- Morgan Stanley (Kansas City, MO)
- *POSITION SUMMARY:* The Wealth Management Associate is often the first point of contact with clients on a broad array of services related to account servicing, ... financial plans and investment portfolios. Under the direction of the Financial Advisor...accurately to client questions and concerns. The Wealth Management Associate is an integral member of the advisory team… more
- KPMG (Kansas City, MO)
- **Business Title:** Senior Associate , Asset Management Partnerships **Requisition Number:** 115162 - 47 **Function:** Tax Services **Area of Interest:** **State:** ... KPMG, we believe nothing is more important than investing in our culture because it's an investment in our people, our future, and what we stand for as a firm KPMG… more
- KPMG (Kansas City, MO)
- **Business Title:** Senior Associate , Accounting Methods and Credit Services (AMCS) **Requisition Number:** 107442 - 47 **Function:** Tax Services **Area of ... important than investing in our culture because it's an investment in our people, our future, and what we...as a firm KPMG is currently seeking a Senior Associate to join our Accounting Methods and Credit Services… more
- UMB Bank (Kansas City, MO)
- …financial services industry. **UMB Private Wealth Management sector** provides best investment advisory practices for our customers. Our offerings range from private ... banking, investment management services, trust and lifestyle management, and insurance...of the private wealth management banking while cultivating their research , analytic, and interpersonal skills. How you will spend… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... management services including financial planning, estate and tax planning, investment management, private banking and trust administration services. Our approach… more
- UMB Bank (Kansas City, MO)
- …Bank clients' will, trust and estate administration. + Reviews and advises on investment related issues/topics. + Reviews and advises on issues related to Registered ... Investment Advisors and Broker Dealers. + Experience working with...and current information as requested and as appropriate, conducting research in an efficient and thorough manner. + Confers… more
- UMB Bank (Kansas City, MO)
- …Capital Markets Division works with financial institutions, institutional investment clients, municipalities, public and not-for-profit organizations to deliver ... sources in a professional and timely manner. + You will complete necessary documentation/ research for any account maintenance changes and ensure that the change is… more
- UMB Bank (Kansas City, MO)
- …broad range of internal clients. + Provides legal advice and performs legal research on various complex legal and regulatory issues. + Collaborates with different ... lending experience. + Experience in subscription line of credit or other investment fund lending. + Strong leadership and teaming capabilities and the ability… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... changes to ensure any system issues that require further research and account maintenance are resolved in a timely...including Outlook, Word, and Teams Education & Experience + Associate degree in Business Administration or related field or… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... and other imports methods + Strong analytical and problem-solving skills to research and resolve discrepancies. Including utilizing various Excel techniques + Proven… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... and serve as point of contact for the Customer Advocacy Program through research and resolution of customer complaints and escalated phone calls + Maintain and… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... and audience + Perform other duties as assigned + Research and determine next action steps to resolving inquiries...Microsoft Word, Excel and Outlook Education & Experience + Associate 's degree or equivalent combination of education and experience… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... internal and external business partners to improve service levels + Provide research and resolution to customer concerns/issues + Perform other duties as assigned… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... for the business. The main purpose of this job is to research leads/prospects/clients; identify key contacts and use marketing resources to generate interest… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... 7:00am - 3:30pm Essential Functions + Perform customer service research required to resolve issues timely manner + Act...8 hours may be required Education & Experience + Associate 's degree in Business Administration or related field, or… more
- Commerce Bank (Kansas City, MO)
- …resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after more ... Create or update procedural manuals and job aids as needed + Provide research and resolution to customer concerns/issues + Performing other duties as assigned… more