Client Services Consultant
- 7711 Bonhomme Ave, Clayton, MO 63105, USA
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.
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
- 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.
All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.