Client Service Advisor
About The Position
ArchBridge Family Office is an independent multi-family office and trust company that provides holistic, high-touch client service, including independent investment management and family office and fiduciary services. The Client Service Advisor supports delivery of full-scope client service across investments, charitable giving, cash flow management, tax planning, and estate planning. The role involves frequent communication with clients and their other advisors and collaboration with investment, operations, and client service teams. There is potential for advancement to client relationship responsibilities after mastering analysis and support functions. The position is based in Clayton, Missouri, and some travel may be involved.
Requirements
- Bachelor's degree required.
- Excellent analytical skills and strong attention to detail.
- Self-starter with demonstrated initiative and proven project ownership skills.
- Team-oriented, with willingness to give best effort across tasks ranging from simple and repetitive to complex and challenging.
- Strong organizational and multitasking abilities to manage numerous projects across different client service teams.
- High energy level and strong work ethic.
- Quick learner who is eager to learn skills across a variety of financial planning areas.
- Excellent verbal and written communication skills.
- Advanced knowledge of Microsoft Office, especially Excel.
- Strong critical thinking, problem-solving abilities, and resourcefulness.
Nice To Haves
- Accounting, finance, investment, or legal background 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.
- Experience with portfolio management systems such as Addepar, Advent, Black Diamond, Orion, or Tamarac, and/or Schwab Advisor Center.
- Experience with SharePoint and/or Salesforce CRM.
- Certifications such as CPA, CFP, or CFA.
Responsibilities
- Serve as a point of contact for clients and attend periodic client meetings; some travel may be involved.
- Manage or assist with preparation of periodic client meeting materials, including creating, updating, and reviewing cash flows, executive summaries, balance sheets, performance reports, and net asset summaries.
- Draft financial projections and calculations.
- Analyze investment performance and research investment options and recommendations.
- Review and track client account applications, transfers, and directives as needed.
- Conduct income and estate tax analysis and planning with direction.
- Assist with preparation of trust and individual tax summaries and payments.
- Coordinate with outside custodians, attorneys, tax preparers, and other advisors on behalf of clients.
- Present materials and explain their content during client meetings.
Benefits
- Competitive compensation with bonus potential.
- 401(k) with company match and profit sharing.
- Comprehensive benefits package including medical, dental, vision, and FSA/HSA.
- Generous paid time off (PTO).
- Support for professional development through training and certifications.
- Cell phone reimbursement.
- Company-paid parking.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
