Investment Client Service Manager

Job DescriptionJob Description Investment Client Service Manager -

Increase your chances of an interview by reading the following overview of this role before making an application.

Fiduciary Financial Planning and Wealth Management Services

Location :   Webster Groves, MO.

Job Type :   Full-Time.

Shift :   1st shift.

Schedule :   8 : 30 am to 4 : 30 pm - Monday thru Friday. Occasional evening and weekend hours based on clients’ needs.

Work Location :   In-office. This not a hybrid or remote position.

Salary :  Current rate, plus up to 15% and percentage of assets. Initial salary based on experience and certifications

Benefits :   Medical, Dental, Life Insurance, 401K and PTO. Potential for equity ownership.

Relocation :   Not available.

Position Summary :

We provide fee-only, fiduciary financial planning and wealth management services to individuals, families, and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning, with a stated goal of providing objective advice and customized strategies to our clients. Our clients are retired individuals and those within 5 years of retirement. As an Investment Client Service Manager, you will play a central role in delivering exceptional client services for our fee-only fiduciary investment advisory firm. This position serves as the primary point of contact for our clients regarding onboarding, account maintenance, reporting, and ongoing service needs. You will be working closely with our financial advisors to ensure our clients receive transparent, high-quality, and fiduciary-aligned service at every stage of their relationship with us.

This role requires a blend of knowledgeable and friendly one-on-one personal service abilities including, client-facing communication skills, operational expertise, and a strong understanding of investment and financial planning processes. Key Responsibilities :

Role Focus

• Deliver empathetic, patient, and proactive service to pre-retiree and retiree clients.
• Manage onboarding, custodial processes, and complex account servicing.
• Support our advisors with accuracy, communication clarity, and fiduciary integrity.
• Handle sensitive financial situations involving retirement income, RMDs, transfers, estates, and cash flow needs.

Client Relationship Management

Onboarding and Account Administration

Investment Operations & Support

Reporting & Documentation

Compliance & Risk Management

Team Collaboration

Qualifications : Required

Preferred

Key Competencies :

We are an equal opportunity employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Pay Details : $70,000.00 to $90,000.00 per year

Equal Opportunity Employer / Veterans / Disabled

Military connected talent encouraged to apply

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Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. xklufbp An employer who violates this law shall be subject to criminal penalties and civil liability.