Associate - Client Service

Matter Family Office•St. Louis, MO

10d

About The Position

Matter Family Office is seeking an Associate – Client Service to support the delivery of comprehensive wealth management services to client families. This role is highly collaborative, focused on executing client work plans, coordinating across internal teams, and delivering high-quality financial planning and investment support.

Requirements

4+ years of experience in financial services with client-facing responsibilities
Experience in financial planning, wealth coordination, or multi-disciplinary advisory environments
Strong understanding of investments, estate planning, insurance, and cash flow management
Proven ability to collaborate across teams and manage multiple priorities
Bachelor’s degree (BA/BS) with strong academic performance

Nice To Haves

CFP, CFA, CPA, JD, or MBA preferred
Experience working with high-net-worth or family office clients is a plus

Responsibilities

Support day-to-day client service activities and respond to client inquiries
Coordinate with Directors and Partners to execute client work plans
Maintain strong relationships with client families through consistent communication and follow-up
Prepare financial plans, projections, and periodic client updates
Research and help implement wealth strategies across investments, insurance, estate planning, and cash flow
Assist in coordinating planning efforts across multiple service areas
Monitor accounts and cash positions to support client objectives
Delegate and review work from junior team members
Provide mentorship and support to developing team members
Contribute to firm initiatives, projects, and process improvements