Our team members are problem-solvers in every sense of the word: curious, determined and resourceful.
We work to lighten the load for our clients; having a heart for service is key to our success.
We enjoy working with each other and with our clients, building camaraderie, support and connections.
Always learning, we invest time and energy in each other.
Through shared experiences, from Book Club discussions to enjoying a drink together at the end of a long week, we build strong relationships that form the foundation of our success.
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.
Opportunities
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 MoreWe 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