Top 24 Investment associate Jobs in Chesterfield, Mo

Associate, Core Service - International Client Services (Mandarin/Cantonese)
Charles Schwab —St. Louis, MO
- $50,000 - $57,000 a year
- Overnight shift
- Hybrid work
- Finance
- Bachelor's degree
- Business Administration
- Paid parental leave
- Employee stock purchase plan
Associate Portfolio Manager, Trading
Busey Bank —Creve Coeur, MO
- $55,000 - $73,000 a year
- Full-time
- Customer service
- Office
- Bachelor's degree
- Profit sharing
- Wellness program
Quick Apply
1d
Financial Planning Associate
Stifel —St. Louis, MO
- Full-time
- Microsoft Outlook
- Basic math
- Office
- Health insurance
- Dental insurance
Investment Advisory Operations Associate
Renaissance Financial Corporation —St. Louis, MO
- Overtime
- Computer literacy
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Associate Fixed Income Analyst
Moneta Group —St. Louis, MO
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Marketing Associate, Private Funds
Osprey Management —St. Louis, MO
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- Organizational skills
- 2 years
- Paid holidays
- Dental insurance
Quick Apply
Associate General Counsel III, LGL Investment Advisory Attorney
Edward Jones —St. Louis, MO
- $172,800 - $294,100 a year
- Full-time
- Conflict management
- Fair chance
- Senior level
- Profit sharing
- Health savings account
Wealth Management Client Associate
Bank of America —Clayton, MO
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Associate Trader II
Edward Jones —St. Louis, MO
- $55,000 - $90,600 a year
- Full-time
- Hybrid work
- Bachelor of Science
- Research
- Mid-level
- Profit sharing
- Health savings account
Associate General Counsel
UNCOMN —St. Louis, MO
- $165,000 - $185,000 a year
- 5 years
- Senior level
- Negotiation
- Paid holidays
- Health insurance
14d
Associate - Client Service
Matter Family Office —St. Louis, MO
- CPA
- Bachelor of Science
- Research
- Health savings account
- Paid holidays
Associate Portfolio Manager
Moneta Group —Clayton, MO
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
Client Service Associate - Wealth Management
RFG Advisory —Creve Coeur, MO
- $65,000 - $72,000 a year
- Full-time
- Mid-level
- Office
- Critical & Intensive Care
- Health savings account
- Disability insurance
Quick Apply
Associate Fixed Income Analyst
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Quick Apply
Senior Associate - Client Service
Matter Family Office —St. Louis, MO
- CPA
- Bachelor of Science
- Research
- Health savings account
- Paid holidays
Community Impact Capital Fund Investments Associate
Huntington Bank —Clayton, MO
- $70,000 - $140,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Wellness program
- Paid holidays
Associate Portfolio Manager
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid parental leave
Quick Apply
Senior Associate - Federal Financial Analyst
Blake Willson Group —St. Louis, MO
- CPA
- Mid-level
- Office
Quick Apply
Senior Associate - Senior Federal Financial Analyst
Blake Willson Group —Arnold, MO
- CPA
- Office
- Finance
Quick Apply
WM Affluent Associate
U.S. Bank National Association —Washington, MO
- $20.00 - $26.39 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance

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investment associate jobs near chesterfield, mo

Associate, Core Service - International Client Services (Mandarin/Cantonese)

Charles Schwab -
St. Louis, MO

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Job Details

$50,000 - $57,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Mandarin
Customer relationship building
Professional ethics
Series 7
Series 63

Full Job Description

Position Type: Regular

Your opportunity

In addition to the salary range, this role is eligible for a bonus and language incentive opportunities.

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs. You will work in a collaborative, fast-paced environment to assist with trading stocks, ETFs, mutual funds and options in addition to general account servicing inquiries. We also complete document translation services for internal partners and service clients in foreign language as needed. Evening and overnight shifts will also support our clients within Stock Plan Services. The relationships that you create and uphold will have a direct impact as you aid our clients to “Own Their tomorrow.”

What you have

Required Qualifications:

In addition to English, must be able to read, write, and speak in Mandarin/Cantonese.
Series 7 & 63 licenses required OR a condition of employment to successfully obtain these licenses within the allotted training time.
Well-developed and effective communication skills to establish trust and rapport with clients through both verbal and written communication
Available to work in a structured schedule and adhere to assigned schedule including lunch and break time as pre-determined by business need.
Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
Willingness and desire to learn in a fast-paced and evolving environment.

Preferred Qualifications:

2+ years of college study in finance, economics, business administration, or related area; bachelor’s degree is preferred.
2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails.
Basic to intermediate knowledge of investment products. Ability to explain these complex subjects via the phone.
Ability to quickly identify client needs, demonstrate empathy and compassion in responses, and apply sound judgment when taking action(s) to achieve client objectives via phone/chat/email.
Flexible and able to work on emails/chats/phones as business needs change.
High flexibility in shift times especially early in the morning as business needs.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

investment associate jobs in chesterfield, mo

Associate, Core Service - International Client Services (Mandarin/Cantonese)

Associate Portfolio Manager, Trading

Financial Planning Associate

Investment Advisory Operations Associate

Associate Fixed Income Analyst

Marketing Associate, Private Funds

Associate General Counsel III, LGL Investment Advisory Attorney

Wealth Management Client Associate

Associate Trader II

Associate General Counsel

Associate - Client Service

Associate Portfolio Manager

Client Service Associate - Wealth Management

Associate Fixed Income Analyst

Senior Associate - Client Service

Community Impact Capital Fund Investments Associate

Associate Portfolio Manager

Senior Associate - Federal Financial Analyst

Senior Associate - Senior Federal Financial Analyst

WM Affluent Associate

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