Top 89 Customer care manager 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
Client Relations Specialist
CreativeOne —Leawood, KS
- From $55,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Manager, Customer Care
KGP Telecommunications, LLC —Lenexa, KS
- Full-time
- 5 years
- Basic math
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Relationship Coordinator
ProHome —Wichita, KS
- $20 - $21 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Residential
- Paid time off
- Opportunities for advancement
Quick Apply
Customer Service Manager
AXIUS GROUP LLC —Wichita, KS
- Mid-level
Quick Apply
Customer Success Manager
Brightree —Overland Park, KS
- $77,000 - $94,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Commuter assistance
- Health savings account
Customer Success Manager
ResMed —Overland Park, KS
- $77,000 - $94,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Commuter assistance
- Health savings account
Client Enrollment Specialist (Inside Sales)
GRADE POTENTIAL, LLC —Topeka, KS
- $31,200 - $55,000 a year
- Overtime
- Remote
- 11+ years
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Client Success Manager
iFOCUS Marketing & Advertising —Overland Park, KS
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Office
- Paid holidays
- Disability insurance
Customer Experience Manager-Towne East Square
Victoria's Secret —Wichita, KS
- $20.90 - $29.00 an hour
- Weekends as needed
- Merchandising
- Mid-level
- Fair chance
- Flexible schedule
12d
Customer Service Manager
Valence Surface Technologies, LLC —Wichita, KS
- ERP systems
- Mid-level
- 3 years
Quick Apply
Customer Care Manager
BERGKAMP INCORPORATED —Salina, KS
- $95,000 - $125,000 a year
- Construction site
- Basic math
- Ability to climb stairs
Quick Apply
Customer Success Manager
TENEX.AI —Overland Park, KS
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Mid-level
Client Relationship Coordinator
ProHome LLC —Wichita, KS
- $20 - $21 an hour
- Full-time
- Mid-level
- Office
- Residential
- Paid time off
- Opportunities for advancement
Quick Apply
Assistant Store Manager - Customer Experience
PetSmart —Emporia, KS
- $23.43 - $35.43 an hour
- Weekends as needed
- 18 years or older
- Mid-level
- 3 years
- Health insurance
- Tuition reimbursement
Client Account Coordinator - Enterprise Fleet Management
Enterprise Mobility —Kansas City, KS
- $21.50 an hour
- Full-time
- Remote
- Research
- Mid-level
- Residential
- Profit sharing
- Health savings account
Print Customer Program Manager
Veritiv —Edwardsville, KS
- $71,700 - $84,300 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Organizational skills
- Health savings account
- AD&D insurance
Customer Account Manager
Dynamic Logistix LLC —Overland Park, KS
- Full-time
- Computer literacy
- Mid-level
- Office
Quick Apply
Client Coordinator - Agribusiness Insurance
Marsh McLennan Agency —Leawood, KS
- Full-time
- Hybrid work
- Microsoft Outlook
- Writing skills
- Mid-level
- Tuition reimbursement
Product Manager — Client Experience
Mission Pet Health —Kansas
- Full-time
- Product management
- Senior level
- AI
Quick Apply

I want to receive the latest job alert for customer care manager in kansas

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

customer care manager 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

customer care manager jobs in kansas

Client Service Manager to Financial Advisor

Client Relations Specialist

Manager, Customer Care

Client Relationship Coordinator

Customer Service Manager

Customer Success Manager

Customer Success Manager

Client Enrollment Specialist (Inside Sales)

Client Success Manager

Customer Experience Manager-Towne East Square

Customer Service Manager

Customer Care Manager

Customer Success Manager

Client Relationship Coordinator

Assistant Store Manager - Customer Experience

Client Account Coordinator - Enterprise Fleet Management

Print Customer Program Manager

Customer Account Manager

Client Coordinator - Agribusiness Insurance

Product Manager — Client Experience

I want to receive the latest job alert for customer care manager in kansas

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected