ArchBridge Family Office · 9 hours ago
Client Service Manager
St Louis, MO
Full-time
Onsite
Mid LevelArchBridge Family Office is an independent, multi-family office and trust company that provides holistic client service and investment management. The Client Service Manager will be responsible for frequent client communication, supporting investment and estate planning services, and preparing materials for client meetings.
Financial ServicesInsurance
Responsibilities
Serve as a point of contact for clients and attend periodic client meetings (some travel may be involved)
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 and net asset summaries
Draft financial projections/calculations
Analyze investment performance and research investment options/recommendations
Review and track client account applications, transfers and directives as needed
Income and estate tax analysis/planning, with direction
Assist with preparation of trust and individual tax summaries/payments
Coordinate with outside custodians, attorneys, tax preparers and other advisors on behalf of clients
Present materials and explain content during client meetings
Qualification
Required
Bachelor's degree required, investment, accounting/finance or legal background preferred
Excellent analytical skills with high attention to detail
Self-starter with demonstrated initiative and proven project ownership skills
Team player experience and mentality; willing to give best effort on full spectrum of tasks ranging from simple/repetitive to complex/challenging
Strong organizational and multi-tasking abilities to manage numerous projects with different client service teams
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
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
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
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