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Wealth Planning Client Services Associate
Job in
O'Fallon, St. Charles County, Missouri, 63366, USA
Listed on 2026-09-04
Listing for:
Matter Family Office
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Matter Family Office seeks an Associate - Client Service to support client service and execute client work plans across Investment Management, Wealth Planning & Coordination, and Culture & Learning.
You will coordinate with Directors and Partners, interact with families, and help prepare financial plans, review portfolios, manage accounts, respond to requests, and advance firm initiatives.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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