Jobs
>
Kansas City

    Client Service Associate - Kansas City, United States - TalentLink Solutions

    TalentLink Solutions
    TalentLink Solutions Kansas City, United States

    3 weeks ago

    Default job background
    Description
    We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support.

    We serve as advocates for our clients and act as a guide through customized financial planning, investment management, insurance solutions, and employer-sponsored retirement plans.

    We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our continued growth.

    In addition to having a strong working knowledge of industry software, systems and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction.

    Whether it's completing paperwork and tasks, onboarding new clients, handling service requests, scheduling or preparing for meetings, you tackle it with a service heart and an accuracy and efficiency that can't be beaten.

    We are a small yet nimble team, and this role is crucial to our continued success. You will be instrumental in ensuring our clients receive the highest level of service and support.

    With your astute industry knowledge, you not only know the differences between accounts such as trusts, IRA vs ROTH, and qualified vs nonqualified, but you also know what steps are needed to process them appropriately.

    You are tech savvy, an adopter of change, and willing to go above and beyond when it's needed. You are naturally curious and capable of identifying efficiency gaps and executing on improvement.

    ESSENTIAL RESPONSIBILIITESCommunicate, process, and follow up with clients on various client service items, including general questions, applications, withdrawal requests, beneficiary changes, etc.

    following all to completionCoordinate with the advisor and clients to complete and process new account paperwork, transfers, contributions, and keep client accounts in good standingAnswer, screen, and route phone calls, assisting client directly or taking messages for other team members as appropriatePrepare, organize, coordinate, and maintain all client paperworkMaintain client records in database, including documentation of phone calls and conversationsDeliver superior client service - troubleshoot problems and serve as liaison between Advisor and Client as needed Schedule appointments, maintain calendar, and coordinate scheduling internally and externally, as neededCommunicate with the broker/dealer, advisory firm and product contacts Maintain broker records, logs, and blottersFollow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issuesSKILLS & REQUIREMENTSCollege graduate highly preferred, or equivalent work experience3+ years of financial services experience required; ideally in B/D or RIA environment supporting a financial advisor or similar settingA commitment to excellence; detail-oriented, client-focused, and highly organizedTech-savvy and highly proficient in Microsoft Office suite; strong ability to learn and apply new software systems quicklySuperior phone skills; friendly and helpful in all interactions on the phoneExcellent interpersonal and communication skills; ability to communicate in a pleasant, tactful and effective manner (both orally and in writing), and to handle difficult, sensitive issuesStrong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions Proactive team player able to work in a fast-paced environmentMust be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor; final job offer is dependent on successful completion and approval by the broker/dealer firm
  • TalentLink Solutions

    Client Service Associate

    6 days ago

    TalentLink Solutions Kansas City, United States

    We are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and ...

  • SSM Health

    Environmental Services Associate

    1 week ago

    SSM Health Midwest City, United States Part time

    JOB DESCRIPTION It's more than a career, it's a calling. · OK-SSM Health St. Anthony Hospital Midwest Worker Type: · PRN Job Highlights: · SSM Health's St. Anthony Hospital Midwest City is seeking a Housekeeper / EVS Associate to join our team · This is a PRN position. ...

  • JARBO

    Customer Service Associate

    3 weeks ago

    JARBO Kansas City, United States

    Job Description · Job DescriptionSummary - Technical Support Technician – Customer Service Associate: · JARBO is currently assisting a rapidly-growing technology and infrastructure company with identifying technically-savvy Customer Service professionals. Previous technical suppo ...

  • Marshall Retail Group

    Customer Service Associate, Electronics

    5 days ago

    Marshall Retail Group Kansas City, United States Full time/Part time

    Want to be part of a FANTASTIC , fast paced team? Do you love talking all about brands like Apple, BOSE, and Beats? Do have retail experience? WONDERFUL · We have a great job for you · We are now looking to fill Customer Service Associate positions for our brand-new InMotion ...

  • Stifel Financial

    Client Service Associate

    6 days ago

    Stifel Financial Kansas City, United States

    Summary · The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with ...

  • TS2 Hospitality

    Guest Service Associate

    1 week ago

    TS2 Hospitality Kansas City, United States

    Job Description · Job DescriptionSalary: $14-$15 · Job summary · Our guest service associates are the "front line" of our hotel team, interacting the most with guests and often having the greatest impact on the overall guest experience. As a member of the guest services team, you ...

