About the Role Horizon Financial Group is hiring a detail-driven Client Services Associate to join our growing wealth management team. As the first point of contact for our clients, you'll connect clients with our advisors and make sure every interaction reflects our commitment to care, clarity, and trust. This is a non-sales, growth-oriented role with training provided and a clear path to expanded responsibilities as your financial services knowledge grows.

Core Duties Lead client outreach:

answer calls, schedule appointments, send client materials, and fulfill document requests Manage the firm's CRM, including database updates, calendar coordination, integrations, and process improvements Greet clients professionally, identify their needs, and relay them to advisors for timely follow-up Build strong client relationships through regular, thoughtful communication Supplemental Duties Support product workflows, technology integration, and compliance documentation Help produce, review, and distribute the monthly client newsletter Notary commission preferred; candidates willing to obtain one are encouraged to apply Ideal Candidate Relationship-focused and consistently reliable Independent but collaborative: owns tasks while working closely with advisors and staff Proactive communicator who anticipates needs and flags issues early Tech-savvy with Microsoft 365 and CRM platforms, and quick to learn new tools Eager to grow in a team-centered wealth management practice Qualifications Bachelor's degree or 2+ years of experience in financial services or a related field Client service or administrative support experience Familiarity with CRM systems (Redtail preferred), Microsoft 365, and calendar management Strong numerical aptitude and understanding of financial concepts (preferred) Professional appearance and demeanor

Job Details Pay:

$50,000

•$58,000 per year, plus bonus potential Job type: Full-time, in office

Schedule:

Monday

•Friday, 8:00 AM

•4:30

PM Location:

11440 Olive Blvd., Suite 260, St. Louis, MO 63141

Benefits:

Health, dental, and vision insurance; 401(k) matching; paid time off; HSA; FSA; employee assistance program Horizon Financial Group is an equal opportunity employer.

Pay:

$50,000.00

•$58,000.00 per year

Benefits:

401(k) 3% Match Dental insurance Health insurance Life insurance Paid time off Parental leave Vision insurance Application Question(s): How would you rate your proficiency with Microsoft 365, CRM systems, and learning new technology tools used in a financial practice? This role is a client service and administrative position, not a sales or commission-based role. Are you looking for a non-sales, client support position? Do you have experience answering phones and coordinating schedules in a professional office setting? Do you have experience in financial services, wealth management, or a related industry? Do you currently hold a notary commission, or would you be willing to obtain one? What is your highest level of education? Are you comfortable working independently as well as collaboratively with an advisory team? Do you have experience using CRM software (e.g., Redtail, Salesforce, or similar)?

Work Location:

In person