Client Service Associate

Job overview

The Client Service Associate role is onsite in Brentwood, MO; compensation is not specified. The associate supports Gatewood Wealth Solutions’ client service and operations functions. The role helps deliver an accurate, timely, and organized client experience by processing account requests, coordinating custodial activity, and following each request through completion.

What you'll do

• Prepare and process account-opening paperwork
• coordinate custodial requests
• submit and monitor money movement, account maintenance, beneficiary, death claim, and asset transfer paperwork
• provide office coverage and client communications
• protect confidential information.

What we're looking for

Skills & competencies

client service associate

brentwood mo

gatewood wealth solutions

account opening

client onboarding

money movement

account maintenance

beneficiary processing

asset transfers

client service

financial operations

Work arrangement

• Weekend coverage required

About the employer

Gatewood Wealth Solutions is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.