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RubinBrown LLP · 1 month ago

Entry-Level Client Service Associate (January 2026)

St Louis, MO

Full-time

Onsite

Entry Level

2+ years exp

RubinBrown LLP is one of the nation’s leading accounting and professional consulting firms, known for its commitment to experience, integrity, and value. The Client Service Associate will work closely with the Lead Advisor to serve wealth management clients, executing operational tasks and building client relationships, with the goal of developing into an advisor within 3-5 years.

AccountingConsulting

Growth Opportunities

Responsibilities

Become proficient in executing tasks (trades, disbursements, account onboarding, account maintenance, etc.) with our custodian, Charles Schwab, on behalf of our clients

Complete 100% of action items related to client in a timely manner

Prepare and update Financial Plans

Review and summarize Estate Plans

Prepare client portfolio review meeting documents

Attend client meetings with the Lead Advisor

Document meeting notes and work with Lead Advisor execute tasks driven from the client meetings

Build relationships with clients and RubinBrown team members

Maintain current client information in all existing databases

Qualification

Financial Services ExperienceMicrosoft Office ProficiencyCFP Certification DesireCommunication SkillsInternet SkillsProblem-Solving SkillsInterpersonal SkillsOrganizational SkillsTeamwork AbilityDetail Oriented

Required

Bachelors or Masters in Finance, Business Administration, Accounting or related field

2 or more years of work experience in the financial services industry

Desire to pass the CFP within 2-3 years of hire

Strong organization, planning, scheduling and problem-solving skills

Passion to serve clients and support a team of investment professionals

Initiative, detail oriented, follow through

Excellent written and oral communication skills

Strong interpersonal skills; ability to interact effectively with all levels internally and externally

Strong PC skills, including proficiency in Microsoft Office (Word, Excel and Powerpoint)

Proficient internet skills

Ability to handle routine tasks with minimal supervision

Ability to support multiple team members and manage multiple priorities in a fast-paced environment

Ability to work effectively in deadline situations

Highly motivated, energetic and resourceful

Able to work independently, as well as with a team

Ability to work in excess of normal work hours, when necessary

Company

RubinBrown LLP

Glassdoor4.4

RubinBrown provides unmatched service to closely held and publicly traded companies in specialized market sectors as well as non-profit and public sector organizations.

Founded in 1952

Saint Louis, Missouri, USA

501-1000 employees