Financial Advisor Support & Client Onboarding Specialist

Renaissance Financial; St. Louis (MO); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Medical Insurance

401k

Bonuses potential

Licensing Coverage

Job summary

Renaissance Financial in St. Louis, MO, full-time position to manage client onboarding and servicing for an expanding client base. You will work directly with the Financial Advisor to handle daily tasks, onboarding, and client communications.

Responsibilities include coordinating onboarding, preparing account materials, and using MAPS, eMoney, Morningstar and Orion for portfolio analysis and reporting.

Qualifications

• Bachelor’s degree (preferred) or associate’s degree (required).
• Financial background or similar (preferred).
• 1-2 years of experience as a personal assistant (preferred).

Responsibilities

• Schedule appointments and manage onboarding for new clients.
• Prepare account summaries and materials for client reviews.
• Review applications and paperwork to onboard new clients.
• Coordinate with the Financial Advisor for daily tasks.
• Use MAPS, eMoney, Morningstar, Orion to analyze client portfolios.
• Provide timely responses to routine inquiries and maintain client service.

Skills

Attention to detail

Organizational skills

Communication

Independent work

Data gathering

Client service orientation

Education

Bachelor's degree (preferred)

Associate’s degree (required)

Tools

Microsoft Excel

Microsoft Outlook

Typing 40 wpm

Salesforce

Job description

Renaissance Financial in St. Louis, MO, full-time position to manage client onboarding and servicing for an expanding client base. You will work directly with the Financial Advisor to handle daily tasks, onboarding, and client communications.

Responsibilities include coordinating onboarding, preparing account materials, and using MAPS, eMoney, Morningstar and Orion for portfolio analysis and reporting.