ArchBridge Family Office · 21 hours ago
Client Service Coordinator
St Louis, MO
Full-time
Onsite
New Grad, Entry LevelArchBridge Family Office is an independent, multi-family office and trust company that advises clients on substantial investment assets. The Client Service Coordinator will support client service teams through various responsibilities, including preparing meeting materials, facilitating client requests, and maintaining client accounts.
Financial ServicesInsurance
Responsibilities
Compile and prepare client meeting materials including financial summaries
Facilitate and execute a variety of client team requests and transactions including client account applications, trade forms, transfers and directives with related organization, documentation and follow through
Serve as a liaison to external custodians and money managers for client account maintenance
Coordinate, gather and organize tax and estate planning information/documents
Learn and run various specialized, financial software applications
Assemble reports and packages for delivery to clients and/or prospects
Complete scanning and filing
Prepare monthly client invoices
Committee support
Serve as occasional back up to the receptionist
Qualification
Required
Strong organizational and multi-tasking abilities to manage time-sensitive work across different client service teams
Proactive self-starter with demonstrated initiative to deliver exceptional service
Focused on accuracy with high attention to detail
Demonstrate good judgment with ability to maintain confidentiality and handle sensitive information discretely
Dependable, flexible and eager to learn new skills
Team player experience and mentality; positive attitude/approach to work
Excellent verbal and written communication skills
Associate's or Bachelor degree considered a plus
Preferred
Prior experience in a professional services or accounting firm, law firm or financial services environment
Advanced knowledge of Office365 and Adobe applications
Experience with portfolio management systems (Addepar, Advent, Black Diamond, Orion, Tamarac) and/or Schwab Advisor Center considered a plus
Experience with Microsoft Power BI, SharePoint and/or Salesforce CRM considered a plus
Basic knowledge of accounting principles and/or financial terms considered a plus
Benefits
Competitive compensation with bonus potential
401(k) with Company match
Generous benefits package available including medical, dental and vision coverage, FSA/HSA and PTO
Support for professional development through training and certifications
Cell phone reimbursement
Company-paid parking
Company
ArchBridge Family Office
ArchBridge Family Office (formerly St.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Julie Lilly
CEO
Company data provided by crunchbase