Associate - Client Service
Listed on 2026-07-01
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
About Matter Family Office
Matter Family Office is a multi-family office dedicated to helping families thrive for generations. We deliver integrated services across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning. With offices in St. Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is positioned for continued growth and impact.
About the Role
Matter Family Office is seeking an Associate – Client Service to support the delivery of comprehensive wealth management services to client families. This role is highly collaborative and client-facing, focused on executing client work plans, coordinating across internal teams, and delivering high-quality financial planning and investment support.
Key Responsibilities
Client Service & Relationship Support
- Support day-to-day client service activities and respond to client inquiries
- Coordinate with Directors and Partners to execute client work plans
- Maintain strong relationships with client families through consistent communication and follow-up
Financial Planning & Wealth Coordination
- Prepare financial plans, projections, and periodic client updates
- Research and help implement wealth strategies across investments, insurance, estate planning, and cash flow
- Assist in coordinating planning efforts across multiple service areas
Investment & Portfolio Support
- Analyze, model, and rebalance client investment portfolios
- Monitor accounts and cash positions to support client objectives
- Conduct research and provide insights to support investment decisions
Team Collaboration & Leadership
- Delegate and review work from junior team members
- Provide mentorship and support to developing team members
- Contribute to firm initiatives, projects, and process improvements
Qualifications
- 4+ years of experience in financial services with client-facing responsibilities
- Experience in financial planning, wealth coordination, or multi-disciplinary advisory environments
- Strong understanding of investments, estate planning, insurance, and cash flow management
- Proven ability to collaborate across teams and manage multiple priorities
- Bachelor's degree (BA/BS) with strong academic performance
- CFP, CFA, CPA, or MBA preferred
- Experience working with high-net-worth or family office clients is a plus
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