Client Services Associate — Project Management; Wealth Office
Listed on 2026-10-10
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Business
Administrative Management, Client Relationship Management, Business Administration, Operations Management -
Management
Administrative Management, Client Relationship Management, Business Administration, Operations Management
Matter Family Office is seeking an Associate, Client Service (Project Management Focus) to act as the coordination hub for the client service team in Raleigh, NC. You will own operational workflows for each family, lead meeting cycles, and ensure data accuracy across CRM and planning processes.
You will collaborate with Accounting, Reporting, and external advisors, guiding analysts and supporting the Director path through hands-on project management, estate tools, and financial planning tasks.
We are seeking a motivated Client Services Associate — Project Management (Wealth Office) to join Matter, LLC in Raleigh, NC, United States.
Are you ready to take on the Client Services Associate — Project Management (Wealth Office) role at Matter, LLC?
We would love to welcome a new Client Services Associate — Project Management (Wealth Office) to our group in Raleigh, NC, United States.
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