Top 322 Financial services Jobs in Kansas City, Mo

Manager, Client Relationship Management
SS&C Technologies —Kansas City, MO
- $70,000 - $165,000 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- 3 years
- Paid holidays
- Health insurance
Financial Services Contact Center Team Lead
SS&C Technologies —Kansas City, MO
- Online Application
- Hybrid work
- Mid-level
- High school diploma or GED
- Supervising experience
- Paid holidays
- Health insurance
Financial Advisor
Caliber Wealth Management —Overland Park, KS
- $55,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- Marketing
- Health insurance
- Dental insurance
Quick Apply
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
Relationship Banker II
Simmons Bank —Olathe, KS
- Full-time
- Computer literacy
- Research
- Mid-level
Quick Apply
Personal Banker
Academy Bank, N.A. —Olathe, KS
- $20.00 - $24.50 an hour
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
10d
Sr. Client Relationship Manager - PA-BAS_Q3-2026-R003
SS&C Technologies —Kansas City, MO
- Online Application
- 7 years
- Marketing
- Finance
- Paid holidays
- Health insurance
Universal Banker / Teller
VERIMORE BANK —Kearney, MO
- Full-time
- Background check
- Office
- High school diploma or GED
- AD&D insurance
- Disability insurance
Quick Apply
2h
Bilingual Client Relationship Consultant 2 (Banker) - Turner Rd, KS
U.S. Bank National Association —Kansas City, KS
- $20.00 - $24.75 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Mortgage Loan Officer
Citizens Federal Savings Bank —Leavenworth, KS
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
5d
Universal Banker Associate
Liberty Bank & Trust —Kansas City, KS
- $18 - $20 an hour
- Full-time
- High school diploma or GED
- Travel
- In-person
- Paid holidays
- Health insurance
Senior Relationship Banker
Simmons Bank —Lee's Summit, MO
- Full-time
- Management
- Computer literacy
- Research
Quick Apply
Personal Banker
Commerce Bank —Parkville, MO
- $20.55 - $25.05 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
4d
Financial Planning Specialist II
Busey Bank —Kansas City, MO
- $64,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Kansas City, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Lee's Summit, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Client Relationship Consultant 2 (Banker) - Waldo, MO
U.S. Bank National Association —Kansas City, MO
- $20.00 - $24.75 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Personal Banker - part time
Commerce Bank —Olathe, KS
- $20.55 - $25.05 an hour
- Part-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
Relationship Banker II | Leawood KS
Busey Bank —Leawood, KS
- $22.25 - $26.00 an hour
- Full-time
- Military
- Basic math
- Mid-level
- Profit sharing
- Wellness program
Quick Apply
Client Relationship Consultant 2 (Banker) - Armour Kansas City, MO
U.S. Bank National Association —Kansas City, MO
- $20.00 - $24.75 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance

I want to receive the latest job alert for financial services in kansas city, mo

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

financial services jobs near kansas city, mo

Client Services Manager jobs in Overland Park, KS

Relationship Banker jobs in Kansas City, MO

Personal Banker jobs in Olathe, KS

Teller jobs in Kansas City, KS

Client Manager jobs in Kansas City, MO

Management Trainee jobs in Kansas City, MO

Loan Officer jobs in Leavenworth, KS

Financial Advisor jobs in Overland Park, KS

Client Services Manager jobs in Vienna, VA

Client Services Manager jobs in Nashville, TN

Manufacturing Manager jobs in Cincinnati, OH

Client Success Manager jobs in New York, NY

Client Services Manager jobs in Miami, FL

Client Services Manager jobs in Pittsburgh, PA

Senior Relationship Banker jobs in Providence, RI

Senior Relationship Banker jobs in Brewster, NY

Senior Product Manager jobs in Austin, TX

Senior Graphics Designer jobs in Chicago, IL

Jobs For Senior Citizens jobs in West Chester, PA

The Legacy Senior Communities jobs in Dallas, TX

Manager, Client Relationship Management

SS&C Technologies -
Kansas City, MO

Apply Now

Job Details

Full-time
$70,000 - $165,000 a year

Benefits

Stock options
Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Financial services customer support
Microsoft Excel
Customer relationship building
Microsoft Outlook
Managing teams in a customer support role
Securities & Exchange Commission
Regulatory compliance
Experience at asset management companies
Frontline customer support management
Fund operation
Managing clients in a customer support role
Supervising experience
Securities law compliance support experience
Investment client management
Financial product expertise
Customer relationship management
Investment account customer support
Financial data management
Leading team collaboration initiatives
Securities law
Business operations
Experience practicing in the securities industry
Legal compliance
Cross-functional team management
Cross-functional communication
Financial markets knowledge

