Wealth Client Service Ops Manager — Team Lead

Matter, LLC; St. Louis (MO); Presencial; USD 120.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical & dental plans

HSA/FSA options

Disability & life insurance

401(k) with match

Paid holidays

Vacation & sick leave

Continuing education

Career growth

Community involvement

Descripción de la vacante

Matter Family Office seeks a Manager of Client Service Consultants to run the CSC team and serve a select book of clients. This player-coach role blends people leadership with hands-on client service, coordinating with custodians and internal Matter teams.

You will oversee workflows, documentation, and platforms like Practifi, Asana, and DocuSign while maintaining rigorous compliance and service levels across a growing family office practice.

Formación

• 8+ years executing client service operations workflows and managing a client workload in wealth management or a family office.
• Experience leading a team, including performance management.
• Experience with custodial platforms such as Schwab, Fidelity, and J.P. Morgan, and their operational limitations.
• Experience with master account structures, user permissions, money movement, and trading support.
• Comfort with CRM, workflow, and e-signature tools, and an interest in improving process and technology.
• Strong attention to detail and a commitment to compliance and documentation standards.
• Clear, professional communication with clients, custodians, and internal teams.
• Bachelor's degree in finance, business, economics, or a related field required; CFP, CFA, CPA, or MBA preferred

Responsabilidades

• Lead the CSC team's daily operations, including regular check-ins, issue escalation, performance reviews, and capacity and coverage planning.
• Carry an assigned book of clients, handling account maintenance, documentation, and service requests, and model workflow standards for the team.
• Manage the CSC team's workflows, process documentation, training, and day-to-day use of core platforms such as Practifi, Asana, and DocuSign
• Run regular operational check-ins with custodians, including J.P. Morgan, Fidelity, and Schwab, and track custodial limitations and known issues
• Own custodian user administration, access permissions, and master account administration for Fidelity and Schwab
• Coordinate fund manager account maintenance across SMAs and alternative investments
• Apply Matter's compliance and risk documentation standards across the team and flag issues to leadership
• Partner with Client Service, Investment Advisory, Accounting, Reporting, and Tax on shared workflows, onboarding new clients from acquisitions, and ad hoc projects

Conocimientos

Client service operations

Team leadership

Custodial platforms

Master accounts & trading support

CRM workflows e-signature tools

Attention to detail & compliance

Client & stakeholder communication

Educación

Bachelor's degree in finance, business, economics, or related field

CFP, CFA, CPA, or MBA preferred

Herramientas

Practifi

Asana

DocuSign

Descripción del empleo

Matter Family Office seeks a Manager of Client Service Consultants to run the CSC team and serve a select book of clients. This player-coach role blends people leadership with hands-on client service, coordinating with custodians and internal Matter teams.

You will oversee workflows, documentation, and platforms like Practifi, Asana, and DocuSign while maintaining rigorous compliance and service levels across a growing family office practice.