Client Services Assistant

Kansas City, MO

Posted: 05/10/2024 Recruiting Division: Administrative Job Number: EB-7514373257 Pay Rate: $60,000.00 - $85,000.00 per year

Job Description


Client Services Assistant
Kansas City, MO

Our client is seeking a skilled Client Services Assistant to provide essential support to their office, focusing on client assistance, database management, and schedule coordination. If you excel at organization and communication, thrive in a dynamic environment, and possess essential financial services experience, we'd love to hear from you!

Job Responsibilities:
  • Prepare and manage client account documentation efficiently.
  • Handle incoming calls professionally and promptly.
  • Arrange and manage appointment schedules.
  • Coordinate and ensure compliance adherence and submissions.
  • Deliver outstanding service to clients.
  • Collaborate with team members on various projects.


Requirements:
  • Minimum 3-5 years of experience in Financial Services;background in Financial Services is required.
  • Proficiency in handling account applications.
  • Demonstrated experience in assisting with money movement transactions.
  • Strong commitment to providing exceptional customer service.
  • Proficient in administrative office duties.
  • Proficiency in Microsoft Word, Excel, and PowerPoint
  • Familiarity with compliance regulations within Financial Services.
  • 100% in office schedule


About Morgan Hunter

Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffing to direct-hire placements. Thoughtful and thorough in our approach, we’re also responsive and efficient, creating a tailored hiring experience for both employer and job seeker –because everyone deserves to find the right fit.

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About Kansas City, MO

Ready to take the next step in your career? Explore exciting job opportunities in the vibrant city of Kansas City, Missouri, where endless growth possibilities await! Known for its thriving arts scene, including the Nelson-Atkins Museum of Art and the Kauffman Center for the Performing Arts, along with its iconic BBQ cuisine, such as Gates BBQ and Joe's Kansas City, this area offers a unique blend of culture and charm. Cheer on the Kansas City Chiefs or Kansas City Royals at Arrowhead Stadium or Kauffman Stadium, or enjoy outdoor activities at the beautiful Loose Park or along the scenic Missouri River. Discover why Kansas City, MO is the perfect place to advance your career and experience a rich and dynamic lifestyle.