Client Service Advisor (CSA) & Executive Assistant

Stonebridge Financial Group; St. Louis (MO); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Health Insurance

Retirement plan

Job summary

Stonebridge Financial Group is a growing independent Registered Investment Advisor serving individuals, families, and business owners across the region. We seek a highly organized Client Service Advisor (CSA) & Executive Assistant to support two financial advisors with client service, account administration, and marketing coordination.

You will manage client requests, paperwork, and calendars while coordinating with custodians and the CRM.

Qualifications

• 2+ years of experience in financial services, wealth management, banking, insurance, or a related professional services environment
• Exceptional organizational and time-management skills
• Strong attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities simultaneously
• Professional and client-focused demeanor
• Proficiency in Microsoft Office applications

Responsibilities

• Serve as a primary contact for client service requests
• Deliver an outstanding client experience with professionalism and responsiveness
• Coordinate client paperwork and electronic signatures
• Schedule and confirm client appointments
• Prepare meeting materials and documentation
• Follow up on outstanding client requests and action items
• Maintain consistent communication with clients throughout service processes
• Open new advisory and brokerage accounts
• Facilitate account transfers and ACAT requests
• Monitor account-opening workflows from start to finish
• Track paperwork and follow up on outstanding requirements
• Process account maintenance requests
• Coordinate directly with custodians and service providers
• Maintain accurate records within the firm’s CRM and operational systems
• Manage advisor task lists and follow-up activities
• Track commitments made during client meetings
• Coordinate calendars and appointments
• Prepare meeting agendas and supporting materials
• Assist advisors in managing competing priorities
• Execute administrative and operational projects that help advisors remain focused on client relationships and business development
• Coordinate client events and appreciation programs
• Assist with seminar and workshop logistics
• Assist with LinkedIn and marketing projects
• Coordinate marketing materials and project timelines
• Help maintain efficient operational processes
• Identify opportunities for workflow improvement
• Support compliance-related documentation and recordkeeping
• Assist with technology platforms and advisor tools
• Contribute to creating a scalable and exceptional client experience

Skills

Organizational skills

Time management

Attention to detail

Communication skills

Multitasking

Professional demeanor

Client-focused

Tech savvy

Tools

Microsoft Office

CRM systems

Job description

Help Advisors Focus on Clients While You Drive Exceptional Service

Stonebridge Financial Group is a growing independent Registered Investment Advisor (RIA) serving individuals, families, and business owners throughout the region.

We are seeking a highly organized, client-focused professional to serve as a Client Service Advisor (CSA) & Executive Assistant supporting two financial advisors. This role combines client service, account administration, executive support, workflow management, and marketing coordination into one highly visible position that directly impacts both client satisfaction and advisor productivity.

This is an ideal opportunity for someone who enjoys building relationships, managing details, solving problems, and becoming an indispensable part of a professional team.

If you have experience in wealth management, financial services, banking, insurance, or advisor support and take pride in providing exceptional service, we'd like to talk with you.

What You’ll Do

Client Service & Relationship Support

• Serve as a primary contact for client service requests


• Deliver an outstanding client experience with professionalism and responsiveness


• Coordinate client paperwork and electronic signatures


• Schedule and confirm client appointments


• Prepare meeting materials and documentation


• Follow up on outstanding client requests and action items


• Maintain consistent communication with clients throughout service processes

Account Administration

• Open new advisory and brokerage accounts


• Facilitate account transfers and ACAT requests


• Monitor account-opening workflows from start to finish


• Track paperwork and follow up on outstanding requirements


• Process account maintenance requests


• Coordinate directly with custodians and service providers


• Maintain accurate records within the firm’s CRM and operational systems

Executive Support to Advisors

• Manage advisor task lists and follow-up activities


• Track commitments made during client meetings


• Coordinate calendars and appointments


• Prepare meeting agendas and supporting materials


• Assist advisors in managing competing priorities


• Execute administrative and operational projects that help advisors remain focused on client relationships and business development

Marketing & Business Development Support

• Coordinate client events and appreciation programs


• Assist with seminar and workshop logistics


• Assist with LinkedIn and marketing projects


• Coordinate marketing materials and project timelines

Operations & Workflow Support

• Help maintain efficient operational processes


• Identify opportunities for workflow improvement


• Support compliance-related documentation and recordkeeping


• Assist with technology platforms and advisor tools


• Contribute to creating a scalable and exceptional client experience

What Success Looks Like

Within your first year, you will:

• Become the trusted operational partner to two advisors


• Independently manage most client service workflows


• Ensure client requests are completed accurately and promptly


• Reduce administrative burdens on advisors


• Improve efficiency and consistency across client service processes


• Be viewed by clients as a valuable member of their advisory team

Qualifications

Required

• 2+ years of experience in financial services, wealth management, banking, insurance, or a related professional services environment


• Exceptional organizational and time-management skills


• Strong attention to detail


• Excellent written and verbal communication skills


• Ability to manage multiple priorities simultaneously


• Professional and client-focused demeanor


• Proficiency in Microsoft Office applications

Preferred

• RIA or broker-dealer experience


• Familiarity with account opening and transfer processes


• CRM experience


• Experience working with custodians and advisory platforms


• Insurance or securities licensing is a plus but not required

Who Thrives in This Role

You may be a great fit if you are:

• Highly organized and detail-oriented


• Naturally proactive


• Service-minded and relationship-focused


• Comfortable working independently


• Skilled at following through on commitments


• Resourceful and technologically savvy


• Motivated by helping others succeed


• Looking for a long-term career opportunity within a growing firm

Compensation: $45,000 annual salary, with bonus opportunity

Benefits: Health Insurance, Retirement Plan includes non-elective contribution & aggressive profit-sharing contributions

Why Join Stonebridge?

At Stonebridge, you’ll work directly with advisors and firm leadership while making a visible impact on both clients and the business.

This is more than an administrative position. It is an opportunity to become a trusted partner, help build something meaningful, and grow your career within a respected independent wealth management firm.