Senior Associate - Client Service

Responsibilities

• Ensure successful execution of assigned client work plans
• Coordinate with Directors and Partners to manage client needs
• Prepare financial plans, reviews, projections, and periodic updates
• Review, model, analyze, and rebalance investment portfolios
• Research, implement, and coordinate wealth strategies
• Manage accounts and cash positions
• Research and respond to client requests or questions
• Assist with various projects and firm-related initiatives

Requirements

• Minimum of seven years in the financial services industry
• Significant client-facing experience
• Experience in financial planning or coordination (investment, insurance, estate planning, cash flow management)
• Experience driving financial planning within a client team
• BA or BS degree with exceptional academic performance

Preferred Qualifications

• CFP, CFA, CPA, or MBA
• Experience serving family office-level clients

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

About the Company

Matter Family Office is a multi-family office focused on helping families thrive for generations through Investment Management, Wealth Planning and Coordination, and Family Culture and Learning.