Top 2517 Client program manager Jobs in Overland Park, 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
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
Project Manager
Nautical Manufacturing & Fulfillment —Lenexa, KS
- $24 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Quick Apply
General Manager
Park Lawn Corporation —Overland Park, KS
- $70,000 - $90,000 a year
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- 401(k)
Quick Apply
Business Banking Relationship Manager
U.S. Bank National Association —Overland Park, KS
- $111,605 - $144,430 a year
- Full-time
- 7 years
- Office
- Business development
- Paid holidays
- Disability insurance
Office Manager
Midwest Medical Specialists —Overland Park, KS
- $85,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Excel
- Inventory management
- Health savings account
- Health insurance
Quick Apply
Consulting Program Manager
Andrew Reise —Overland Park, KS
- Full-time
- Remote
- 7 years
- Microsoft Office
- Senior level
Quick Apply
Client Manager - Aviation
Marsh —Overland Park, KS
- Full-time
- Hybrid work
- Mid-level
- High school diploma or GED
- Associate's degree
- Tuition reimbursement
Client Success Manager
Go Local Interactive —Overland Park, KS
- Email
- Microsoft Excel
- Marketing
- Research
- Health savings account
- Paid holidays
Program Manager, Transitional Living
Catholic Charities of Northeast Kansas, INC. —Kansas City, KS
- Full-time
- Background check
- Clean driving record
- Writing skills
5d
Manager, Community Partnerships
Girl Scouts of NE Kansas & NW Missouri —Overland Park, KS
- Full-time
- Background check
- Clean driving record
- Customer service
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
14d
Client Manager – Employee Health & Benefits
Marsh —Overland Park, KS
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Driver's License
- Tuition reimbursement
Program Manager - Client Specific Training
JE Dunn —Kansas City, MO
- Email
- Background check
- Construction site
- Office
Program Manager
Behavioral Health Allies —Kansas City, MO
- $58,865 - $76,000 a year
- Full-time
- Working with individuals with developmental disabilities
- Data analysis skills
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Staff Pharmacist (Nuclear)
Sofie Biosciences, Inc. —Kansas City, MO
- Weekends as needed
- Bachelor of Science
- Mid-level
- Microsoft Office
- Health insurance
- 401(k) matching
Quick Apply
Board Certified Behavior Analyst
Cultivate Behavioral Health & Education —Overland Park, KS
- $75,000 - $85,000 a year
- Full-time
- Pass drug screening
- Mid-level
- Master's degree
- Paid holidays
- Health insurance
Quick Apply
6d
Door Hardware Detailer
Edelman-Lyon Automatic Door —Grandview, MO
- $60,000 - $150,000 a year
- Full-time
- Background check
- ERP systems
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Staff Pharmacist PV2
SelectQuote, Inc. —Olathe, KS
- $116,484.48 - $128,964.96 a year
- 8 hour shift
- Management
- Bachelor of Science
- Writing skills
- Health savings account
- Disability insurance
13d
Field Electrician
EM Energy Services —Leawood, KS
- $19 - $30 an hour
- Full-time
- Background check
- Construction site
- Pass drug screening
- Travel reimbursement
- Continuing education credits
Quick Apply
1d

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client program manager jobs near overland park, ks

Client Service Manager to Financial Advisor

Caliber Wealth Management
Overland Park, KS

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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 program manager jobs in overland park, ks

Client Service Manager to Financial Advisor

Client Relations Specialist

Project Manager

General Manager

Business Banking Relationship Manager

Office Manager

Consulting Program Manager

Client Manager - Aviation

Client Success Manager

Program Manager, Transitional Living

Manager, Community Partnerships

Client Relationship Manager

Client Manager – Employee Health & Benefits

Program Manager - Client Specific Training

Program Manager

Staff Pharmacist (Nuclear)

Board Certified Behavior Analyst

Door Hardware Detailer

Staff Pharmacist PV2

Field Electrician

I want to receive the latest job alert for client program manager in overland park, ks

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