Client Service Project Manager, Wealth & Family Office

Matter, LLC; Raleigh (NC); Presencial; USD 85.000 - 120.000; Jornada completa

Descripción de la vacante

Matter Family Office is seeking an Associate, Client Service (Project Management Focus) to coordinate and streamline client workflows for families served by Matter. You will lead meeting cycles, oversee account opening, and manage CRM data, collaborating with Accounting and advisory teams to keep planning moving forward efficiently.

The role offers exposure to estate planning tools, financial planning support, and ongoing opportunities toward the Director path, with emphasis on communication and

Formación

• Bachelor's degree in finance, business, economics, or a related field.
• CFP designation held or in progress; Series 65 license within 3 months of hire.

Responsabilidades

• Lead the end-to-end client meeting process, from scheduling and agendas to meeting books and follow-up.
• Oversee account opening and transfer workflows, and keep CRM and task records accurate.
• Coordinate estate planning tools, including estate flow diagrams, and help execute estate strategies.
• Help prepare financial plans, reviews, and projections.
• Manage the 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.

Conocimientos

CRM tools

Project management

Communication skills

Estate planning knowledge

Educación

Bachelor's degree in finance/business/economics

CFP designation held or in progress

Series 65 license within 3 months

Herramientas

CRM systems

Estate planning tools

Descripción del empleo

Matter Family Office is seeking an Associate, Client Service (Project Management Focus) to coordinate and streamline client workflows for families served by Matter. You will lead meeting cycles, oversee account opening, and manage CRM data, collaborating with Accounting and advisory teams to keep planning moving forward efficiently.

The role offers exposure to estate planning tools, financial planning support, and ongoing opportunities toward the Director path, with emphasis on communication and