NewTax Senior Associate, Asset Management KPMGTax Senior Associate, Asset ManagementKansas City, MOWork with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, and safeguard business operations and company reputation.
NewSenior Associate, R&D Tax Credits (AMCS) KPMGSenior Associate, R&D Tax Credits (AMCS)Kansas City, MOResponsibilities: Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading client interviews and discussions, performing tax technical research and developing business and industry expertise. Work with KPMGs extensive network of specialists; enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutions.
NewAssociate, Tax Business Enablement Team KPMGAssociate, Tax Business Enablement TeamKansas City, MOResponsibilities: Provide strategic support for a group of partners and/or managing directors (PMDs) serving as a trusted business advisor and single point of contact for management and coordination of all business support and engagement management; this includes, but is not limited to, leveraging and supervising the work of offshore resources and collaborating with other internal teams to efficiently and effectively manage opportunities, engagement setup, billing and collections, and engagement closeout, analyzing data, solving problems, handling communication and stakeholder interactions with discretion, and proactively addressing issues to ensure the smooth operation of engagements and realize business goals. Develop networks and maintain strong relationships with internal stakeholders and external clients, leveraging connections to drive engagement success; this could include interacting directly with clients to request data, clarify information, deliver invoices, or address questions regarding payments or schedules.
NewSenior Associate, Integrated Partnership Solutions KPMGSenior Associate, Integrated Partnership SolutionsKansas City, MOResponsibilities: Provide tax consulting and compliance services to operating partnerships for a variety of clients including, but not limited to Fortune 100 companies, private equity portfolio companies, and family offices. Work as part of a multi-disciplinary team, including compliance centers, BTS, SALT,and International Mergers and Acquisitions, focused on high quality operating partnership consulting and reporting, including technology design and industry knowledge.
NewSenior Associate, BTS - Operating Partnerships KPMGSenior Associate, BTS - Operating PartnershipsKansas City, MOResponsibilities: Provide tax consulting and compliance services to operating partnerships for a variety of clients including, but not limited to Fortune 100 companies, private equity portfolio companies, and family offices. Work as part of a multi-disciplinary team, including compliance centers, BTS, SALT,and International Mergers and Acquisitions, focused on high quality operating partnership consulting and reporting, including technology design and industry knowledge.
NewAssociate Medical Director | Kansas City, MO | Making over $350,000 OptigyAssociate Medical Director | Kansas City, MO | Making over $350,000Kansas City, MOTo support continued growth, our client is seeking high-caliber primary care physicians and clinical leaders who are motivated by purpose, professional development, and the opportunity to make a meaningful impact in the lives of patients and communities. Our client is a physician-led, mission-driven primary care organization dedicated to transforming healthcare for seniors through high-quality, value-based care.
NewBilingual Store Associate (Spanish) Sherwin-WilliamsBilingual Store Associate (Spanish)Overland Park, KS$16The wage range listed for this role takes into account the wide range of factors considered in making compensation decisions including skill sets; experience and training; licensure and certifications; and other business and organizational needs. The Company therefore has determined that a review of criminal history is necessary to protect the business and its operations and reputation and is necessary to protect the safety of the Company’s customers, staff, employees, vendors, contractors, and the general public.
NewTravel Operating Room Registered Nurse - $2,282 per week Solomon PageTravel Operating Room Registered Nurse - $2,282 per weekLee's Summit, MOHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
NewTravel Medical-Surgical/Telemetry Registered Nurse - $2,316 per week Solomon PageTravel Medical-Surgical/Telemetry Registered Nurse - $2,316 per weekLee's Summit, MOHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
NewTravel NICU Registered Nurse - $2,262 per week Solomon PageTravel NICU Registered Nurse - $2,262 per weekLee's Summit, MOHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
NewTravel PCU Float Registered Nurse - $2,316 per week Solomon PageTravel PCU Float Registered Nurse - $2,316 per weekKansas City, MOHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
NewTravel PCU Registered Nurse - $2,316 per week Solomon PageTravel PCU Registered Nurse - $2,316 per weekOverland Park, KSHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
NewTravel Registered Nurse Med Surg/Telemetry Float - $2,316 per week Solomon PageTravel Registered Nurse Med Surg/Telemetry Float - $2,316 per weekLee's Summit, MOHeadquartered in New York with offices throughout the United States our experienced healthcare and medical staffing experts are committed to providing safe and quality patient care through our wide network of travel nurses, locum tenens, and allied resources. Upon commencement of your employment, Solomon Page offers automatic enrollment into ReviveHealth, which offers concierge, membership-based access to virtual primary care, urgent care, mental health therapy, a vision program, and prescription medications.
