Client Service Specialist II
$44K - $65K/yr
The Private Wealth Management Operations Support team assistsclients and associates in thedelivery of wealth management advice and solutions. As the Client Service Specialist II , you will ...
$44K - $65K/yr
The Private Wealth Management Operations Support team assistsclients and associates in thedelivery of wealth management advice and solutions. As the Client Service Specialist II , you will ...
$44K - $65K/yr
The Private Wealth Management Operations Support team assistsclients and associates in thedelivery of wealth management advice and solutions. As the Client Service Specialist II , you will ...
Leawood, KS · On-site
$81K - $120K/yr
You will primarily be focused on servicing high value family client segments and will act as a Senior mentor for other client service associates on the team. How You Will Spend Your Time: Serve as ...
Leawood, KS · On-site
$81K - $120K/yr
You will primarily be focused on servicing high value family client segments and will act as a Senior mentor for other client service associates on the team. How You Will Spend Your Time: Serve as ...
Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank ...
Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank ...
Leawood, KS · On-site
$81K - $120K/yr
You will primarily be focused on servicing high value family client segments and will act as a Senior mentor for other client service associates on the team. How You Will Spend Your Time: • Serve ...
Leawood, KS · On-site
$81K - $120K/yr
You will primarily be focused on servicing high value family client segments and will act as a Senior mentor for other client service associates on the team. How You Will Spend Your Time: • Serve ...
$65K - $75K/yr
We currently have a career opportunity for a Senior Advisor Services Associate. This role has ... Acting as the subject matter expert on all day-to-day services for client related inquiries: such ...
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$65K - $75K/yr
We currently have a career opportunity for a Senior Advisor Services Associate. This role has ... Acting as the subject matter expert on all day-to-day services for client related inquiries: such ...
Garden City, KS · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Garden City, KS · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Garden City, KS · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Garden City, KS · On-site
$25 - $44/hr
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... This job is responsible for providing client service support to potentially multiple Financial ...
Leawood, KS · On-site
The associates on this team will collaborate with multiple teams including Operations, IT, Trust Administration, Client Services, Compliance, etc. This position requires a high aptitude for detail ...
Leawood, KS · On-site
The associates on this team will collaborate with multiple teams including Operations, IT, Trust Administration, Client Services, Compliance, etc. This position requires a high aptitude for detail ...
Wichita, KS · On-site
$14.25 - $19.50/hr
The Client Service Representative serves as the primary operational and service interface for ... Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Wichita, KS · On-site
$14.25 - $19.50/hr
The Client Service Representative serves as the primary operational and service interface for ... Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Wichita, KS · On-site
$13 - $18/hr
What We Need Corpay is currently looking to hire a Customer Service Associate within our Corpay ... Creating client value by consulting with clients to introduce program features and services to ...
Wichita, KS · On-site
$13 - $18/hr
What We Need Corpay is currently looking to hire a Customer Service Associate within our Corpay ... Creating client value by consulting with clients to introduce program features and services to ...
Kansas City, KS · On-site
$41K - $66K/yr
The candidate should have a background in client management, ,strong critical thinking skills and ... As Loan Services Associate 2, you will * Performs daily maintenance and record keeping for ...
Kansas City, KS · On-site
$41K - $66K/yr
The candidate should have a background in client management, ,strong critical thinking skills and ... As Loan Services Associate 2, you will * Performs daily maintenance and record keeping for ...
Wichita, KS · On-site
$13 - $18/hr
What We Need Corpay is currently looking to hire a Customer Service Associate within our Corpay ... Creating client value by consulting with clients to introduce program features and services to ...
Wichita, KS · On-site
$13 - $18/hr
What We Need Corpay is currently looking to hire a Customer Service Associate within our Corpay ... Creating client value by consulting with clients to introduce program features and services to ...
Wichita, KS · On-site
$13 - $18/hr
What We Need Corpay is currently looking to hire a Customer Service Associate within our Corpay ... Creating client value by consulting with clients to introduce program features and services to ...
Wichita, KS · On-site
$13 - $18/hr
What We Need Corpay is currently looking to hire a Customer Service Associate within our Corpay ... Creating client value by consulting with clients to introduce program features and services to ...
Lawrence, KS · On-site
$51K - $55K/yr
This role provides organizational, client service, and planning support while developing technical financial planning knowledge and experience. The Financial Planning Associate contributes to ...
Lawrence, KS · On-site
$51K - $55K/yr
This role provides organizational, client service, and planning support while developing technical financial planning knowledge and experience. The Financial Planning Associate contributes to ...
Lenexa, KS · On-site
$36K - $45K/yr
JOB SUMMARY The Customer Relationship Associate serves as a front-line contact to receive and ... Client service or QA experience preferred. * Ability to communicate clearly and effectively with ...
