Client Service Associate

Job Type

Full-time

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 opportunities for learning for all employees.

ARCHBRIDGE FAMILY OFFICE
(formerly St. Louis Trust & 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. Visit to explore how the firm manages complexity with unmatched expertise and a Family, Forward focus.

We are seeking new Client Service Associates to join our client service team. This is a great opportunity to work for a growing, successful company in Clayton, Missouri. 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 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.

YOU SHOULD APPLY IF YOU…

• Want to continue learning by gaining varied work experience
• Enjoy working with people in a team construct to accomplish goals
• Are 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

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 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

Responsibilities May Include

• 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