Client Services Associate

  • location: Saint Louis, MO
  • type: Temp to Perm
  • salary: $30 - $34 per hour

job description

Client Services Associate

Our client, one of the largest US financial institutions and a Fortune 25 Company, is currently looking for a Client Services Administrator with an active Series 7 license to join their team.  This is a great opportunity to work with one of the most respected banking organizations in a fast paced and client facing environment that also allows for a flexible work schedule. 


  • Provides support to Financial Advisor with client inquiries
  • Works with existing customers and relationship managers to present product or service information, discuss operating problems and identify opportunities to cross-sell other services
  • Scheduling and preparation of quarterly reports and annual reviews
  • Assessing and analyzing account activity, reports, cash flow projections and financial statements for customers
  • Rebalances investment models in client accounts
  • Preparing monthly/quarterly financial and profitability reports and loan reports
  • Research cost basis, prepare account forms
  • Create or update financial plans in internal software
  • Series 7 and 66 licenses required
  • Proficient with Excel

  • Customer Service
  • Research
  • Financial Services
  • Microsoft Office
  • series 7 (1 year of experience is required)
  • Financial (3 years of experience is required)
  • brokerage
  • audit
  • Bachelors
  • Years of experience: 2 years
  • Experience level:Experienced
Shift: First

Working hours: 8 AM - 5 PM

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.

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