Client Associate/Registered Client Associate Royal Bank of CanadaClient Associate/Registered Client AssociateLeawood, KansasCustomer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities Additional Job Details . Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities.
Registered Wealth Management Client Associate Bank of America CorpRegistered Wealth Management Client AssociateLeawood, KSOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Rehire Client Support Associate CTSRehire Client Support AssociateGardner, KansasThank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). In this role, you will actively engage with clients, confirm appointments, follow up with past and potential clients, distribute marketing materials, and keep clients engaged during wait times.
Client Service Associate Focus Financial PartnersClient Service AssociateKansas City, KansasBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The ideal candidate will have strong communication skills, a passion for helping clients achieve their financial goals, and the ability to manage multiple priorities in a fast-paced environment.
Client Services Associate Project Manager EpiqClient Services Associate Project ManagerKansas City, MissouriRemote$65,000–$80,000 / yearWhy This Role This is a hands‑on opportunity to learn complex, client‑facing project delivery while building the skills needed for long‑term growth in project management and client services. As you develop, you’ll take on larger workstreams, deeper client interaction, and greater responsibility for planning and execution—with a clear path to promotion into a Project Manager role based on performance, readiness, and business need.
Client Service Associate Bill Good MarketingClient Service AssociatePrairie Village, KS$70,000–$90,000 / yearFCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their books. 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.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateOlathe, KansasAll interviews will be conducted via Zoom video conferencing (Global Elite Empire Consultants is a third-party recruiter, not an insurance agency) 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. Take advantage of this opportunity to work from home, enjoy a schedule that suits your lifestyle, and receive mentorship as you advance your career in client service leadership.
Client Relationship Associate Broadridge Financial Solutions IncClient Relationship AssociateKansas City, MO$60,000–$65,000 / yearWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. You will help with day-to-day client requests, coordinate with internal teams, track production activities, and assist with resolving basic service issues.
Client Sales Associate Hayward C. TeamClient Sales AssociateKansas City, KSFull timeWe’re seeking an energetic Client Sales Associate to join our team and work directly with consumers, delivering exceptional results while enjoying hands-on training, a supportive team atmosphere, and the chance to set forth realistic goals that we will ensure are all met! If you are someone who can thrive and is looking for direct consumer interactions, team-building opportunities, and taking on new challenges, join our Client Sales Associate team now!
Work From Home - Client Services Associate AO Garcia AgencyWork From Home - Client Services AssociateLeavenworth, KansasGlobal Elite Empire Consultants is a third-party recruiter, not an insurance agency) 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. 4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life’s uncertainties with confidence.
Associate Client Advocate - Construction Willis Towers Watson PLCAssociate Client Advocate - ConstructionOverland Park, KS$90,000–$120,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.
Client Relationship Associate BroadridgeClient Relationship AssociateKansas City, MissouriWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective. You will help with day-to-day client requests, coordinate with internal teams, track production activities, and assist with resolving basic service issues.
Associate Client Advocate Willis Towers Watson PLCAssociate Client AdvocateOverland Park, KS$90,000–$120,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards.
NewClient Manager Employee Benefits The IMA Financial Group IncClient Manager Employee BenefitsOverland Park, KSIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.
