Family Office Client Service Associate

Bridges Trust • Omaha, NE

2d

About The Position

The Family Office Client Service Associate position within the Family Office team is an exciting opportunity for a dedicated professional seeking to make a meaningful impact in the personalized wealth management space. As an employee, you will play a crucial role in supporting families, ensuring that their financial, administrative, and philanthropic needs are met with the highest standards of service. This position requires excellent organizational skills, a proactive approach, and a strong ability to work collaboratively with clients and internal teams.

Requirements

• Bachelor's degree in finance, accounting, business administration, or a related field.
• Proven experience in client service, wealth management, or family office services.
• Strong understanding of trust and estate planning, philanthropy, and investment management.
• Exceptional organizational skills and attention to detail.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
• Proficiency in using financial software and tools to produce reports and manage data.
• Ability to manage multiple responsibilities and meet tight deadlines while maintaining a high degree of accuracy.
• Discretion and confidentiality in managing sensitive client information.
• A proactive and solutions-oriented mindset, with a commitment to delivering exceptional client service.

Responsibilities

• Act as the organizational hub for internal meetings and communication related to Family Office initiatives.
• Prepare presentations, agendas, and reports for leadership and client meetings.
• Support onboarding of new clients and new team members within the Family Office segment.
• Manage the Head of Family Office’s calendar, schedule meetings across multiple time zones, and ensure priorities align with client deliverables and firm objectives.
• Prepare daily and weekly agendas, briefings, and meeting materials.
• Coordinate travel arrangements and logistics for client meetings, conferences, and internal meetings.
• Anticipate scheduling conflicts and proactively resolve them.
• Serve as liaison between the Head of Family Office and clients, client families, trustees, and internal teams.
• Ensure timely follow-up on client requests and deliverables.
• Assist in maintaining Salesforce with updated client notes, meeting summaries, and task status.
• Draft client correspondence and meeting summaries with professionalism and confidentiality.
• Track progress of client-related projects (e.g., philanthropic planning, investment updates, estate reviews, family education sessions) and internal initiatives.
• Support coordination among cross-functional team investment, tax, estate, philanthropic, and administrative—to ensure cohesive service delivery.
• Prepare quarterly client service calendars and ensure all milestones are met.
• Process and reconcile expense reports for the Head of Family Office, ensuring alignment with firm policy.
• Assist with client-level bill payment processes, including gathering invoices, coding expenses, and coordinating approvals.
• Support internal treasury management and recordkeeping for client entities and trusts.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees