15 manager client audit services jobs found in Kansas City

Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly...

1Password is growing faster than ever. We’ve surpassed $400M in ARR and we’re continuing to accelerate, earning a spot on the Forbes Cloud 100 for four years in a row and teaming up with iconic partners like Oracle Red Bull Racing and the Utah Mammoth. About 1Password At 1Password, we’re building the foundation for a safe, productive digital future. Our mission is to unleash employee productivity without compromising security by ensuring every identity is authentic, every application sign-in is secure, and every device is trusted. We innovated the market-leading enterprise password manager and pioneered Extended Access Management, a new cybersecurity category built for the way people and AI agents work today. As one of the most loved brands in cybersecurity, we take a human-centric approach in everything from product strategy to user experience. Over 180,000 businesses, from Fortune 100 leaders to the world’s most innovative AI companies, trust 1Password to help their...

The Operations Specialist within the Account Analysis team takes ownership of the client’s billing processes to optimize revenue and operational efficiency. You will serve as Treasury Management billing Subject Matter Expert to our internal stakeholders by providing consultative guidance. With immediate proximity to our client’s billing and pricing data, you will remediate operational deficiencies, revenue leakage, and manual processing. In addition, you’re assigned project roles as needed related to critical department initiatives such as acquisitions, conversions, risk analysis, audit requirements, workflow improvement, etc. You will foster robust governance practices thru the creation and maintenance of desktop procedures that align to the billing and pricing policies at UMB Bank. You also host pricing exceptions, changes with product interest codes, and Index market-based pricing in the account analysis system and any adjustments, exception pricing or error resolution...

Job Title Engagement & Billing Specialist Job Description Summary Role Summary The Engagement & Billing Specialist is responsible for accurate engagement setup and timely invoicing aligned with contractual terms. This role ensures compliance with internal policies, supports priors and conflicts checks, and partners closely with internal stakeholders to deliver a seamless client experience. The position plays a critical role in revenue assurance and supports the full order-to-cash cycle for onshore operations. Job Description Key Responsibilities Engagement Setup & Compliance Create and maintain engagement/job records in the financial system with correct client details, entity, tax, currency, and billing structure. Perform priors and conflicts checks in coordination with Contracts Manager and Compliance; document approvals and retain supporting evidence. Validate contract terms (LOE/SOW/MSA, payment terms, PO requirements, invoicing rules)...

Location: Anywhere in Country At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Business Performance - Supply Chain - Manufacturing_P&G Alliance - Senior Manager Join EY’s Business Performance – Supply Chain – Manufacturing team, where we lead the transformation of manufacturing operations through intersecting process excellence, people, data, and digital to drive plant optimization. Our team is dedicated to driving operational excellence, enhancing asset productivity, and delivering innovative frameworks for predictive maintenance and resource management. As part of a collaborative and forward-thinking group, you’ll help clients achieve significant business outcomes and shape the future of manufacturing. The opportunity In our Business Performance – Supply Chain – Manufacturing practice,...

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success. Summary of the Job: Job Function: Provides existing and potential customers with excellent customer service while performing a variety of transaction functions, in line with established policies and procedures. Knowledgeable of bank services to cross sell or refer products/services as customer needs are identified. Processing teller transactions and performing a variety of sales and service activities to support the financial center. About This Role: Essential Duties and Responsibilities: Demonstrates commitment, dependability and respect for the team with attendance, punctuality, and agreed-upon schedule of availability. Projects a professional image in dress, manner, communication and focus. Associate may be asked to travel to multiple financial centers within a...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities. Job Description: Sun Life Financial is seeking a highly skilled and experienced Senior Accountant to join our Advantage Dental plus accounting team. This role offers an exciting opportunity to contribute to the financial success of a leading global financial services organization. The ideal candidate will possess a strong background in...

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the...

Job Description A client of Insight Global is seeking an AV/UC Specialist to join their team onsite at HQ. This role will focus on supporting and enhancing AV and UC systems, including Cisco Webex collaboration rooms, sound boards, and microphones. The team is merging AV and UC functions, so experience with unified communications and call management is highly valued. Responsibilities include installing and managing Cisco hardware/software, maintaining digital media players, and providing executive-level support. Occasional quarterly travel may be required. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and...

