Associate - Client Service

Matter Family Office•San Francisco, CA

25d•$79,000 - $115,000

About The Position

The Associate, Client Service (Project Management Focus) serves as the coordination hub for Matter Family Office’s client service team. The role owns operational work for assigned families, including leading account workflows, managing the client meeting cycle, maintaining entity and CRM data, and keeping tax and planning processes on track. The Associate directs an Analyst and works with Accounting, Reporting, and outside advisors. The role also builds knowledge of each family in preparation for a potential Director career path.

Requirements

4–6 years of experience in a family office, wealth management firm, registered investment adviser (RIA), private bank, or similar environment.
Proven ability to manage multiple workflows, owners, and deadlines simultaneously.
Familiarity with account opening processes and custodian portals.
Strong CRM and project management tool skills.
Clear, warm, professional written communication and sound judgment about when to escalate.
Bachelor’s degree in finance, business, economics, or a related field.
CFP designation held or in progress.
Series 65 license required within 3 months of hire.

Nice To Haves

Working knowledge of estate planning tools.

Responsibilities

Lead the end-to-end client meeting process, including scheduling, agendas, meeting books, and follow-up.
Oversee account opening and transfer workflows and maintain accurate CRM and task records.
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 required minimum distributions (RMDs).
Run annual insurance renewals with brokers.
Track cash, client debt obligations, and charitable giving.
Support projects and firm initiatives.
Direct an Analyst and partner with Accounting, Reporting, and outside advisors.