Client Services Manager

A well-established, independent wealth management practice is seeking a highly organized and client-focused professional to serve as Manager of Client Services. This individual will play a key role in delivering a high-touch client experience, ensuring all interactions are handled with professionalism, accuracy, and attention to detail.

This is a full‑time, in‑office position based in the St. Louis area. The team offers a collaborative environment focused on delivering exceptional service and long‑term client relationships.

• Serve as the primary point of contact for client inquiries, requests, and day‑to‑day needs
• Coordinate with custodians and third‑party partners to support client account activity
• Prepare and manage client documentation, agreements, and account‑related paperwork
• Support client meetings by gathering data, updating records, and assisting with agenda preparation
• Facilitate client communications across multiple channels including phone, email, and in‑person interactions
• Track and manage follow‑up items to ensure timely completion of client requests
• Assist with onboarding new clients, including documentation and process coordination
• Maintain accurate and up‑to‑date client records within CRM and internal systems
• Organize and manage electronic and/or physical client files
• Process client transactions and requests in a timely and accurate manner
• Contribute to a team‑oriented environment with a strong emphasis on service excellence

• 10+ years of professional experience, ideally within financial services or a client‑facing environment
• Strong technical proficiency, including Microsoft Office Suite and document management tools
• Experience working with custodians or financial platforms is a plus
• Familiarity with CRM systems and back‑office software preferred
• Excellent communication skills, both written and verbal
• High level of discretion, integrity, and professionalism
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Detail‑oriented with strong problem‑solving abilities
• Self‑starter with the ability to work independently and collaboratively
• Positive, team‑oriented mindset with a willingness to learn and grow

We’re seeking someone who thrives in a fast‑paced, client‑centric environment and takes pride in delivering a seamless, high‑quality experience. This role requires strong attention to detail, follow‑through, and a proactive approach to supporting both clients and internal team members.