Top 51 client services associate Jobs in clayton mo

Wealth Management Client Services Associate
Busey Bank —Creve Coeur, MO
- $21.50 - $28.00 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Client Service & Planning Operations Associate
Hawthorne Capital Wealth Advisors —St. Louis, MO
- From $30 an hour
- Part-time
- Hybrid work
- Background check
- Microsoft Excel
- Microsoft Outlook
- Flexible schedule
- Retirement plan
Quick Apply
4th Grade Tutor Part Time (Math and Reading) in Client's Home $21/Hour
Club Z! Tutoring —Barnhart, MO
- $21 an hour
- Part-time
- Background check
- High school
- Computer literacy
Quick Apply
Wealth Management Client Services Associate
Busey Bank —Edwardsville, IL
- $21.50 - $28.00 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
Client Retention Specialist
RNR Tire Express —St. Louis, MO
- $17 - $18 an hour
- Full-time
- Driver's License
- In-person
- Entry level
- AD&D insurance
- Paid holidays
Quick Apply
8d
Client Service Representative
VCA Animal Hospitals —Creve Coeur, MO
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client Retention Specialist
Rent One —St. Louis, MO
- $18 - $19 an hour
- Full-time
- No experience needed
- Driver's License
- In-person
- AD&D insurance
- Paid holidays
Quick Apply
2d
Client Relations Financial Representative, Service
Edward Jones —St. Louis, MO
- $63,200 - $104,200 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
Private Client Advisor Associate
Commerce Bank —Clayton, MO
- $23.80 - $27.65 an hour
- Full-time
- Microsoft Outlook
- Mid-level
- Office
- Health insurance
- Dental insurance
Client Associate/Registered Client Associate
Royal Bank of Canada —St. Louis, MO
- $40,000 - $70,000 a year
- Full-time
- Sales
- Research
- Office
- Disability insurance
- Health insurance
Manager, Accounting Advisory - Construction Industry Clients
Wipfli —Clayton, MO
- Remote
- CPA
- Mid-level
- Finance
- Health savings account
- AD&D insurance
Senior Manager, Accounting Advisory - Nonprofit Industry Clients
Wipfli —Clayton, MO
- Remote
- CPA
- Finance
- Master's degree
- Health savings account
- AD&D insurance
Director Client Success
Advantage Solutions —St. Louis, MO
- $111,700 - $145,200 a year
- Full-time
- Office
- Bachelor's degree
- Mentoring
Client Specialist Key at the shops of Clarkson corner
Talbots —Chesterfield, MO
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Client Manager
Allied Universal —St. Louis, MO
- Overtime
- 18 years or older
- Military
- No experience needed
- Paid training
- Health insurance
Quick Apply
Associate Director, Client & Delivery Excellence
EVERSANA —Chesterfield, MO
- $105,575 - $142,655 a year
- Full-time
- Remote
- Sales
- 5 years
- Pass drug screening
Quick Apply
Manager, Accounting Advisory - Skilled Nursing Industry Clients
Wipfli —Clayton, MO
- Remote
- CPA
- Finance
- Analysis skills
- Health savings account
- AD&D insurance
Wealth Management Client Associate
Bank of America —Frontenac, MO
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Manager, Financial Reporting - Physician Practice Clients
Wipfli —Clayton, MO
- Remote
- CPA
- Mid-level
- Finance
- Health savings account
- AD&D insurance
Director, Client Service
Zelis —Creve Coeur, MO
- $139,000 - $176,700 a year
- Full-time
- Office
- 3 years
- Analysis skills
- Paid holidays
- Disability insurance

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Wealth Management Client Services Associate

Busey Bank -
Creve Coeur, MO

Quick Apply

Job Details

Full-time
$21.50 - $28.00 an hour

Benefits

Profit sharing
Wellness program
Health savings account
Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Accounting systems
Microsoft Outlook
Bachelor's degree

Full Job Description

Position Summary

The Wealth Management Client Services Associate will enhance the client experience by servicing client needs and providing support to the Wealth Management Team.

Duties & Responsibilities

This position holds responsibilities in four primary categories: Sales Support, Compliance, Customer Service, and Teamwork.
Take part in formulating the appropriate actions necessary to aid clients and enhance their relationship with Busey.
Support advisors with the development of new sales opportunities by coordinating meetings, coordinating event attendance, participating in client events, and identifying clients for marketing material distribution.
This role interacts with clients by fielding phone calls and email communications from clients acting as a main point of contact for daily service needs.
Support the successful execution of our Proactive Client Engagement Model by supporting client onboarding/offboarding, preparing materials for client meetings with diligence and accuracy, coordinate any additional items needed for these events.
Establish recurring receipts and distributions, ensuring items are processed in accordance with account agreements and other governing documentation as well as policy and procedure guidelines.
Support the overall team by aiding in formulating solutions to compliance matters, this includes but is not limited to; accurate account reviews, adherence to policies and other controls in place, gathering required information from clients, and demonstrate competencies regarding regulations and procedures.
Participate in risk mitigation by adhering to Busey policies, appropriate client identification methods, and appropriate verification methods needed for an array of tasks.

Education & Experience

Knowledge of:
Strong oral and written communication skills with moderate to high customer contact via in person meetings, phone conversations, and other correspondence methods.
Strong organizational skills.
Ability to:
Multi-task and work independently.
Perform duties under frequent time pressures.
Education and Training:
Bachelor’s degree in business or finance required. Two or more years related experience
in the financial services industry with high net-worth client preferred.
Requires successful completion of the Wealth Management Specialist certification or
Certified Wealth Strategist designation within 1 year of hire. Additional certifications such
as a CFP, CFA, CTFA, or CPA are recommended to be started by the end of first year of
service.
Minimum of 6 hours of annual continuing education in courses related to the position’s
responsibilities. (Approved webinars, seminars, and courses will be credited at the CE
amount stated.)
Requires knowledge of standard business systems, including but not limited to, Trust
Accounting systems, Microsoft Office, and Outlook.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $21.50/ hour - $28/ hour)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Quick Apply

Refine Your Search

client services associate jobs in clayton mo

Wealth Management Client Services Associate

Client Service & Planning Operations Associate

4th Grade Tutor Part Time (Math and Reading) in Client's Home $21/Hour

Wealth Management Client Services Associate

Client Retention Specialist

Client Service Representative

Client Retention Specialist

Client Relations Financial Representative, Service

Private Client Advisor Associate

Client Associate/Registered Client Associate

Manager, Accounting Advisory - Construction Industry Clients

Senior Manager, Accounting Advisory - Nonprofit Industry Clients

Director Client Success

Client Specialist Key at the shops of Clarkson corner

Client Manager

Associate Director, Client & Delivery Excellence

Manager, Accounting Advisory - Skilled Nursing Industry Clients

Wealth Management Client Associate

Manager, Financial Reporting - Physician Practice Clients

Director, Client Service

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