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About the Role
The Associate, Client Service (Project Management Focus) is the coordination hub of Matter's client service team. You own the operational work for each assigned family: leading account workflows, running the meeting cycle, managing entity and CRM data, and keeping the tax and planning process on track. You direct an Analyst, partner with Accounting, Reporting, and outside advisors, and build the knowledge of each family that prepares you for the Director path.
Responsibilities
- Lead the end-to-end client meeting process, from scheduling and agendas to meeting books and follow-up
- Oversee account opening and transfer workflows, and keep CRM and task records accurate
- Coordinate estate planning tools, including estate flow diagrams, and help execute estate strategies
- Help prepare financial plans, reviews, and projections
- Manage the annual tax document process, tax payments, and RMDs
- Run annual insurance renewals with brokers
- Track cash, client debt obligations, and charitable giving
- Support projects and firm initiatives
Requirements
- 4–6 years in a family office, wealth management firm, RIA, private bank, or similar environment
- Proven ability to manage multiple workflows, owners, and deadlines at once
- Familiarity with account opening processes and custodian portals
- Strong CRM and project management tool skills
- Clear, warm, professional written communication and sound judgment on when to escalate
- Working knowledge of estate planning tools a plus
Skills
- Project Management
- CRM
- Estate Planning Tools
- Written Communication
Location
- St. Louis
- Denver
- Dallas
Work Type
- Full-time
Experience Level
- 4-6 years
Education Level
- Bachelor's degree in finance, business, economics, or a related field
- CFP designation held or in progress
- Series 65 license required within 3 months of hire
Benefits
- Medical and dental plans with HSA/FSA options
- Employer-paid disability and life insurance
- 401(k) with employer match
- 10 paid holidays plus competitive vacation and sick leave
- Support for continuing education, career growth, and community involvement
About the Company
- Matter Family Office is a multi-family office dedicated to helping families thrive for generations.
- Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas.
- Our collaborative culture blends accountability and trust with optimism and fun.
Equal Opportunity
- Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law.
- We are unable to sponsor work visas.