Client Services Specialist

64101 Kansas City, Missouri Beauty Brands

Posted 1 day ago

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Job Description

Job Details

Job Location
104 - Kansas City, MO

Position Type
Full-Time/Part-Time

Job Shift
Day

Job Category
Retail

Description

Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports our store sales.

Duties and Responsibilities
  • Create a GLAMOUR Experience for every customer.
  • Welcome all customers entering the store with the appropriate Beauty Brands greeting.
  • Promote the Take Ten program with every customer.
  • Ensure resolution of customer concerns to the satisfaction of the customer and Beauty Brands.
  • Follow company policies.
  • Meet attendance, punctuality, and required work guidelines.
  • Perform store operations procedures with accuracy.
  • Complete all required projects (as assigned by management) on time and with accuracy.
  • Support an accurate inventory process.
  • Assist in the proper execution of marketing plans, promotional programs, and visual merchandising standards.
  • Answer the phone with the Beauty Brands greeting by the third ring.
  • Utilize the Just Ask program and Just Ask Daily Form to support the GLAMOUR Experience , enhance suggestive selling, and increase add-on sales goals (set by manager) using "just one more" program.
  • Attend a required number of Education classes (as directed by manager).
  • Ensure that store safety and security measures are being followed.
  • Attend scheduled store meetings.
  • Follow the client experience guidelines, as it applies to the position.
About Beauty Brands:

As a family-owned business, we put our people first. Associates, stylists, estheticians, nail technicians, customers - everyone who walks through our doors is considered part of the family. We look out for our own, investing in our employees and providing the best deals and quality, trusted products for our customers.

Beauty Brands was founded in 1995 by Bob Bernstein on the idea of providing a one-stop beauty destination, saving customers time and making them feel fantastic. Today Beauty Brands has become a true home for beauty. A place where the beauty within is celebrated. A place that houses all things, hair, makeup, skin, nails, plus knowledgeable associates to guide you along your beauty journey. We're more than a salon, spa & beauty store. We are a family, and we treat everyone who walks through our doors as such. Just like a home, we want our associates and customers to feel special, comfortable, valued, welcomed, and understood every time they are in our locations. We are your home for beauty.

Qualifications

Prerequisites
  • Strong customer service, communication, and interpersonal skills.
  • Demonstrated record of punctuality, attendance, teamwork, and ability to follow company policies.
Physical Job Requirements
  • Assisting in inventory - requires bending, stretching to reach shelves, and lifting merchandise.
  • Product receiving and preparation - opening and lifting boxes; carrying products.
  • Merchandising product - requires bending, stretching to reach shelves, and lifting products and fixture shelves.
  • Daily cleaning - wiping down shelves, windows and counters; sweeping, vacuuming, mopping, changing light bulbs, standing on a ladder.
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Client Services Representative

