Client Service Coordinator
ArchBridge Family Office•St. Louis, MO
•Onsite
About The Position
ArchBridge Family Office is seeking a new Client Service Coordinator to work with their client service teams. This is an on-site position located in their St. Louis, Missouri office. The role includes a variety of client team support and office responsibilities and involves hands-on work supporting the delivery of client service. The Client Service Coordinator position requires the candidate to collaborate and communicate effectively within and across operations and multiple client service teams.
Requirements
- 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
Nice To Haves
- Associate’s or Bachelor degree considered a plus
- 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 SharePoint and/or Salesforce CRM considered a plus
- Basic knowledge of accounting principles and/or financial terms considered a plus
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
- Regular flow of new and varied projects ranging from simple/repetitive to complex/challenging
- 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
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
Education Level
Associate degree
