More jobs:
Client Services Associate, Family Office & Wealth Planning
Job in
Saint Louis, Marion County, Oregon, USA
Listed on 2026-06-03
Listing for:
MATTER FAMILY OFFICE
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
MATTER FAMILY OFFICE, located in St. Louis and Dallas, seeks an Associate - Client Service to ensure the successful execution of client work plans. You will engage with families to deliver comprehensive investment management and wealth planning services.
The ideal candidate has a minimum of four years in financial services, excels in client interactions, and possesses a BA or BS degree. The role promotes a collaborative culture with opportunities for personal growth and development.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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