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Client Services Specialist – Financial Services; Onsite
Job in
St. Charles, Saint Charles, St. Charles County, Missouri, 63301, USA
Listed on 2026-07-10
Listing for:
Aspiretalentagency
Full Time
position Listed on 2026-07-10
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Location: St. Charles
Aspiretalentagency is seeking a client-facing administrative professional to support daily operations for a small financial advisory firm in Kansas City, MO. You will manage scheduling, paperwork, compliance tracking, and office coordination in a fully in-office environment.
Ideal candidates have 2+ years of administrative experience in financial services or wealth management, strong organization, and proficiency with Outlook, Excel, and CRM systems.
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