Client Service Associate

Client Service Associate – Arch Bridge Family Office

Full‑time position in Clayton, Missouri.

Arch Bridge Family Office is an independent multi‑family office that advises 65 clients on more than $13 billion of investment assets and more than $15 billion of total wealth. It provides holistic, high‑touch client service including customized investment management and a full range of family office and fiduciary services.

Support full‑scope client service in investments, charitable giving, cash flow management, tax planning and estate planning. Collaborate with investment, operations and client service teams. Potential for advancement on mastery of analysis and support functions, which may involve client relationship responsibilities in the future.

• Motivated to learn through varied work experience.
• Team player who works collaboratively to accomplish goals.
• Interest in the financial industry and wealth management.
• Aptitude for numbers and data.
• Enjoys problem‑solving and puzzles.
• Eager to learn new skills through research, reading, instruction and hands‑on effort.

• Bachelor’s degree required; business background preferred (accounting/finance or legal).
• Strong organizational and multitasking abilities.
• Proactive self‑starter with initiative and project ownership.
• Excellent analytical skills with high attention to detail.
• Team player mentality; willing to give best effort on a range of tasks.
• High energy level, strong work ethic and quick learning.
• Interest in various financial planning areas.

• Manage and assist with preparation of materials for periodic client meetings (cash flows, executive summaries, balance sheets, performance reports, net asset summaries, etc.).
• Facilitate, execute and/or review client requests and transactions (account applications, trade forms, transfers and directives).
• Serve as a liaison to external custodians, attorneys, tax preparers and other advisors/vendors.
• Assist with preparation of trust review documents and tax summaries/payments.
• Coordinate, gather and organize tax and estate planning information/documents.
• Draft financial projections, calculations and investment recommendations with assistance.

• Prior experience in a professional services firm, law firm or financial services environment with exposure to investment, financial planning, tax consulting or estate planning disciplines.
• Experience with portfolio management systems (Addepar, Advent, Black Diamond, Orion, Tamarac) or Schwab Advisor Center.
• Strong critical thinking and problem‑solving abilities.
• Excellent verbal and written communication skills.
• Advanced knowledge of Microsoft Office, especially Excel.
• Experience with Power BI, SharePoint or Salesforce CRM.
• Certifications such as CPA, CFP, CFA.

• Competitive compensation with bonus potential.
• 401(k) with company match.
• Generous benefits package (medical, dental, vision, FSA/HSA, PTO).
• Professional development support (training and certifications).
• Cell phone reimbursement.
• Company‑paid parking.

Entry level

Full‑time

Other

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