Client Service Coordinator - Growth, Collaboration & Impact

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

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.