Client Service Coordinator

Paylocity; St. Louis, Northern (MO, KY); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation with bonus

401(k) with Company match

Comprehensive benefits package

Generous PTO

Professional development support

Cell phone reimbursement

Company-paid parking

Job summary

ArchBridge Family Office in St. Louis, MO, is seeking a Client Service Coordinator to support client service teams with administrative and office duties, coordinating with custodians and advisors to ensure accurate and timely delivery of client materials.

The role emphasizes organization, discretion, and proactive service, with opportunities for professional development, exposure to wealth management operations, and a collaborative team environment in a on-site office.

Qualifications

• Strong organizational and multi-tasking abilities to manage time-sensitive work across different client service teams
• Proactive self-starter with 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 discreetly
• Dependable, flexible and eager to learn new skills
• Team player experience and mentality; positive attitude/approach to work
• Excellent verbal and written communication skills
• Associate’s or Bachelor degree considered a plus

Responsibilities

• Client Team Support: Compile and prepare client meeting materials including financial summaries; Facilitate and execute client team requests and transactions including 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

Job description

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 learning and development opportunities for all employees.

WHO WE ARE | ArchBridge Family Office is a multi-family office and trust company that serves multi-generational families with complex wealth. Our philosophy is straightforward; focus on our clients, put them first and always better our service. We provide holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. We serve a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Each client family is different, and so are we.

ARCHBRIDGE FAMILY OFFICE is seeking a new Client Service Coordinator to work with our client service teams. This is an on-site position located in our 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.

DESIRED QUALIFICATIONS AND BACKGROUND:

• 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
• Associate’s or Bachelor degree considered a plus

RESPONSIBILITIES MAY INCLUDE:

Client Team Support

• 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

Office Support

• 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

Requirements

PREFERRED SKILLS AND/OR EXPERIENCE:

• 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

EXCELLENT BENEFITS INCLUDE:

• 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