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ArchBridge Family Office · 3 hours ago

Client Service Associate

St Louis, MO

Full-time

Onsite

New Grad, Entry Level

ArchBridge Family Office is an independent, multi-family office and trust company that provides comprehensive client services focused on investment management and fiduciary services. The Client Service Associate role involves supporting client service delivery in areas such as investments, charitable giving, and estate planning while collaborating with various teams within the firm.

Financial ServicesInsurance

Responsibilities

Manage and assist 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

Facilitate, execute and/or review a variety of client team requests and transactions including client account applications, trade forms, transfers and directives and related organization and follow through

Serve as a liaison to external custodians, attorneys, tax preparers and other advisors/vendors on behalf of client teams

Assist with preparation of trust review documents and tax summaries/payments

Coordinate, gather and organize tax and estate planning information/documents

Draft financial projections/calculations and investment recommendations, with assistance

Qualification

Bachelor's degreeAnalytical skillsOrganizational abilitiesPortfolio management systemsMicrosoft ExcelEager to learnTeam playerProblem-solvingCommunication skillsProactive self-starter

Required

Bachelor's degree required, business background preferred (accounting/finance, investment and/or legal background considered a plus)

Strong organizational and multi-tasking abilities to manage numerous projects with different client service teams

Proactive self-starter with demonstrated initiative and proven project ownership skills

Excellent analytical skills with high 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, quick learner

Eager to learn new skills in a variety of financial planning areas

Preferred

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 Microsoft Power BI, SharePoint and/or Salesforce CRM considered a plus

Certifications such as CPA, CFP, CFA considered a plus