64101 Kansas City, Missouri American Century Investment Services, Inc.

Posted 1 day ago

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Job Description

About UsAmerican Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every year-more than $2 billion since 2000-to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone.All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you. For more information, please visit americancentury.com. Role SummaryWe are seeking a diverse group of professionals to join our team in our Client Service Representative training program.The start date for this class is September 8, 2025.Are you a client-focused individual looking for challenging work in a team setting? Collaborate with other like-minded individuals by joining our team. Your desire and competitive drive will help move our business forward!The Client Services Representative is accountable for facilitating positive interaction with American Century's internal and external clients by providing transactional and service excellence. This individual interprets and completes a variety of sophisticated client requests, including account establishment for multiple registration types and financial and non-financial transactions. In this role, you'll spend up to 12 weeks in training learning more complex transactions. Your performance results will be measured and evaluated throughout the life of the role. How You Will Make an Impact Models the American Century Investments Winning Behaviors: Client Focused: Enhancing customer satisfaction and building strong customer relationships.Courageous & Accountable: Adheres to the highest ethical standards and business practices and supports a culture of compliance.Collaborative: Support a team environment by successfully collaborating with internal clients and business partners.Curious and Adaptable: Constantly learns about our business, evaluates and makes improvements in how we do business.Competitive Drive: Passionate about our industry and clients.Transaction Management: Interpret and complete complex transactions for multiple account types accurately and timely using a variety of resources.Performance Excellence: Demonstrate knowledge retention and continuous progress by meeting or exceeding job performance quality and productivity metrics, starting from training and throughout the role.Attention to Detail: Exhibit a high aptitude for attention to detail.Math Proficiency: Understanding basic math.Typing Speed: Type at least 40 words per minute.Self-Sufficiency: Utilize problem-solving and research skills, along with online resources, to demonstrate self-sufficiency.Professional Communication: Highly skilled in both written and verbal communication, ensuring clear and professional interactions with clients through phone calls and written correspondence.Policy Adherence: Stay current on policies and procedures.Active Participation: Attend training sessions, team, and department meetings.Constructive Feedback: Accept and act on constructive feedback in a professional manner.What You Bring to the Team (Required) Associates degree or some college preferred (or any equivalent combination of education and work experience). Previous client service experience.Proven ability to multi-task and research answers to problems. Proficiency using multiple computer applications/programs simultaneously. Ability to successfully complete pre-employment testing.Additional Requirements: Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. Upon the successful completion of the initial training period and showing proficiency (3-6 months), 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).Overtime: Employees may be required to work overtime. This includes after normal shift end times as necessary to meet business demands.Communication: Employees should maintain open and effective communication with their manager and/or team lead regarding their availability and any potential scheduling conflicts.The above statements are not intended to be a complete list of all responsibilities, duties, and skills requiredWhy should you work at ACI?Competitive Pay: $20.43 per hour starting with an annual bonus opportunity dependent on employee and company performanceFlexible workplace plans post-training and once showing proficiency in the role (3-6 months)31 days paid time off/holidays each yearBusiness Casual Dress CodeFree On-Site ParkingGenerous benefits plans and resourcesAfter 12 months in the role, opportunities for future career advancement within the department or into other areas of the company, including: Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more! 65% of our Associates were promoted to new positions within their first two years.What We OfferCompetitive compensation package with bonus planGenerous PTO and competitive benefits401k with 5% company match plus annual performance-based discretionary contributionTuition reimbursement, formal mentorship program, live and online learningEmployees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to All requests for accommodation will be addressed as confidentially as practicable.American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.#LI-Hybrid American Century Proprietary Holdings, Inc. All rights reserved.

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Client Services Representative

64101 Kansas City, Missouri American Century Investments

Posted today

Job Viewed

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Job Description

Client Service Representative Training Program

American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.

Privately controlled and independent, we focus solely on investment management. But there's an unexpected side to us, too. We direct over 40% of our profits every yearmore than $2 billion since 2000to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute's breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer's. So, the better we do for our clients, the more we can do for everyone.

All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you're excited to learn more about us, we can't wait to learn more about you.

We are seeking a diverse group of professionals to join our team in our Client Service Representative training program. The start date for this class is September 8, 2025. Are you a client-focused individual looking for challenging work in a team setting? Collaborate with other like-minded individuals by joining our team. Your desire and competitive drive will help move our business forward!

The Client Services Representative is accountable for facilitating positive interaction with American Century's internal and external clients by providing transactional and service excellence. This individual interprets and completes a variety of sophisticated client requests, including account establishment for multiple registration types and financial and non-financial transactions. In this role, you'll spend up to 12 weeks in training learning more complex transactions. Your performance results will be measured and evaluated throughout the life of the role.

