Wealth Operations & Client Services Specialist

Keb CPA; Fenton (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

KEB Wealth Advisors, in St. Louis, MO, seeks an Operations Specialist to support financial advisors with daily operational tasks and client service.

The role emphasizes accurate processing, CRM-based workflow, and collaboration with leadership on project work. The ideal candidate has a bachelor’s degree or equivalent experience in financial services, strong attention to detail, and the ability to multitask in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent work experience in financial services industry.
• Strong attention to accuracy and detail.
• Ability to learn new software.
• Commitment to superb client service.
• Ability to multi-task and adapt to changing priorities.
• Organized and efficient in a demanding environment.

Responsibilities

• Provides quick and accurate answers to operational questions for advisors and clients
• Provides comprehensive operational support to clients, including handling all monetary, maintenance, and paperwork requests through CRM
• Monitors pending new accounts and transfers
• Handles all communication regarding custodians through back office providers
• Works with team leader on special projects (such as client appreciation events)
• Reviews quarterly reports for accuracy and collates reports
• Acquire working knowledge of our investment philosophy
• Tracks and completes any special projects throughout the year, including advisor notifications and year-end required minimum distributions
• Monitors client asset investment allocations
• Prepare investment allocation rebalance recommendations for advisor review
• Monitor cash levels for client periodic disbursements and deposits
• Diligent recording of client communication and all support in CRM
• Retirement analysis data input
• Portfolio analysis data input
• Social security analysis data input
• Manages client onboarding process

Skills

Attention to accuracy and detail

Client service

Positive attitude toward learning

Interpersonal skills

Multi-tasking & prioritization

Organized & efficient

Calm under stress

Microsoft Office

Education

Bachelor's degree or equivalent work experience in financial services

Tools

Microsoft Office Suite

Job description

KEB Wealth Advisors, in St. Louis, MO, seeks an Operations Specialist to support financial advisors with daily operational tasks and client service.

The role emphasizes accurate processing, CRM-based workflow, and collaboration with leadership on project work. The ideal candidate has a bachelor’s degree or equivalent experience in financial services, strong attention to detail, and the ability to multitask in a fast-paced environment.