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Wealth Advisory Client Experience Specialist
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-01-05
Listing for:
Vista Finance, LLC
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking an entry-level Client Services Specialist to support advisors and enhance client interactions. In this role, you will handle account administration, aid in investment recommendations, and maintain client relationships. Candidates should have over two years of relevant experience and strong skills in organization and communication. This position offers a chance to work in a dynamic, supportive environment, contributing to exceptional client services and developing your professional skills.
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