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Added 5 days ago
Manager, Client Service Consultants
Matter Family Office
St. Louis, MO
Added 8 days ago
Client Service Consultant
Matter Family Office
Clayton, MO
Added 9 days ago
Portfolio Manager
Matter Family Office
Remote, United States
Added 9 days ago
Portfolio Manager
Matter Family Office
Remote, United States
Added 19 days ago
MF
Sr. Associate, Portfolio Reporting
Matter Family Office
Denver, CO
- $75,000 to $95,000 USD / year
Added 20 days ago
MF
Senior Accountant
Matter Family Office
Denver, CO
- $80,000 to $100,000 USD / year
Added 20 days ago
Managing Director, Investor Advisory
Matter Family Office
St. Louis, MO
Added 22 days ago
MF
Client Service Specialist
Matter Family Office
Denver, CO
- $65,000 to $75,000 USD / year
Added 26 days ago
Regional Managing Director
Matter Family Office
New York City, NY
Added 27 days ago
Regional Partner
Matter Family Office
New York City, NY
Added 27 days ago
MF
Associate - Client Service
Matter Family Office
San Francisco, CA
- $79,000 to $115,000 USD / year
CFP designation held or in progress; Series 65 license required within 3 months of hire
Added 27 days ago
MF
Associate - Client Service
Matter Family Office
Seattle, WA
- $79,000 to $115,000 USD / year
CFP designation held or in progress; Series 65 license required within 3 months of hire
Added 28 days ago
MF
Senior Accountant
Matter Family Office
Dallas, TX
- $80,000 to $100,000 USD / year
Added 1 month ago
Regional Partner
Matter Family Office
San Francisco, CA
Added 1 month ago
Regional Managing Director
Matter Family Office
San Francisco, CA
Added 1 month ago
MF
Managing Director, Head of Business Development
Matter Family Office
Remote, United States
- $200,000 to $250,000 USD / year
Added 1 month ago
Family Learning & Communication Lead
Matter Family Office
St. Louis, MO
Added 1 month ago
Director, Client Services
Matter Family Office
St. Louis, MO
Added 1 month ago
MF
Associate - Client Service
Matter Family Office
Raleigh, NC
- $79,000 to $115,000 USD / year
CFP designation held or in progress; Series 65 license required within 3 months of hire
Added 1 month ago
MF
Associate - Client Service
Matter Family Office
Denver, CO
- $79,000 to $115,000 USD / year
CFP designation held or in progress; Series 65 license required within 3 months of hire

No more jobs.

Matter Family Office

Associate - Client Service

San Francisco, CA, United States

$79,000 to $115,000 USD / year

Apply on matter-family-office.breezy.hr About employer

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Job details

Pay: $79,000 to $115,000 USD / year
Posting language: English
Posted: Oct 15, 2026

Original job description

Company Description

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.

Job Description

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.

Responsibilities

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

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

Benefits

Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.

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.