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Daily work • Speak with people who asked for information • Map needs to available protection options • Run a simple enrollment flow • Build and service a client list . We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information.

AO Garcia Agency

Work From Home - Client Experience Associate

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We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Skip this if you need constant supervision or hate talking to clients.

At-Home Client Enrollment Associate

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The Senior Wealth Client Service Associate (Senior CSA) serves as a senior-level member of the client service team, responsible for delivering exceptional client experiences while providing leadership, technical expertise, and operational oversight. Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

Aprio

Senior Client Service Associate, Wealth Operations

Aprio Technologies, Inc.

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Provides and oversees support and service activities for a designated client or group of clients, ensuring their operational needs and issues, both tactical and strategic, are managed to the highest level of satisfaction. 2+ years of client facing work-related experience required in financial services, with a strong preference for experience in transfer agency, investor services or broker dealer operations.

YEAR

SS&C Technologies Holdings Inc

Senior Associate, Client Relations Specialist

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. What comes with the seat • No cold calling • Qualified-interest pipeline • Performance-based advancement • Full training • Current tech stack • Work from home Traits that work here Driven.

Client Success Associate - Work From Home

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions.

About Ameriprise Financial
Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.
From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.
Our Investment in You
We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.
Your Career at Ameriprise
When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.
<a href="https://sjobs.brassring.com/TGnewUI/Search/Home/Home?partnerid=25678&siteid=5275#home">Search Open Positions and Apply</a>
<a href="https://www.ameriprise.com/careers/corporate/your-career">Learn More About Joining Ameriprise </a>
Thrive in a Respectful, Supportive Environment
We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.
<a href="https://www.ameriprise.com/careers/corporate/supportive-workplace/diversity">Learn More About Diversity and Inclusion at Ameriprise</a>
Build a Career that Matters to You
At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.
Being an Ameriprise Advisor
Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.
<a href="https://www.ameriprise.com/careers/experienced-financial-advisors/advisor-support">Learn More About Ameriprise Advisor Support</a>
Opportunities for Students
Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.
<a href="https://sjobs.brassring.com/TGnewUI/Search/Home/Home?partnerid=25678&siteid=5275#home">Search Open Opportunities</a>

Ameriprise Financial Inc

Client Service Associate

The Supervisor will provide day-to-day leadership, monitor workflow, and control processes, oversee JIRA ticket and shared inbox management, and ensure accuracy, timeliness, and consistency in operational execution. SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely.

Associate Manager, Client Relationship Management

You'll discover how our employees love their jobs, driven by the meaningful connections they make and the positive impact they have on our clients' businesses. At INFUSE, we're seeking a passionate Client Success Specialist to join our team, where your efforts directly contribute to our clients' satisfaction and our company's success.

INFUSE

Client Success Associate (Entry level, Remote)

GreenHouseAPI

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Be responsible for providing the highest level of client service to all Bank clients, prospects and employees utilizing in-depth knowledge of Bank products and services. Respond to clients’ questions by answering the telephone promptly, greeting clients upon their entering the bank, and promptly responding to emails.

First Business Financial Services Inc

Client Services Associate II

Step into a pivotal role as a Client Manager for Olsson's Power Delivery team, where you'll forge lasting relationships, lead exciting projects, and make an impact in the energy sector. Pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (collectively, the "CCPA"), this notice explains Olsson's practices regarding the collection, use, and disclosure of personal information for job applicants residing in California.

Olsson

Client Manager - Transmission and Distribution

IRecruitee

Specific responsibilities include, but are not limited to: Monitor the daily status of New Matters by completing the necessary billing setups, including the review of client billing guidelines, invoice delivery method (i.e. ebilled, paper, email), and ensure all necessary billing fields have been populated for successful pro-forma/invoice generation. Excellent written and verbal communication and interpersonal skills, and an ability to establish and maintain relationships with partners, attorneys, finance staff, clients, brokers and other third party vendors.

Clyde & Co LLP

Client Intake & Rates Coordinator

Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.

We help over ~40 million people feel more confident in their most important financial goals, manage employee benefit programs for nearly 23,000 businesses, and support more than 3,600 advisory firms* with innovative investment and technology solutions to grow their businesses.


Our diverse businesses and independence give us insight into the entire market and the stability needed to think and act for the long term as we deliver value to you.

