Compensation & Benefits

Base salary: $65,000 – $95,000
100% employer‑paid health and dental insurance premiums for employees
401(k) with match
PTO

Overview

Our client is a management firm with a collaborative, high‑performing culture. They are seeking a detail‑oriented Client Coordinator to support client service operations and provide direct assistance to the CEO and key team members. This role plays a critical part in ensuring exceptional client experiences, accurate account management, and smooth day‑to‑day operations.

Growth opportunity!

Key Responsibilities

Client Service & Support

Assist the CEO and other key team members with client account onboarding, maintenance, and offboarding, including preparation and processing of required documentation, cash transfers, and reporting.
Support the CEO’s client and family accounts, handling sensitive financial matters with the highest level of professionalism, discretion, and confidentiality.
Maintain up‑to‑date and accurate client records, meeting notes, and documentation within the firm’s CRM and document management systems.
Assist in the preparation, assembly, and delivery of quarterly client reports and meeting materials.
Serve as a dependable point of coordination to ensure client requests are handled accurately and in a timely manner.

Qualifications & Experience

Experience in the financial services industry, ideally within an RIA (Registered Investment Adviser) environment.
Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities.
Effective written and verbal communication skills.
Calm, even‑keeled demeanor and ability to handle confidential information with discretion.
Comfortable working closely with senior leadership in a fast‑paced, team‑oriented environment.

Work Environment & Culture

21‑person firm with a close‑knit, collaborative culture.
Team‑focused environment where everyone contributes and supports one another.
Role begins fully in‑office to allow for onboarding and training, transitioning to a 4 days in / 1 day remote schedule once acclimated.

Pay: $65,000.00 - $95,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Application Question(s):

Do you have financial/investment industry experience?

Ability to Commute:

St. Louis, MO 63131 (Required)

Work Location: Hybrid remote in St. Louis, MO 63131

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