Associate – Client Service (Project Management Focus)

About the role

The Associate, Client Service serves as the coordination hub for Matter Family Office’s client service team, overseeing operational work for assigned families and preparing for a future Director role.

Key responsibilities

• Lead end‑to‑end client meeting process, 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 process, tax payments and required minimum distributions.
• Run annual insurance renewals with brokers.
• Track cash, client debt obligations and charitable giving.
• Support firm‑wide 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 simultaneously.
• Familiarity with account opening processes and custodian portals.
• 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.
• Experience with custodian portals.
• Working knowledge of estate‑planning tools (a plus).

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.