How You Will Make an Impact

  • Models the American Century Investments Winning Behaviors:
    • Client Focused: Enhancing customer satisfaction and building strong customer relationships.
    • Courageous & Accountable: Adheres to the highest ethical standards and business practices and supports a culture of compliance.
    • Collaborative: Support a team environment by successfully collaborating with internal clients and business partners.
    • Curious and Adaptable: Constantly learns about our business, evaluates and makes improvements in how we do business.
    • Competitive Drive: Passionate about our industry and clients.
  • Transaction Management: Interpret and complete complex transactions for multiple account types accurately and timely using a variety of resources.
  • Performance Excellence: Demonstrate knowledge retention and continuous progress by meeting or exceeding job performance quality and productivity metrics, starting from training and throughout the role.
  • Attention to Detail: Exhibit a high aptitude for attention to detail.
  • Math Proficiency: Understanding basic math.
  • Typing Speed: Type at least 40 words per minute.
  • Self-Sufficiency: Utilize problem-solving and research skills, along with online resources, to demonstrate self-sufficiency.
  • Professional Communication: Highly skilled in both written and verbal communication, ensuring clear and professional interactions with clients through phone calls and written correspondence.
  • Policy Adherence: Stay current on policies and procedures.
  • Active Participation: Attend training sessions, team, and department meetings.
  • Constructive Feedback: Accept and act on constructive feedback in a professional manner.

What You Bring to the Team (Required)

  • Associates degree or some college preferred (or any equivalent combination of education and work experience).
  • Previous client service experience.
  • Proven ability to multi-task and research answers to problems.
  • Proficiency using multiple computer applications/programs simultaneously.
  • Ability to successfully complete pre-employment testing.

Additional Requirements

  • Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role. Upon the successful completion of the initial training period and showing proficiency (3-6 months), 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).
  • Overtime: Employees may be required to work overtime. This includes after normal shift end times as necessary to meet business demands.
  • Communication: Employees should maintain open and effective communication with their manager and/or team lead regarding their availability and any potential scheduling conflicts.

The above statements are not intended to be a complete list of all responsibilities, duties, and skills required.

Why should you work at ACI?

  • Competitive Pay: $20.43 per hour starting with an annual bonus opportunity dependent on employee and company performance
  • Flexible workplace plans post-training and once showing proficiency in the role (3-6 months)
  • 31 days paid time off/holidays each year
  • Business Casual Dress Code
  • Free On-Site Parking
  • Generous benefits plans and resources
  • After 12 months in the role, opportunities for future career advancement within the department or into other areas of the company, including: Sales, Legal, Information Technology, Accounting, Finance, Operations, Human Resources, and more! 65% of our Associates were promoted to new positions within their first two years.

What We Offer

  • Competitive compensation package with bonus plan
  • Generous PTO and competitive benefits
  • 401k with 5% company match plus annual performance-based discretionary contribution
  • Tuition reimbursement, formal mentorship program, live and online learning

Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.

American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.

We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to All requests for accommodation will be addressed as confidentially as practicable.

American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.

American Century Proprietary Holdings, Inc. All rights reserved.

