Bridges Trust · 1 week ago
Family Office Client Service Associate
Omaha, NE
Full-time
Onsite
New Grad, Entry LevelBridges Trust is a privately-owned trust and wealth management firm dedicated to providing comprehensive services for wealthy individuals and families. The Family Office Client Service Associate will support families by managing their financial, administrative, and philanthropic needs while ensuring high standards of service.
AccountingFinancial ServicesProfessional ServicesWealth Management
Responsibilities
Act as the organizational hub for internal meetings and communication related to Family Office initiatives
Prepare presentations, agendas, and reports for leadership and client meetings
Support onboarding of new clients and new team members within the Family Office segment
Manage the Head of Family Office’s calendar, schedule meetings across multiple time zones, and ensure priorities align with client deliverables and firm objectives
Prepare daily and weekly agendas, briefings, and meeting materials
Coordinate travel arrangements and logistics for client meetings, conferences, and internal meetings
Anticipate scheduling conflicts and proactively resolve them
Serve as liaison between the Head of Family Office and clients, client families, trustees, and internal teams
Ensure timely follow-up on client requests and deliverables
Assist in maintaining Salesforce with updated client notes, meeting summaries, and task status
Draft client correspondence and meeting summaries with professionalism and confidentiality
Track progress of client-related projects (e.g., philanthropic planning, investment updates, estate reviews, family education sessions) and internal initiatives
Support coordination among cross-functional team investment, tax, estate, philanthropic, and administrative—to ensure cohesive service delivery
Prepare quarterly client service calendars and ensure all milestones are met
Process and reconcile expense reports for the Head of Family Office, ensuring alignment with firm policy
Assist with client-level bill payment processes, including gathering invoices, coding expenses, and coordinating approvals
Support internal treasury management and recordkeeping for client entities and trusts
Qualification
Required
Bachelor's degree in finance, accounting, business administration, or a related field
Proven experience in client service, wealth management, or family office services
Strong understanding of trust and estate planning, philanthropy, and investment management
Exceptional organizational skills and attention to detail
Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients
Proficiency in using financial software and tools to produce reports and manage data
Ability to manage multiple responsibilities and meet tight deadlines while maintaining a high degree of accuracy
Discretion and confidentiality in managing sensitive client information
A proactive and solutions-oriented mindset, with a commitment to delivering exceptional client service
Company
Bridges Trust
Bridges Trust is a financial and wealth management company.
Founded in 1945
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ted Bridges
Chief Executive Officer
Nick Wilwerding
President & COO
Company data provided by crunchbase