Client Service Associate — Project Management Growth Path

Matter, LLC; Seattle (WA); On-site; USD 90,000 - 130,000; Full time

Job summary

Matter Family Office is seeking an Associate, Client Service (Project Management Focus) to be the coordination hub of its client service team. You will own operational work for each family: leading account workflows, running the meeting cycle, managing entity and CRM data, and keeping planning on track.

You will direct an Analyst, partner with Accounting, Reporting, and outside advisors, and build knowledge that prepares you for the Director path.

Qualifications

• Bachelor’s degree in finance, business, economics, or related field required.
• CFP designation or 'in progress' preferred; Series 65 within 3 months of hire.
• Experience with CRM systems and wealth-management workflows desirable.

Responsibilities

• Lead end-to-end client meeting process (scheduling, agendas, books, follow-up).
• Oversee account opening and transfer workflows; maintain CRM and records.
• Coordinate estate planning tools and assist with estate strategies.
• Help prepare financial plans, reviews, and projections for families.
• Manage 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

CRM systems

Project management

Multitasking

Written communication

Estate planning knowledge

Education

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

CFP designation held or in progress

Series 65 license within 3 months of hire

Tools

CRM software

Custodian portals

Job description

Matter Family Office is seeking an Associate, Client Service (Project Management Focus) to be the coordination hub of its client service team. You will own operational work for each family: leading account workflows, running the meeting cycle, managing entity and CRM data, and keeping planning on track.

You will direct an Analyst, partner with Accounting, Reporting, and outside advisors, and build knowledge that prepares you for the Director path.