Client Relations Financial Specialist
Edward Jones
Edward Jones in St. Louis is hiring a Client Relations Financial Representative (CRFR) to support clients when their Financial Advisor is unavailable. This role involves providing high-quality service while ensuring compliance with regulatory requirements. Ideal candidates will have a minimum of 3 years in the financial services industry and possess active Series 7 and Series 66 licenses at application. Edward Jones offers a comprehensive benefits package, including 401(k) and paid time off. #J-18808-Ljbffr Edward Jones
- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...people come first. With over 9 million clients and 20,000 financial advisors across the... ...start or build your career. The Client Relations Financial Representative (CRFR) serves...SuggestedTemporary workWork at officeHome officeFlexible hours
- Edward Jones is seeking a Financial Advisor for the Edward Jones Connection department in St. Louis, MO, to serve smaller clients remotely. In this salaried position, you'll engage clients... ..., with a degree in a business-related field preferred. This role will require...SuggestedWork at officeRemote workWork from home
$53k - $56k
Focus Financial Partners is looking for an Operations Specialist in St. Louis, Missouri. This role involves supporting a network of advisors and servicing client accounts, requiring effective communication and proficiency in systems like Salesforce. Candidates must have...SuggestedWork at officeRemote work$60k - $63k
...Job Title Client Accountant Job Description Summary Responsible for the performance... ..., general ledger accounting, and financial reporting. Use established accounting principles... ...as requested. • Perform other related duties as required or requested. Education...SuggestedMinimum wageWork experience placementFlexible hours$51k - $60k
...Job Title Senior Client Accountant Job Description Summary Responsible for all... ...established accounting principles, including financial reporting for clients, projects, or... ...lead role on projects. • Performs other related duties as required or requested....SuggestedMinimum wageWork experience placementLocal areaFlexible hours- A financial services organization is seeking a Virtual Financial Advisor to provide meaningful financial guidance and support to clients through virtual meetings. The ideal candidate will leverage interpersonal skills to build client relationships and utilize various financial...Remote job
- ebs recruiters LLC is seeking a detailed-oriented Financial Planner in St. Louis, MO, responsible for helping clients achieve their financial goals through personalized recommendations and exceptional service. The role involves developing customized financial plans, leading...
- Simmons Bank in St. Louis is seeking a Relationship Banker to build and maintain client relationships while providing exceptional service. You'll assess financial needs and recommend bank products and services to help clients achieve their goals. The ideal candidate will...
$55k - $65k
Advisor Talent Solutions is seeking a dedicated New Business Associate in St. Louis, MO to assist Financial Advisors and provide top-notch client service. The ideal candidate will enjoy developing relationships, managing client inquiries, and supporting business growth...Work at office- ...data collection from investment managers and custodians, produce client reporting packages, and prepare management-level reports... ...analyzing performance data. A Bachelor's degree and experience in the financial services industry are preferred, along with proficient...Work at office
$50k - $60k
...Associate Finance Analyst is responsible for the overall financial management for our client portfolio, their commercial agreement, reporting and... ...accounts Run reports for month-end close, primarily related to revenue recognition Review staff plans and program...Temporary workWork at officeLocal areaWork from homeWorldwideFlexible hours$150k - $200k
A leading financial services firm is seeking a Lead Advisor in St. Louis, MO to serve as a Personal CFO for clients, delivering exceptional wealth management experiences. The ideal candidate will have at least 6 years of experience, a four-year degree, and a CFP® certification...Full time- Lexicon is seeking a Client Acquisition Representative in St. Louis, Missouri. This role is vital in converting client inquiries into scheduled consultations and developing lasting client relationships. The ideal candidate should possess strong communication skills, a...
- An established industry player is seeking a motivated Client Acquisition Coordinator to drive client engagement and appointment setting. In this entry-level role, you will manage outreach efforts through calls, emails, and events, ensuring qualified leads attend workshops...
- Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement....Remote workFlexible hours
- ...LCG Advisors is looking for an Analyst to work closely with our clients, including large money-center banks such as JP Morgan Chase,... ...learn new things ~ Naturally inquisitive on all topics relating to transactions ~ Excellent verbal and written communication...Work experience placementH1bWork at officeRemote work
$68k - $80k
...Job Title Client Accounting Tax Analyst Job Description Summary The Tax Analyst is responsible for ensuring compliance with... ...accurate and timely state and local tax filings, payments, and related reporting obligations. Job Description Essential Job Duties...Minimum wageWork experience placementWork at officeLocal areaFlexible hours- ...is seeking a Portfolio Analyst to provide investment-related support on a select group of client relationships. This position is located in the St.... ...experience; and A minimum of 3 years' experience in the financial services industry Salary ~ Base salaries may...Work at office
- ...Description UB Greensfelder is seeking a Financial Analyst. The Financial Analyst supports... ...Law 200 law firm dedicated to exceeding client expectations and delivering superior,... ...Bachelor’s degree in Finance, Accounting, or a related field. ~2–4 years of financial...Temporary workCasual work
$90.23k
...Description: CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team!... ...: • Bachelor's degree. • 5 years of related experience. Equivalent additional... ...operate as diverse as the needs of our clients. CDM Smith is an Equal Opportunity/...Full timeH1bRemote work- This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts... .... The role emphasizes education, professionalism, and ethical client engagement. Position Overview This position centers on...Remote workFlexible hours
- A financial education firm is seeking a dedicated individual to deliver structured financial education and help clients understand foundational financial concepts. You will guide clients through financial planning, emphasizing professionalism and ethical client engagement...Remote job
- Our client is a remarkable organization that has thrived for more than a century—an impressive... ...environment. They are looking to add a Financial Analyst to their team. In this role, you... ...'s degree in finance, accounting, or a related field, along with at least 2 years of...Immediate start
- ...Description: About Us At Larson Financial Group, we are committed to helping our clients build a secure financial future. Our team delivers comprehensive wealth... ...2 years of experience in financial planning or a related field * Series 7 and 66 licenses required * CFP designation...Temporary workWork experience placementWork at office
- ...Senior Financial And Operations Analyst Asset Consulting Group (ACG) is seeking a Senior... ...analysis, investment operations, or a related analytical discipline; and A minimum... ...investment expertise to a select group of clients. We partner with our clients to recommend...Temporary workWork at office
- ...is driven by a commitment to quality and client success, operating across North America,... ...POSITION SUMMARY: The Financial Analyst - Operations FP&A will support financial... ...drivers. Develop actionable insights related to margin trends, cost performance, operating...Work from home
- ...Description Harnessing Technology to Improve Financial Stewardship for the Welfare, Defense,... ...operational efficiencies that allow our clients to do more with less. BWG has earned the... ...in Accounting, Finance, Business, or a related field. ~4+ years of experience...Local areaFlexible hours
- A national financial services organization is looking for a Financial Services Specialist to support nationwide financial education initiatives through virtual engagement... ...foundational financial concepts and support clients with long-term planning. Ideal candidates will...Remote jobFlexible hours
- e2E is seeking an Accounting Specialist in St. Louis, MO, offering remote and hybrid work options. This vital position is responsible for accurate bookkeeping, client-related financial support, and maintaining compliance across various accounting tasks. Candidates should...Remote job
- ...for a culture that puts its clients and associates first: a culture... ...is responsible for providing financial analysis and support for fund... ...with various client requests related to their loans or deposit... ...project managers, marketing specialists, developers, bankers, operations...Full timeWork experience placement
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