Company Description EVERSANA INTOUCH® is a global, full-service marketing agency network serving the life sciences industry, and is the first – and only – agency network to be part of a fully integrated commercialization platform through EVERSANA®. We provide next-generation creative and media services, enterprise solutions and data analytics services for clients. We get fired up when people talk about getting—and staying—healthy. That’s where we find our inspiration: in the very human experiences of patients, doctors, and even each other. Then, we collaborate on ways to make caring for one’s health more achievable, connecting patients and physicians with the information and tools they need. We embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the...

The Trust & Custody Operations (TCO) department is responsible for supporting the Corporate Trust and Institutional Custody lines of business. The TCO department is made up of several teams who perform back-office functions to support our large institutional client base. Assignments range from data entry, processing checks, ACH, wire payments, increasing/decreasing client holdings and positions, analyzing data for regulatory reporting, client invoicing, and more. As the Institutional Custody Intern , you will handle processing wire payments for scheduled principal and interest payments, making payment adjustments, performing transfer of ownership of securities, setting up new accounts, processing wire instruction changes, processing address changes, and much more. How you will spend your time: Act as primary or secondary contact for assigned Custody clients to ensure the delivery of the highest possible level of customer service. Oversee all activity...

Overview Applying? Email your resume to hr@kanbesmarkets.org Summary Of Position The accounting position will complete the daily financial transactions for Kanbe's Markets. Primary responsibilities are accounts payables, account receivables, credit card transactions, employee reimbursements for expenses and mileage through payroll, weekly reports to the CEO, Month end documents all in QBO by the 7th of every month, treasury management. Responsibilities Essential Duties: Manage day-to-day accounts payable (AP) and accounts receivable (AR) functions, ensuring all transactions are accurately recorded and balanced daily with bank activity in QuickBooks Online. All revenue and expenses to be classified by departments. Ensure all checks, cash and coins are deposited to the banks within 24 hours of receipt. Develop and monitor budgets, ensuring alignment with organizational goals and accurate allocation of resources. Prepare and deliver financial report s...

Are you a strategic leader with a passion for retail excellence and team development? Join our team as a Retail Manager , where you’ll lead a high-performing group of Retail Coverage Merchandisers (RCMs) to deliver exceptional in-store execution and drive client sales. This role offers the opportunity to make a measurable impact while growing your career in a fast-paced, collaborative environment. Team Leadership & Development Train, mentor, and inspire a team of RCMs to meet and exceed client expectations in merchandising, shelving, and sales execution. Sales Strategy Execution Provide daily strategic direction to maximize sales opportunities and guide your team in identifying best practices and in-store selling opportunities. Performance Coaching & Quality Assurance Conduct regular audits and deliver actionable feedback to ensure high-quality execution. Build strong relationships with retail partners through consistent communication. Cross-Functional...

Primary Role The Senior Employee Benefits Account Manager works collaboratively with the Producer and Account Executive managing a book of business. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues. Duties And Responsibilities Collaborates on delivering multi-year strategic plan. Manages projects in concert with the client including, but not limited to, all vendor implementation. Provides benchmarking reports to client (annually, quarterly or monthly) Maintains client relationships, supports client retention, maintains strong carrier relationships, and understands client needs Manages claims and coverage issue resolution for clients’ employees when elevated from HR. Provides assistance with clients’ billing and eligibility...

Role Value Proposition: The Group Benefits (GB) organization is responsible for the strategic direction, growth and management of MetLife's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, exchanges, and other third parties to distribute our broad range of Group Life, Dental, Vision, Group Disability, MetLife Defender, Global Services, Total Absence Management, Group Property & Casualty, Accident, Hospital Indemnity, Critical Illness and Legal Plan products and services. GB Sales?sells a broad portfolio of insurance solutions?to employers and other eligible groups helping to make MetLife the largest provider of group employee benefits in the United States. Regional Markets provides global benefits sales and solutions to US Based employers with 100-4,999 employees. Regional Markets offers over 20 products covering the full spectrum of non-medical benefits including dental, vision, life, disability and a...