Entry-Level Client Service Associate Job Saint Louis area,St. Louis Missouri USA,Finance & Banking

Position: Entry-Level Client Service Associate (January 2026)
Location: St. Louis

Entry‑Level Client Service Associate (January 2026)

Join to apply for the Entry‑Level Client Service Associate (January 2026) role at Rubin Brown LLP
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Founded in 1952, Rubin Brown LLP is one of the nation’s leading accounting and professional consulting firms. The Rubin Brown name and reputation are synonymous with experience, integrity and value.

Overview

The Client Service Associate works with the Lead Advisor to serve wealth‑management clients, executing operational tasks, building rapport with clients and the Lead Advisor, and developing into an advisor within 3‑5 years.

Responsibilities

Become proficient in executing tasks (trades, disbursements, account onboarding, account maintenance, etc.) with our custodian, Charles Schwab, on behalf of clients.
Complete 100% of action items related to clients in a timely manner.
Prepare and update Financial Plans.
Review and summarize Estate Plans.
Prepare client portfolio review meeting documents.
Attend client meetings with the Lead Advisor.
Document meeting notes and work with the Lead Advisor to execute tasks driven from the client meetings.
Build relationships with clients and Rubin Brown team members.
Maintain current client information in all existing databases.

Preferred Experience /Background/Skills

Bachelors or Masters in Finance, Business Administration, Accounting or related field.

2+ years of work experience in the financial services industry.

Desire to pass the CFP within 2‑3 years of hire.

Strong organization, planning, scheduling and problem‑solving skills.

Passion to serve clients and support a team of investment professionals.

Initiative, detail oriented, follow‑through.

Excellent written and oral communication skills.

Strong interpersonal skills; ability to interact effectively with all levels internally and externally.

Strong PC skills, including proficiency in Microsoft Office (Word, Excel and Power point).

Proficient internet skills.

Ability to handle routine tasks with minimal supervision.

Ability to support multiple team members and manage multiple priorities in a fast‑paced environment.

Ability to work effectively in deadline situations.

Highly motivated, energetic and resourceful.

Able to work independently, as well as with a team.

Ability to work in excess of normal work hours, when necessary.

Working Conditions

The typical office hours are 8:00 a.m. to 5:00 p.m.
Travel for this position will be minimal.
Ability to sit for long periods of time, move throughout the office, and speak English to communicate with clients and team members.

Equal Employment Opportunity

Rubin Brown is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

EEO Employer W/M/Vet/Disabled

Seniority Level

Entry level

Employment Type

Full‑time

Job Function

Other

Industries

Accounting

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