Client Service Associate – Wealth Management

Clayton Investment Associates – Clayton, MOClayton Investment Associates is a boutique wealth management firm seeking a highly organized and detail-oriented Client Service Associate to support our team of financial advisors and deliver exceptional service to our clients.This is an excellent opportunity for someone interested in building a long-term career in the financial services industry. The role provides exposure to financial planning, investment operations, and client relationship management within a collaborative team environment.Key ResponsibilitiesPrepare and process client account paperwork and transactionsMaintain accurate client records and documentation in the firm CRMCoordinate client meetings, scheduling, and follow-up tasksAssist advisors with reports, client communications, and administrative tasksTrack outstanding client requests and ensure timely completionOrganize client files and maintain documentation standardsSupport advisors with operational and client service needsIdeal CandidateWe are looking for someone who thrives in an organized, structured environment and enjoys managing details and processes.Successful candidates typically demonstrate:Exceptional organizational skillsStrong attention to detail and accuracyAbility to effectively manage multiple tasks and priorities simultaneouslyProfessional communication skillsReliability and strong work ethicInterest in financial planning and wealth managementQualificationsBachelor’s degree preferred (finance, business, economics, or related field)Strong proficiency in Microsoft OfficeExcellent written and verbal communication skillsAbility to handle confidential client informationProfessional DevelopmentClayton Investment Associates encourages professional growth within the firm.Employees are expected to:Obtain Series 7 and Series 65/66 licenses within the first year of employmentAfter licensing, employees are encouraged to pursue the CFP® Board Paraplanner designation.Work ScheduleMonday – Friday8:00 AM – 4:30 PMCompensation & BenefitsCompetitive entry-level salaryPaid vacationSIMPLE IRA retirement plan participationMaternity leave benefitsWhy Join Clayton Investment AssociatesSmall, collaborative team environmentDirect exposure to financial advisors and client planningClear professional development path in financial servicesOpportunity to grow into senior operations or advisory rolesTo ApplyPlease submit your resume and a brief cover letter describing your organizational strengths.Benefits:Retirement planWork Location: In person