Top 92 Document prep Jobs in Kansas

Client Service Manager to Financial Advisor
Caliber Wealth Management —Overland Park, KS
- $65,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Management
- Health savings account
- Health insurance
Quick Apply
Painter II
Sunflower Home Buyers —Olathe, KS
- $23 - $25 an hour
- Full-time
- Construction site
- Mid-level
- Residential
- Mileage reimbursement
- 401(k)
Quick Apply
Food Service - Food Service Cook
SSA Group —Wichita, KS
- $10 - $13 an hour
- Part-time
- Merchandising
- Cooking
- 21 years or older
- Paid holidays
- 401(k)
Quick Apply
Vortex Painter
Summit Truck Bodies —Wathena, KS
- Full-time
- Background check
- Basic math
- Pass drug screening
- Health savings account
- Paid holidays
Quick Apply
7h
Aircraft Painter
Boeing —Wichita, KS
- $22.52 - $37.40 an hour
- Schematics
- Mid-level
- 1 year
- Health savings account
- Disability insurance
Clinic Receptionist
SCK Health —Arkansas City, KS
- Full-time
- Computer literacy
- HIPAA
- High school diploma or GED
Scheduler
Cancer Center of Kansas —Parsons, KS
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Health savings account
- Disability insurance
Aircraft Painter
Spirit AeroSystems —Wichita, KS
- $22.52 - $37.40 an hour
- Mid-level
- 1 year
- Manufacturing
- Health savings account
- Disability insurance
Patient Scheduling Associate
The University of Kansas Health System —Westwood, KS
- Part-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
8d
Service Deli Clerk
Costco Wholesale Corporation —Lenexa, KS
- Driving
- US work authorization
- Warehouse
- AD&D insurance
- Employee stock purchase plan
Police Dispatcher I
City of Junction City, KS —Junction City, KS
- Full-time
- In person
- Computer literacy
- High school diploma or GED
- Ability to sit for extended periods
Patient Scheduling Associate - Specialties
The University of Kansas Health System —Lenexa, KS
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Patient Scheduling Representative
The University of Kansas Health System —Westwood, KS
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Patient Scheduling Representative, Cancer Center
The University of Kansas Health System —Overland Park, KS
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Patient Scheduling Associate - Primary Care
The University of Kansas Health System —Lenexa, KS
- Full-time
- Microsoft Word
- Microsoft Outlook
- Computer literacy
Client Service Specialist
RSG Investments —Overland Park, KS
- $50,000 - $60,000 a year
- Full-time
- Office
- Bachelor's degree
- Organizational skills
- Paid training
- Health savings account
Quick Apply
3d
Medical Assistant
KU Medical Practice Association —Wichita, KS
- $17 an hour
- Monday to Friday
- Bilingual
- Vital signs
- Computer literacy
Quick Apply
Mold Prep/ Debag Technician
Leading Technology Composites, Inc —Wichita, KS
- Overtime
- Background check
- Computer literacy
- Pass drug screening
Quick Apply
Certified Medication Aide (CMA) 3rd Shift (11p -7a) Part Time
Branches Senior Living LLC —Wichita, KS
- Part-time
- Patient monitoring
- Computer literacy
- High school diploma or GED
Quick Apply
Client Relationship Analyst
Morgan Stanley —Leawood, KS
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
9d

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document prep jobs near kansas

Client Service Manager to Financial Advisor

Caliber Wealth Management
Overland Park, KS

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
401(k) 4% Match
Parental leave
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial planning
Management
Supervising experience
Bachelor's degree
Customer relationship management
Financial services

Full Job Description

Weekly

Client Service Manager (CSM) Job Description

Job Title: Client Service Manager (CSM)

Reports to: Director of Service Delivery

Compensation:

Salary: $65-$75
Bonus: 4% of salary (granted at 1%/quarter based on objectives determined each quarter)
PTO: 10 days
Sick Time: 5 days
Company Holidays: 10
Benefits: $300/month insurance credit (applies only to employees enrolled in Caliber’s group health plan)
401(k) : 4%match on 401K contributions of EE contributions (after first 90 days)

