Bridges Trust

Client Service Manager

Bridges Trust

15 days ago
Omaha, NE
Onsite
Full Time
Medior
0 applicants
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Bridges Trust
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About this role

Bridges Trust is seeking an experienced Client Service Manager to support their relationship management teams by handling administrative and operational activities related to client investment, trust, estate administration, and advisory services. The role involves managing client accounts, preparing reports, and collaborating with internal teams to ensure efficient service delivery.

Skills

Qualifications

Bachelors Degree in Business or related fieldSeries 65 License
Bridges Trust

About Bridges Trust

bridgestrust.com

Bridges Trust is a professional trust company that provides wealth management and fiduciary services for individuals, families, and institutions. They deliver personalized financial planning, investment management, and trust and estate administration focused on building long‑term financial security. The firm emphasizes collaborative relationships and hands‑on guidance from experienced financial professionals to help clients plan and preserve their wealth.

About Bridges Trust

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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