Client Service Consultant

Matter, LLC; Clayton (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical & Dental plans

Disability & Life Insurance

401(k) Match

Paid Holidays

Education & Growth

Job summary

Matter Family Office is seeking a Client Service Consultant to manage a book of clients, handling account maintenance, documentation, and service requests to ensure smooth client relationships.

You will work with custodians like Schwab, Fidelity, and JPMorgan, process money movements, and support fund manager accounts. Strong attention to detail and compliance are essential in this role.

Qualifications

• 3–5 years in client service operations in wealth management, a family office, or a custodian.
• Hands-on experience with custodial platforms such as Schwab, Fidelity, and J.P. Morgan
• Familiarity with money movement, account documentation, and trading support
• Comfort with CRM, workflow, and e-signature tools; CRM, Asana, or DocuSign experience is a plus
• Strong attention to detail and a commitment to compliance and documentation standards

Responsibilities

• Serve an assigned book of clients, handling account maintenance, documentation, and service requests accurately and on time
• Open, maintain, and update client accounts with custodians, including Schwab, Fidelity, and J.P. Morgan, and resolve custodial issues
• Process money movement, transfers, and trading support requests, following Matter's controls and approval standards
• Complete fund manager account maintenance for SMAs and alternative investments, including subscription documents, transfers, and investor updates
• Track work and client records in the CRM and Asana, and prepare and send documents for signature through DocuSign
• Follow the team's workflows and process documentation, and suggest improvements to process and technology
• Apply Matter's compliance and risk documentation standards and flag issues to your manager
• Partner with Client Service, Investment Advisory, Accounting, Reporting, and Tax on shared workflows, new client onboarding, and ad hoc projects

Skills

Client service operations

Attention to detail

Effective communication

Time management

Compliance awareness

Education

Bachelor's degree in finance, business, economics

Tools

Schwab

Fidelity

J.P. Morgan

DocuSign

Asana

CRM systems

Job description

Company Description

Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.

Job Description

The Client Service Consultant (CSC) keeps the accounts behind Matter's client relationships running smoothly. You will own an assigned book of clients, handling the account maintenance, documentation, and service requests that make up their day-to-day experience with Matter. You report to the Manager, Client Service Consultants and work closely with custodians, fund managers, and teams across Matter.

Responsibilities

• Serve an assigned book of clients, handling account maintenance, documentation, and service requests accurately and on time
• Open, maintain, and update client accounts with custodians, including Schwab, Fidelity, and J.P. Morgan, and resolve custodial issues as they come up
• Process money movement, transfers, and trading support requests, following Matter's controls and approval standards
• Complete fund manager account maintenance for SMAs and alternative investments, including subscription documents, transfers, and investor updates
• Track work and client records in the CRM and Asana, and prepare and send documents for signature through DocuSign
• Follow the team's workflows and process documentation, and suggest improvements to process and technology
• Apply Matter's compliance and risk documentation standards and flag issues to your manager
• Partner with Client Service, Investment Advisory, Accounting, Reporting, and Tax on shared workflows, new client onboarding, and ad hoc projects

Qualifications

• 3–5 years in client service operations in wealth management, a family office, or a custodian
• Hands-on experience with custodial platforms such as Schwab, Fidelity, and J.P. Morgan
• Familiarity with money movement, account documentation, and trading support
• Comfort with CRM, workflow, and e-signature tools; CRM, Asana, or DocuSign experience is a plus
• Strong attention to detail and a commitment to compliance and documentation standards
• Ability to manage a steady volume of requests and deadlines with care
• Clear, professional communication with clients, custodians, and internal teams
• Bachelor's degree in finance, business, economics, or a related field required

Benefits

• Matter offers medical and dental plans with HSA/FSA options
• Employer-paid disability and life insurance
• 401(k) with employer match
• 10 paid holidays plus competitive vacation and sick leave
• We also support continuing education, career growth, and community involvement.

Equal Opportunity

Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.