Associate - Client Service
Matter Family Office
Matter Family Office Associate Client Service
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. With offices in St. Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is positioned for continued growth and impact.
About the Role
Matter Family Office is seeking an Associate Client Service to support the delivery of comprehensive wealth management services to client families. This role is highly collaborative, focused on executing client work plans, coordinating across internal teams, and delivering high-quality financial planning and investment support.
Key Responsibilities
Client Service & Relationship Support
- 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
Financial Planning & Wealth Coordination
- 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
Team Collaboration & Leadership
- Delegate and review work from junior team members
- Provide mentorship and support to developing team members
- Contribute to firm initiatives, projects, and process improvements
Qualifications
- 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
- CFP, CFA, CPA, JD, or MBA preferred
- Experience working with high-net-worth or family office clients is a plus
Vacancy posted 10 days ago
Similar jobs that could be interesting for youBased on the Associate - Client Service in Saint Louis, MO vacancy
- ...Senior Associate Matter Family Office is a multi-family office focused on helping families... ...for generations through three distinct service offerings: Investment Management, Wealth... ...Culture and Learning. Matter serves clients nationwide from our offices in St. Louis...SuggestedTemporary workWork at officeVisa sponsorshipWork visaFlexible hours
- Introduction Our client is a full-service small animal practice offering both general practice and urgent care services and is currently hiring a full-time Associate Veterinarian. The hospital provides comprehensive medical, surgical, and emergency care in a fast-paced...SuggestedFull timeTemporary workCurrently hiringRelocationRelocation packageShift workRotating shift
- ...largest fashion retailers. The Company focuses on delivering style, service and value to its shoppers by offering compelling apparel,... ...complemented by exceptional customer care. Our Salon Associates provide exceptional care to all of our valued guests and are able...Suggested
Dillard's
Richmond Heights, MO4 days ago - ...Part-Time Center Associate The Part-Time Center Associate delivers world-class customer service to all retail customers by receiving and processing packages for courier shipment and operating copiers, fax machines, binding equipment, laminating machines, and point-of...SuggestedPart timeWork at office
The UPS Store
Saint Louis, MO1 day ago - ...Vendor Management Inventory (VMI) Associate Agilix Solutions currently has an opening for a Vendor Management Inventory (VMI) Associate... ...will become the customer's first choice for the products and services they need to keep their workplaces safe, efficient, and...SuggestedTemporary workWork at officeShift work
$135k - $175k
...team‑based approach to litigation, offering a level of customer service, flexibility, and responsiveness not often found in larger... ...motions. Develop and execute trial strategy, working closely with clients and internal teams. Serve as local counsel, providing in‑person...Temporary workWork at officeLocal area$16 per hour
...Selling Associate-Saint Louis Galleria VS The Selling Associate drives sales and provides exceptional customer service, while engaging our customers and exhibiting an elevated level of product knowledge and expertise. What We Offer ~40% Associate Discount ~ Free...Flexible hoursShift workAfternoon shift- ...Find your calling at Mercy! The Associate Sonographer operates imaging equipment and software, mostly ultrasound equipment, to assist in the diagnosis and treatment of patients. This role requires operating imaging equipment, ensuring patient safety, and maintaining...Full timeMonday to FridayShift work
$41.71k - $50k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial... ...to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative...Local areaDay shiftBMO U.S.
Saint Louis, MO21 hours ago- Job Title St. Louis, MO location. USC/GC candidates only. Should have minimum 7 years exp as BA. Should be experienced writing user stories in JIRA. Should be able to create flow diagrams and system as-is and to-be diagrams. Should be aware of Agile methodologies and...
Yantran LLC
Saint Louis, MO1 day ago - ...and other time off by coordinating with medical staff Maintain a private office and oversee all clinical decision-making during service hours Serve as an advisor and consultant on operational policies, including: Purchasing and capital allocations Managed care...Full timeWork at office
$80k - $170k
Company Description Associate Veterinarian | Signing bonus up to $100k | Mentorship Opportunities Are you a compassionate, skilled veterinarian... .... About Us: St. Louis Cat Clinic offers a full spectrum of services tailored specifically to cats, including Preventative Care,...Full timePart timeRelocation packageFlexible hours- ...Educate customers, demonstrate and recommend W wireless solutions; Leverage digital self-serve tools during customer interactions and onboarding; On-board customers and assist with account setup and servicing; Collaborate with nearby store locations to onboard customers
- BJC HealthCare - - Responsibilities: Delivers patient meals to assigned areas, documents meals and calorie intake and rounds on patients in accordance to department expectations; Assembles meal trays and menus in accordance to guidelines; Communicates patient diets, delivery...
