Top 25 Security industry specialists, inc. Jobs in Lees Summit Mo

Client Service Specialist
Cetera Financial Group —Leawood, KS
- $55,000 - $75,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Continuous improvement
- Paid parental leave
- Paid holidays
IT Support Specialist I
Foley Equipment —Kansas City, MO
- Overtime
- Computer science
- Microsoft Excel
- Microsoft Outlook
- AD&D insurance
- Disability insurance
Audit Specialist (Healthcare Audits)
AssistRx —Kansas City, MO
- $56,000 - $70,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Education Specialist
Great Clips —Kansas City, MO
- $62,000 - $70,000 a year
- Weekends as needed
- Cosmetology License
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Tuition reimbursement
Recovery Specialist Large Loss
AIG Claims, Inc. —Lenexa, KS
- Email
- Office
- Microsoft Office
- Senior level
- Health insurance
Quick Apply
Environmental Health and Safety Specialist (KC)
OCCU-TEC —North Kansas City, MO
- Full-time
- Background check
- Clean driving record
- Up to 50% travel
- Health savings account
- Health insurance
Quick Apply
Senior Workers' Compensation Claims Examiner - Federal Claims
AIG Claims, Inc. —Lenexa, KS
- $73,000 - $96,000 a year
- Email
- Customer service
- Writing skills
- Office
- Health insurance
Quick Apply
Business Development Specialist
Henderson Engineers —Lenexa, KS
- $72,160 - $108,240 a year
- Full-time
- Marketing
- English
- Mid-level
- Profit sharing
- Paid training
Quick Apply
Account Cancellation Specialist
Safe Haven Security —Riverside, MO
- High school diploma or GED
- Computer skills
- Communication skills
- Paid training
- Paid holidays
Quick Apply
9d
Electrical Site Observation Specialist - Anonymous Client
Henderson Engineers —Kansas City, MO
- $62,480 - $108,240 a year
- Weekends as needed
- Up to 50% travel
- Construction site
- System design
- Profit sharing
- Paid training
Quick Apply
Manager, Software Development - Marketing Technology
T-Mobile USA, Inc. —Overland Park, KS
- $136,600 - $246,300 a year
- Full-time
- 18 years or older
- Computer Science
- Marketing
- Paid parental leave
- AD&D insurance
Head of Sales - CDN & DRI Duck
Design Resources, Inc. —Overland Park, KS
- Full-time
- 7 years
- Marketing
- Bachelor's degree
- Paid holidays
- Disability insurance
11d
Senior International Trade Compliance Specialist
Garmin International, Inc. —Olathe, KS
- Full-time
- Microsoft Excel
- Microsoft Access
- Microsoft Outlook
Accounting Systems Analyst
Lockton, Inc. —Overland Park, KS
- Full-time
- Oracle
- Mid-level
- Bachelor's degree
- Wellness program
- Paid parental leave
Consumer Lending Sales Specialist - Full Time
Advance America —Kansas City, KS
- Overtime
- 18 years or older
- Mid-level
- Office
- Free parking
- Paid parental leave
Engineering - Digital Delivery Coordinator
Henderson Engineers —Lenexa, KS
- Full-time
- English
- Mid-level
- Office
- Profit sharing
- Paid training
Quick Apply
Engineering Applications Lead
Henderson Engineers —Kansas City, MO
- Full-time
- 7 years
- Computer Science
- Engineering
- Profit sharing
- Paid training
Quick Apply
Sr Accounting Systems Analyst
Lockton, Inc. —Overland Park, KS
- Full-time
- Oracle
- 3 years
- SQL
- Wellness program
- Paid parental leave
Engineering - Digital Delivery Specialist
Henderson Engineers —Lenexa, KS
- Full-time
- 5 years
- English
- Research
- Profit sharing
- Paid training
Quick Apply
Warehouse Associate
DH Pace —Olathe, KS
- Background check
- Pass drug screening
- Forklift
- Health savings account
- Paid holidays
Quick Apply

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Client Service Specialist

Cetera Financial Group -
Leawood, KS

Apply Now

Job Details

Full-time
$55,000 - $75,000 a year

Benefits

Paid parental leave
Caregiver leave
Paid holidays
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance
Pet insurance

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook

Full Job Description

The Client Service Specialist plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. This position requires a minimum of one year of experience in client relationship management or customer support within the financial services industry. You will act as a trusted point of contact for clients, ensuring smooth onboarding, accurate documentation, and ongoing service excellence.

Responsibilities:

Work alongside Wealth Managers with the transition and conversion from prospect to client
Develop and maintain ongoing relationship with clients
Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services
Act as liaison between client and Wealth Manager and/or internal and external support teams
Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings
Prepare and organize materials for client signings and notarizations
Review all executed client documents for accuracy and completeness
Work closely with client to ensure CRM data and Custodial accounts and data meet plan goals
Manage daily client requests, including updating account information, completing transactions, completing rollovers, etc.
Manage and review all client data storage, documentation, and transactions according to our internal compliance policies
Assist with training Client Service new hires
Monitor internal process improvements to elevate client experience and departmental efficiency
Develop and train on existing and new technology used within Client Services

What you need to have:

Minimum 1 year of experience in client relationship management or customer support role
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong organizational skills and attention to detail
Excellent communication and interpersonal skills
Ability to manage multiple priorities and work in a fast-paced environment
Financial services industry experience preferred
Familiarity with CRM systems (e.g. Salesforce) and account management processes a plus

Travel : 0%-10%

Compensation: The base annual salary for this role is $55,000.00 to $75,000.00, plus a performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI- Hybrid

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Apply Now

Refine Your Search

security industry specialists, inc. jobs in lees summit mo

Client Service Specialist

IT Support Specialist I

Audit Specialist (Healthcare Audits)

Education Specialist

Recovery Specialist Large Loss

Environmental Health and Safety Specialist (KC)

Senior Workers' Compensation Claims Examiner - Federal Claims

Business Development Specialist

Account Cancellation Specialist

Electrical Site Observation Specialist - Anonymous Client

Manager, Software Development - Marketing Technology

Head of Sales - CDN & DRI Duck

Senior International Trade Compliance Specialist

Accounting Systems Analyst

Consumer Lending Sales Specialist - Full Time

Engineering - Digital Delivery Coordinator

Engineering Applications Lead

Sr Accounting Systems Analyst

Engineering - Digital Delivery Specialist

Warehouse Associate

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