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Client Services Specialist

64101 Kansas City, Missouri Shook, Hardy and Bacon LLP

Posted 2 days ago

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Job Description

The Client Services Specialist provides practice group administrative support and serves as a point-of-contact to legal and client teams to ensure compliance with firm and client billable/non-billable guidelines and expectations.Serves as subject matter expert and client service liaison to internal client teams by documenting, relaying, and ensuring compliance with client guidelines and matter management instructions.Develops, implements, communicates and updates internal client-specific processes, procedures, guidelines and practices to increase efficiencies and enhance client service.Develops and implements client/case-specific docketing and reporting processes & procedures with case team; may handle daily docketing including calendaring dates, creating new database records, preparing docket reports, and assisting on other docketing related tasks, as necessary.Provides administrative support to practice group leaders by preparing and maintaining tracking reports and/or internal databases with information relating to business development, trials, expenses, budgets, personnel, or other data identified by practice group leaders.Assists with identifying, evaluating, and managing potential vendors, such as medical record collection vendors, court reporters, etc.Acts as liaison with litigation support vendors, specifically on customer service issues; ensures vendors have received and are adhering to CMOs.Develops and coordinates methods for processing third-party vendor expenses, including communication of vendor payment guidelines to timekeepers, professional staff, local counsel, experts, and other vendors.Analyzes and reconciles client-related vendor and timekeeper expense reimbursements including those associated with trials; provides information to Billing & Collections team to meet client-billing requirements (client matter numbers, contact info, budget information, etc.).May process vendor invoices (local counsel, expert witness third-party vendors, etc.) as needed.Designs and updates client case management systems; troubleshoots issues with the data; assists in development of reports; prepares and maintains system training manuals for new users.Generates database reports/documents using preset report formats, and coordinates updates and circulation to legal team and client at required intervals.May upload data and documents to client-owned databases.Modifies electronic data files to create files for specific database applications; links images and other digital files to database records.May assist on data collection projects.May assist timekeepers in billable and non-billable work overflow, such as organizing, tracking and providing materials for litigation activities, experts and attorneys.Serves as cross functional point of contact for special projects and/or training to support workflow in the department/practice group.Completes multi-step projects with minimal timekeeper or supervisory review, using department/practice group knowledge and problem solving skills.Keeps practice group and firm personnel abreast of current and potential problems, seeks advice as needed.As requested by supervisor, may engage in guiding and mentoring of staff to enhance performance and behavior.May participate in trial by assisting with trial site operations.May travel occasionally to conduct any required duties.Associate's degree (A.A.) or equivalent from two-year college or technical school; and at least two to three years of law firm experience and/or training; or equivalent combination of education and experience.Strong organizational, analytical and problem solving skills with the ability to be a proactive, self-starter who understands the details within a much larger context.Effectively sets priorities, meets deadlines, and manages multiple projects with attention to detail. Thorough working-knowledge of litigation procedures, deadlines, and rules.Ability to follow complex instructions and communicate accurately and concisely to attorneys, clients and co-workers.

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Client Services Specialist

66213 Overland Park, Kansas Beauty Brands

Posted 3 days ago

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Job Description

Job Details

Job Location
101 - Overland Park, KS

Position Type
Full-Time/Part-Time

Job Shift
Day

Job Category
Retail

Description

Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports our store sales.

Duties and Responsibilities
  • Create a GLAMOUR Experience for every customer.
  • Welcome all customers entering the store with the appropriate Beauty Brands greeting.
  • Promote the Take Ten program with every customer.
  • Ensure resolution of customer concerns to the satisfaction of the customer and Beauty Brands.
  • Follow company policies.
  • Meet attendance, punctuality, and required work guidelines.
  • Perform store operations procedures with accuracy.
  • Complete all required projects (as assigned by management) on time and with accuracy.
  • Support an accurate inventory process.
  • Assist in the proper execution of marketing plans, promotional programs, and visual merchandising standards.
  • Answer the phone with the Beauty Brands greeting by the third ring.
  • Utilize the Just Ask program and Just Ask Daily Form to support the GLAMOUR Experience , enhance suggestive selling, and increase add-on sales goals (set by manager) using "just one more" program.
  • Attend a required number of Education classes (as directed by manager).
  • Ensure that store safety and security measures are being followed.
  • Attend scheduled store meetings.
  • Follow the client experience guidelines, as it applies to the position.
About Beauty Brands:

As a family-owned business, we put our people first. Associates, stylists, estheticians, nail technicians, customers - everyone who walks through our doors is considered part of the family. We look out for our own, investing in our employees and providing the best deals and quality, trusted products for our customers.

