Wealth Support Associate: Client Services & Operations

Alpine Private Wealth; St. Louis (MO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Generous benefits

Job summary

A boutique wealth management firm in St. Louis seeks a Wealth Support Associate to assist the Advisory Team and enhance client service. The ideal candidate will have experience in financial services or a commitment to the field, with strong organizational and problem-solving skills. Responsibilities include scheduling client meetings, preparing reports, and maintaining an efficient workflow. Competitive compensation and benefits await top candidates.

Qualifications

• Experience in the financial services industry or commitment to become a financial services professional.
• Professional demeanor with a strong passion for client service.
• Highly reliable, professional, respectful and conscientious.

Responsibilities

• Assist Advisors by scheduling client meetings.
• Organize significant events for clients.
• Prepare monthly, quarterly and annual reports using the Tamarac system.

Skills

Client service

Problem-solving

Organizational skills

Multi-tasking

Communication

Microsoft Excel

Team player

Tools

Schwab custodial platform

Salesforce

Tamarac reporting system

Job description

A boutique wealth management firm in St. Louis seeks a Wealth Support Associate to assist the Advisory Team and enhance client service. The ideal candidate will have experience in financial services or a commitment to the field, with strong organizational and problem-solving skills. Responsibilities include scheduling client meetings, preparing reports, and maintaining an efficient workflow. Competitive compensation and benefits await top candidates.