Client Services Consultant

  • 7711 Bonhomme Ave, Clayton, MO 63105, USA
  • Full-time

Company Description

At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family’s goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve continue to thrive for generations.

Matter was founded in 1990 and has offices in St. Louis, Denver, and Dallas.

Job Description

As a Client Services Coordinator, you are a top-notch process manager. You work alongside client teams, maintaining excellent communication among team members and your clients, in the execution of client-related work such as:

  • Account administration including money movements and payments on taxes, estate, and insurance

  • Alternative investment subscriptions/redemptions and Limited Partnership agreements

  • Management and organization of client documents

  • Client meeting scheduling

Qualifications

  • Proven experience in a financial industry client service or client management role where you have worked to support families in their relationship with the client team.
  • BA or BS degree from a 4-year institution.
  • Familiarity or experience with Junxure, Worldox, Tamarac, and/or Schwab preferred but not required.

Additional Information

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.