Wealth Management Client Associate — Service & Meetings
UBS Financial Services Inc.
UBS is seeking a Client Associate in Kansas City, MO, responsible for maintaining client information systems and educating clients on services. The role requires 5 years of client service experience, effective communication, and proficiency in Microsoft Office. A bachelor’s degree focusing on finance, communication, or business is preferred. Join a team dedicated to helping individuals and families achieve their financial goals. #J-18808-Ljbffr UBS
- Alpine Private Wealth is a boutique wealth management firm whose fiduciary duty holds... ...to the highest level of client care in the financial services industry. That is why... ...Team, the Private Client Associate will work directly with clients to meet their needs and will...SuggestedPermanent employment
- ...Client Service Associate Overland Park, KS, US, 66204 Kansas City, MO, US, 66012 Req ID:... ...Interest: Administrative; Investment Management; Private Banking; Wealth Management Pay Transparency Salary... ...as the first point of contact to meet client needs and is responsible for...SuggestedWork at officeLocal area
- ...Registered Client Service Associate (CSA) We're a diversified financial services... ...5 trillion in assets under management, administration and... ...supporting a sophisticated wealth management and financial planning... ...Ensure all transactions meet firm policies, regulatory requirements...SuggestedFull timeH1bWork at officeVisa sponsorship
- A boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients. Responsibilities include account management... ...excellent multi-tasking, high client service orientation, and proficiency in tools like Excel...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... ...s worth reading. FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced...SuggestedWork at office
- Lockton Companies is seeking an Account Services Associate in Kansas City, Missouri to support their Commercial Insurance department... ...The advertisement emphasizes the importance of time management, professionalism, client focus, and communication skills, alongside a bachelor...
$23.8 - $27.65 per hour
...Commerce Trust Private Client Advisor Associate Building a career at Commerce is more than... ...are accountable for the delivery of wealth management advisory services to high net worth clients of... ...service and fulfillment activities to meet the needs and expectations of commerce...Hourly payFull timeWork at office- ...opportunity? Embrace RBC Wealth Management’s core values and... ...financial advisors and our clients. As a Client Associate/Registered Client Associate... ...client first approach as you meet compliance standards,... ...organizational, and client service skills Attention to detail...Full timeFlexible hours
- Your role Are you truly service oriented? Do you know how to... ...people? We’re looking for a client associate to: keep management systems up-to-date with... ...other materials for client meetings collect the right... ...’ll be working as part of Wealth Management Americas in the...Full timeWork at office
- ...Branch Client Service Associate II At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most... ...role reports directly into either the Branch Client Service Management Manager or the Branch Client Service Supervisor. The...Live outWork at officeLocal areaFlexible hours
- Keystone is hiring a Social Media & Client Success Associate to support the Director of Operations... ...a growing innovation hub and client services studio actually operate. Reports To:... ...Handle logistics for Keystone events and meetings — food orders, RSVPs, venue...
- Introduction At Gallagher Benefit Services, you’re a trusted partner to... ...people decisions. We help clients build better workplaces,... ...impact The Branch Client Service Associate II is accountable for delivering... ...the Branch Client Service Management Manager or the Branch Client...Full timeLive outWork at officeLocal areaFlexible hours
- Arthur J. Gallagher & Co. (AJG) is seeking a Branch Client Service Associate II in Kansas City. In this role, you will primarily deliver high-quality service to clients while supporting workflow processes within the branch. The ideal candidate should have a high school...