New
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Lenexa, KS · On-site
$36K - $45K/yr
JOB SUMMARY The Customer Relationship Associate serves as a front-line contact to receive and ... Client service or QA experience preferred. * Ability to communicate clearly and effectively with ...
New
$13.50 - $17.75/hr
Maintain accurate patient and client records using veterinary management software (e.g. Avimark ... Benefits: * Employee discounts on veterinary services * Supportive and team-oriented work ...
$13.50 - $17.75/hr
Maintain accurate patient and client records using veterinary management software (e.g. Avimark ... Benefits: * Employee discounts on veterinary services * Supportive and team-oriented work ...
We are looking to add a Client Service Consultant to join our Architects & Engineers team in Peoria ... Holmes Murphy & Associates is an Equal Opportunity Employer. #LI-GH1
We are looking to add a Client Service Consultant to join our Architects & Engineers team in Peoria ... Holmes Murphy & Associates is an Equal Opportunity Employer. #LI-GH1
Mission Woods, KS · On-site
$60K - $65K/yr
Monday-Friday, 7:00 AM-4:00 PM (In-Office) About the Opportunity We are seeking an Associate Advisor to join a growing financial services team and play a key role in delivering an exceptional client ...
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Mission Woods, KS · On-site
$60K - $65K/yr
Monday-Friday, 7:00 AM-4:00 PM (In-Office) About the Opportunity We are seeking an Associate Advisor to join a growing financial services team and play a key role in delivering an exceptional client ...
$60K - $65K/yr
Monday-Friday, 7:00 AM-4:00 PM (In-Office) About the Opportunity We are seeking an Associate Advisor to join a growing financial services team and play a key role in delivering an exceptional client ...
$60K - $65K/yr
Monday-Friday, 7:00 AM-4:00 PM (In-Office) About the Opportunity We are seeking an Associate Advisor to join a growing financial services team and play a key role in delivering an exceptional client ...
$60K - $65K/yr
Monday-Friday, 7:00 AM-4:00 PM (In-Office) About the Opportunity We are seeking an Associate Advisor to join a growing financial services team and play a key role in delivering an exceptional client ...
$60K - $65K/yr
Monday-Friday, 7:00 AM-4:00 PM (In-Office) About the Opportunity We are seeking an Associate Advisor to join a growing financial services team and play a key role in delivering an exceptional client ...
$9 - $11.50
3% of jobs
$11.50 - $13.99
12% of jobs
$15.07 is the 25th percentile. Wages below this are outliers.
$13.99 - $16.49
23% of jobs
The median wage is $17.68 / hr.
$16.49 - $18.98
24% of jobs
$21.03 is the 75th percentile. Wages above this are outliers.
$18.98 - $21.48
15% of jobs
$21.48 - $23.97
10% of jobs
$23.97 - $26.47
6% of jobs
$26.47 - $28.96
2% of jobs
$28.96 - $31.46
2% of jobs
$31.46 - $33.95
1% of jobs
$33.95 - $36.45
1% of jobs
$9
$19
$36
A client services associate is responsible for supporting financial advisors by providing a number of sales and support functions. In this career, you are typically employed by financial or wealth management organizations. Your job duties include giving quotes to customers, keeping records of investment transactions, building customer portfolios, and handling general customer service requests. Qualifications include experience with stocks, bonds and other investments, and strong customer service and oral communication skills.
| Aspect | Client Services Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles may prefer associate degrees | High school diploma or equivalent; technical certifications optional |
| Work Environment | Office setting, client-facing interactions, account management | Call centers, help desks, online support platforms |
| Employer & Industry Usage | Financial services, consulting, professional services | Retail, tech companies, service industries |
| Common Search & Comparison Intent | Understanding roles in client relationship management | Assisting customers with issues or inquiries |
The main difference is that Client Services Associates focus on managing client accounts and building relationships in professional settings, while Customer Support Specialists primarily handle customer inquiries and technical issues. Both roles require strong communication skills but differ in their scope and work environment.

ThePrivate Wealth Management Operations Support teamassistsclients and associates in thedelivery of wealth management advice and solutions.
As theClient Service Specialist II, you will beadministrating Investment Accounts and Individual Retirement Accounts.As such, you will beserving as the main point of contact foryour clients as they have requests related to their accounts.You will act as a resource to other client service associates on the team, providing leverage toexecute ontasks and responsibilities.
How you will spend your time:
We'reexcited to talk with you if:
Bonus pointsif:
Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$54,220 - $79,020US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$49,510 - $72,340US Employees in all other states not listed above:
$44,790 - $65,650The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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Commercial banking
1,001 - 5,000 Employees
Kansas City, MO, US
1967