Associate - Client Service

Matter Family Office•Raleigh, NC

33d•$79,000 - $115,000•Onsite

About The Position

The Associate, Client Service (Project Management Focus) is the coordination hub of Matter's client service team. You own the operational work for each assigned family: leading account workflows, running the meeting cycle, managing entity and CRM data, and keeping the tax and planning process on track. You direct an Analyst, partner with Accounting, Reporting, and outside advisors, and build the knowledge of each family that prepares you for the Director path.

Requirements

4–6 years in a family office, wealth management firm, RIA, private bank, or similar environment
Proven ability to manage multiple workflows, owners, and deadlines at once
Familiarity with account opening processes and custodian portals
Strong CRM and project management tool skills
Clear, warm, professional written communication and sound judgment on when to escalate
Bachelor's degree in finance, business, economics, or a related field
Series 65 license required within 3 months of hire

Nice To Haves

Working knowledge of estate planning tools a plus
CFP designation held or in progress

Responsibilities

Lead the end-to-end client meeting process, from scheduling and agendas to meeting books and follow-up
Oversee account opening and transfer workflows, and keep CRM and task records accurate
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 RMDs
Run annual insurance renewals with brokers
Track cash, client debt obligations, and charitable giving
Support projects and firm initiatives