Wealth Client Services Coordinator

RiseMe; St. Louis (MO); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive compensation

Bonus potential

401(k) with company match and profit分享

Medical, dental, vision and FSA/HSA

Generous PTO

Professional development support

Cell phone reimbursement

Company-paid parking

Job summary

ArchBridge Family Office is seeking a Client Service Coordinator to support client service teams at our St. Louis office. This on-site role involves handling client materials, account documentation, and coordinating across operations to ensure timely service delivery.

You will work with professional teams, manage multiple priorities, and contribute to a high-touch client experience through accuracy, discretion, and proactive collaboration.

Qualifications

• Ability to manage time-sensitive work across client service teams.
• Demonstrated initiative to deliver exceptional service.
• High accuracy and attention to detail in all tasks.
• Maintain confidentiality and handle sensitive information discretely.
• Flexible, dependable, and eager to learn new skills.
• Team player with positive attitude and collaborative mindset.
• Strong verbal and written communication skills.
• Associate or Bachelor degree is a plus.

Responsibilities

• Compile and prepare client meeting materials including financial summaries.
• Facilitate client team requests and transactions with related organization and follow‑through.
• Serve as liaison to external custodians and money managers for client accounts.
• Coordinate, gather and organize tax and estate planning information/documents.
• Learn and run various specialized financial software applications.
• Handle a steady flow of varied projects from simple to complex.

Skills

Organizational skills

Multi-tasking

Proactive

Attention to detail

Discretion

Team player

Effective communication

Education

Associate's or Bachelor's degree

Tools

Office365

Adobe applications

Portfolio management systems

SharePoint

Salesforce CRM

Job description

ArchBridge Family Office is seeking a Client Service Coordinator to support client service teams at our St. Louis office. This on-site role involves handling client materials, account documentation, and coordinating across operations to ensure timely service delivery.

You will work with professional teams, manage multiple priorities, and contribute to a high-touch client experience through accuracy, discretion, and proactive collaboration.