- National Litigation & Claims Management Attorney At Wilson Elser , we are redefining what it means to work at a national law firm. With... ...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an...Work at officeRemote workFlexible hoursShift work
$16 per hour
..., or Anywhere, we offer products and services designed to help people work and learn... ..., we ask that you apply to only one Client Experience Associate role at a time. If you are Bilingual... ...equal opportunity employment; creating, managing, and valuing diversity in our...Work at officeRemote workWork from homeShift work$21.8 per hour
...other social challenges. Collaborates with teachers and health services to support ongoing communication that supports child and family... ...training in a model required). # Participates in a variety of meetings, community events, and workshops to become knowledgeable about...Hourly payWork at officeLocal areaMonday to Friday- Reporting to the District Sales Manager, the Account Sales Manager's (ASM) primary function... .... The primary role of the ASM is to service all customers in a safe and productive manner... ...such as new launches and price reductions Meet monthly goals focused on the following...Local area
- ...WHAT IS TAXPAYER ADVOCATE SERVICE? A description of the business... ...Duties Help General Manager Duties: As a Front Line... ...on your resume. You must meet the following requirements by... ...one of the following national associations of credential evaluation services...Full timeTemporary workWork experience placementLocal area
- Storage Solutions - A Jungheinrich Company is looking for an Associate Project Manager based in Kansas City, MO. This entry-level position supports the sales team by assisting with customer calls, preparing presentations, and developing proposals. The role involves managing...
- Zelis is seeking an Associate Strategic Client Executive to serve as the primary point of contact for assigned clients. You will be responsible for managing relationships to drive growth and achieve revenue targets while fostering a superior client experience. Your role...
- A State Farm independent contractor agency in St. Louis, Missouri, is seeking an Account Associate to establish customer relationships and market insurance products. The ideal candidate will be customer-focused and possess excellent communication skills. This full-time...Full timeFor contractors
$45k
...Job Title: Client/Operations Associate Location: Kansas City, MO Terms: Full-Time, no benefits Salary/rate: $45,000 annually Requirements: Monday-Friday and occasional Saturdays as necessary About us: Performance Windows is a window replacement sales...Full timeWork at officeMonday to FridayFlexible hours$18 - $23 per hour
...Solutions is seeking a Customer Care Advocate for our Kansas City office. This role is critical in providing exceptional customer service and managing claims from start to finish. The CCA will handle subrogation claimsincluding loss of time, medical (processed by UMR),...Temporary workRemote work- ...for delivering "best in class" customer service to our independent agency partners, policy... ...customer's experience by providing options to meet their needs, which can include a new... ...Ability to efficiently organize work and manage time to meet key deadlines. Ability to...Work experience placementWork at officeRemote workFlexible hours
$18 per hour
...first impressions with our customers. From managing administrative processes, scheduling,... ...to be successful. View all our health, wealth and life offerings at What You'll Do... ...Manage incoming calls, e-mails and faxes for service issues, pricing, warranties, commercial,...Weekly payMonday to FridayWeekend work- ...success is built on a culture of collaboration, innovation, client service, and mutual respect. We are committed to fostering an environment... ...we invite you to apply to our National Litigation & Claims Management Attorney position in our Kansas City Office. This...Work at officeRemote workFlexible hoursShift work
$56k - $60k
Description We are seeking a Manager of Kinship Family Advocate to join our team. Salary Range: $56,000 - $60,000 (Annually)... ...Family Advocates. The Manager of Kinship Family Advocates ensures service compliance with contract/licensing/funding body/accreditation requirements...Contract workTemporary workWork experience placementFlexible hours$123.2k - $222.2k
.... Employees enjoy multiple wealth-building opportunities through... ...to HR and other internal clients to identify and manage employment legal risks.... ...Ability to work efficiently, meet demanding deadlines, and balance... ...can also receive mobile service & home internet discounts,...Full timeTemporary workPart timeWork at officeLocal areaFlexible hours$123.2k - $222.2k
...Rewards. Employees enjoy multiple wealth-building opportunities through... ...a timely manner to business clients on a broad range of legal and... ...and efficiently, meet demanding deadlines, and balance... ...employees can also receive mobile service & home internet discounts, pet...Full timeTemporary workPart timeWork at officeLocal areaFlexible hours- A youth service organization in Kansas City is seeking a Client Case Manager responsible for the safety and development of youth clients. You will manage a caseload of up to 16 and serve as the primary advocate, coordinating with various agencies and conducting assessments...
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