VestGen Wealth Partners · 15 hours ago
Client Services Associate
Kirkwood, MO
Full-time
Onsite
Entry Level
3+ years expVestGen Wealth Partners is transforming the wealth management industry by building a forward-thinking platform that empowers financial advisors. They are seeking a highly organized Client Service Associate to support a Financial Advisor and the broader wealth management team, focusing on client support and operational tasks.
Financial ServicesInsuranceWealth Management
Responsibilities
Client Support: Serve as a primary point of contact for clients, providing exceptional service and addressing inquiries regarding accounts, services, and general financial matters
Administrative Support: Provide high-level administrative support to the Financial Advisor you support, including answering the phone, scheduling meetings, managing calendars, preparing reports, and handling client communications
Operational Tasks: Assist with account maintenance, transfers, and new account setups, ensuring compliance with regulatory requirements and internal procedures
Client Onboarding: Assist with the client onboarding process, ensuring all required documentation is completed accurately and timely
Document Preparation: Prepare client reports, presentations, and other financial documents for client meetings and communications as needed
Coordination: Help coordinate and manage internal and external meetings, events, and client engagements
Team Support: Provide backup support for other assistants and financial advisors when needed, ensuring the smooth operation of the office
Problem Solving & Critical Thinking: Use critical thinking and resourcefulness to troubleshoot client issues, operational challenges, and ad-hoc requests, providing timely solutions
System Management: Manage and maintain accurate client information in firm databases and systems (preferably with Pershing, Orion, Salesforce, and other financial platforms)
Client Relationship Management: Maintain a professional, positive, and proactive relationship with clients, ensuring their needs are met and expectations are exceeded
Qualification
Required
Minimum of 2-3 years of experience in the financial services sector, with a background in client-facing roles such as Client Service Associate or similar
Strong operational and administrative skills with experience in managing financial accounts, transactions, and office workflows
Exceptional organizational skills, with a keen eye for detail and the ability to manage multiple tasks in a fast-paced environment
Strong problem-solving abilities, critical thinking, and resourcefulness
Excellent interpersonal and communication skills, with the ability to interact professionally with clients, colleagues, and senior management
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Knowledge of financial products, services, and industry regulations
High level of discretion and confidentiality in handling sensitive client information
Preferred
Experience with Pershing or similar financial platforms preferred (custodians and broker-dealers)
Proficiency with Financial Platforms (LPL preferred)
Company
VestGen Wealth Partners
VestGen Wealth Partners is a wealth management firm that offers financial planning, investment management, and tax optimization services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Josh Gerry
Co-Founder, Chief Executive Officer
Robert Greulich
Managing Director
Recent News
2025-10-24
Company data provided by crunchbase