Client Associate
Location: Effingham, IL
Reports to: Kent Schmidt - Branch Manager
Smith Moore is seeking a Client Associate (CA) for our Effingham, IL office.
Our Client Associate provides daily administrative, operational, and support to Smith Moore financial advisors. Client Associates work with a variety of constituents, including financial advisors, Wealth Management Associates (WMAs), other Client Associates, Operations, Compliance, management, and external clients.
Operations Manager & Systems Integration Manager
Location: Clayton, MO
Reports to: Chief Operating Officer
Smith Moore’s Operations Manager & Systems Integration Manager is responsible for oversight and day-to-day supervision of a highly experienced operations staff, as well as complete understanding and support of various systems used. This individual works closely with financial advisors and professionals, compliance and client associates to provide an excellent level of service to our clients.