Fidelity

Client Support Specialist - Greater Kansas City, MO Area (REMOTE)

Desired SkillsIdeal candidates for this position should possess some or all of the following skills: 2+ years in a bank contact center, client servicing, or banking center roleExperience with Kustomer or a similar CRM, such as Zendesk or Salesforce Service CloudExperience with Jira or a similar ticketing toolExperience with Dialpad or another cloud phone systemFamiliarity with voice authentication or fraud tools, such as PindropExperience with core banking or payment systemsFamiliarity with account opening, KYC, or SBA lendingFamiliarity with disputes, Reg E, fraud handling, or BSA/AML escalationExperience supporting small business clientsBilingual language skillsConsultative approach to support clients for long-term successSound judgment and the ability to prioritize in a fast-paced environment. Minimum RequirementsThis position requires the following educational and/or job experience: High school diploma or equivalent1+ year of experience in business banking support, treasury management, or financial servicesWorking knowledge of deposit accounts and payment types (ACH, wires, mobile deposit, cards)Comfort working across multiple systems at once, including CRM, phone, and banking systemsAbility to effectively engage and communicate with clients through email, web chat, and phoneStrong attention to detail and accurate documentation.

NBH Bank

2Unifi-Admin - Client Experience Specialist

The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. We're excited to talk with you if: You have a minimum of one (1) year prior experience working in Financial Services (or equivalent experience) in a fast paced, deadline driven environment.

UMB Financial Corp

Institutional Custody Client Service Administrator

Specific duties include: Grow revenue as directed by senior management to meet established goals by successfully prospecting new opportunities with existing clients and making appropriate referrals; Partner with other officers to effectively administer the management of assigned commercial banking relationships; Maintain portfolio by calling on existing customers to expand existing business, ensure excellent client relations & proper servicing of account(s), and ensure the portfolio's credit quality; Provide recurring customer service to existing and prospective clients, which includes direct contact with customers either through participation in joint sales calls with other officers or direct correspondence with clients and perform various projects/tasks as needed with an emphasis on maintaining UMB TUCE at all times; Serve as a conduit for all product lines and match client needs with appropriate products; Proactively look for cross selling opportunities on bank products; Other duties as assigned. Must have Bachelor's degree in Business or Accounting / Finance or equivalent experience in a related field and 8+ years commercial banking or lending experience including credit underwriting; Expert knowledge of credit and understanding of underwriting; Strong financial acumen; Expert knowledge and understanding in how to identify and process maturing loans, line renewals, term loans that need to be extended, how loans can be restructured, approval process, change terms, etc.

Client Manager Sr - Commercial

GemOne is a TECH company within the TVH Holding that aims at developing future-proof Smart Telematics solutions for optimal fleet performance management in multiple domains such as: track & trace, operational efficiency, security & safety and service & maintenance. Collaborate with cross-functional teams, including sales, technical support, accounting, and senior management, to ensure smooth workflow and alignment on business objectives.

Client Implementation Manager

With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). Also assists with coverage analysis, marketing, consulting and other various service activities, including new business and renewal negotiations, as well as identifying potential exposures and needs.

Marsh McLennan

Client Manager - Aviation

You'll work alongside teams solving complex challenges and turning ideas into solutions that perform in the real world-gaining hands-on experience across projects, technologies, and disciplines. As employee-owners, our professionals are empowered to drive not only their personal growth, but the companys long-term achievements - and they share in the financial rewards of the success through stock ownership.

Black & Veatch Holding Co

Client Account Executive - Mining & Metals

How you will spend you time: You will be a subject matter expert and point of contact for Program Administrators, Company Contacts and internal Business Partners to provide consultation, research, and solutions for complex card program inquiries, issues and escalations to appropriate resolution. As a Client Advisor - Commercial Card you will align to a geographic banking territory and/or Account Executive (AE)/Card Sales Officer (CSO) in support of Tier 2 and Tier 3 Commercial Card Program Clients and Program Administrators.

Client Associate Jobs in Independence, MO

Work From Home - Client Experience Associate AO Garcia Agency

At-Home Client Enrollment Associate AO Garcia Agency

Senior Client Service Associate, Wealth Operations Aprio

Senior Client Service Associate, Wealth Operations Aprio Technologies, Inc.

Senior Associate, Client Relations Specialist SS&C Technologies Holdings Inc

Client Success Associate - Work From Home AO Garcia Agency

Client Service Associate Ameriprise Financial Inc

Associate Manager, Client Relationship Management SS&C Technologies Holdings Inc

Client Success Associate (Entry level, Remote) INFUSE

Client Services Associate II First Business Financial Services Inc

Client Manager - Transmission and Distribution Olsson

Client Intake & Rates Coordinator Clyde & Co LLP

Client Support Specialist - Greater Kansas City, MO Area (REMOTE) Fidelity

2Unifi-Admin - Client Experience Specialist NBH Bank

Institutional Custody Client Service Administrator UMB Financial Corp

Client Manager Sr - Commercial UMB Financial Corp

Client Implementation Manager TVH

Client Manager - Aviation Marsh McLennan

Client Account Executive - Mining & Metals Black & Veatch Holding Co

Client Advisor-1 UMB Financial Corp

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