Missouri Licensed Client Service Associate

Job Summary

To support a growing financial advisory practice, the full-time Missouri Licensed Client Service Associate will provide comprehensive administrative and operational support, enhance client relationships, and ensure compliance with industry regulations while working remotely.

Key responsibilities

• Serve as the primary point of contact for clients, addressing inquiries and resolving issues related to firm services
• Manage client onboarding by collecting documentation, assessing risk profiles, and maintaining accurate records
• Collaborate with financial advisors on business plans, marketing initiatives, and client engagement strategies

Required qualifications

• 2+ years of financial industry experience, preferably in wealth management
• 2+ years of experience in client service industry
• Bachelor's degree in finance, business, or accounting
• Active Series 7 and/or 66 (or equivalent) preferred
• Robust understanding of financial products and services