Client Service Associate (PM Focus) — Path to Director

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

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,