Client Service Project Manager, Wealth & Family Office
Listed on 2026-10-12
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Management
Project & Program Management, Wealth Management -
Finance & Banking
Wealth Management
Matter Family Office is seeking an Associate, Client Service (Project Management Focus) to coordinate and streamline client workflows for families served by Matter. You will lead meeting cycles, oversee account opening, and manage CRM data, collaborating with Accounting and advisory teams to keep planning moving forward efficiently.
The role offers exposure to estate planning tools, financial planning support, and ongoing opportunities toward the Director path, with emphasis on communication and
Our team is growing, and we are hiring a Client Service Project Manager, Wealth & Family Office in Raleigh, NC, United States.
We are currently recruiting a Client Service Project Manager, Wealth & Family Office for our team in Raleigh, NC, United States.
This is an excellent role to take on the Client Service Project Manager, Wealth & Family Office role at Matter, LLC.
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