Associate - Client Service

Company Description 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. Job Description 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-upOversee account opening and transfer workflows, and keep CRM and task records accurateCoordinate estate planning tools, including estate flow diagrams, and help execute estate strategiesHelp prepare financial plans, reviews, and projectionsManage the annual tax document process, tax payments, and RMDsRun annual insurance renewals with brokersTrack cash, client debt obligations, and charitable givingSupport projects and firm initiatives Qualifications 4–6 years in a family office, wealth management firm, RIA, private bank, or similar environmentProven ability to manage multiple workflows, owners, and deadlines at onceFamiliarity with account opening processes and custodian portalsStrong CRM and project management tool skillsClear, warm, professional written communication and sound judgment on when to escalateWorking knowledge of estate planning tools a plusBachelor's degree in finance, business, economics, or a related fieldCFP designation held or in progress; Series 65 license required within 3 months of hire Benefits Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement. 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.