Client Support Specialist - Greater St. Louis, MO Area (REMOTE) FidelityClient Support Specialist - Greater St. Louis, MO Area (REMOTE)Saint Louis, 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 Accounting Coordinator Cushman & WakefieldClient Accounting CoordinatorSaint Louis, Missouri$38,896–$45,760 / yearIn addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements. Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work.
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.
Supply Chain Consulting - Relex Senior Associate PricewaterhouseCoopers LLPSupply Chain Consulting - Relex Senior AssociateSt. Louis, MO$77,000–$202,000 / yearPreference for at least one of the following fields of study: Aerospace Engineering, Automotive Engineering, Biomedical Engineering, Chemical Engineering, Computer Engineering, Engineering, Engineering Mechanics, Engineering Physics, Industrial and Operations Engineering, Industrial Engineering, Materials Science and Engineering, Mechanical Engineering, Production Engineering, Project Engineering & Management, Biomedical Science, Computer and Information Science, Data Processing/Analytics/Science. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Epic Payer Platform Business Consultant, Senior Associate PricewaterhouseCoopers LLPEpic Payer Platform Business Consultant, Senior AssociateSt. Louis, MO$77,000–$202,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Respond effectively to the diverse perspectives, needs, and feelings of others.
NewClient Retention Specialist RNR Tire ExpressClient Retention SpecialistPoplar Bluff, MOFull timeAlternative Job Titles: Customer Service, Sales Representative, Sales Associate, Account Representative, Collection Specialist, Cashier/Clerk, RetailMust comply with drug-free workplace program and pass pre-employment drug screen and background checks. We're a trusted solution for customers looking for new or pre-owned products from today's top brands, and after a decade of service thousands of happy clients, we're looking for a client retention specialist to help us get to the next level.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementSaint Peters, MOPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Associate Client Solutions Director- Digital & AI Platforms St. Louis MO World Wide Technology IncAssociate Client Solutions Director- Digital & AI Platforms St. Louis MOMaryland Heights, MO$134,000–$168,000 / yearHighly skilled at leading diverse cross-functional teams to create, implement and evolve technical solutions to drive tangible, measurable client results. Experience leading digital transformation programs such as AI/ML and GenAI, data platforms and analytics, custom software development (web, mobile, APIs, microservices), and modernization of legacy systems.
Associate, Core Service International Client Services (Mandarin/Cantonese) The Charles Schwab CorpAssociate, Core Service International Client Services (Mandarin/Cantonese)Saint Louis, MO2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs.
Work From Home - Client Services Associate Global Elite Empire ConsultantsWork From Home - Client Services AssociateSpringfield, MissouriAll 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 Support Associate - Temporary WASH Multifamily Laundry Systems, LLCClient Support Associate - TemporaryMO$22–$28 / hourThe Client Operations team operates within a fast-paced environment, managing a high volume of diverse client inquiries, all while delivering essential cross-functional support to both our Sales and Operations teams. As a Client Support Associate, you''ll be part of a team that directly impacts WASH''s mission to be a world-class service provider and drives the smooth integration of WASH''s new business ventures.
Client Service and Operations Associate Northwestern Mutual - ClaytonClient Service and Operations AssociateChesterfield, MO$50,000–$55,000 / yearLocation : Chesterfield, MO Job Title : Client Service and Operations Associate Type of Position: Full-time Hours per week: 40 FLSA Classification : Exempt Working Hours: 8:00am-5:00pm Compensation : $50-55kOur mission is to help clients understand their current financial picture considering their future financial goals through a holistic planning process. INTEGRITY | TRUST IN RELATIONSHIP | POSITIVITY | GENEROSITY | SELF-AWARENESS | RESPONSIBILITY | PLAYFULNESS Job Summary The Client Service and Operations Associate specialize in servicing clients and supports the financial advisor to ensure that their focus remains on building their business.
Client Reporting Services Specialist StifelClient Reporting Services SpecialistSaint Louis, MissouriFull timeWhat You'll Bring: • General knowledge and understanding of the wealth management business, including as it relates to investment products (securities, stocks, bonds, funds, separately managed accounts, options, annuities, etc.), strategies (active v. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Udacity LearnVantage Mid-Market Account Success Management Associate Manager Accenture PlcUdacity LearnVantage Mid-Market Account Success Management Associate ManagerSt. Louis, MOYou combine strong commercial acumen with a passion for helping customers achieve measurable business outcomes, consistently driving retention, expansion, and long-term customer value. You are an influential communicator with executive presence, capable of building trusted relationships with customers, partners, and internal stakeholders while serving as the voice of the customer across the organization.
