Investment Client Services Associate

TSR Consulting; O’Fallon (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

TSR Consulting in Missouri is seeking a financial associate with a foundational understanding of investments and financial planning to join our client services team.

The role emphasizes building strong client relationships, accurate processing, and adherence to procedures while handling a diverse range of investment products. Required licenses include SIE, Series 7, and Series 66 (or 63/65); 0–2 years of experience preferred. On-site role with a supportive team.

Qualifications

• 0–2 years of customer service experience; investment product exposure preferred.
• Understanding of investment and financial planning fundamentals preferred.
• Knowledge of multiple banking and investment products with strong relationship-building skills.
• Excellent verbal and written communication with professional presentation.
• Ability to work independently within set procedures and make informed decisions.
• High accuracy while handling multiple tasks and supporting a broad product set.
• Proficiency with Microsoft Excel, Outlook, and Word preferred.
• SIE, active Series 7, and Series 66 (or 63 and 65) required. No lapse of two or more years since last registered employment with a qualifying financial institution.

Skills

Customer service

Communication

Independent work

Accuracy

Education

SIE, Series 7, Series 66

Tools

Microsoft Excel

Outlook

Word

Job description

TSR Consulting in Missouri is seeking a financial associate with a foundational understanding of investments and financial planning to join our client services team.

The role emphasizes building strong client relationships, accurate processing, and adherence to procedures while handling a diverse range of investment products. Required licenses include SIE, Series 7, and Series 66 (or 63/65); 0–2 years of experience preferred. On-site role with a supportive team.