NewClient Manager (Employee Benefits) IMA Financial GroupClient Manager (Employee Benefits)Overland Park, KSThe Client Manager oversees a dedicated book of business comprised primarily of lower-complexity clients, delivering consistent service and lifecycle support. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Client Service Specialist (CSS) People PeopleClient Service Specialist (CSS)Lenexa, KSFull timeExperience 2–5 years of client service or operations experience in: Registered Investment Advisor (RIA)Wealth Management FirmBroker-DealerFinancial Institution Preferred Experience SEC Registered Investment Advisor environmentCharles Schwab Advisor CenterAdvisorEngine CRMTamarac portfolio management softwareMicrosoft Office SuiteAdobe AcrobatElectronic document management systems Work Environment This position operates in a professional office environment and requires frequent interaction with clients, advisors, custodians, and operations personnel. Account MaintenanceProcess client requests including: Beneficiary updatesAddress and contact information updatesAccount registrationsMoney movement between internal and external accountsTrust and estate documentationEnsure compliance with internal controls and fraud prevention policies CRM and Data ManagementMaintain accurate client records within the firm's CRM, including: Contact informationHousehold relationshipsNotesService requestsDocument management QualificationsEducation Associate's or Bachelor's degree preferred.
Director, Client Relations Broadridge Financial Solutions IncDirector, Client RelationsKansas City, MO$125,000–$135,000 / yearWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Build and maintain senior relationships to enable us to migrate clients to appropriate factory compliant workflows, identify new opportunities, and retain and grow revenue.
Client Development Representative Netsmart Technologies IncClient Development RepresentativeOverland Park, KSPosition Overview: As a Client Development Representative at Netsmart, you'll play a key role in expanding our impact by bringing new clients into our network and introducing innovative solutions within the human services space. In the event a candidate tests positive for a controlled substance, Netsmart will rescind the offer of employment unless the individual can provide proof of valid prescription to Netsmart's third party screening provider.
Client Services Specialist Sun Life FinancialClient Services SpecialistKansas City, MO$49,200–$66,400 / yearThrough employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. At Sun Life, we prioritize your well-being with comprehensive benefits, including generous vacation and sick time, market-leading paid family, parental and adoption leave, medical coverage, company paid life and AD&D insurance, disability programs and a partially paid sabbatical program.
Institutional Custody Client Service Team Lead UMB BankInstitutional Custody Client Service Team LeadKansas City, MissouriYou will lead and assist Client Service Administrators who oversee all activity pertinent to client accounts in order to provide The Unparalleled Customer Experience to our clients, working with internal operations and external vendors to meet client expectations. 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.
Client Development Executive Netsmart Technologies IncClient Development ExecutiveOverland Park, KSFrom identifying targets to breaking into new accounts, you will lead consultative conversations with executive stakeholders, uncover real challenges, and position solutions that improve care delivery and operational outcomes. In the event a candidate tests positive for a controlled substance, Netsmart will rescind the offer of employment unless the individual can provide proof of valid prescription to Netsmart's third party screening provider.
Military and Disability Client Services Coordinator Qureos IncMilitary and Disability Client Services CoordinatorKansas CityThis role helps clients access available programs, benefits, community resources, and support services while ensuring their needs are addressed with respect, confidentiality, and efficiency. High school diploma or equivalent required; Associate's or Bachelor's degree in Social Work, Human Services, Psychology, Public Administration, or a related field preferred.
Director, Client Relations BroadridgeDirector, Client RelationsKansas City, MO$125,000–$135,000 / yearWe believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective. Build and maintain senior relationships to enable us to migrate clients to appropriate factory compliant workflows, identify new opportunities, and retain and grow revenue.
Client Support Specialist - Greater Kansas City, MO Area (REMOTE) FidelityClient Support Specialist - Greater Kansas City, MO Area (REMOTE)Overland Park, MissouriRemoteCustomer 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.
Client Manager Sr - Commercial UMB BankClient Manager Sr - CommercialKansas City, MissouriSpecific 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.
Institutional Custody Client Service Administrator UMB BankInstitutional Custody Client Service AdministratorKansas City, MissouriThe 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. As a group we are independently serving clients, but we rely heavily on teamwork and shared knowledge to be successful as unit.
PRS Client Executive Lockton IncPRS Client ExecutiveKansas City, MOMay help coordinate the day-to-day administrative activities among those servicing the Client's account including the coordination of all support services such as claims and loss control. Maintains and enhances Lockton's relationships with existing Clients by executing proactive, creative, and on-going contact initiatives.