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.
Premier Client Banker - PNC Wealth Management PNC BankPremier Client Banker - PNC Wealth ManagementMissouriPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
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.
Manager, Accounting Advisory Manufacturing Industry Clients Wipfli LLPManager, Accounting Advisory Manufacturing Industry ClientsClayton, MORemoteQualifications: Bachelor's degree in Accounting, Finance, or Business required • 4-6 years of accounting experience, including exposure to manufacturing environments • 3+ years of experience leading and developing teams • Knowledge of manufacturing accounting concepts, including WIP, inventory, job costing, and COGS • CPA, CMA, or similar certification preferred • Strong financial reporting and analytical skills • Proven ability to manage multiple priorities, projects, and client relationships • Excellent communication and presentation skills • Experience with accounting/ERP systems (e.g., QuickBooks Online, NetSuite, Fishbowl, Katana) and Microsoft Office • Ability to influence outcomes, drive process improvements, and develop team members • Ability to travel up to 10%. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.
Senior Accountant, Outsourced Accounting Healthcare Industry Clients Wipfli LLPSenior Accountant, Outsourced Accounting Healthcare Industry ClientsClayton, MORemoteWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. In this role, you'll provide assistant controller-level support to healthcare clients, helping them navigate complex financial needs with confidence.
Assistant Controller, Outsourced Accounting, Nonprofit Industry Clients Wipfli LLPAssistant Controller, Outsourced Accounting, Nonprofit Industry ClientsClayton, MORemoteVoluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Wipfli's client advisory services team is growing, and we are looking for a Senior Accountant to help our nonprofit clients thrive.
Client Service Representative VCA IncClient Service RepresentativeSpringfield, MOAt VCA Parkcrest Animal Hospital, we believe a warm smile, remembering a client's name, celebrating a puppy's first visit, sitting with someone during a difficult goodbye, or walking a bag of pet food to a client's car can leave just as much of an impact as the medicine we practice. If you love helping people, enjoy working in a fast-paced environment, and aren't afraid to greet a puppy or comfort a nervous pet parent, we'd love to meet you.
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.
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.
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.
Team Leader Technology - Client Document Experience Edward D Jones & Co LPTeam Leader Technology - Client Document ExperienceSt. Louis, MOThis person will have dual responsibilities of product delivery management over multiple durable product delivery teams focused on client document applications and people leadership for the software development engineers within those teams. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
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.
Trade Services Client Support Manager US BankTrade Services Client Support ManagerEarth City, MO$86,360–$101,600 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Proactively manages operational risks associated with span of responsibility, including the identification of control gaps and the design of operational controls to mitigate risks and financial exposure to the organization.
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.
Treasury Client Service Support Specialist II Stifel Financial CorpTreasury Client Service Support Specialist IISaint Louis, MOStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
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.
Trust Client Support Specialist Stifel Financial CorpTrust Client Support SpecialistSaint Louis, MOStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Trust Client Support Specialist provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support.
Treasury Client Service Support Specialist Stifel Financial CorpTreasury Client Service Support SpecialistSaint Louis, MOStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Treausry Client Service Support Specialist provides information and support in response to inquiries from clients and various business units to aide in the delivery of treasury products and services.
Client Reporting Services Specialist Stifel Financial CorpClient Reporting Services SpecialistSaint Louis, MOAssist with the day-to-day administration of the reporting platforms made available through Stifel''s Investment Products and Services Group.• Provide general frontline support to Stifel Financial Advisors utilizing the platform including general system navigation, key workflows, best practices, and calculation information.• Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewTrust Client Support Specialist II Stifel Financial CorpTrust Client Support Specialist IISaint Louis, MOStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Trust Client Support Specialist II provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support.
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.
Client Service Coordinator I Amerifleet Transportation, Inc.Client Service Coordinator ISaint Louis, MOPart timeThe Client Service Coordinator I supports day-to-day client operations by managing orders, coordinating updates, and ensuring consistent service delivery across assigned accounts. The position works closely with internal teams and customers to support operational execution, maintain communication, and contribute to a positive client experience.
