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Client Operations Associate Jobs in O Fallon, MO

Rockefeller Financial

Client Associate

Ballwin, MO · On-site

The Client Associate will work with our Private Advisor team members and will interact directly ... Handle operational aspects of client accounts including reporting on account holdings and ...

Rockefeller Financial

Client Associate

Wildwood, MO · On-site

The Client Associate will work with our Private Advisor team members and will interact directly ... Handle operational aspects of client accounts including reporting on account holdings and ...

UBS

Client Associate

Clayton, MO · On-site

As a Client Associate, you'll play an important role in delivering a premium client experience and ensuring the operational excellence of our practice. Your expertise • Series 7 and 66 licenses ...

Stifel

Trust Client Support Specialist

Saint Louis, MO · On-site

$17.50 - $23.50/hr

What You'll Be Doing The Trust Client Support Specialist provides assistance to Stifel Charitable ... operations associates, among hundreds more. Let's talk about how you can find your place here at ...

Stifel

Wire Transfer Associate

Saint Louis, MO

... bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment ...

PNC Bank

Client Experience Associate

Warrenton, MO

$13.50 - $18.75/hr

As a(n) Client Experience Associate within PNC's Retail Banking organization, you will be based in ... Ensures teller and branch daily operations and maintenance transactions are completed in an ...

Stifel

Trust Investment Associate

Saint Louis, MO · On-site

... operations, and client service areas. What We're Looking For * Assist portfolio managers by ... associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where ...

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Showing results 21-40

All JobsClient Operations Associate JobsClient Operations Associate Jobs in O'Fallon, MO

Client Operations Associate information

See O Fallon, MO salary details

$10

$24

$49

How much do client operations associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for client operations associate in O'Fallon, MO is $24.55, according to ZipRecruiter salary data. Most workers in this role earn between $16.63 and $28.32 per hour, depending on experience, location, and employer.

What is the difference between Client Operations Associate vs Client Services Coordinator?

AspectClient Operations AssociateClient Services Coordinator
Required CredentialsTypically a bachelor's degree, relevant certifications (e.g., CRM tools)Similar educational background, often with customer service certifications
Work EnvironmentCorporate offices, financial firms, consulting companiesFinancial institutions, marketing agencies, client-facing departments
Employer & Industry UsageUsed in finance, consulting, tech sectorsCommon in finance, marketing, and service industries
Search & Comparison IntentPeople comparing operational roles focused on client management and backend processesIndividuals looking for client-facing roles emphasizing service and support

The main difference is that a Client Operations Associate focuses on managing internal processes, data, and backend operations to support client accounts, while a Client Services Coordinator emphasizes direct client interaction, support, and service delivery. Both roles require strong communication skills and industry knowledge, but their primary focus areas differ.

What are the key skills and qualifications needed to thrive as a client operations associate?

To thrive as a Client Operations Associate, you need strong analytical abilities, attention to detail, and a background in business, finance, or a related field. Familiarity with CRM systems, data management tools, and proficiency in Microsoft Excel are commonly required, while certifications in project management or operations can be advantageous. Excellent communication, organizational skills, and a client-focused mindset help build strong relationships and ensure smooth operations. These skills are critical for efficiently managing client accounts, resolving issues, and supporting overall business objectives.

What does a client operations associate do?

A Client Operations Associate is responsible for supporting the day-to-day activities related to client accounts, ensuring smooth operations and high-quality service. Their tasks typically include onboarding new clients, processing transactions, resolving client inquiries, and maintaining accurate records. They act as a liaison between clients and internal teams to address issues and optimize client experiences. This role requires strong organizational skills, attention to detail, and effective communication abilities.

How does a client operations associate typically collaborate with other departments within a company?

Client Operations Associates often serve as a bridge between the client and internal teams such as sales, account management, and finance. They coordinate with these departments to ensure client requirements are met, resolve operational issues, and streamline onboarding or account changes. Strong communication and organizational skills are essential, as the role involves tracking progress, relaying feedback, and helping to maintain high levels of client satisfaction by facilitating smooth internal workflows.
What cities near O'Fallon, MO are hiring for Client Operations Associate jobs? Cities near O'Fallon, MO with the most Client Operations Associate job openings:
Client Operations Associate jobs near you
Infographic showing various Client Operations Associate job openings in O'Fallon, MO as of August 2026, with employment types broken down into 82% Full Time, 15% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $51,066 per year, or $24.6 per hour.

Investment Advisory Operations Associate

Renaissance Financial

Saint Louis, MO • On-site

Full-time

Medical, Retirement

Re-posted 28 days ago

Job description

About Renaissance Financial
Renaissance Financial is a comprehensive financial services firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom... one opportunity at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to provide support for new account opening and review, money movement processing, account maintenance, and following up on outstanding work items.
Primary Responsibilities:
  • Review new account paperwork daily.
  • Monitor and communicate to resolve issues and alerts from Schwab.
  • Answer incoming calls on the IA Service Line and emails to the IA Service Group.
  • Process client checks for deposit at Schwab or Pershing.
  • Assist Financial Advisors and Administrative Assistants with Cost Basis maintenance.
  • Process money movement requests for Schwab and Pershing which include ACH, wires and journal.
  • Monitor and track daily tasks for accuracy and completion.
  • Data entry of IA & Brokerage activity into database.
  • Assist with onboarding new clients using DocuSign system.
  • Scan paperwork for submission to custodians and for processing service requests.
  • Update MAPS portfolios and run reports in Morningstar.
  • Build trusted, collaborative relationships with our custodian's operations teams to execute cashiering, deposits, journaling, withdrawals, and other transactions properly and accurately.
  • Function as a liaise to our Financial Advisors and follows up on the status of outstanding issues and requirements from our custodians
  • Develop expertise in our firm's technology and software tools and platforms

Essential Characteristics:
  • Must have a high level of interpersonal skills to handle sensitive and confidential situations.
  • Enjoy collaborating and being a part of a team that puts clients first.
  • This position requires demonstrated poise, tact, patience, and diplomacy.
  • Must be able to interact and communicate with individuals at all levels of the organization.
  • Work requires attention to detail and organization in such things as composing, typing, and proofreading materials, establishing priorities and meeting deadlines.
  • Eager to learn about the industry and our firm and enjoy working in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
  • Tech savvy, with the proficiency to quickly learn new technology tools, platforms and software.
  • Open to feedback and coaching.

Education, Training & Experience:
  • College degree preferred; must have high school diploma.
  • One or more years of experience in an office environment.

Registrations Required:
Renaissance pays for the exam fees for required registrations. The company also allows for paid study time off for taking the classes offered to help pass the tests.
  • SIE
  • Series 7
  • Series 66

Computer Equipment & Software:
  • Microsoft Office Products
  • Databases
  • Internet

Working Conditions:
  • This position requires working in an office environment.
  • Standard 40-hour work week.
  • This position may require you to work occasional overtime hours.
  • This position may require occasional travel.

We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
Benefits and Incentives:
  • Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
  • Employer Paid Medical Insurance.
  • Potential for Annual Variable Compensation and Bonuses.
  • Employer Licensing Coverage and Growth Opportunities.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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