Remote Client Service Associate – Wealth Accounts

Gatewood Wealth Solutions; Brentwood (MO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health insurance (fully paid)

Life insurance

Disability insurance

HSA option

401(k) match

Education reimbursement

Dental insurance

Vision insurance

Paid parental leave

Paid time off

Part-time remote options

Job summary

Gatewood Wealth Solutions in Brentwood, MO seeks a Client Service Associate to support client service and operations with accuracy and professionalism. You'll handle account paperwork, custodial requests, and high-touch service, leveraging CRM and MS 365 while learning custodial platforms and e-signature tools.

You will join a team oriented toward precision, confidentiality, and timely follow-through, with opportunities for growth in a wealth services environment.

Qualifications

• Experience in client service, banking, financial services, or admin operations.
• Familiarity with account registrations and documentation.
• Strong attention to detail and accuracy.
• Professional written and verbal communication skills.
• Ability to manage multiple requests and deadlines.

Responsibilities

• Prepare and process account paperwork for various registrations.
• Review client information for completeness and accuracy.
• Submit journals, ACH, checks, wires, and distributions with care.
• Process beneficiary, title, and address updates across systems.
• Prepare death/beneficiary paperwork and handle sensitive situations.
• Submit ACATS and incoming transfer paperwork; track through completion.
• Cover front desk and phones; assist with reporting and data management.

Tools

CRM

E-signature tools

Microsoft 365

Job description

Gatewood Wealth Solutions in Brentwood, MO seeks a Client Service Associate to support client service and operations with accuracy and professionalism. You'll handle account paperwork, custodial requests, and high-touch service, leveraging CRM and MS 365 while learning custodial platforms and e-signature tools.

You will join a team oriented toward precision, confidentiality, and timely follow-through, with opportunities for growth in a wealth services environment.