Operational Support Associate

7 days ago


Saint Louis, United States BUCKINGHAM STRATEGIC WEALTH LLC Full time
Benefits and Compensation:

Buckingham Strategic Wealth LLC offers a comprehensive benefits package, including medical, dental, and vision insurance, life insurance, and a 401(k) plan. Our estimated annual salary range for this position is $65,000 - $85,000, depending on location and experience.

About the Role:

The Client Relationship Specialist will be responsible for providing exceptional client service, developing strong relationships with clients and advisors, and supporting advisors with operational tasks. This role requires strong communication skills, attention to detail, and the ability to work effectively in a team environment.

Key Requirements:
  • Bachelor's degree and 2+ years of experience in the financial services industry or equivalent.
  • Working knowledge of Windows operating systems and Microsoft Office.
  • Experience with CRM (Salesforce) and custodian tools.

Company Culture:

Buckingham Strategic Wealth LLC is a dynamic and innovative company that values teamwork, collaboration, and continuous learning. We are committed to delivering exceptional client experiences and fostering a culture of excellence and innovation.

Equal Opportunity Employer:

Buckingham Strategic Wealth LLC is an equal opportunity employer and welcomes applications from diverse candidates. We believe that diversity, equity, and inclusion are critical to our success and are committed to creating a workplace that is inclusive and respectful of all employees.

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