Our motivated, talented team is the secret to our success. That’s why we’re committed to fostering a highly collaborative environment and ongoing opportunities for learning at all levels.
We are seeking new Client Service Managers to join our client service team. This is a great opportunity to work for a growing, successful company in Clayton, Missouri. This position involves frequent communication with clients and includes hands-on work supporting delivery of full-scope client service in the areas of investments, charitable giving, cash flow management, tax planning, and estate planning. The role is collaborative with our investment, operations, and client service teams. There is potential for advancement upon mastery of analysis and support functions, which will involve client relationship responsibilities.Learn More
We are seeking an accounting professional to join our Operations team. This position involves accounting, bookkeeping and vendor management work, specifically in our growing client bill payment/expense categorization service area. There will also be involvement in preparing client cash flow statements. The role is collaborative with Operations, Client Service and our Management Team.Apply Here