Associate - Client Service

Matter Family Office; St. Louis (MO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive Salary and Annual Performance-Based Bonus

Medical and Dental Health Plans

Flexible 401(k) with employer matching

Paid holidays and vacation

Cell phone reimbursement plan

Disability insurance

Life insurance

401(k) matching

Paid holidays

Vacation and sick leave

Cell phone reimbursement

Career growth opportunities

Education support

Volunteer involvement

Job summary

A family office firm in St. Louis seeks an Associate - Client Service to manage client work plans and engage with families around investment management and planning. The ideal candidate has at least four years in financial services, strong client-facing experience, and a BA or BS degree. Benefits include a competitive salary, performance bonuses, and support for career growth within a collaborative, team-oriented environment.

Qualifications

• Minimum of four years in the financial services industry.
• Experience in client-facing roles.
• Experience in investment, insurance, estate planning, and cash flow management.
• BA/BS degree with strong academic performance.
• CFP, CFA, CPA, or MBA preferred but not required.
• Experience serving family office-level clients preferred but not required.

Responsibilities

• Coordinate and execute client work plans.
• Prepare financial plans, reviews, and updates.
• Review and rebalance investment portfolios.
• Manage accounts and respond to client requests.
• Respond to client requests or questions.
• Manage and coach junior team members.
• Assist with various projects and firm initiatives.

Skills

Client-facing experience

Financial planning

Investment analysis

Team management

Education

BA or BS degree

CFP, CFA, CPA, or MBA (preferred)

Job description

Company Description

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. We have been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth.

Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. We thrive in an energetic, collaborative, supportive environment. Our culture blends accountability and trust with optimism and fun. We lead with integrity, approach our work intentionally, and build meaningful relationships with Matter families and each other.

Job Description

As an Associate - Client Service, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You’ll be ensuring the successful execution of each assigned client’s work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow‑up items. You will engage with families on all Matter’s services – Investment Management, Wealth Planning & Coordination, and Culture & Learning.

This includes responsibilities such as:

• Preparing financial plans, reviews, projections, and periodic updates
• Reviewing, modeling, analysing, and rebalancing investment portfolios
• Researching, implementing, and helping coordinate wealth strategies
• Managing accounts and cash positions
• Researching and responding to client requests or questions
• Managing and coaching junior team members
• Assisting with various projects and firm‑related initiatives

Qualifications

• You have a minimum of four years in the financial services industry, including significant client‑facing experience.
• You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management.
• You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more junior team members to complete work and make decisions as appropriate.
• You have a BA or BS degree with exceptional academic performance from a challenging four‑year institution.
• CFP, CFA, CPA, or MBA is preferred but not required.
• Experience serving family office‑level clients is preferred but not required.

Benefits

• Competitive Salary and Annual Performance‑Based Bonus
• Medical and Dental Health Plans
• Supplemented Health Savings Account and Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Employer Supplemented Health Reimbursement Account Plan
• Short‑ and Long‑term disability coverage paid for by the employer
• Paid Group Life Insurance
• Flexible 401(k) retirement benefits with employer matching
• 10 paid holidays per year plus competitive vacation and sick leave
• Cell phone reimbursement plan
• Opportunity for advancement based on performance, personal growth, and cultural fit
• Work with a team‑oriented culture that supports continuing education and career growth
• Strong support for volunteer, community and/or industry involvement

Additional information

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.