Client Associate

Client Associate

St. Louis, MO - Local Candidates Only Please

Great Team Culture and Stability!!

This is an excellent opportunity for a Client Associate who is looking for a fantastic financial services/investment team to join. This opportunity does not come around very often, so don’t let this one pass you by!! This role is open due to a recent retirement of a professional that I placed there 15 years ago!! This opportunity offers a positive team-culture, stability and great comp and benefits.

What They Offer:

Great team culture, firm stability and growth, solid comp and benefits including employee-paid health insurance, 401k with match and strong PTO policy!! Hybrid work schedule after training

and successfully acclimating to role/firm. This could be your “forever” team!!

What You’ll Be Doing:

• Assist with client account on/off-boarding
• Cash transfers and reporting
• Report management
• Account management
• Client service focused
• Administrative support
• Assist with special projects

What You Offer:

• 3+ years experience in similar role
• Client service experience in an RIA and/or broker/dealer
• Experience managing confidential information
• Professional presentation and work-style
• Enjoys serving in a role with a variety of duties
• Strong attention to detail and effective communication skills
• Team player and enjoy offering exceptional customer service

This really is a wonderful opportunity that could be your “forever” team! If you want to stop job-searching, this is it! Please respond quickly as they want to move forward with the process. Please forward a copy of your resume, in Word format as an attachment, to [email protected]. Thank You!