Technical Support Engineer III- Symitar Client Services Engineering Jack Henry & Associates IncTechnical Support Engineer III- Symitar Client Services EngineeringSpringfield, MORemote$66,500–$80,000 / yearOur strategy focuses on delivering secure data access, mitigating fraud, and enabling seamless integration, empowering our teams to build innovative solutions that meet the evolving needs of accountholders. Ability to gather, analyze, and document system and functional requirements, with working knowledge of Software Development Life Cycle (SDLC) methodologies, including Agile and Waterfall.
Client Account Executive - Mining & Metals Black & Veatch Holding CoClient Account Executive - Mining & MetalsKansas City, MO$191,312–$286,594 / yearYou'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.
Client Manager Sr - Commercial UMB Financial CorpClient Manager Sr - CommercialKansas City, MO$141,354–$207,900 / yearSpecific 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 Financial CorpInstitutional Custody Client Service AdministratorKansas City, MO$54,220–$79,020 / yearThe 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. How you'll spend your time: You will field client inquires and serve as the primary contact for assigned custody clients to process any requests and provide the highest level of customer service.
Recoupment Manager, Client Financial Services BrightliRecoupment Manager, Client Financial ServicesSpringfield, MissouriEmployee Assistance Program – 24/7 counseling services, legal assistance, & financial consultation for you and your household at no cost· Mileage Reimbursement – Company paid for work functions requiring travel· Employee Discounts – Hotels, Theme Parks & Attractions, College Tuition· Workplace Culture - An environment cultivating employee wellbeing, valuing each individual's humanity, and actively promoting a healthy, joyful workforce· Additional Perks & Benefits - Scroll down to bottom of this post to learn more. Keywords: Revenue Cycle Management, Client Financial Services, Healthcare Billing, Insurance Overpayments, Recoupment Management, Collections, Payment Processing, Revenue Cycle Operations, Financial Analysis, Healthcare Administration.
Client Access Representatives - Float BrightliClient Access Representatives - FloatColumbia, MissouriA mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients. A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance use care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
Trust Client Support Specialist StifelTrust Client Support SpecialistSaint Louis, MissouriFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: The Trust Client Support Specialist provides assistance to Stifel Charitable clients regarding online account access, new account documentation, and general client support.
NewEpic Client Systems Administrator I Southeast Alabama Medical CenterEpic Client Systems Administrator IMOHolding ongoing communications with team members and department representatives and leaders (including Senior Leadership, if required) to discuss the status of deliverables, shared issues, end-user concerns, budget, and upcoming milestones. Working with Epic representatives, the organization's business community and end-users to ensure the system meets the organization's business needs in regard to the project deliverables and timeline.
Senior Order Operations Analyst, Client Facing SPECTRUMSenior Order Operations Analyst, Client FacingSt Louis, MOYour expertise will shape the order lifecycle and support the seamless implementation of Spectrum Enterprise solutions, making a measurable difference across our Service Delivery organization. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand.
High Net Worth Client Development Analyst Edward D Jones & Co LPHigh Net Worth Client Development AnalystSt. Louis, MOReporting to the HNW Client Development Manager, you analyze client needs, support Financial Advisors and Branch Teams, and help implement strategies that deliver HNW products & services, HNW-focused offerings, Banking, and Financial Planning support. You serve as the primary point of contact between the field and High Net Worth (HNW) offerings, acting as a subject matter expert and guiding branch teams along the optimal path for client servicing and engagement.
Senior Manager, Accounting Advisory - Nonprofit Industry Clients Wipfli Advisory LLCSenior Manager, Accounting Advisory - Nonprofit Industry ClientsClayton, MissouriRemoteFull timeWipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice.
Manager, Accounting Advisory - Skilled Nursing Industry Clients Wipfli Advisory LLCManager, Accounting Advisory - Skilled Nursing Industry ClientsClayton, MissouriRemoteFull timeWipfli’s accounting advisory practice is seeking a Manager with strong healthcare and post‑acute care experience to serve as an outsourced controller and support our skilled nursing industry clients. In this role, you will provide controller‑level advisory by delivering strategic financial insights, guiding clients through budgeting, forecasting, and operational improvements, and supporting long‑term financial stability.