Client Services Representative (January 2027 Class) American Century InvestmentsClient Services Representative (January 2027 Class)Kansas City, MOUpon successful completion of the initial training period and showing proficiency, employees can look forward to a hybrid work schedule of 3 days in-office and 2 days from home (subject to change based on business needs). This individual interprets and completes a variety of sophisticated client requests, including account establishment for multiple registration types and financial and non-financial transactions.
Institutional Custody Client Service Team Lead UMB Financial CorpInstitutional Custody Client Service Team LeadKansas City, MO$62,310–$90,760 / yearHow you'll spend your time: You will lead and assist Client Service Administrators who oversee all activity pertinent to client accounts in order to provide The Unparalleled Customer Experience to our clients, working with internal operations and external vendors to meet client expectations. 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.
NewManager, Client Relationship Management SS&CManager, Client Relationship ManagementKansas City, MissouriProvide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions. The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention.
Client Advocate (part-time) - Children's Center Synergy ServicesClient Advocate (part-time) - Children's CenterKansas City, KansasDescription: The Children's Center is facilitating an Attachment Based Parenting program, that emphasizes a securely attached relationship between caretaker and child, in which the child demonstrates felt safety, trust, and a preference of their caretaker over strangers. Before you apply, take a few minutes to visit our Employment Page to explore all of our current opportunities, watch our recruitment video, and get a feel for the culture, mission, and people that make Synergy Services such a rewarding place to work: https://www.synergyservices.org/about-us/employment/
Client Advocate - Transitional Living Program/Maternity Group Home Synergy ServicesClient Advocate - Transitional Living Program/Maternity Group HomeKansas City, KansasOTHER SKILLS AND ABILITIES Must be at least 20 years of age, pass a background check that includes fingerprinting, a drug screen, have a valid driver’s license, proof of car insurance and Motor Vehicle Record (MVR) that is free of violations that conflict with Synergy’s insurance policy. Before you apply, take a few minutes to visit our Employment Page to explore all of our current opportunities, watch our recruitment video, and get a feel for the culture, mission, and people that make Synergy Services such a rewarding place to work: https://www.synergyservices.org/about-us/employment/
Client Manager - Transmission and Distribution Olsson AssociatesClient Manager - Transmission and DistributionKansas City, MO$133,000–$198,000 / yearStep 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.
Backup Client Advocate (Daytime shifts) - Children's Center and Domestic Violence Center Synergy ServicesBackup Client Advocate (Daytime shifts) - Children's Center and Domestic Violence CenterKansas City, KansasBefore you apply, take a few minutes to visit our Employment Page to explore all of our current opportunities, watch our recruitment video, and get a feel for the culture, mission, and people that make Synergy Services such a rewarding place to work: https://www.synergyservices.org/about-us/employment/ Must be at least 20 years of age, pass a background check that includes fingerprinting and a drug screen, have a valid driver’s license, proof of car insurance and Motor Vehicle Record (MVR) that is free of violations that conflict with Synergy’s insurance policy.
NewClient Advocate - Domestic Violence Housing Program Synergy ServicesClient Advocate - Domestic Violence Housing ProgramKansas City, KansasBefore you apply, take a few minutes to visit our Employment Page to explore all of our current opportunities, watch our recruitment video, and get a feel for the culture, mission, and people that make Synergy Services such a rewarding place to work: https://www.synergyservices.org/about-us/employment/ Must be at least 20 years of age, pass a background check that includes fingerprinting and a drug screen, have a valid driver’s license, proof of car insurance and Motor Vehicle Record (MVR) that is free of violations that conflict with Synergy’s insurance policy.
Personal Banking - Private Client Center Manager NBH BankPersonal Banking - Private Client Center ManagerOverland Park, KSAs a Private Client Center Manager, you will: Train and develop a successful concierge banking center team to deliver an elevated, personalized client experience while selling and cross-selling through our Relationship Building protocol. Client service driven with a commitment to delivering a highly personalized, elevated experience; proactively anticipates client needs and resolves issues with a sense of urgency, professionalism, and discretion.
Director, Client Account Management - Transfer Agency SS&C Technologies Holdings IncDirector, Client Account Management - Transfer AgencyKansas City, MO$100,000–$175,000 / year10+ years' experience in Transfer Agency or Investor Services or related field (financial services/fund administration, corporate communications, portfolio management or securities analysis). Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.