Client Associate Jobs in Missouri
Client Associate jobs in Missouri are consistently active, with steady demand tied to the state's financial services, wealth management, and insurance sectors at levels from entry-level support through senior client-facing roles. St. Louis, Kansas City, and Columbia drive most of the hiring, anchored by employers like Edward Jones, Stifel Financial, and UMB Financial Corporation. The most sought-after specialties in Missouri are investment operations support, brokerage services, and private banking client services. Find a role that fits below and apply directly.
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Showing 5 of 24+ Client Associate jobs
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)Hours Per Week:
37.5Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
Desired Qualifications:
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)Hours Per Week:
37.5See All 24 Client Associate Jobs in Missouri
Find roles in Missouri that match your experience and apply in just a few clicks.
Find Client Associate JobsClient Associate Jobs by City in Missouri
Where Missouri roles are concentrated, by current openings.
Client Associate Job Market in Missouri
A snapshot from current Missouri openings, updated as new roles post.
Who's Hiring
What Missouri Employers Look For
The qualifications that appear most often in client associate jobs across Missouri.
- FINRA Series 7 or Series 63 license, or willingness to obtain within a set timeframe
- Bachelor's degree in finance, business, economics, or a closely related field
- One or more years of experience in financial services, banking, or client-facing roles
- Proficiency with CRM platforms and financial account management software
- Strong written and verbal communication skills for client correspondence and reporting
- Ability to manage multiple client accounts simultaneously while maintaining accuracy
Client Associate Jobs in Missouri: Frequently Asked Questions
How do you become a client associate in Missouri?
Most client associate roles in Missouri are tied to financial services and require obtaining FINRA licensing, typically the Series 7 and Series 63 or Series 66, with employers sponsoring the exams after hire. A bachelor's degree in finance, business, or economics is the standard educational baseline. Missouri does not issue a separate state license for this role outside FINRA registration, but candidates who arrive exam-ready move through hiring far faster than those who do not.
Which companies hire client associates in Missouri?
Companies currently hiring client associates in Missouri include Jackson Hewitt, Bank of America, and SS&C, per current listings on Migrate Mate as of November 2026. Missouri's concentration of wealth management headquarters and regional banking operations means hiring is distributed across both large national firms with Missouri offices and locally rooted financial institutions.
Which Missouri cities have the most client associate jobs?
Kansas City, St. Louis, and Chesterfield have the most client associate openings in Missouri. St. Louis leads because it is home to Edward Jones and Stifel Financial headquarters, while Kansas City draws volume from its dense concentration of regional banks, insurance carriers, and asset management firms, and smaller markets reflect satellite offices of those same anchors.
Are there remote client associate jobs in Missouri?
Yes, but they're limited. Client associate work is relationship-intensive and many Missouri employers expect in-office or hybrid presence to support advisors and serve clients directly. About 60% of client associate openings tied to Missouri are remote or hybrid as of November 2026, with the remote-eligible positions most often covering back-office account processing or operational support rather than direct client advisory roles.
How can I get hired as a client associate in Missouri with little or no experience?
The most realistic entry path is applying to new associate programs at Missouri-based firms like Edward Jones, which runs a structured new-hire development program, or UMB Financial, which recruits for client service representative roles that serve as a direct stepping stone. Candidates coming from bank teller, customer service coordinator, or administrative assistant roles at Missouri credit unions or community banks are routinely considered for junior client associate openings. Passing even one FINRA exam before applying gives candidates a measurable edge over the field.
Where can I find and apply to client associate jobs in Missouri?
You can find and apply to client associate jobs in Missouri on Migrate Mate, which lists current Missouri openings from employers actively hiring in the state. Find the roles that fit your background and apply directly to the ones that match.
See All 24 Client Associate Jobs in Missouri
Find roles in Missouri that match your experience and apply in just a few clicks.
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