More jobs:
Advisor Support & Client Services Specialist
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-02-16
Listing for:
Vista Finance, LLC
Full Time
position Listed on 2026-02-16
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
A financial advisory firm in St. Louis seeks a Client Services Specialist to enhance client relations and support advisors in daily operations. This role involves managing complex tasks, facilitating onboarding and account maintenance, and maintaining data accuracy. Candidates should possess strong analytical and organizational skills, with at least two years of relevant experience, particularly with high-net-worth individuals. If you're eager to make a difference in client service, this position offers a dynamic environment with growth opportunities.
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