Wealth Client Services Associate – Growth & Operations

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

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.