Client Service Consultant

Matter Family Office • Clayton, MO

3d

About The Position

Matter Family Office is a privately held multi-family office founded in 1990. It provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Its collaborative culture emphasizes accountability, trust, optimism, and fun.

The Client Service Consultant (CSC) keeps accounts supporting Matter’s client relationships running smoothly. The CSC owns an assigned book of clients and handles account maintenance, documentation, and service requests. The role reports to the Manager, Client Service Consultants and works closely with custodians, fund managers, and teams across Matter.

Requirements

• 3–5 years of client service operations experience in wealth management, a family office, or a custodian.
• Hands-on experience with custodial platforms such as Schwab, Fidelity, and J.P. Morgan.
• Familiarity with money movement, account documentation, and trading support.
• Strong attention to detail and commitment to compliance and documentation standards.
• Ability to manage a steady volume of requests and deadlines with care.
• Clear, professional communication with clients, custodians, and internal teams.
• Bachelor’s degree in finance, business, economics, or a related field required.

Nice To Haves

• Experience with CRM, Asana, or DocuSign.

Responsibilities

• Serve an assigned book of clients, handling account maintenance, documentation, and service requests accurately and on time.
• Open, maintain, and update client accounts with custodians, including Schwab, Fidelity, and J.P. Morgan, and resolve custodial issues.
• Process money movement, transfers, and trading support requests in accordance with Matter’s controls and approval standards.
• Complete fund manager account maintenance for SMAs and alternative investments, including subscription documents, transfers, and investor updates.
• Track work and client records in the CRM and Asana, and prepare and send documents for signature through DocuSign.
• Follow team workflows and process documentation, and suggest improvements to processes and technology.
• Apply Matter’s compliance and risk documentation standards and flag issues to the manager.
• Partner with Client Service, Investment Advisory, Accounting, Reporting, and Tax on shared workflows, new client onboarding, and ad hoc projects.

Benefits

• Medical and dental plans with HSA/FSA options.
• Employer-paid disability and life insurance.
• 401(k) with employer match.
• 10 paid holidays.
• Competitive vacation and sick leave.
• Continuing education support.
• Career growth support.
• Community involvement support.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level