Client Service Associate

About the Role

ArchBridge Family Office is seeking new Client Service Associates to join their client service team. This is a full-time position involving hands-on work supporting the delivery of full-scope client service in investments, charitable giving, cash flow management, tax planning, and estate planning. The role is collaborative with 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 a great opportunity to work for a growing, successful company in Clayton, Missouri.

About ArchBridge Family Office

ArchBridge Family Office is an independent, multi-family office and trust company that advises 65 clients on more than $13 billion of investment assets and more than $15 billion of total wealth. Founded in 2002, ArchBridge Family Office provides holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. The firm serves a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios.

Key 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.

Requirements & Tech Stack

• 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 the 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.
• Advanced knowledge of Microsoft Office, especially Excel.

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.
• Experience with Microsoft Power BI, SharePoint, and/or Salesforce CRM considered a plus.
• Certifications such as CPA, CFP, CFA considered a plus.

Qualifications (Personal Attributes)

• Want to continue learning by gaining varied work experience.
• Enjoy working with people in a team construct to accomplish goals.
• Interested in exploring the financial industry.
• Have an aptitude for and/or interest in business, finance/wealth management, relationship management, data, customer service, and/or the stock market.
• Like numbers.
• Enjoy learning new skills through research, reading, instruction, and hands-on effort.
• Like puzzles or problem-solving.