Enter a job title or keyword
Client Service Specialist
Job Location:
Job Location:
Des Peres, MO - USA
Monthly Salary:
$ 48 - 55
Monthly Salary:
Posted:
21 August 2026 (16 days ago)
Posted:
Application Deadline:
18 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Client Service Specialist (CSS):Full-Time (40 hrs/week):$48000$55000 Base Salary Generous Bonus Structure
Are You Ready to Build a High-Growth CareerIf youre obsessively organized love helping people and want a clear structured path to level up in the wealth management industry welcome to your next move.
Were hiring a Client Service Specialist (CSS) to be the operational powerhouse of our client service team. Youll partner directly with our Client Service Associates (CSAs) and Lead Planners to deliver five-star service to our clients.
Best of all This isnt just a jobits our primary training ground. Youll master our systems custodians and standards from the inside out through a dedicated advancement rotation designed to fast-track you into a future CSA role.
Why Youll Love Working Here
Competitive Pay & Perks: $48k$55k base plus:
As the operational engine of our pod you will:
If youre organized driven and looking for a firm that actively invests in your growth we want to hear from you!
Are You Ready to Build a High-Growth Career
Were hiring a Client Service Specialist (CSS) to be the operational powerhouse of our client service team. Youll partner directly with our Client Service Associates (CSAs) and Lead Planners to deliver five-star service to our clients.
Best of all This isnt just a jobits our primary training ground. Youll master our systems custodians and standards from the inside out through a dedicated advancement rotation designed to fast-track you into a future CSA role.
Why Youll Love Working Here
Competitive Pay & Perks: $48k$55k base plus:
- Client Referral Bonuses: $1250 to $2500 per client brought in.
- Profit Sharing: Up to 10% annual firm-performance bonus (paid quarterly!).
- Built-in Career Progression: A structured rotation spending time with Retirement Educators and Paraplanners to prepare you for licensing and promotion.
- A Supportive Pod System: Work in a close-knit team (1 CSA 1 CSS) where your contributions directly drive client success.
- Culture First: Team off-sites internal training and a collaborative environment where high performance is recognized and rewarded.
As the operational engine of our pod you will:
- Keep the Engine Running: Prepare quality-check and track new account paperwork transfers and service requests (address updates RMD setups distributions).
- Solve Puzzles: Promptly track down and fix not-in-good-order (NIGO) paperwork before it causes delays.
- Delight Clients: Be the warm responsive first contact for routine client questions and keep them updated every step of the way.
- Master Scheduling & Prep: Coordinate review meetings build meeting packets and handle post-meeting follow-ups.
- Keep Systems Clean: Keep our CRM (HubSpot) tidy accurate and aligned with compliance standards.
- Detail-Obsessed: You double-check your work hate loose ends and catch typos before anyone else does.
- A Tech-Savvy Multi-Tasker: You navigate CRMs (like HubSpot) effortlessly and know how to prioritize a busy task list.
- A Stellar Communicator: Youre warm professional and clearwhether on the phone in an email or in person.
- Eager to Learn: You want to understand the why behind wealth planning earn your licenses and grow into bigger roles.
- A Team Player: Youre ready to jump in support your pod and cover team members when duty calls.
If youre organized driven and looking for a firm that actively invests in your growth we want to hear from you!
Required Experience:
Manager