- ...Associate Veterinarian – St Louis, MO – St Clair County, Illinois We are seeking an experienced Associate Veterinarian to join a team of passionate, focused doctors. Our client is a full-service, small animal practice that has served St. Louis suburbs for 40 years...Immediate start
- ...Associate Veterinarian St Louis, MO. Our client is a full-service veterinary care, grooming and boarding clinic located in St, Louis, MO with a neighborhood consisting of clients with diversified socio-economic backgrounds. Our client provides a work environment where...Weekend workDay shift
- We are looking for a Customer Service Associate/Loader to join our team at Lowe's. This role involves engaging with customers, loading merchandise, and ensuring a safe and stocked environment. If you have retail experience and a passion for customer
$17.75 - $25.56 per hour
...Information About the Role Christian Hospital has a PRN Lab Associate II opportunity available. If you have positive attitude and... ...Disorders Center and a variety of outpatient diagnostic and imaging services. Preferred Qualifications Role Purpose Perform...Hourly payWork experience placementReliefWork at officeFlexible hoursShift workBJC HealthCare
Saint Louis, MO4 days ago- ...solving, helping us "challenge the status quo" and transform the finance industry together. As a Specialist - International Client Services Professional, your interactions with clients will be phone based with our International and Domestic clients (individual investors...Day shift
- ...Customer Service Associate/Loader What You Will Do All Lowe's associates deliver quality customer service while maintaining a store that is clean, safe, and stocked with the products customers need. As a Customer Service Associate/Loader, this means: Being friendly...Hourly payFull timePart timeLocal areaFlexible hoursShift workDay shiftAfternoon shift
- ...About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are efficiently and accurately distributed to our customers. You'll work in a dynamic environment, handling various tasks from receiving and...
Amazon
Saint Louis, MO2 days ago $257.94k - $368.49k
...expanding and we need great people to join our team. The Associate Market Clinical Director will directly supervise, performance manage... ...on the ChenMed core model, core values & behaviors and service standards. Assists Clinical COE in training of new practitioners...Hourly payFull timeWork at officeLocal areaChenMed
Saint Louis, MO8 hours ago$238.83k - $341.19k
...have a current DEA number for schedule II-V controlled substances Basic Life Support (BLS) certification from the American Heart Association (AMA) or American Red Cross required w/in first 90 days of employment PAY RANGE: $238,832 - $341,189 Salary The posted pay...Hourly payFull timeWork at officeChenMed
Saint Louis, MO8 hours ago$16.09 - $23.27 per hour
...Front Office Associate – Radiology RAYUS Radiology is looking for a Front Office Associate to join our team. As a Front Office Associate, you will be responsible for providing services to patients and referring professionals by answering phones, scheduling appointments...Part timeWork at officeRAYUS Radiology
Maplewood, MO1 day ago$15 - $15.5 per hour
...standards for the entire store, e.g. Sales Floor, Single Queue, Associate Lounge, Backroom and Restrooms Adheres to all company... ...assigned Who We're Looking For: You. Excellent customer service skills Able to work a flexible schedule to support business...Hourly payTemporary workPart timeLocal areaHome officeFlexible hoursThe TJX Companies , Inc.
Saint Louis, MO2 days ago$185k - $200k
...Our client, a leading organization in the veterinary and healthcare industry, is seeking a Associate General Counsel to join their team. As a Associate General Counsel, you will be part of the legal department supporting the company's legal and compliance initiatives....Contract work$15 per hour
Seasonal School Instrument Rental Event Assistant Music & Arts is the nation's leading partner in K–12 music education. In this seasonal role, you'll help bring school instrument rental events to life across your area. Working with our Education Account Managers, you...Seasonal workLocal areaFlexible hoursAfternoon shiftGuitar Center
Saint Louis, MO2 days ago- ...you? We're looking for a Senior Wealth Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming... ...• ideally 3+ years of experience in client service, within the finance sector • bachelor's or master`...Flexible hours
UBS
Clayton, MO4 days ago $18.51 per hour
...Community Associate Address: 100 South 4th Street Suite 550 63102 St. Louis, Missouri The world of work... ...incoming call to another customer. You may sure that all of the services are properly charged, so that invoices are accurate. It's time...Hourly payFull timeCasual workLocal areaNight shiftWeekend workDay shiftRegus Management Group, LLC
Saint Louis, MO1 day ago$200k - $400k
...Description Job Description ***Relocation to Albuquerque, NM is required (assistance provided)*** About Us: Dedicated to client service. Most highly reviewed and largest personal injury firm in New Mexico. Top culture: “Best Place to Work” and “Top...Work at officeRelocationRelocation packageMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate - Client Service. Be the first to apply!
Related searches
- front desk associate Saint Louis, MO
- process associate Saint Louis, MO
- remote associate Saint Louis, MO
- publishing associate Saint Louis, MO
- community engagement associate Saint Louis, MO
- strategy associate Saint Louis, MO
- care management associate Saint Louis, MO
- selling associate Saint Louis, MO
- floor associate Saint Louis, MO
- associate veterinarian Saint Louis, MO