Full Job Description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Manager , Client Relationship Management

Location: Kansas City, MO; Boston, MA; Braintree, MA; Denver, CO (hybrid)

About the Role

The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention. This role focuses on overseeing operational and strategic client needs, providing expert knowledge of retail alternative investments, and acting as the primary contact for issue resolution. The Manager will collaborate with internal teams to deliver seamless service, lead and support team members, and ensure compliance with industry regulations. Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.
Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.
Provide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions.
Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions.
Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues.
Coordinate and collaborate with cross-functional teams (sales, compliance, fund accounting, technology, billing, legal) to ensure seamless service delivery, enhanced service offerings, and continuous client support.
Demonstrate the value of SS&C’s support offerings to clients, identifying opportunities for expanded support business.
Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.
Stay updated on SEC, FINRA, and state regulations related to alternative investments, ensuring that the company’s services remain compliant and align with industry standards.
Utilize analytical and technical skills to monitor performance, interpret data, and manage reporting on investor flows, NAV calculations, and fee structures.
Develop and implement procedures to optimize service delivery, reduce client downtime, and lower support costs.
Participate in business development efforts and support strategic growth initiatives by identifying client needs and proactively offering tailored solutions.

Required Experience

Bachelor’s degree or equivalent work experience.
5+ years of experience in financial services, with a strong preference for experience in transfer agency, investor servicing or wire houses
Experience managing client relationships and supporting clients within a financial services or wealth management environment.
Strong understanding of alternative investment products, distribution channels, and investor servicing processes.
Experience working with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms such as iCapital or CAIS.
Knowledge of regulatory requirements impacting retail alternative investments, including SEC, FINRA, and applicable state regulations.
Experience with operational processes related to interval funds, non-traded REITs, BDCs, and other alternative investment structures.
3+ years of experience leading teams, managing associates, or serving in a supervisory role.
Strong leadership, collaboration, and communication skills with the ability to build relationships with clients, internal partners, and cross-functional teams.
Strong problem-solving skills with the ability to analyze issues, prioritize effectively, and drive timely resolutions.
Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced, team-oriented environment.
Strong organizational skills with the ability to coordinate resources and support client deliverables.
Ability to communicate complex operational processes clearly to both technical and non-technical audiences.
Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications, including Excel, Word, and Outlook.
Ability to quickly learn and adapt to new systems, processes, and business requirements.

Join SS&C, where innovation meets global opportunities. Click here to apply.

#LI-RS1

#LI-JW3

#LI-HYBRID

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

Colorado: The expected base salary for the position is between $70,000 USD to $130,000 USD. Massachusetts: The expected base salary for the position is between $115,000 USD to $165,000 USD.

In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Apply Now

Refine Your Search

financial services jobs in kansas city, mo

Manager, Client Relationship Management

Financial Services Contact Center Team Lead

Financial Advisor

Client Service Manager to Financial Advisor

Relationship Banker II

Personal Banker

Sr. Client Relationship Manager - PA-BAS_Q3-2026-R003

Universal Banker / Teller

Bilingual Client Relationship Consultant 2 (Banker) - Turner Rd, KS

Mortgage Loan Officer

Universal Banker Associate

Senior Relationship Banker

Personal Banker

Financial Planning Specialist II

Wealth Management Trainee (MO)

Wealth Management Trainee (MO)

Client Relationship Consultant 2 (Banker) - Waldo, MO

Personal Banker - part time

Relationship Banker II | Leawood KS

Client Relationship Consultant 2 (Banker) - Armour Kansas City, MO

I want to receive the latest job alert for financial services in kansas city, mo

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected