Associate - Client Service

Job Description

As an Associate - Client Service, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You’ll be ensuring successful execution of each assigned client’s work plan through a combination of coordinating with Directors and Partners, interacting with clients, delegating and reviewing work, and completing follow-up items. You will engage with families on all Matter’s services – Investment Management, Wealth Planning & Coordination, and Culture & Learning.

• Preparing financial plans, reviews, projections, and periodic updates
• Reviewing, modeling, analyzing, and rebalancing investment portfolios
• Researching, implementing, and helping coordinate wealth strategies
• Managing accounts and cash positions
• Researching and responding to client requests or questions
• Assisting with various projects and firm-related initiatives

• You Embrace Evolution: You are able to manage changing priorities, willing to look for solutions beyond the conventional, and committed to applying new concepts to your work while learning from past experiences.
• You Communicate to Connect: You have the courage, confidence, and skill to communicate internally and externally regardless of the audience.
• You Collaborate with
  
  Purpose:
  
  You invite others’ opinions into your decision-making processes and you commit to the team approach, balancing the value you can add with others’ contributions.
• You Prioritize to GSD (Get Stuff Done): You work well under pressure, can balance different projects and demands at the same time, and are adept at managing deadlines, managing up, and working with others to prioritize the most urgent and important actions to complete.
• You Are All In: You demonstrate, in words and actions, enthusiasm and passion for Matter’s defining purpose, values, and the vision we share.
• You Think Creatively: You make processes easier for the company and for clients by thinking critically about what works and what doesn’t. You proactively test new ways to serve clients, demonstrating curiosity and an open mind when approaching challenges.
• You Apply a Consultative Mind: You can identify clients’ needs and clearly understand their fears and limitations. You are curious and strategic in your information gathering by asking questions and testing theories to find solutions for clients.

• Competitive Salary and Annual Performance Based Bonus
• Medical and Dental Health Plans
• Supplemented Health Savings Account and Health Flexible Spending Account
• Dependent Care Flexible Spending Account
• Employer Supplemented Health Reimbursement Account Plan
• Short- and Long-term disability coverage paid for by employer
• Paid Group Life Insurance
• Flexible 401(k) retirement benefits with employer matching
• 10 paid holidays per year plus competitive vacation and sick leave
• Cell phone reimbursement plan
• Opportunity for advancement based on performance, personal growth, and cultural fit
• Work with a team-oriented culture that supports continuing education and career growth
• Strong support for volunteer, community and/or industry involvement

• You have a minimum of four years in the financial services industry, including significant client-facing experience.
• You have financial planning or coordination experience in the areas of investment, insurance, estate planning, and cash flow management.
• You have been part of a client team where you drove financial planning for clients, collaborating both with more senior and more junior team members to complete work and make decisions as appropriate.
• You have a BA or BS degree with exceptional academic performance from a challenging four-year institution.
• CFP, CFA, CPA, or MBA is preferred but not required.
• Experience serving family office-level clients is preferred but not required.

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.