Client Service Associate — Wealth Planning & Coordination

matter-family-office; St. Louis (MO); On-site; USD 60,000 - 80,000; Full time

Job summary

Matter Family Office in St. Louis is seeking an Associate – Client Service to enhance wealth management services for client families. This role involves collaborating with internal teams, executing client work plans, and providing high-quality financial planning support.

The ideal candidate will possess over 4 years of financial services experience and a strong understanding of wealth coordination, investments, and cash flow management. Relevant degrees and certifications such as CFP or CFA are preferred.

Qualifications

• 4+ years of experience in financial services with client-facing responsibilities.
• Strong understanding of investments, estate planning, and cash flow management.
• CFP, CFA, CPA, JD, or MBA preferred.

Responsibilities

• Support day-to-day client service activities and respond to client inquiries.
• Prepare financial plans, projections, and periodic client updates.
• Delegate and review work from junior team members.

Skills

Client relationship management

Financial planning expertise

Investment knowledge

Collaboration

Prioritization

Education

Bachelor's degree (BA/BS)

Job description

Matter Family Office in St. Louis is seeking an Associate – Client Service to enhance wealth management services for client families. This role involves collaborating with internal teams, executing client work plans, and providing high-quality financial planning support.

The ideal candidate will possess over 4 years of financial services experience and a strong understanding of wealth coordination, investments, and cash flow management. Relevant degrees and certifications such as CFP or CFA are preferred.