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Client Success Manager, Financial Advisory

Job in St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listing for: Financial & Tax Architects
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
Location: St. Louis

A financial advisory firm in St. Louis, MO, is seeking a dedicated Client Service Manager. This integral role supports financial advisors in guiding clients through critical financial decisions while optimizing assets. Ideal candidates will possess a minimum of 2 years in client service, exceptional organizational and communication skills, and a client-focused attitude. The role offers opportunities for advancement and comes with benefits including health insurance and a 401(k) plan.
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