Location
Leawood
Posted
June 14, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Duties & Responsibilities
Type of Role: Individual contributor, experienced
Area of Responsibility and Purview: Deliver client service to Private Wealth Management clients
Role Specific Job Duties:
• Primarily focused on servicing high value family client segments
• Senior mentor for other client service associates on the team; regularly provides guidance and feedback on client service best practices
• Point of escalation within the team for resolving time sensitive client inquiries and handing complex client situations
• Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects
Function Specific Job Duties:
• Serve as the main point of contact for clients
• Responsible for managing day to day client transactions, such as money movements, disbursements, receipts/deposits, and initiate TDD disbursements
• Ensure clients have a positive se...
Type of Role: Individual contributor, experienced
Area of Responsibility and Purview: Deliver client service to Private Wealth Management clients
Role Specific Job Duties:
• Primarily focused on servicing high value family client segments
• Senior mentor for other client service associates on the team; regularly provides guidance and feedback on client service best practices
• Point of escalation within the team for resolving time sensitive client inquiries and handing complex client situations
• Works collaboratively with other functions in Private Wealth to resolve complex client related issues, escalations, and special projects
Function Specific Job Duties:
• Serve as the main point of contact for clients
• Responsible for managing day to day client transactions, such as money movements, disbursements, receipts/deposits, and initiate TDD disbursements
• Ensure clients have a positive se...