Client Service Associate – Wealth Management

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

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.

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.

Skills

Client-facing experience

Financial planning

Investment analysis

Team management

Education

BA or BS degree

CFP, CFA, CPA, or MBA (preferred)

Job description

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.