Client Associate

4 weeks ago


St Louis, Missouri, United States Precision Wealth Strategies LLC Full time
Job Summary

Precision Wealth Strategies LLC is seeking a highly motivated and detail-oriented Client Associate to join our team. As a Client Associate, you will be responsible for managing client relationships, facilitating client meetings, and coordinating actions among the team to achieve client objectives.

The ideal candidate will have a strong understanding of financial services and a proven track record of excellent communication and problem-solving skills. If you are a team player who is passionate about delivering exceptional client experiences, we encourage you to apply.

Key Responsibilities

  • Manage client relationships and facilitate client meetings
  • Coordinate actions among the team to achieve client objectives
  • Provide exceptional client service and support
  • Develop and maintain strong relationships with clients and internal stakeholders
  • Stay up-to-date on industry trends and best practices

Requirements

  • Bachelor's degree in a related field
  • 1+ years of experience in financial services or a related field
  • Valid and active Series 65 or 66 licensure or ability to obtain licensure within 180 days
  • Excellent verbal and written communication skills
  • Strong problem-solving and analytical skills

About Precision Wealth Strategies LLC

Precision Wealth Strategies LLC is a rapidly growing boutique wealth management firm headquartered in St. Louis, Missouri. We provide financial advising, planning, and consulting services to individuals, families, and businesses. Our team is dedicated to delivering exceptional client experiences and helping our clients achieve their financial goals.



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