Top 6373 Client services Jobs in Olathe, Ks

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
Part Time Appointment Setter
Renewal by Andersen —Overland Park, KS
- $25 - $40 an hour
- Part-time
- 18 years or older
- In-person
- Entry level
- Paid training
- Flexible schedule
Direct Support Professional - 3-Day Workweek
GoodLife Innovations —Overland Park, KS
- $17.50 - $18.67 an hour
- Full-time
- 18 years or older
- Clean driving record
- Ability to lift 50 pounds
- Dental insurance
- Flexible spending account
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
7d
Claims Representative - Overland Park, KS
Federated Mutual Insurance Company —Overland Park, KS
- $63,800 - $78,000 a year
- Full-time
- Office
- Analysis skills
- US work authorization
- Health insurance
- 401(k)
Client Service Representative I
Quest Diagnostics —Lenexa, KS
- $16.50 an hour
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
- Work from home
Quick Apply
Administrative Support Specialist
KMRG, LLC —Lenexa, KS
- $30.52 - $35.61 an hour
- Full-time
- Microsoft Outlook
- Laboratory experience
- Office
16h
Medical Insurance Collector
Surgicenter of Johnson County —Overland Park, KS
- Full-time
- Remote
- Entry level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Front Desk Receptionist/Client Coordinator
Serenity Esthetics Spa —Overland Park, KS
- From $18 an hour
- Full-time
- Customer service
- Presentation skills
- Organizational skills
Quick Apply
1d
Client Services Specialist
BEAUTY BRANDS —Overland Park, KS
- Part-time
- Communication skills
- Entry level
Quick Apply
Customer Support Specialist
Deluxe —Lenexa, KS
- $24 - $25 an hour
- Email
- 18 years or older
- Bachelor's degree
- In-person
- Employee stock purchase plan
- Disability insurance
5d
Client Services Representative I
Allied National, LLC —Overland Park, KS
- Overtime
- Microsoft Word
- Computer literacy
- Windows
Quick Apply
Client Services Liaison
LegalStream, Inc. —Overland Park, KS
- Mid-level
- 3 years
- Administrative experience
- Paid training
- Health savings account
Quick Apply
Client Care Associate
MaxLife Body —Overland Park, KS
- $15 - $18 an hour
- Part-time
- Hospitality
- In-person
- Communication skills
Quick Apply
6d
Customer Care Representative II
Quest Diagnostics —Lenexa, KS
- From $17.20 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
Quick Apply
14d
Property Associate
US AMR-Jones Lang LaSalle Americas, Inc. —Overland Park, KS
- $26.45 - $28.85 an hour
- Online Application
- Office
- Administrative experience
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
14d
CUSTOMER SERVICE REP
THE EPOCH GROUP LC —Overland Park, KS
- Full-time
- Remote
- Basic math
- HIPAA
- English
Customer Service Call Center Agent
Overland Park Regional Medical Center —Overland Park, KS
- Full-time
- Remote
- 1 year
- Entry level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Records Management Assistant
KMRG, LLC —Lenexa, KS
- $30.52 - $35.61 an hour
- Full-time
- Microsoft Outlook
- Laboratory experience
- Office
16h
Front desk
RADIANT GRIN SOLUTIONS LLC —Olathe, KS
- $20 - $25 an hour
- Full-time
- Office
- High school diploma or GED
- Data entry
- Health insurance
- Dental insurance
Quick Apply

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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

client services jobs in olathe, ks

Client Service Manager to Financial Advisor

Part Time Appointment Setter

Direct Support Professional - 3-Day Workweek

Client Relations Specialist

Claims Representative - Overland Park, KS

Client Service Representative I

Administrative Support Specialist

Medical Insurance Collector

Front Desk Receptionist/Client Coordinator

Client Services Specialist

Customer Support Specialist

Client Services Representative I

Client Services Liaison

Client Care Associate

Customer Care Representative II

Property Associate

CUSTOMER SERVICE REP

Customer Service Call Center Agent

Records Management Assistant

Front desk

I want to receive the latest job alert for client services in olathe, ks

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