Investment Client Service Manager
$70,000–$90,000 year
Hybrid · Webster Groves, Missouri, United States
Webster Groves, Missouri, United StatesHybridFull Time$70,000–$90,000 yearMid LevelBachelors DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Enterprise
Job Summary
The Investment Client Service Manager plays a key role in delivering exceptional client services for a fiduciary financial planning and wealth management firm. This position serves as the primary contact for client onboarding, account maintenance, and ongoing service needs, requiring strong client-facing communication skills and operational expertise.
Required Qualifications
- Bachelor’s degree in finance, business, economics, or related field
- 3+ years of experience in client service within an RIA, wealth management, or investment-related environment
- Strong understanding of investment accounts (IRAs, taxable, trusts)
- Proficiency with CRM systems (Salesforce, Redtail, Wealthbox) and portfolio management software (Orion, Tamarac, Black Diamond)
- Excellent verbal and written communication skills
- High attention to detail and ability to manage multiple workflows simultaneously
Desired Qualifications
- Knowledge of fiduciary standards and fee-only advisory practices
- Experience working with major custodians (Fidelity, TD, Pershing, Schwab)
- Professional designations or progress toward them (CFP, Series 65, CFA, CIMA)
- Familiarity with financial planning software (eMoney, MoneyGuidePro)
Additional Requirements
- Equal Opportunity Employer/Veterans/Disabled
- Military connected talent encouraged to apply
- The Company will consider qualified applicants with arrest and conviction records
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