Associate - Client Service

Matter Family Office•Dallas, TX

1d•Onsite

About The Position

Matter Family Office is a multi-family office focused on helping families thrive for generations through three distinct service offerings: Investment Management, Wealth Planning and Coordination, and Family Culture and Learning. Matter serves clients nationwide from our offices in St. Louis, Denver, and Dallas. The company has been privately owned for 34 years and recently brought on a long-term capital partner (BW Forsyth Partners) to accelerate growth. Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and expertise to tackle complex financial challenges in innovative ways. The environment is energetic, collaborative, and supportive, with a culture that blends accountability and trust with optimism and fun. The team leads with integrity, approaches work intentionally, and builds meaningful relationships with Matter families and each other. As an Associate - Client Services, you will bring your expertise and experience to the team, ensuring the successful execution of each assigned client’s work plan. This involves coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all of Matter’s services: Investment Management, Wealth Planning & Coordination, and Culture & Learning.

Requirements

You have a minimum of four years in the financial services industry, including significant client-facing experience.
You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management.
You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more junior team members to complete work and make decisions as appropriate.
You have a BA or BS degree with exceptional academic performance from a challenging four-year institution.

Nice To Haves

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 helping coordinate wealth strategies
Managing accounts and cash positions
Researching and responding to client requests or questions
Assisting with various projects and firm-related initiatives

Benefits

Competitive Salary and Annual Performance-Based Bonus
Medical and Dental Health Plans
Supplemented Health Savings Account and Health Flexible Spending Account
Dependent Care Flexible Spending Account
Employer Supplemented Health Reimbursement Account Plan
Short- and Long-term disability coverage paid for by the employer
Paid Group Life Insurance
Flexible 401(k) retirement benefits with employer matching
10 paid holidays per year plus competitive vacation and sick leave
Cell phone reimbursement plan
Opportunity for advancement based on performance, personal growth, and cultural fit
Work with a team-oriented culture that supports continuing education and career growth
Strong support for volunteer, community and/or industry involvement