Client Service Associate

Description

PROBLEM SOLVERS WANTED | Our motivated, talented team is the secret to our success. We are committed to fostering a highly collaborative environment and ongoing learning and development opportunities for all employees.

ARCHBRIDGE FAMILY OFFICE works with approximately 65 client families across the country, advising on more than $15 billion of total wealth. We are a multi-family office and trust company that serves multi-generational families with complex wealth. Our philosophy is straightforward; focus on our clients, put them first, and always better our service. We provide holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. We serve a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Each client family is different, and so are we.

We are seeking new Client Service Associates to join our client service team. This position involves hands-on work supporting the delivery of full-scope client service in the areas of investments, charitable giving, cash flow management, tax planning, and estate planning. The role is highly collaborative with our investment, operations, and client service teams. There is potential for advancement upon mastery of analysis and support functions, which may involve client relationship responsibilities in the future. This is an on-site position located in our St. Louis, Missouri office.

YOU SHOULD APPLY IF YOU…

• Want to continue learning through varied, hands-on work experience
• Enjoy working with people in a team construct to accomplish shared goals
• Have experience in public accounting, a law firm, or another professional services enviroment and are ready to put that experience to work in a broader, more varied role
• Are interested in exploring the financial services and wealth management industry
• Have an aptitude for or interest in business, finance, wealth management, relationship management, data, client service, and/or the stock market
• Are comfortable working with numbers and financial information
• Enjoy developing new skills through research, reading, instruction, and hands-on effort
• Like solving problems and working through puzzles

Requirements

DESIRED QUALIFICATIONS AND BACKGROUND:

• Bachelor's degree required, business background preferred (accounting/finance, investment, and/or legal background considered a plus)
• Strong organizational and multi-tasking abilities
• Ability to manage numerous projects with different client service teams
• Proactive self-starter with demonstrated initiative and proven project ownership skills
• Excellent analytical skills with strong attention to detail
• Team player experience and mentality; willing to give best effort on full spectrum of tasks ranging from simple/repetitive to complex/challenging
• High energy level, strong work ethic, and quick learner
• Eager to learn new skills in a variety of financial planning areas

RESPONSIBILITIES MAY INCLUDE:

• Managing and assisting with preparation of materials for periodic client meetings including creating, updating, and/or reviewing reports such as cash flows, executive summaries, balance sheets, performance reports, net asset summaries, and other client specific reports
• Facilitating, executing, and/or reviewing a variety of client team requests and transactions including client account applications, trade forms, transfers & directives, and related organization & follow-through
• Serving as a liaison to external custodians, attorneys, tax preparers, and other advisors/vendors on behalf of client teams
• Assisting with preparation of trust review documents and tax summaries/payments
• Coordinating, gathering, and organizing tax and estate planning information/documents
• Drafting financial projections/calculations and investment recommendations, with assistance

PREFERRED SKILLS AND/OR EXPERIENCE:

• Prior experience in a professional services firm, law firm, or financial services environment with exposure to investment, financial planning, tax consulting, or estate planning disciplines
• Experience with portfolio management systems (Addepar, Advent, Black Diamond, Orion, Tamarac) and/or Schwab Advisor Center considered a plus
• Strong critical thinking and problem-solving abilities/resourcefulness
• Excellent verbal and written communication skills
• Advanced knowledge of Microsoft Office, especially Excel
• Experience with SharePoint, and/or Salesforce CRM considered a plus
• Certifications such as CPA, CFP, CFA considered a plus

EXCELLENT BENEFITS INCLUDE:

• Competitive compensation with bonus potential
• 401(k) with Company match and profit sharing
• Comprehensive benefits package including medical, dental, vision and FSA/HSA
• Generous Paid Time Off (PTO)
• Support for professional development through training and certifications
• Cell phone reimbursement
• Company-paid parking