This position will be based in Denver, Seattle, San Francisco, or Raleigh.
Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.
Your Responsibilities
The Associate, Client Service (Project Management Focus) is the coordination hub of Matter's client service team. You own the operational work for each assigned family: leading account workflows, running the meeting cycle, managing entity and CRM data, and keeping the tax and planning process on track. You direct an Analyst, partner with Accounting, Reporting, and outside advisors, and build the knowledge of each family that prepares you for the Director path.
This includes responsibilities such as:
- Lead the end-to-end client meeting process, from scheduling and agendas to meeting books and follow-up
- Oversee account opening and transfer workflows, and keep CRM and task records accurate
- Coordinate estate planning tools, including estate flow diagrams, and help execute estate strategies
- Help prepare financial plans, reviews, and projections
- Manage the annual tax document process, tax payments, and RMDs
- Run annual insurance renewals with brokers
- Track cash, client debt obligations, and charitable giving
- Support projects and firm initiatives
A successful Matter employee exemplifies the following behaviors:
You Embrace Evolution: You are able to manage changing priorities, willing to look for solutions beyond the conventional, and committed to applying new concepts to your work while learning from past experiences.
You Communicate to Connect: You have the courage, confidence, and skill to communicate internally and externally regardless of the audience.
You Collaborate with Purpose: You invite others’ opinions into your decision-making processes and you commit to the team approach, balancing the value you can add with others’ contributions.
You Prioritize to GSD (Get Stuff Done): You work well under pressure, can balance different projects and demands at the same time, and are adept at managing deadlines, “managing up,” and working with others to prioritize the most urgent and important actions to complete.
You Are All In: You demonstrate, in words and actions, enthusiasm and passion for Matter’s defining purpose, values, and the vision we share.
You Think Creatively: You make processes easier for the company and for clients by thinking critically about what works and what doesn’t. You proactively test new ways to serve clients, demonstrating curiosity and an open mind when approaching challenges.
You Apply a Consultative Mind: You can identify clients’ needs and clearly understand their fears and limitations. You are curious and strategic in your information gathering by asking questions and testing theories to find solutions for clients.
The Benefits
- Competitive Salary and Annual Performance Based Bonus
- Medical and Dental Health Plans
- Supplemented Health Savings Account and Health Flexible Spending Account
- Dependent Care Flexible Spending Account
- Employer Supplemented Health Reimbursement Account Plan
- Short- and Long-term disability coverage paid for by employer
- Paid Group Life Insurance
- Flexible 401(k) retirement benefits with employer matching
- 10 paid holidays per year plus competitive vacation and sick leave
- Cell phone reimbursement plan
- Opportunity for advancement based on performance, personal growth, and cultural fit
- Work with a team-oriented culture that supports continuing education and career growth
- Strong support for volunteer, community, and/or industry involvement
Qualifications
- 4–6 years in a family office, wealth management firm, RIA, private bank, or similar environment
- Proven ability to manage multiple workflows, owners, and deadlines at once
- Familiarity with account opening processes and custodian portals
- Strong CRM and project management tool skills
- Clear, warm, professional written communication and sound judgment on when to escalate
- Working knowledge of estate planning tools a plus
- Bachelor's degree in finance, business, economics, or a related field
- CFP designation held or in progress; Series 65 license required within 3 months of hire
Contact
Click the link below to apply directly to your preferred location:
Please email careers@matterfamilyoffice.com with any questions.
Equal Opportunity
Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.