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 Client Service Consultant (CSC) keeps the accounts behind Matter's client relationships running smoothly. You will own an assigned book of clients, handling the account maintenance, documentation, and service requests that make up their day-to-day experience with Matter. You report to the Manager, Client Service Consultants and work closely with custodians, fund managers, and teams across Matter.
Responsibilities
- Serve an assigned book of clients, handling account maintenance, documentation, and service requests accurately and on time
- Open, maintain, and update client accounts with custodians, including Schwab, Fidelity, and J.P. Morgan, and resolve custodial issues as they come up
- Process money movement, transfers, and trading support requests, following Matter's controls and approval standards
- Complete fund manager account maintenance for SMAs and alternative investments, including subscription documents, transfers, and investor updates
- Track work and client records in the CRM and Asana, and prepare and send documents for signature through DocuSign
- Follow the team's workflows and process documentation, and suggest improvements to process and technology
- Apply Matter's compliance and risk documentation standards and flag issues to your manager
- Partner with Client Service, Investment Advisory, Accounting, Reporting, and Tax on shared workflows, new client onboarding, and ad hoc projects
Qualifications
- 3–5 years in client service operations in wealth management, a family office, or a custodian
- Hands-on experience with custodial platforms such as Schwab, Fidelity, and J.P. Morgan
- Familiarity with money movement, account documentation, and trading support
- Comfort with CRM, workflow, and e-signature tools; CRM, Asana, or DocuSign experience is a plus
- Strong attention to detail and a commitment to compliance and documentation standards
- Ability to manage a steady volume of requests and deadlines with care
- Clear, professional communication with clients, custodians, and internal teams
- Bachelor's degree in finance, business, economics, or a related field required
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.