  • Capfed

    Customer Service Associate

    1 week ago

    Capfed Kansas City, United States Part time

    ** Customer Service Associate - Part Time** · **Job Category****:** Retail Operations **Requisition Number****:** CUSTO003030 Showing 1 location **Job Details** · **Description** · Capitol Federal is looking for someone that is inspired by making a difference and wants a caree ...

  • Cedar Fair

    Customer Service Associate

    1 week ago

    Cedar Fair Kansas City, United States

    **Customer Service Associate** · CAROUSEL_PARAGRAPH · Kansas City, Missouri · Customer/Guest Services · 12742 · ** Share Job** · ** Job Description** · **Overview:** · You will join a renown team of customer service professionals who look to fulfill our promise to make pe ...

  • TalentLink Solutions

    Client Service Associate

    3 weeks ago

    TalentLink Solutions Kansas City, United States

    Job Description · Job DescriptionWe are a $300M+ financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest ...

  • Earth Fare, Inc

    Guest Services Associate

    5 days ago

    Earth Fare, Inc Kansas City, United States

    Greets guests upon arrival and make them feel welcome. Administer check-ins and check-outs. Responds in a professional and courteous manner to arriving, departing and in-house guests by providing accurate and timely information and services. · Essential Duties & Responsibilities: ...

  • HomeGoods

    Loss Prevention Customer Service Associate

    1 week ago

    HomeGoods Kansas City, United States Full time

    JOB DESCRIPTION Style is never in short supply at our more than 500 HomeGoods stores and we are constantly on a mission to provide the little surprises and extra touches that make a house feel like home. Same with working here. Our environment is ever-changing, yet always encour ...

  • Kansas Health System

    Guest Services Associate

    1 week ago

    Kansas Health System Kansas City, United States

    Guest Services Associate page is loaded **Guest Services Associate** · **Guest Services Associate** · locationsKansas City, KS time typePart time posted onPosted Today job requisition idR-14502 **Position Title** · Guest Services AssociateMain Campus**COVID-19 and flu vaccines ...

  • The University of Kansas Health System

    Food Service Associate

    1 week ago

    The University of Kansas Health System Kansas City, United States

    Position Title · Food Service Associate · Bell Hospital, Cambridge Tower A · Position Summary / Career Interest: · The Food Service Associate position may perform one or more functions including, but not limited to, building patient meal trays; preparing fruits and vegetables ...

  • The University of Kansas Hospital

    Food Service Associate

    3 weeks ago

    The University of Kansas Hospital Kansas City, United States

    Position Title · Food Service Associate · Bell Hospital, Cambridge Tower A · Position Summary / Career Interest: · The Food Service Associate position may perform one or more functions including, but not limited to, building patient meal trays; preparing fruits and vegetables; pr ...

  • Johnson Controls International

    Associate Director, Security Service Initiatives

    3 weeks ago

    Johnson Controls International Kansas City, United States

    · What you will do · The Director, Security Service Initiatives will drive the objectives, metrics, and field adoption of service initiatives that will transform our field service delivery model to drive exponential growth and profitability of our truck-based service business. · ...

  • Umb Financial Corporation

    Securities Services Ops Associate

    3 weeks ago

    Umb Financial Corporation Kansas City, United States

    The Securities Services Operations Associate is a part of the Trust Operations team that assists with the processing of incoming and outgoing wires for mutual fund clients. Within the Trust Operations environment, this team interacts with various UMB clients and internal partners ...

  • Public Consulting Group

    Client Service Associate 2

    3 weeks ago

    Public Consulting Group Kansas City, United States

    About Public Consulting Group · Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,0 ...

  • Public Consulting Group

    Client Service Associate 2

    5 days ago

    Public Consulting Group Kansas City, United States

    Overview · About Public Consulting Group · Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve lives. Founded in 1986, PCG employs approx ...

  • Capfed

    Customer Service Associate II

    1 week ago

    Capfed Kansas City, United States

    ** Customer Service Associate II** · **Job Category****:** Retail Operations **Requisition Number****:** CUSTO003077 Showing 1 location **Job Details** · **Description** · Capitol Federal is looking for someone that is passionate about making a difference or wants to build a c ...

  • Swiss Re

    CorSo Business Services Associate

    3 weeks ago

    Swiss Re Kansas City, United States

    Are you looking to become a part of a team that will allow you to grow in the insurance industry? Do you vlaue being a compentent partner to the underwriting team and assisting getting quotes completed? Start your Swiss Re career here with our Underwriting Associate position in E ...