Senior Client Service Associate, Family Office Wealth
Listed on 2026-09-25
-
Finance & Banking
Wealth Management
Matter Family Office, a multi-family office serving families nationwide from St. Louis, Denver, and Dallas, seeks a Senior Associate - Client Service.
You will coordinate with Directors and Partners, engage with families, and ensure successful execution of client work plans across Investment Management, Wealth Planning & Coordination, and Culture & Learning. You will prepare financial plans, model portfolios, respond to client questions, and support firm initiatives while upholding Matter’s
Join us at Matter Family Office as our next Senior Client Service Associate, Family Office Wealth in MO, United States.
This opening is for the Senior Client Service Associate, Family Office Wealth role at Matter Family Office.
We are seeking a motivated Senior Client Service Associate, Family Office Wealth to join Matter Family Office in MO, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).