Client Services Associate

VestGen Wealth Partners; Kirkwood (MO); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Paid maternity leave

Paid paternity leave

Job summary

A financial services firm is seeking a dedicated Client Service Associate in Kirkwood, MO. The ideal candidate will have at least 3 years of experience in financial services and will provide exceptional client support and administrative assistance to a Financial Advisor. Responsibilities include managing client inquiries, document preparation, and operational tasks. Candidates should possess strong communication skills and experience with financial platforms. This full-time role comes with benefits including medical and vision insurance, a 401(k) plan, and paid leave.

Qualifications

• 2-3 years of experience in financial client-facing roles such as Client Service Associate.
• Exceptional organizational skills and ability to manage multiple tasks.
• Proficiency in managing financial accounts and transactions.

Responsibilities

• Serve as primary point of contact for clients providing exceptional service.
• Provide high‑level administrative support to Financial Advisor.
• Assist with account maintenance, transfers, and new setups.

Skills

Strong operational and administrative skills

Communication and interpersonal skills

Problem-solving abilities

Attention to detail

Organizational and time management skills

Tools

Microsoft Office Suite

Pershing

Salesforce

Job description

VestGen Wealth Partners is transforming the wealth management industry by building a forward‑thinking platform that empowers financial advisors to scale their practices, achieve long‑term success, and secure their future. We operate at the intersection of financial advisory, private equity, and technology, and are creating a dynamic marketing function to drive lead generation, advisor acquisition, and strategic partnerships.

Job Summary

We are seeking a highly organized, resourceful Client Service Associate with at least 3 years of experience in the financial services sector to support a Financial Advisor and the broader wealth management team in our Kirkwood, MO location. This position will be client‑facing, requiring strong interpersonal and communication skills, along with the ability to perform operational tasks with efficiency and precision. The ideal candidate will have experience as a Client Service Associate, operational expertise, and a strong ability to think critically and solve problems independently, while building trust and relationships with clients. Experience with Pershing platforms is highly preferred.

Key Responsibilities

• Client Support: Serve as a primary point of contact for clients, providing exceptional service and addressing inquiries regarding accounts, services, and general financial matters.
• Administrative Support: Provide high‑level administrative support to the Financial Advisor you support, including answering the phone, scheduling meetings, managing calendars, preparing reports, and handling client communications.
• Operational Tasks: Assist with account maintenance, transfers, and new account setups, ensuring compliance with regulatory requirements and internal procedures.
• Client Onboarding: Assist with the client onboarding process, ensuring all required documentation is completed accurately and timely.
• Document Preparation: Prepare client reports, presentations, and other financial documents for client meetings and communications as needed.
• Coordination: Help coordinate and manage internal and external meetings, events, and client engagements.
• Team Support: Provide backup support for other assistants and financial advisors when needed, ensuring the smooth operation of the office.
• Problem Solving & Critical Thinking: Use critical thinking and resourcefulness to troubleshoot client issues, operational challenges, and ad‑hoc requests, providing timely solutions.
• System Management: Manage and maintain accurate client information in firm databases and systems (preferably with Pershing, Orion, Salesforce, and other financial platforms).
• Client Relationship Management: Maintain a professional, positive, and proactive relationship with clients, ensuring their needs are met and expectations are exceeded.

Qualifications

• Minimum of 2-3 years of experience in the financial services sector, with a background in client‑facing roles such as Client Service Associate or similar.
• Strong operational and administrative skills with experience in managing financial accounts, transactions, and office workflows.
• Experience with Pershing or similar financial platforms preferred (custodians and broker‑dealers).
• Exceptional organizational skills, with a keen eye for detail and the ability to manage multiple tasks in a fast‑paced environment.
• Strong problem‑solving abilities, critical thinking, and resourcefulness.
• Excellent interpersonal and communication skills, with the ability to interact professionally with clients, colleagues, and senior management.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Knowledge of financial products, services, and industry regulations.
• High level of discretion and confidentiality in handling sensitive client information.
• Operational Efficiency
• Strong Organizational and Time Management Skills
• Critical Thinking and Problem Solving
• Attention to Detail
• Strong Communication and Relationship‑Building Skills
• Proficiency with Financial Platforms (LPL preferred)
• Career‑minded with Growth Orientation

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Administrative and Finance

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance
• Paid maternity leave
• Paid paternity leave

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