Client Service Associate — Wealth Planning & Investment

Matter Family Office; Denver (CO); On-site; USD 65,000 - 105,000; Full time

Benefits offered by this job

Competitive Salary and Annual Bonus

Medical and Dental Health Plans

Supplemented Health Savings Account /

Dependent Care Flexible Spending

Employer Suppl. Health Reimbursement

Disability coverage

Group Life Insurance

401(k) with employer match

10 paid holidays + vacation & sick

Cell phone reimbursement

Advancement based on performance

Team-oriented culture with education/c

Volunteer/community involvement

Job summary

Matter Family Office is seeking an Associate - Client Service to join our Denver team. You will ensure successful execution of each client’s work plan by coordinating with Directors and Partners, engaging with families, and reviewing and following up on action items across Investment Management, Wealth Planning & Coordination, and Culture & Learning.

You will prepare financial plans, review portfolios, model wealth strategies, and assist with ongoing client requests.

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 investment, insurance, estate planning, and cash flow management.
• You have been part of a client team where you drove financial planning for clients, collaborating with both more senior and more junior team members to complete work.
• 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.

Responsibilities

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

Skills

Client-facing

Financial planning

Team collaboration

Education

BA/BS degree with strong academics

Job description

Matter Family Office is seeking an Associate - Client Service to join our Denver team. You will ensure successful execution of each client’s work plan by coordinating with Directors and Partners, engaging with families, and reviewing and following up on action items across Investment Management, Wealth Planning & Coordination, and Culture & Learning.

You will prepare financial plans, review portfolios, model wealth strategies, and assist with ongoing client requests.