Client Service Associate

Moment Private Wealth
is a Registered Investment Advisory Firm based in St. Louis, Missouri. We provide wealth management services for entrepreneurs and professional athletes. This encompasses income planning, tax planning, risk management, estate planning review, investment management, and lifestyle services.

We are a small business, and at Moment you will get the opportunity to wear multiple hats, grow your skillset, and learn everything we know about the financial planning space. This role is best suited for someone who has an entrepreneurial mindset and is looking to always be improving. We do not take personal development lightly.

Moment is actively seekinga Client Service Associate to joinour team. In this role, you will develop relationships with our clients through frequent interaction, providing dedicated service to meet client needs.

Moment provides the opportunity for long-term career growth and professional development as youlearn the foundational knowledge ofwealth management.

• Help in daily operations and developing a comprehensive understanding of team processes and procedures
• Researching unique and complex situations as they arise
• Implementing Advisor investment recommendations via trading through Financial Custodial Systems
• Coordinating account transfers and confirming cost-basis information for incoming assets
• Populating and maintaining systems, data, and client files
• Verifying client account cash balances, generating and reviewing monthly available cash report
• Working directly with third-party Custodians to meet critical deadlines and industry cut-off times
• Answer incoming phone calls to the firm
• Support the team by ensuring the client review process is prepared in advance with set deadlines
• Opportunity to be in client and prospect meetings

As a Client Service Associate, you will work alongside the team on a wide range of projects focused on clients'needs. Qualities that will help you succeedin this role include organization, flexibility, strong communication skills, attention to detail, and the ability to manage multiple projects  right team member is someone who can take things to the finish line on their own.

Additionally, the following list of qualifications are preferred:

• Bachelor's degree in Finance or a related field
• 2-5 years of work experience
• Series 65 or willing to get licensed
• CFP, CPA, or other relevant designations are a plus
• Must be authorized to work in the United States
• Experience working with Fidelity/Wealthscape
• Experience executing trades
• Knowledge of social media sites such as X, Linked In, You Tube, and Instagram

Moment is committed to providing a team that is built on constant improvement. This is a great fit for someone looking to understand every element of the wealth management business.

• Variable bonus structure based on individual and team performance
• Paid holidays
• 401k Match
• Paid time off (PTO)
• Health Insurance Stipend
• Help building your personal brand

Moment Private Wealth is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses except Series 65.We also do not allow outside business activities, insurance commissions, and/or trails.