Client Relations Specialist Salaries in Missouri

Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings.

$55,000 - $75,000 a year

Series 6, 63, or 7 license preferred; candidates without a license but with qualifying industry. Independent advisory firm strongly preferred.

Bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.

$81,864 - $120,406 a year

Answers all incoming phone calls and handles as appropriate. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take…

Run high-volume outbound activity through calls, emails, and demos to generate and progress expansion pipeline.

Life, Health & Accident insurance license in Kansas and Missouri (or must obtain appointment through insurance carriers within 90 days of employment).

$50,000 - $60,000 a year

13 days ago