Top 96 Customer care manager Jobs in Kansas City Mo

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
Office Manager, Customer Service, Production Administrative Assistant
J Thomas Home —Olathe, KS
- $45,000 - $53,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- 401(k)
- 401(k) matching
Quick Apply
1d
Customer Experience Operations Manager
Summit Homes —Kansas City, MO
- From $80,000 a year
- Full-time
- Mid-level
- Office
- Residential
- Paid holidays
- Health insurance
Quick Apply
Customer Operations Manager
Hertz —Kansas City, MO
- $50,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Bachelor's degree
- Paid parental leave
- Health insurance
13d
Customer Integration Manager
C.H. Robinson —Kansas City, MO
- $66,900 - $105,800 a year
- Full-time
- Hybrid work
- 5 years
- Mid-level
- Office
- Paid parental leave
- Health savings account
7d
Manager, Customer Care
KGP Telecommunications, LLC —Lenexa, KS
- Full-time
- 5 years
- Basic math
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Client Manager
Gallagher Benefit Services —Kansas City, MO
- Full-time
- Mid-level
- 3 years
- High school diploma or GED
- Paid parental leave
- Health savings account
PRS Client Executive
Lockton, Inc. —Kansas City, MO
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Paid parental leave
13d
Client Service Manager
Gallagher Benefit Services —Kansas City, MO
- Full-time
- Mid-level
- 3 years
- High school diploma or GED
- Paid parental leave
- Health savings account
Client Manager - Aviation
Marsh —Overland Park, KS
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Associate's degree
- Tuition reimbursement
Client Relationship Manager
Voya Financial —Kansas City, MO
- $99,090 - $123,860 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid holidays
- Health insurance
Customer Success Manager
TENEX.AI —Overland Park, KS
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Mid-level
Client Relationship Associate
Broadridge —Kansas City, MO
- $60,000 - $65,000 a year
- Email
- Microsoft Excel
- Microsoft Outlook
- Administrative experience
Client Success Manager
iFOCUS Marketing & Advertising —Overland Park, KS
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Office
- Paid holidays
- Disability insurance
Senior Client Service Manager
Gallagher —Kansas City, MO
- Full-time
- High school diploma or GED
- Bachelor's degree
- Mentoring
- Paid parental leave
- Health savings account
12d
Customer Service Manager
Hobby Lobby —Kansas City, MO
- $20.15 - $21.15 an hour
- Full-time
- Computer literacy
- Team management
- Computer skills
- Paid holidays
- Disability insurance
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
13d
Customer Logistics Manager
Ryder System —Liberty, MO
- $65,000 - $75,000 a year
- Mid-level
- High school diploma or GED
- Analysis skills
- Paid parental leave
- Disability insurance
3d
Customer Success Manager, Business Banking & Money Movement
U.S. Bank National Association —Kansas City, MO
- $66,640 - $86,240 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
5d
Customer Growth Strategy Senior Manager | Utilities
Accenture —Overland Park, KS
- $122,700 - $338,300 a year
- Full-time
- Analysis skills
- Mentoring
- US work authorization
- Paid holidays
- Disability insurance
6d

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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 city mo

Client Service Manager to Financial Advisor

Office Manager, Customer Service, Production Administrative Assistant

Customer Experience Operations Manager

Customer Operations Manager

Customer Integration Manager

Manager, Customer Care

Client Manager

PRS Client Executive

Client Service Manager

Client Manager - Aviation

Client Relationship Manager

Customer Success Manager

Client Relationship Associate

Client Success Manager

Senior Client Service Manager

Customer Service Manager

Manager, Client Relationship Management

Customer Logistics Manager

Customer Success Manager, Business Banking & Money Movement

Customer Growth Strategy Senior Manager | Utilities

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

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