Wealth Client Services Specialist

Matter, LLC; Clayton (MO); In loco; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical & Dental plans

Disability & Life Insurance

401(k) Match

Paid Holidays

Education & Growth

Descrizione del lavoro

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.

Competenze

• 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

Mansioni

• 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

Conoscenze

Client service operations

Attention to detail

Effective communication

Time management

Compliance awareness

Formazione

Bachelor's degree in finance, business, economics

Strumenti

Schwab

Fidelity

J.P. Morgan

DocuSign

Asana

CRM systems

Descrizione del lavoro

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.