Investment Advisory Ops Associate: Client-Focused
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Finance Assistant, Accounting & Finance
Location: St. Louis
Renaissance Financial in St. Louis, MO is seeking a full-time support specialist to assist with new account opening and review, money movement processing, account maintenance, and follow-up on outstanding items.
Responsibilities include reviewing paperwork, communicating with Schwab, handling deposits and transfers, assisting advisors with cost basis maintenance, onboarding clients using Docu Sign, and maintaining data in MAPS and Morningstar. We value teamwork and meticulous, discreet work.
As a Investment Advisory Ops Associate:
Client-Focused Growth, you will play an important part at Renaissance Financial in St. Louis, MO, United States.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in St. Louis, MO, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 42.000 - 62.000.
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