Client Service Associate – Travel (Remote) HomebasedcareersintravelClient Service Associate – Travel (Remote)Springfield, MissouriRemoteIn this role, you will assist clients with travel planning, provide excellent customer service, and help coordinate memorable travel experiences. We are looking for motivated and service-oriented individuals to join our growing travel team as a Client Service Associate – Travel .
Client Service Associate Financial EnginesClient Service AssociateSaint Louis, MO$54,000–$65,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Client Service Associate MarinerClient Service AssociateBrentwood, MissouriMaintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees. Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate, and direct client activities with other team members and assist as necessary.
Client Service Associate Edelman Financial Engines LLCClient Service AssociateSaint Louis, MO$54,000–$65,000 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Associate - Client Service Matter Family OfficeAssociate - Client ServiceSt. Louis, MOThis role is highly collaborative, focused on executing client work plans, coordinating across internal teams, and delivering high-quality financial planning and investment support. Matter Family Office is seeking an Associate – Client Service to support the delivery of comprehensive wealth management services to client families.
Senior Associate - Client Service Matter Family OfficeSenior Associate - Client ServiceSt. Louis, MOYou'll be ensuring the successful execution of each assigned client's work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning.
Client Service and Operations Associate Northwestern Mutual - ClaytonClient Service and Operations AssociateChesterfield, MOFull timeEnsure seamless completion of all insurance policies from start to finish including creating applications, medical examiner communication, constant client follow up, underwriting communication, and coordinating with outside insurance vendors as needed. 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 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.
Client Services Specialist Sun Life Financial IncClient 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.
NewSr. Manager Client Services - Remote Advantage SolutionsSr. Manager Client Services - RemoteSt. Louis, MissouriRemoteFull timeResponsibilities: The Company is one of North America’s leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. • Provide support for internal or external clients with day-to-day program management, proposal development, research projects, status reports, meeting recaps, and budget tracking.
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.
Tax Senior Manager, Private Client Services BDO International LtdTax Senior Manager, Private Client ServicesSt Louis, MO$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Summary: The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesSt Louis, MO$146,000–$200,000 / yearSignificant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Summary: The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients.
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.
System Director, Client Financial Services BrightliSystem Director, Client Financial ServicesSpringfield, 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. Join our dedicated and collaborative team as the Systems Director of Client Financial Services, where you will play a crucial role in managing the overall functions of the Company’s revenue cycle.
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.
NewResidential Tech - Client Services - St. Ann, MO BJC HealthCareResidential Tech - Client Services - St. Ann, MOSt. Ann, MOJob Responsibilities - Complete daily rounds, prompt clients to clean their apartment, take meds and take care of hygiene, participate in chores, remind clients of their doctors' appointments, work with client and encourage them to reach their goals, advocate for clients; computer skills, effective communication skills, motivating/encouraging clients and teamwork. Idea Skill Set - Excellent communication, abilities to resolve conflicts, good listener, empathetic, pays attention to detail, teachable and non-judgmental, works well independently.
Tax Experienced Senior, Private Client Services BDO International LtdTax Experienced Senior, Private Client ServicesSt Louis, MO$96,000–$125,000 / yearA Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesSt Louis, MO$84,000–$110,000 / yearA Tax Senior, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Experienced Senior, Private Client Services BDO USA PCTax Experienced Senior, Private Client ServicesSt Louis, MO$96,000–$125,000 / yearA Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.