Client Service Coordinator

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.  

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 a new Client Service Coordinator to work with our client service teams. This is a great opportunity to work for a successful, growing company in Clayton, Missouri.  The role includes a variety of client team support and office responsibilities and involves hands-on work supporting the delivery of client service. The Client Service Coordinator position requires the candidate to collaborate and communicate effectively within and across operations and client service teams.


  • 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


  • Strong organizational and multi-tasking abilities to manage time-sensitive work across different client service teams
  • Proactive self-starter with demonstrated 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 discretely
  • 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


Client Team Support

  • Compile and prepare client meeting materials including financial summaries
  • Facilitate and execute a variety of client team requests and transactions including client 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

Office Support

  • Assemble reports and packages for delivery to clients and/or prospects
  • Complete scanning and filing
  • Prepare monthly client invoices
  • Committee support
  • Serve as occasional back up to the receptionist


  • Prior experience in a professional services or accounting firm, law firm or financial services environment 
  • Advanced knowledge of Office365 and Adobe applications
  • Experience with portfolio management systems (Addepar, Advent, Black Diamond, Orion, Tamarac) and/or Schwab Advisor Center considered a plus
  • Experience with Microsoft Power BI, SharePoint and/or Salesforce CRM considered a plus
  • Basic knowledge of accounting principles and/or financial terms considered a plus


  • 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 
  • Cell phone reimbursement
  • Company-paid parking