Client Service Manager

St. Louis Trust & Family Office • Full-time • St. Louis, Missouri, United States • 6d ago

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.

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

We are seeking new Client Service Managers to join our client service team. This is a great opportunity to work for a growing, successful company in Clayton, Missouri. This position involves frequent communication with clients and includes hands-on work supporting 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 will involve client relationship responsibilities.

Responsibilities May Include

Requirements

DESIRED QUALIFICATIONS AND BACKGROUND:

Preferred Skills And/Or Experience

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 PTO
Support for professional development through training and certifications
Company-paid parking