Beauty Brands was founded in 1995 by Bob Bernstein on the idea of providing a one-stop beauty destination, saving customers time and making them feel fantastic. Today Beauty Brands has become a true home for beauty. A place where the beauty within is celebrated. A place that houses all things, hair, makeup, skin, nails, plus knowledgeable associates to guide you along your beauty journey. We're more than a salon, spa & beauty store. We are a family, and we treat everyone who walks through our doors as such. Just like a home, we want our associates and customers to feel special, comfortable, valued, welcomed, and understood every time they are in our locations. We are your home for beauty.

Qualifications

Prerequisites
  • Strong customer service, communication, and interpersonal skills.
  • Demonstrated record of punctuality, attendance, teamwork, and ability to follow company policies.
Physical Job Requirements
  • Assisting in inventory - requires bending, stretching to reach shelves, and lifting merchandise.
  • Product receiving and preparation - opening and lifting boxes; carrying products.
  • Merchandising product - requires bending, stretching to reach shelves, and lifting products and fixture shelves.
  • Daily cleaning - wiping down shelves, windows and counters; sweeping, vacuuming, mopping, changing light bulbs, standing on a ladder.
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Client Services Specialist

66203 Shawnee, Kansas Beauty Brands

Posted 3 days ago

Job Viewed

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Job Description

Job Details

Job Location
161 - Shawnee, KS

Position Type
Full-Time/Part-Time

Job Shift
Day

Job Category
Retail

Description

Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports our store sales.

Duties and Responsibilities
  • Create a GLAMOUR Experience for every customer.
  • Welcome all customers entering the store with the appropriate Beauty Brands greeting.
  • Promote the Take Ten program with every customer.
  • Ensure resolution of customer concerns to the satisfaction of the customer and Beauty Brands.
  • Follow company policies.
  • Meet attendance, punctuality, and required work guidelines.
  • Perform store operations procedures with accuracy.
  • Complete all required projects (as assigned by management) on time and with accuracy.
  • Support an accurate inventory process.
  • Assist in the proper execution of marketing plans, promotional programs, and visual merchandising standards.
  • Answer the phone with the Beauty Brands greeting by the third ring.
  • Utilize the Just Ask program and Just Ask Daily Form to support the GLAMOUR Experience , enhance suggestive selling, and increase add-on sales goals (set by manager) using "just one more" program.
  • Attend a required number of Education classes (as directed by manager).
  • Ensure that store safety and security measures are being followed.
  • Attend scheduled store meetings.
  • Follow the client experience guidelines, as it applies to the position.
About Beauty Brands:

As a family-owned business, we put our people first. Associates, stylists, estheticians, nail technicians, customers - everyone who walks through our doors is considered part of the family. We look out for our own, investing in our employees and providing the best deals and quality, trusted products for our customers.

Beauty Brands was founded in 1995 by Bob Bernstein on the idea of providing a one-stop beauty destination, saving customers time and making them feel fantastic. Today Beauty Brands has become a true home for beauty. A place where the beauty within is celebrated. A place that houses all things, hair, makeup, skin, nails, plus knowledgeable associates to guide you along your beauty journey. We're more than a salon, spa & beauty store. We are a family, and we treat everyone who walks through our doors as such. Just like a home, we want our associates and customers to feel special, comfortable, valued, welcomed, and understood every time they are in our locations. We are your home for beauty.

Qualifications

Prerequisites
  • Strong customer service, communication, and interpersonal skills.
  • Demonstrated record of punctuality, attendance, teamwork, and ability to follow company policies.
Physical Job Requirements
  • Assisting in inventory - requires bending, stretching to reach shelves, and lifting merchandise.
  • Product receiving and preparation - opening and lifting boxes; carrying products.
  • Merchandising product - requires bending, stretching to reach shelves, and lifting products and fixture shelves.
  • Daily cleaning - wiping down shelves, windows and counters; sweeping, vacuuming, mopping, changing light bulbs, standing on a ladder.
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Client Services Analyst, AVP

