Associate - Client Service

About the role

The Associate, Client Service (Project Management Focus) serves as the coordination hub for Matter Family Office’s client service team, managing operational work for assigned families and supporting the path to a Director role.

Key responsibilities

• Lead end-to-end client meeting processes, including scheduling, agendas, meeting books, and follow‑up.
• Oversee account opening and transfer workflows, maintaining accurate CRM and task records.
• Coordinate estate planning tools and assist in executing estate strategies.
• Prepare financial plans, reviews, and projections.
• Manage annual tax document processes, tax payments, and required minimum distributions.
• Run annual insurance renewals with brokers.
• Track cash, client debt obligations, and charitable giving.
• Support firm projects and initiatives.

Required profile

• 4–6 years experience in a family office, wealth management firm, RIA, private bank, or similar environment.
• Proven ability to manage multiple workflows, owners, and deadlines.
• Bachelor’s degree in finance, business, economics, or related field.
• CFP designation held or in progress; Series 65 license required within 3 months of hire.

Required skills

• Strong CRM tool proficiency.
• Project management tool expertise.
• Familiarity with account opening processes and custodian portals.

What we offer

• Medical and dental plans with HSA/FSA options.
• Employer‑paid disability and life insurance.
• 401(k) with employer match.
• 10 paid holidays plus competitive vacation and sick leave.
• Support for continuing education, career growth, and community involvement.