Back to Search

Client Service Associate

Date Posted: 11/1/2021

Apply Now

Job Description

Investment Advisory Firm in St. Louis County is seeking a Client Service Associate. 

Duties and Responsibilities:

  • Completing new client paperwork and process account transfers
  • Answering phone calls and greeting clients to create a great first impression
  • Collect and maintain client information in our contact management system
  • Help answer client questions and try to find new ways to add value for our clients
  • Scanning documents into our database
  • Helping clients log into their accounts online at custodians
  • Scheduling appointments and follow up calls to request information
  • Supporting clients with using their secure online vault to upload important documents
  • Assisting with scheduling team meetings and client events
  • Bachelor's Degree preferred
  • 3 years of customer service experience in the financial services industry
  • Computer skills with experience with Microsoft word and outlook
  • Professional appearance and strong work ethic
  • Excellent organizational skills and attention to detail
  • Detail oriented with strong written and verbal communication skills
  • Team player that has a positive attitude
  • Experience working with Schwab or T.D. Ameritrade a plus
Salary and Benefits:
  • Salary range $50,000 to $70,000 (based on the candidate's knowledge and experience)
  • Paid vacation days and Paid Time Off
  • Cash bonus based on performance
  • 401(k) Plan with 4% matching contribution
  • Profit Sharing Plan with discretionary employer contributions
  • Group Health Insurance, Dental, and Life Insurance plans available

Send resume to 

We are an equal opportunity employer and make hiring decisions based on merit. Recruitment, hiring, training, and job assignments are made without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, or any other protected classification. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
To apply please email your resume to

Apply Now Send to a Friend

Job Snapshot

  • Employee Type:Full-Time
  • Location:Saint Louis, MO
  • Job Type:Legal
  • Experience:Not Specified
  • Education:Not Specified
  • Date Posted:11/1/2021
  • Contact: Amy Friederich (314) 238-1197
  • Pay Range: $50,000.00 - $70,000.00 Annually
Get Job Alertsby Email
  • Receive alerts with new job opportunities that match your interests
  • Receive relevant communications and updates from our organization

Sign Up Now

Job Reference: JO-2109-134601