Investment Client Service Manager

Investment Client Service Manager -

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 / or 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.

We are a fee-only, fiduciary financial planning and wealth management firm serving retirees and those within five years of retirement. We provide comprehensive financial planning, retirement planning, asset management, and estate planning with a commitment to transparency and objective advice.

We’re seeking an Investment Client Service Manager to deliver exceptional client service and support our advisors. This role is the primary point of contact for client onboarding, account management, custodial processes, reporting, and ongoing service needs. The ideal candidate brings strong communication skills, operational accuracy, and experience supporting clients through retirement-focused financial decisions.

Key Responsibilities :

• Serve as the main day-to-day contact for clients; provide personal, proactive service to retirees / pre-retirees.
• Manage onboarding, custodial paperwork, ACATS transfers, account updates, and CRM recordkeeping.
• Support advisors with meeting prep, reporting, distributions, RMDs, and ongoing service activities.
• Ensure compliance with fiduciary and regulatory standards.
• Collaborate with advisors and operations to enhance workflows and client experience.

Qualifications : Required -

Preferred -