Associate - Client Service

Matter, LLC; San Francisco (CA); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical & dental plans with HSA/FSA

Employer-paid disability and life保险

401(k) with employer match

10 paid holidays

Vacation and sick leave

Continuing education support

Career growth opportunities

Community involvement

Job summary

Matter Family Office in San Francisco is seeking an Associate, Client Service (Project Management Focus) to act as the coordination hub for our client service team. You will own the operational work for each family, lead account workflows, run the meeting cycle, and manage data across CRM and tax/planning processes.

You will direct an Analyst, partner with Accounting, Reporting, and outside advisors, and develop knowledge to prepare you for the Director path within a collaborative,

Qualifications

• 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 judgement on when to scale.
• Working knowledge of estate planning tools a plus.
• 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.

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.

Skills

Workflow management

Multitasking

CRM proficiency

Written communication

Judgement & discretion

Estate planning knowledge

Bachelor's degree background

Education

Bachelor’s degree in finance, business, economics, or related field

CFP designation or in progress

Series 65 license within 3 months

Tools

CRM software

Project management tools

Job description

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-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

Qualifications

• 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 judgement on when to scale
• Working knowledge of estate planning tools a plus
• 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

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.