Senior Client Service Associate, Family Office Wealth
Matter Family Office
Matter Family Office, a multi-family office serving families nationwide from St. Louis, Denver, and Dallas, seeks a Senior Associate - Client Service. You will coordinate with Directors and Partners, engage with families, and ensure successful execution of client work plans across Investment Management, Wealth Planning & Coordination, and Culture & Learning. You will prepare financial plans, model portfolios, respond to client questions, and support firm initiatives while upholding Matter’s #J-18808-Ljbffr Matter Family Office
Vacancy posted 4 days ago
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