Client Service Specialist

Matter Family Office•Denver, CO

6d•$65,000 - $75,000

About The Position

The Client Service Specialist handles operational and administrative work that supports Matter Family Office’s client service team and the broader firm. The work includes data entry, document management, audit responsibilities, and collaborative entity management, with the role expected to grow over time. The specialist maintains accurate and organized client records, documents, and access permissions for Matter families and teams.

Requirements

2–4 years of administrative or financial services experience.
Experience with CRM systems and cloud document platforms.
Strong attention to detail and comfort with data entry, audits, and recurring deadlines.
Strong organizational skills and ability to manage multiple requests as a self-starter.
Discretion with sensitive and confidential client information.
Clear, professional written and verbal communication.
Notary commission, or willingness to obtain one.

Nice To Haves

Bachelor's degree preferred.

Responsibilities

Enter initial client profiles in the CRM, manage updates, and maintain team assignments.
Perform periodic CRM data audits and pull reports as requested.
Grant client access in the document management system and organize documents into the correct folder structure.
Create and maintain folder templates for consistent client build-out.
Perform periodic access audits to confirm third-party permissions are current and appropriate.
Manage entity filing deadlines and renewals, coordinating with team members as needed.
Retain, organize, and file documents, and train new team members on the document management system.
Serve as one of the firm's remote notaries.
Manage check deposits.
Assist client service team members with organizing and processing documents for electronic execution.