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Client Service Associate — Wealth Planning & Coordination
Job in
Clayton, St. Louis County, Missouri, USA
Listed on 2026-06-22
Listing for:
Matter Family Office
Full Time
position Listed on 2026-06-22
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Matter Family Office in Clayton, Missouri is seeking an Associate – Client Service to support client families with comprehensive wealth management services. This role involves collaborating with internal teams, responding to inquiries, and preparing financial plans and updates.
Ideal candidates will have over 4 years of experience in financial services, strong knowledge of investments and estate planning, and be comfortable managing multiple priorities. A Bachelor’s degree is required, while CFP, CFA, or related qualifications are preferred.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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