Investment Client Service Manager

Investment Client Service Manager

Fiduciary Financial Planning and Wealth Management Services

Location : Webster Groves, MO

Job Type : Full-Time

Shift : 1st shift

Schedule : 8 : 30 am to 4 : 30 pm - Monday thru Friday. Occasional evening and weekend hours based on clients' needs.

Work Location : In-office. This not a hybrid or remote position.

Salary : Current rate, plus up to 15% and percentage of assets. Initial salary based on experience and certifications

Benefits : Medical, Dental, Life Insurance, 401K and PTO. Potential for equity ownership

Position Summary :

We provide fee-only, fiduciary financial planning and wealth management services to individuals, families, and other entities. These services include asset management, retirement planning, estate planning, and comprehensive financial planning, with a stated goal of providing objective advice and customized strategies to our clients. Our clients are retired individuals and those within 5 years of retirement.

As an Investment Client Service Manager, you will play a central role in delivering exceptional client services for our fee-only fiduciary investment advisory firm. This position serves as the primary point of contact for our clients regarding onboarding, account maintenance, reporting, and ongoing service needs. You will be working closely with our financial advisors to ensure our clients receive transparent, high-quality, and fiduciary-aligned service at every stage of their relationship with us. This role requires a blend of knowledgeable and friendly one-on-one personal service abilities including, client-facing communication skills, operational expertise, and a strong understanding of investment and financial planning processes.

Key Responsibilities :

Role Focus :

• Deliver empathetic, patient, and proactive service to pre-retiree and retiree clients.
• Manage onboarding, custodial processes, and complex account servicing.
• Support our advisors with accuracy, communication clarity, and fiduciary integrity.
• Handle sensitive financial situations involving retirement income, RMDs, transfers, estates, and cash flow needs.

Client Relationship Management :

Onboarding and Account Administration :

Investment Operations & Support :

Reporting & Documentation :

Compliance & Risk Management :

Team Collaboration :

Qualifications : Required :

Preferred :

Key Competencies :

Client-focused mindset with strict fiduciary ethics. Exceptional organizational and project-management skills. Ability to communicate complex financial concepts in straightforward, simple terms. Problem-solving and timely, consistent follow-through. Team-oriented, adaptable, and comfortable in a fast-paced, demanding environment. Strong commitment to accuracy and personal excellence. A willingness to go the "extra mile" to provide tailored, individual service.

We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Pay Details : $70,000.00 to $90,000.00 per year