Client Success & Relations Manager

Accounting Resources; St. Louis (MO); On-site; USD 40,000 - 55,000; Full time

Job summary

Accounting Resources in St. Louis, MO, seeks a client-focused professional to support Advisors and Partners with daily operations and client service. The role emphasizes building strong client relationships, handling account transfers, and maintaining accurate client files.

The candidate will research complex situations, stay informed on markets and events, and assist in creating client presentations and committee materials. On-site work is expected.

Qualifications

• 2-3 years of work experience.
• Must be authorized to work in the United States.

Responsibilities

• Assisting Advisors and Partners in daily operations and developing a comprehensive understanding of team processes and procedures.
• Researching unique and complex situations as they arise.
• Establishing a rapport with clients as a trusted liaison between the client and Advisors.
• Coordinating account transfers and confirm cost basis information for incoming assets.
• Populating and maintaining systems data and client files.
• Verifying client account cash balances, generating and reviewing monthly available cash report.
• Remaining well-informed of financial markets, global events, and general economic happenings.
• Assist with the development of client presentations.
• Assist different committees with agendas and various action items.
• Client communication.

Skills

Self-starter

Multi-project management

Client interaction

Office presence

Authorized to work in the UnitedStates

Job description

Accounting Resources in St. Louis, MO, seeks a client-focused professional to support Advisors and Partners with daily operations and client service. The role emphasizes building strong client relationships, handling account transfers, and maintaining accurate client files.

The candidate will research complex situations, stay informed on markets and events, and assist in creating client presentations and committee materials. On-site work is expected.