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 new Bill Pay Specialist to join our growing client Bill Payment team. This position involves bookkeeping, expense categorization, and vendor management work for select clients enrolled in our bill pay service. The Bill Pay Specialist role may also include exposure to client cash flow statement preparation which entails heavy excel work. This collaborative role includes regular interaction with client service teams and our Management team.

We are seeking a new Investment Analyst to join our investment department and work closely with senior members of our team. This is a foundational role that offers broad exposure to our investment process, including portfolio reporting, public markets research, manager due diligence, client deliverables, and meeting preparation. Our ideal candidate is intellectually curious and passionate about investments. This role is designed to grow over time, increasing responsibility as experience is gained.