Code: 2604
Location: St. Louis, MO
Local Candidates Only Please.
Great Team Culture and Stability!!
This is an excellent opportunity for a Client Service Coordinator who is looking for a fantastic financial services/investment team to join. This opportunity does not come around very often, so don’t let this one pass you by!! This role is open due to a recent retirement of a professional that I placed there 15 years ago!! This opportunity offers a positive team-culture, stability and great comp and benefits.
What They Offer:
Great team culture, firm stability and growth, solid comp and benefits including employee-paid health insurance, 401k with match and strong PTO policy!! Hybrid work schedule after training
after training and successfully acclimating to role/firm. This could be your “forever” team!!
What You’ll Be Doing:
- Assist with client account on/off-boarding
- Cash transfers and reporting
- Report management
- Account management
- Client service focused
- Administrative support
- Assist with special projects
What You Offer:
- 3+ years experience in similar role
- Client service experience in an RIA or wirehouse environment
- Experience managing confidential information
- Professional presentation and work-style
- Enjoys serving in a role with a variety of duties
- Strong attention to detail and effective communication skills
- Team player and enjoy offering exceptional customer service
For immediate consideration, please forward your resume in Word format, as an attachment to careers@rubinbrownexecutiverecruiting.com.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Please view Equal Employment Opportunity posters provided by OFCCP.
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or application. However, employees who have access to the compensation information of other employees or applicants as a part of the essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)