Priority Objectives:

Client Relationship Management – provide support for at least 300 Caliber Households/Clients and their corresponding Advisors. Act as co-primary point of contact for clients, addressing inquiries, concerns, and requests.
Client Retention & Satisfaction – monitor client satisfaction and proactively address any issues or concerns alongside Department Director to ensure high levels of client retention.
Reporting & Tracking – prepare and deliver scheduled reports in full and on time. Correspond with the Service Delivery Team and Advisors to address all items.
Team Collaboration – collaborate with internal teams, including Operations, Compliance, Billing and Department Director to ensure seamless service for clients.
Continuous Improvement – continuously seek opportunities to enhance client service processes, streamline workflows, and improve overall efficiency. Actively participate in required professional development and training to remain in good standing with industry compliance standards.

Organization

Claim and clear all Custodial Alerts for the Advisors you support – Daily
Link all correspondence in Advyzon – manage Unlinked CRM
Reporting & Tracking – proactively address actionable items.
‘Zero out’ tasks by end of each week
Meeting Prep – see schedule below
Prompt follow up with clients to confirm inquiries and requests.

Client Onboarding – facilitate onboarding process start to finish:

Client Profile Setup
Account Setup
Ancillary forms
Everplans
Client Access Setup
GPM Data Entry
Account Transfers
Investment Agreement(s)

Account Maintenance – track and complete all requests/tasks via Outlook Tasks synced to CRM

ROTH Conversions
Excess IRA contribution removals
Establish Dividend Reinvestments
Life Insurance Quotes
Rebalance Tool Model & Linking
Death and Divorce settlements
Basic trades to meet cash needs/distributions
401K Rollovers
Annuity Surrenders/processing
Donor Advised Funds – setup & servicing
Security-Based Loan Applications – setup & servicing
Enhanced Savings Program – setup & servicing
Qualified Charitable Distributions

Client Inquiries & Advisor Requests

Complete Advisor requests by designated due date or within 24 hours of request if due date is not noted.
Same day response to all client inquiries received before 3pm.
Money Movement Requests to meet cash needs.
Manage and track client inquiries from start to finish
Review previous meeting notes to identify old inquiries and prep for upcoming meetings.

Regular Reporting & Tracking

Service Activity & Calendars
Prospect & Client Onboarding Workflow
Rejected documents and resolution plan
Insufficient Funds Report/Periodic Payment lookahead including negative cash balances.
High Cash Balance Report – Discretionary Managed Accounts
Outstanding Docusign Envelopes
Client Onboarding Approvals
Alerts Portal – address all active alerts & activity with plan to claim and resolve

Monthly

Prudent Process report 3rd Monday of each month (Q3 and Q4)
RMD reports 1st Monday of each month (Q3 and Q4)
Update and address Active Wealth Advisory Plans and corresponding Billing Report
Submit Billing Template to Advyzon
Low-Trade Report
Documents Due– review and communicate plan of action to complete/resolve any outstanding documents

Annual

Q1 - In Jan and Dec each year, pull IRA funding reports to identify ROTH IRA funding opportunities for current and previous year

Recurring Meetings

Daily Check-In with Director of Service Delivery – 1 hr total/week
Weekly 1:1 with Advisors
Bi-Weekly Service Delivery Team meeting
Bi-weekly 1:1 with Director of Service Delivery

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

Work in a Financial Planning Practice: 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

document prep jobs in kansas

Client Service Manager to Financial Advisor

Painter II

Food Service - Food Service Cook

Vortex Painter

Aircraft Painter

Clinic Receptionist

Scheduler

Aircraft Painter

Patient Scheduling Associate

Service Deli Clerk

Police Dispatcher I

Patient Scheduling Associate - Specialties

Patient Scheduling Representative

Patient Scheduling Representative, Cancer Center

Patient Scheduling Associate - Primary Care

Client Service Specialist

Medical Assistant

Mold Prep/ Debag Technician

Certified Medication Aide (CMA) 3rd Shift (11p -7a) Part Time

Client Relationship Analyst

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