Wealth Planning Client Services Associate

Matter Family Office; Missouri; On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Salary + Bonus

Medical & Dental

HSA/FSA

Dependent Care FSA

HRA

Disability insurance

Life insurance

401(k) match

Holidays & PTO

Cell phone reimbursement

Career growth

Volunteer support

Job summary

Matter Family Office seeks an Associate - Client Service to support client service and execute client work plans across Investment Management, Wealth Planning & Coordination, and Culture & Learning.

You will coordinate with Directors and Partners, interact with families, and help prepare financial plans, review portfolios, manage accounts, respond to requests, and advance firm initiatives.

Qualifications

• Four+ years in the financial services industry, with significant client-facing experience.
• Financial planning or coordination experience across investment, insurance, estate planning, and cash flow management.
• Experience driving financial planning for clients within a team of varied seniority.
• BA/BS degree with strong 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 coordinating 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

Portfolio management

Communication

Problem solving

Education

BA/BS degree

Job description

Matter Family Office seeks an Associate - Client Service to support client service and execute client work plans across Investment Management, Wealth Planning & Coordination, and Culture & Learning.

You will coordinate with Directors and Partners, interact with families, and help prepare financial plans, review portfolios, manage accounts, respond to requests, and advance firm initiatives.