Client Service Associate

Gatewood Wealth Solutions

. Prepare and process new account opening requests for individual, joint, trust, retirement, beneficiary, and other common account registrations .

Posted 9/26/2026full-timeBrentwood • Missouri • United StatesJuniorMid-Level💰 $22 - $31 per hourWebsite

About the role

Key responsibilities & impact

Prepare and process new account opening requests for individual, joint, trust, retirement, beneficiary, and other common account registrations
Review client information for completeness and consistency before submitting paperwork or electronic signature packets
Coordinate account type, titling, beneficiaries, funding instructions, and supporting documentation
Track new account paperwork through signature, submission, approval, funding, and confirmation
Prepare and submit move money requests, including journals, ACH instructions, checks, wires, distributions, and contributions
Verify transaction details and escalate requests requiring additional review or advisor confirmation
Monitor transaction status and provide timely updates
Process beneficiary, title, address, contact, trusted contact, and other account maintenance updates
Maintain accurate client records and identify downstream tasks involving household records, portal access, billing, or reporting
Support death claims, beneficiary claims, inherited account openings, and related transition documentation
Prepare and submit ACATS and other incoming asset transfer paperwork
Track transfers through completion, including rejections, residual sweeps, delays, and follow-up
Provide front desk and phone coverage as needed
Deposit client checks
Perform ad hoc reporting and data management across CRM and other technology platforms
Deliver polished, responsive, professional internal and client-facing service
Protect confidential client information and follow secure data-handling procedures
Own assigned requests from start to finish and balance speed with accuracy

Requirements

What you’ll need

Prior client service, banking, financial services, administrative operations, or comparable professional experience
Basic understanding of account ownership concepts, account registrations, beneficiary designations, or financial documentation preferred
Strong attention to detail and ability to review paperwork for completeness and consistency
Professional written and verbal communication skills
Demonstrated ability to manage multiple requests, deadlines, and follow-ups at the same time
Comfort handling confidential information and following documented procedures
Willingness to learn custodial systems, CRM workflows, electronic signature processes, and firm-specific operating standards
Experience with account types, client documentation, identity verification, transaction processing, and basic financial terminology is advantageous
Willingness to learn custodial platforms, CRM workflows, electronic signature tools, client portal processes, document storage, Microsoft 365, and internal task management procedures