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Wealth Client Services Associate Operations
Job in
Kirkwood, St. Louis County, Missouri, USA
Listed on 2026-01-12
Listing for:
VestGen Wealth Partners
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years
work experience
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