Client Services Associate

Vest Gen Wealth Partners is transforming the wealth management industry by building a forward‑thinking platform that empowers financial advisors to scale their practices, achieve long‑term success, and secure their future. We operate at the intersection of financial advisory, private equity, and technology, and are creating a dynamic marketing function to drive lead generation, advisor acquisition, and strategic partnerships.

We are seeking a highly organized, resourceful Client Service Associate with at least 3 years of experience in the financial services sector to support a Financial Advisor and the broader wealth management team in our Kirkwood, MO location. This position will be client‑facing, requiring strong interpersonal and communication skills, along with the ability to perform operational tasks with efficiency and precision.

The ideal candidate will have experience as a Client Service Associate, operational expertise, and a strong ability to think critically and solve problems independently, while building trust and relationships with clients. Experience with Pershing platforms is highly preferred.

• Client Support: Serve as a primary point of contact for clients, providing exceptional service and addressing inquiries regarding accounts, services, and general financial matters.
• Administrative Support: Provide high‑level administrative support to the Financial Advisor you support, including answering the phone, scheduling meetings, managing calendars, preparing reports, and handling client communications.
• Operational Tasks: Assist with account maintenance, transfers, and new account setups, ensuring compliance with regulatory requirements and internal procedures.
• Client Onboarding: Assist with the client onboarding process, ensuring all required documentation is completed accurately and timely.
• Document Preparation: Prepare client reports, presentations, and other financial documents for client meetings and communications as needed.
• Coordination: Help coordinate and manage internal and external meetings, events, and client engagements.
• Team Support: Provide backup support for other assistants and financial advisors when needed, ensuring the smooth operation of the office.
• Problem Solving & Critical Thinking: Use critical thinking and resourcefulness to troubleshoot client issues, operational challenges, and ad‑hoc requests, providing timely solutions.
• System Management: Manage and maintain accurate client information in firm databases and systems (preferably with Pershing, Orion, Salesforce, and other financial platforms).
• Client Relationship Management: Maintain a professional, positive, and proactive relationship with clients, ensuring their needs are met and expectations are exceeded.

• Minimum of 2-3 years of experience in the financial services sector, with a background in client‑facing roles such as Client Service Associate or similar.
• Strong operational and administrative skills with experience in managing financial accounts, transactions, and office workflows.
• Experience with Pershing or similar financial platforms preferred (custodians and broker‑dealers).
• Exceptional organizational skills, with a keen eye for detail and the ability to manage multiple tasks in a fast‑paced environment.
• Strong problem‑solving abilities, critical thinking, and resourcefulness.
• Excellent interpersonal and communication skills, with the ability to interact professionally with clients, colleagues, and senior management.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Knowledge of financial products, services, and industry regulations.
• High level of discretion and confidentiality in handling sensitive client information.
• Operational Efficiency
• Strong Organizational and Time Management Skills
• Critical Thinking and Problem Solving
• Attention to Detail
• Strong Communication and Relationship‑Building Skills
• Proficiency with Financial Platforms (LPL preferred)
• Career‑minded with Growth Orientation

Associate

Full‑time

Administrative and Finance

• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance
• Paid maternity leave
• Paid paternity leave

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