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.

We are seeking a new Receptionist/Office Coordinator to join our team. This position offers an excellent opportunity to gain hands-on experience in office administration and client service within a dynamic, professional environment. Our Receptionist is the first point of contact for clients, guests, and vendors. This role requires a professional, courteous, and organized individual who can manage front desk operations while supporting administrative tasks to ensure smooth office functioning.

We are seeking new Client Service Associates to join our client service team. This is a great opportunity to work for a growing, successful company in Clayton, Missouri. This position involves hands-on work supporting the 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 may involve client relationship responsibilities in the future.