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Senior Client Service & Wealth Coordination
Job in
St. Charles, Saint Charles, St. Charles County, Missouri, 63301, USA
Listed on 2026-07-08
Listing for:
Matter Family Office
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Matter Family Office is looking for a Senior Associate - Client Service to join their team. The role involves managing client work plans, preparing financial plans, and collaborating closely with families on various financial services.
Ideal candidates need seven years of experience in financial services and a BA or BS degree, with opportunities for advancement and a supportive work culture that encourages growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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