TEKsystems
Responsibilities
Provide high level customer service and support to facilitate timely and accurate onboarding of new accounts and closing of accounting records.
Review new account and asset movement requests to ensure all proper documentation is present, accurate, and in good order.
Effectively communicate with outside institutions to gather requirements and information to ensure the successful movement of incoming and outgoing assets between custodians.
Assist with problem resolution and serve as a liaison between team members and other departments of the Commerce Trust Company (CTC).
Monitor daily reports of incoming and outgoing assets to assist in researching and resolving out‑of‑balance issues and to ensure timely posting to client accounts.
Drive process improvements, documentation, projects, and testing.
Maintain extensive knowledge of investments and the investment field.
Apply strong business acumen and the ability to make timely and sound business recommendations.
Demonstrate a high level of accountability in understanding the big picture/Trust Company goals and offering alternate solutions to customers to accomplish them.
Employ strong analytical skills with the ability to execute.
Exhibit excellent customer service skills across a wide variety of disciplines and backgrounds to help achieve results.
Be a motivated, organized self‑starter with strong attention to detail and the ability to manage multiple priorities.
Act as an inquisitive, agile team player with excellent written, verbal, and interpersonal communication skills.
Remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and core values.
Skills & Qualifications
Associate's degree or equivalent combination of education and experience preferred.
4+ years of financial services experience required, preferably in a back office/middle office setting.
Cross‑train team level I team members and document procedures.
Perform other duties as assigned.
Proficiency with Microsoft Office Suite, document management systems, banking operations, and investment knowledge.
Experience with email platforms and Salesforce.com.
Experience Level Intermediate Level
Pay and Benefits
Pay range: $26.25 - $30.75/hr.
Medical, dental & vision coverage.
Critical Illness, Accident, and Hospital coverage.
401(k) Retirement Plan – pre‑tax and Roth post‑tax contributions available.
Life Insurance (Voluntary Life & AD&D for employee and dependents).
Short‑ and long‑term disability.
Health Spending Account (HSA).
Transportation benefits.
Employee Assistance Program.
Time Off/Leave (PTO, vacation, sick leave).
Workplace Type This is a fully onsite position in Kansas City, MO.
Application Deadline This position is anticipated to close on Nov 3, 2025.
EEO Statement Equal Opportunity Employer: We consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
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Provide high level customer service and support to facilitate timely and accurate onboarding of new accounts and closing of accounting records.
Review new account and asset movement requests to ensure all proper documentation is present, accurate, and in good order.
Effectively communicate with outside institutions to gather requirements and information to ensure the successful movement of incoming and outgoing assets between custodians.
Assist with problem resolution and serve as a liaison between team members and other departments of the Commerce Trust Company (CTC).
Monitor daily reports of incoming and outgoing assets to assist in researching and resolving out‑of‑balance issues and to ensure timely posting to client accounts.
Drive process improvements, documentation, projects, and testing.
Maintain extensive knowledge of investments and the investment field.
Apply strong business acumen and the ability to make timely and sound business recommendations.
Demonstrate a high level of accountability in understanding the big picture/Trust Company goals and offering alternate solutions to customers to accomplish them.
Employ strong analytical skills with the ability to execute.
Exhibit excellent customer service skills across a wide variety of disciplines and backgrounds to help achieve results.
Be a motivated, organized self‑starter with strong attention to detail and the ability to manage multiple priorities.
Act as an inquisitive, agile team player with excellent written, verbal, and interpersonal communication skills.
Remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and core values.
Skills & Qualifications
Associate's degree or equivalent combination of education and experience preferred.
4+ years of financial services experience required, preferably in a back office/middle office setting.
Cross‑train team level I team members and document procedures.
Perform other duties as assigned.
Proficiency with Microsoft Office Suite, document management systems, banking operations, and investment knowledge.
Experience with email platforms and Salesforce.com.
Experience Level Intermediate Level
Pay and Benefits
Pay range: $26.25 - $30.75/hr.
Medical, dental & vision coverage.
Critical Illness, Accident, and Hospital coverage.
401(k) Retirement Plan – pre‑tax and Roth post‑tax contributions available.
Life Insurance (Voluntary Life & AD&D for employee and dependents).
Short‑ and long‑term disability.
Health Spending Account (HSA).
Transportation benefits.
Employee Assistance Program.
Time Off/Leave (PTO, vacation, sick leave).
Workplace Type This is a fully onsite position in Kansas City, MO.
Application Deadline This position is anticipated to close on Nov 3, 2025.
EEO Statement Equal Opportunity Employer: We consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
#J-18808-Ljbffr