $27.65 per hour
...we know Commerce Bank is only at its best... ...leading provider of wealth management... ...investment management, private banking and trust... ...collaborate to ensure each client’s financial... ...of this job is to support the Private Client... ...experience required. Associate degree in related...Hourly payFull timeWork at officeShift work- About Merrill Wealth Management Merrill Wealth Management is a... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...of Merrill coupled with the banking convenience of Bank of... ...to an in-office culture that supports collaboration, engagement, and...Seasonal workWork at officeWork from homeShift workDay shift
$70k - $90k
...your best when the pace is fast and the clients expect nothing less than exceptional,... ...FCS Family Office, a high-net-worth wealth management firm in the Prairie Village... ...looking for an experienced Client Service Associate to support two Associate Advisors as they grow their...Work at officeBill Good Marketing
Leawood, KS4 days ago- ...seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented... ...critical administrative support to Financial Advisors, their... ...financial services company providing wealth management, capital markets, asset management, banking and other services to...Work experience placementWork at office
- ...just in the business of helping clients with their financial goals -... ...provides client relationship support through interacting directly... ...the financial advisor(s) and associate financial advisor(s) Provide... ...Financial planning, advice and wealth management. Columbia...Full timeContract workPart timeLive inWork at officeWork from homeHome office
- ...Client Service Associate A career with BOK Financial will provide you opportunities... ...for working with Private Wealth Officers and high net worth... ...platforms, including banking, trust, brokerage, financial... ...class client experience by supporting Wealth Advisors, Bankers,...Work at officeLocal area
- ...’re not just in the business of helping clients with their financial goals - we also help... ....This role provides client relationship support through interacting directly with... ...assigned by the financial advisor(s) and associate financial advisor(s)Provide insight and...Full timeLive inWork at officeHome office
Ameriprise Financial
Overland Park, KS5 days ago - ...Merrill Wealth Management is a leading provider of comprehensive... ...and Wealth Management Client Associates help clients pursue the life... ...of Merrill coupled with the banking convenience of Bank of America... ...to an in-office culture that supports collaboration, engagement, and...Seasonal workWork at officeWork from homeShift workDay shift
$40k - $44k
...Client Service Associate Dinamic AS Group is seeking a professional and personable Client Service Associate to join our team in Kansas City... ...client satisfaction and a positive overall experience. Support additional administrative and client service activities as...Full time- ...Client Support Associate RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers' compensation...Work experience placement
- Ameriprise Financial is seeking a Client Service Associate/Manager to support a fast-paced financial advisory office. You will assist in daily operations, help set up client accounts, coordinate client meetings, and act as liaison between clients and the advisor. The role...Work at office
- ...and BOK Financial Private Wealth, Inc. BOKF, NA... ...BOKF, NA operates banking divisions: Bank of... ...with an established client base who isn't... ...ensure a seamless lending process. You... ...completion of an Associate's Degree and 2-3... ...and development to support building the long...Minimum wageWork at officeLocal area
BOK Financial
Kansas City, MO5 days ago $50 per hour
At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...enabling the communities we support to grow and succeed. We... ...and drive growth for healthcare clients navigating today’s complex financial... ...CardsPersonal Wealth and Advisory partnersMaintain...Full timeLocal areaShift work3 days per weekUS Bank
Kansas City, MO3 days ago- ...Agent in Overland Park is seeking a Receptionist Team Member to join our neighborhood agency. You will warmly greet clients, route inquiries, and support daily operations. The ideal candidate is organized, detail-oriented, and comfortable discussing insurance options with...Local areaFlexible hours
- Cornerstone Bank in Overland Park, KS seeks a Universal Banker to front-line with customers, providing 5-star service and expert guidance on checking, savings, and small business account needs. You’ll open and service accounts, process cash transactions, troubleshoot online...
$25k
...Commercial And Specialty Banking Relationship Manager... ...and with the support and guidance of management... ...relationships of existing clients and through the acquisition... ..., while cross-sell lending, depository and... ...with clients and fellow associates, and treat others with...Work experience placementWork at office- ...management systems up-to-date with client information educate clients on... ...UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified... ...first, with new challenges, a supportive team, opportunities to grow and...Full timeWork at officeFlexible hours
- Cornerstone Bank is seeking a Universal Banker to serve clients at the Overland Park branch. You’ll handle account inquiries, process teller transactions, and guide customers on products and services. The role emphasizes accuracy, confidentiality, and strong customer relations...
- ...institution in Kansas City is seeking a Video Teller to provide support and service to members through digital interactions. This role... ...abilities, and knowledge of credit union services. Candidates with an associate or bachelor's degree are preferred. The position requires...
- Great Southern Bank in Spring Hill, KS is seeking a Part Time Teller to handle routine financial transactions, provide friendly customer... ...diploma; 0-6 months preferred, with training provided. The role supports a diverse team in a busy branch, with standard hours and a focus...Part timeShift work
- Alliance Bank, a locally-owned community bank serving Missouri communities, is hiring a Full Time Teller in Cape Girardeau area. You... ...math skills and the ability to adapt to Saturday hours. Join us to support local customers and maintain secure banking processes. #J-18808...Full timeLocal area
- Equity Bank in Blue Springs, MO is seeking a full-time Teller to join our Retail team.... ...handle daily financial transactions, help clients with deposits, withdrawals, transfers and... ...grow within a community-focused bank that supports its employees and the local area. #J-188...Full timeLocal area
- ...At Bank of America, we are guided by a common... ...and delivering for our clients, teammates, communities... ...developing exceptional talent, supporting our teammates’ physical... ...Foreign Exchange, and Wealth Management and... ...experience in commercial lending, business development,...Work experience placementWork at officeLocal areaShift workDay shift
- Enterprise Bank & Trust in Olathe, Kansas seeks a Teller I to provide prompt, accurate service to clients and to handle cash transactions daily. You will assist in opening/closing... ...some cash handling experience. The role supports team goals and requires attention to...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Banking Client Associate — Wealth & Lending Support. Be the first to apply!
Related searches
- client solutions associate Kansas City, MO
- client account associate Kansas City, MO
- corporate banking associate Kansas City, MO
- mortgage banker Kansas City, MO
- private bank associate Kansas City, MO
- business banker Kansas City, MO
- universal banker Kansas City, MO
- bankers life Kansas City, MO
- phone banker Kansas City, MO
- operations support assistant Kansas City, MO