64101 Kansas City, Missouri State Street Corporation

Posted 3 days ago

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Job Description

As a Client Service Analyst, you will:Understand client objectives and respond to questions on business functionality and processes. Identify software defects and collaborate with Agile development teams to ensure appropriate and swift resolution. Be Client Service, Analyst, Accounting, Business Services, Investment, Client

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Account Manager II - Client Services

66210 Overland Park, Kansas PNC

Posted 1 day ago

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Job Description

**Position Overview**
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As an Account Manager II within PNC's Client Services organization, you will be based in Kansas City, Pittsburgh, Little Rock, or Birmingham .
**Job Description**
+ Under supervision, responsible for developing and maintaining assigned long-term client relationships. Provides sales or consultative support to clients and serves as the liaison between clients and operational servicing units. May participate in pricing and resource discussions and in developing the scope of service provided to existing and potential clients.
+ Serves as point of contact for client matters. May help identify and develop new servicing opportunities with existing clients to build and maintain a long-lasting relationship. This includes leveraging industry and PNC knowledge to inform customers of appropriate products/services, rates, and other opportunities.
+ Involved in negotiating servicing agreements and servicing fees for existing clients if contract modifications are needed. May work with in-house counsel and clients on contract negotiations. This includes the review of the servicing agreements to ensure contract terms meet servicing guidelines.
+ Participates in the analysis, assessment and documentation of client requirements. Forecasts and tracks key account metrics. May identify customization needs, and work with service partners to decision/implement.
+ Manages processes outlined in the contract and partners to resolve challenges regarding implementation and production issues. Serves as an escalation point for high severity requests or issues. Works towards finding the best solution to maintain a positive client relationship.
PNC 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.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Account Management, Client Counseling, Competitive Advantages, Go-to-Market Strategies, Influencing Skills, Negotiation, Relationship Building, Sales Operations
**Competencies**
Account Management, Customer Relationship Management Applications, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Negotiating, Problem Management Process
**Work Experience**
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
Bachelors
**Certifications**
No Required Certification(s)
**Licenses**
No Required License(s)
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
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; 8 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.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards ( .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice ( to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
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Wealth Management Client Services Associate

64101 Kansas City, Missouri Busey

Posted 2 days ago

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Job Description

Wealth Management Client Services Associate

Join to apply for the Wealth Management Client Services Associate role at Busey

Wealth Management Client Services Associate

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Join to apply for the Wealth Management Client Services Associate role at Busey

Position Summary

Position Summary

The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team.

Duties & Responsibilities

  • This position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and Teamwork.
  • Take part in formulating the appropriate actions necessary to aid clients and enhance their relationship with Busey.
  • Support advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
  • This role interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
  • Support the successful execution of our Proactive Client Engagement Model by supporting client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, coordinate any additional items needed for these events.
  • Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as policy and procedure guidelines.
  • Support the overall team by aiding in formulating solutions to compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrate competencies regarding regulations and procedures.
  • Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.

Education & Experience

Knowledge Of

Strong oral and written communication skills with moderate to high customer contact via in person meetings, phone conversations, and other correspondence methods.

Strong organizational skills

Ability To

  • Multi-task and work independently.
  • Perform duties under frequent time pressures

Education And Training

  • Bachelors degree in business or finance or two or more years related experience in the financial services industry with high net-worth client preferred.
  • Requires successful completion of the Wealth Management Specialist certification or Certified Wealth Strategist designation within 1 year of hire. Additional certifications such as a CFP, CFA, CTFA, or CPA are recommended to be started by the end of first year of service.
  • Minimum of 6 hours of annual continuing education in courses related to the positions responsibilities. (Approved webinars, seminars, and courses will be credited at the CE amount stated.)
  • Requires knowledge of standard business systems, including but not limited to, Trust Accounting systems, Microsoft Office, and Outlook.

Compensation And Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Base Pay Range: $20 - $8/Hour

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-beingnow and in the years to comeare important to us. Buseys Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Buseys commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Buseys Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails. Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Banking

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