Client Service Associate

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 opportunities for learning at all levels.

ST. LOUIS TRUST & FAMILY OFFICE works with approximately 60 client families across the country, advising on more than $15 billion of total wealth. We are a multi-family office and trust company that serves multi-generational families with complex family affairs. 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.

We are seeking new Client Service Associates to join our client service team. This is a great opportunity to work for a growing, successful company in Clayton, Missouri.  This position involves hands-on work supporting the delivery of full-scope client service in the areas of investments, charitable giving, cash flow management, tax planning and estate planning. The role is collaborative with our investment, operations and client service teams. There is potential for advancement upon mastery of analysis and support functions, which may involve client relationship responsibilities in the future.

YOU SHOULD APPLY IF YOU… 

• Want to continue learning by gaining varied work experience
• Enjoy working with people in a team construct to accomplish goals
• Are interested in exploring the financial industry
• Have an aptitude for and/or interest in business, finance/wealth management, relationship management, data, customer service and/or the stock market 
• Like numbers
• Enjoy learning new skills through research, reading, instruction and hands-on effort
• Like puzzles or problem solving

Requirements

DESIRED QUALIFICATIONS AND BACKGROUND:

• Bachelor's degree required, business background preferred (accounting/finance, investment and/or legal background considered a plus)
• Strong organizational and multi-tasking abilities to manage numerous projects with different client service teams
• Proactive self-starter with demonstrated initiative and proven project ownership skills
• Excellent analytical skills with high attention to detail
• Team player experience and mentality; willing to give best effort on full spectrum of tasks ranging from simple/repetitive to complex/challenging
• High energy level, strong work ethic, quick learner
• Eager to learn new skills in a variety of financial planning areas

RESPONSIBILITIES MAY INCLUDE:

• Manage and assist with preparation of materials for periodic client meetings including creating, updating and/or reviewing reports such as cash flows, executive summaries, balance sheets, performance reports, net asset summaries and other client specific reports
• Facilitate, execute and/or review a variety of client team requests and transactions including client account applications, trade forms, transfers and directives and related organization and follow through
• Serve as a liaison to external custodians, attorneys, tax preparers and other advisors/vendors on behalf of client teams
• 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

PREFERRED SKILLS AND/OR EXPERIENCE:

• 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) and/or Schwab Advisor Center considered a plus
• Strong critical thinking and problem-solving abilities/resourcefulness
• Excellent verbal and written communication skills
• Advanced knowledge of Microsoft Office, especially Excel
• Experience with Microsoft Power BI, SharePoint and/or Salesforce CRM considered a plus
• Certifications such as CPA, CFP, CFA considered a plus 

EXCELLENT BENEFITS INCLUDE:

• Competitive compensation with bonus potential
• 401(k) with Company match
• Generous benefits package available including medical, dental and vision coverage, FSA/HSA and Paid Time Off (PTO)
• Support for professional development through training and certifications
• Cell phone reimbursement
• Company-paid parking