Associate - Client Service

About the Company

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.

Responsibilities

• 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
• 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
• Monitor accounts and cash positions to support client objectives
• Delegate and review work from junior team members
• Provide mentorship and support to developing team members
• Contribute to firm initiatives, projects, and process improvements

Requirements

• 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

Preferred Qualifications

• CFP, CFA, CPA, JD, or MBA
• Experience working with high-net-worth or family office clients