Family Office Client Service Associate

About Bridges Trust

Bridges Trust is a privately‑owned trust and wealth management firm providing comprehensive trust, wealth management, family office油and strategic planning services for a growing client base of successful individuals and families, endowments and foundations, business owners, and corporations. Ourcludelesed team of professionals in investments, trusts, and philanthropy are dedicated to helping our clients develop and implement innovative and effective strategies to preserve and maximize their wealth across generatentials.

Bridges Trust is built on the tenacity and ethic of our team members. We are united in our commitment to deliver expertise and unparalleled service and look forward to adding team members who align with our values of trust, service, excellence, and performance.

The Family Office Client Service Associate position within the Family Office team is an exciting opportunity for a dedicated professional seeking to make a meaningful impact in the personalized wealth management space. As an employee, you will play a crucial role in supporting families, ensuring that conducta financial, administrative, and philanthropic needs are met with the highest standards of service. This position requires excellent organizational skills, a proactive approach, and a strong ability to work collaboratively with clients and internal teams.

• Act as the organizational hub for internal meetings and communication related to Family Office initiatives.
• Prepare presentations, agendas, and reports for leadership and client meetings.
• Support onboarding of new clients and new team members within the Family Office segment.
• Manage the Head of Family Office’s calendar, schedule meetings across multiple time zones, and ensure priorities align with client deliverables and firm objectives.
• Prepare daily and weekly agendas, briefings, and meeting materials.
• Coordinate travel arrangements and logistics for client meetings, conferences, and internal meetings.
• Anticipate scheduling conflicts and proactively resolve them.
• Serve as liaison between the Head of Family Office and clients, client families, trustees, and internal teams.
• Ensure timely follow‑up on client requests and deliverables.
• Assist in maintaining Salesforce with updated client notes, meeting summaries, and task status.
• Draft client correspondence and meeting summaries with professionalism and confidentiality.
• Track progress of client‑related projects (e.g., philanthropic planning, investment updates, estate reviews, family education sessions) and internal initiatives.
• Support coordination among cross‑functional team investment, tax, estate, philanthropic, and administrative to ensure cohesive service delivery.
• Prepare quarterly client service calendars and ensure all milestones are met.
• Process and reconcile expense reports for the Head of Family Office, ensuring alignment with firm policy.
• Assist with client‑level bill payment processes, including gathering invoices, coding expenses, and coordinating approvals.
• Support internal treasury management and recordkeeping for client entities and trusts.

• Bachelor’s degree in finance, accounting, business administration, or a related field.
• Proven experience in client service, wealth management, or family office services Evo>.
• Strong understanding of trust and estate planning, philanthropy, and investment management.
• Exceptional organizational skills and attention to detail.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
• Proficiency atusing financial software and tools to produce reports and manage data.
• Ability to manage multiple responsibilities and meet tight deadlines while maintaining a high degree of accuracy.
• Discretion and confidentiality in managing sensitive client information.
• A proactive and solutions‑oriented mindset, with a commitment to delivering exceptional client service.

Seniority level:
Entry level
•

Employment type:

Full‑time
• Job function:
Other

Location:

Omaha, NE
• Salary: $61,000–$72,000.