Client Associate
RubinBrown Executive Recruiting (Formerly ABACUS Recruiting)
Client Associate
St. Louis, MO - Local Candidates Only Please
Great Team Culture and Stability!!
This is an excellent opportunity for a Client Associate who is looking for a fantastic financial services/investment team to join. This opportunity does not come around very often, so don’t let this one pass you by!! This role is open due to a recent retirement of a professional that I placed there 15 years ago!! This opportunity offers a positive team-culture, stability and great comp and benefits.
What They Offer:
Great team culture, firm stability and growth, solid comp and benefits including employee-paid health insurance, 401k with match and strong PTO policy!! Hybrid work schedule after training
and successfully acclimating to role/firm. This could be your “forever” team!!
What You’ll Be Doing:
- Assist with client account on/off-boarding
- Cash transfers and reporting
- Report management
- Account management
- Client service focused
- Administrative support
- Assist with special projects
What You Offer:
- 3+ years experience in similar role
- Client service experience in an RIA and/or broker/dealer
- Experience managing confidential information
- Professional presentation and work-style
- Enjoys serving in a role with a variety of duties
- Strong attention to detail and effective communication skills
- Team player and enjoy offering exceptional customer service
This really is a wonderful opportunity that could be your “forever” team! If you want to stop job-searching, this is it! Please respond quickly as they want to move forward with the process. Please forward a copy of your resume, in Word format as an attachment, to View email address on click.appcast.io. Thank You!
Vacancy posted 12 hours ago
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