Manager, Client Service Consultants

Matter Family Office•St. Louis, MO

2d•$110,000 - $125,000

About The Position

The Manager, Client Service Consultants runs the day-to-day operations of Matter Family Office's Client Service Consultant (CSC) team. This player-coach role divides time approximately equally between leading the team's operations, workflows, processes, and technology, and serving an assigned book of clients as a CSC. The position reports to the Partner who leads the CSC function and serves as the team's primary coordination point with custodians, fund managers, and other internal Matter Team Leads or Managers.

Requirements

8+ years executing client service operations workflows and managing a client workload in wealth management or a family office.
Experience leading a team, including performance management.
Experience with custodial platforms such as Schwab, Fidelity, and J.P. Morgan, and their operational limitations.
Experience with master account structures, user permissions, money movement, and trading support.
Comfort with CRM, workflow, and e-signature tools, and an interest in improving process and technology.
Strong attention to detail and a commitment to compliance and documentation standards.
Clear, professional communication with clients, custodians, and internal teams.
Bachelor's degree in finance, business, economics, or a related field required.

Nice To Haves

CFP, CFA, CPA, or MBA.

Responsibilities

Lead the CSC team's daily operations, including regular check-ins, issue escalation, performance reviews, and capacity and coverage planning.
Carry an assigned book of clients, handling account maintenance, documentation, and service requests, and model workflow standards for the team.
Manage the CSC team's workflows, process documentation, training, and day-to-day use of core platforms such as Practifi, Asana, and DocuSign.
Run regular operational check-ins with custodians, including J.P. Morgan, Fidelity, and Schwab, and track custodial limitations and known issues.
Own custodian user administration, access permissions, and master account administration for Fidelity and Schwab.
Coordinate fund manager account maintenance across SMAs and alternative investments.
Apply Matter's compliance and risk documentation standards across the team and flag issues to leadership.
Partner with Client Service, Investment Advisory, Accounting, Reporting, and Tax on shared workflows, onboarding new clients from acquisitions, and ad hoc projects.