Current jobs related to Client Service Specialist - St Louis MO USA - Matter Family Office

  • Client Services Specialist

    7 months ago

    St Louis, United States Beauty Brands Full time

    Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports our sto Client Service, Specialist, Customer Service, Beauty, Retail

  • Client Service Specialist

    3 months ago

    St Louis, United States The Chamberlin Group Full time

    The Chamberlin Group is a fast-growing financial services company that is unlike any you've ever met.If you're an ambitious go-getter willing to take on the challenge of nurturing client relationships and enhancing our service experience, we want to hear from you.We know you've heard the "we're unique" line before, and we don't expect you to take our word...

  • Client Service Specialist

    4 weeks ago

    St Louis, Missouri, United States The Chamberlin Group Full time

    About The Chamberlin GroupThe Chamberlin Group is a leading financial services company that has been serving the community for over 20 years. Our team of experts provides tax and financial planning services to individuals and families, helping them achieve their financial goals and secure their financial future.Job SummaryWe are seeking a highly motivated...

  • Client Service Specialist

    3 months ago

    St Louis, United States The Chamberlin Group Full time

    The Chamberlin Group is a fast-growing financial services company that is unlike any you've ever met. If you're an ambitious go-getter willing to take on the challenge of nurturing client relationships and enhancing our service experience, we want to hear from you. We know you've heard the "we're unique" line before, and we don't expect you to take our word...

  • Client Service Specialist

    2 weeks ago

    St Louis, Missouri, United States The Chamberlin Group Full time

    About the RoleThe Chamberlin Group is a dynamic financial services company seeking a highly motivated Client Service Specialist to join our team. As a key member of our team, you will play a crucial role in delivering exceptional client experiences and supporting our Financial Planner team.Key ResponsibilitiesBuild and maintain strong relationships with...

  • Client Reporting Services Specialist

    4 weeks ago

    St Louis, United States Stifel Financial Full time

    Description Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifels Investment Products and Services (IPandS) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline...

  • Client Reporting Services Specialist

    6 days ago

    St Louis, Missouri, United States Stifel Financial Full time

    Key Responsibilities:The Client Report Services Specialist will be responsible for supporting the day-to-day operations and ongoing development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group.Key Deliverables:Assist in the development and maintenance of reporting platformsCollaborate with cross-functional...

  • Client Service Specialist

    3 weeks ago

    St Louis Park, United States CopperSmith Full time

    We are looking for a dedicated and client-focused Client Service Specialist to support a specific region, reporting directly to the Regional Sales Manager.You will collaborate closely with the Regional Sales Manager and internal teams to ensure a seamless and positive experience for every client, assisting with sales, managing inquiries, and ensuring smooth...

  • Client Reporting Services Specialist

    1 month ago

    St Louis, Missouri, United States Stifel Financial Full time

    Job SummaryThe Client Reporting Services Specialist is a key member of the Stifel Investment Products and Services (IPandS) Group, responsible for providing day-to-day support and ongoing development of large-scale reporting platforms.Key ResponsibilitiesAssist with the administration of reporting platforms, ensuring seamless operation and optimal...

  • Client Service Representative

    1 month ago

    St. Louis, MO, USA, United States Parmele Law Firm, P.C. Full time

    {"h1": "Client Service Representative", "p": "At Parmele Law Firm, we are passionate about making a positive difference in our community. We are seeking a Client Service Representative to join our team. As a Client Service Representative, you will be responsible for providing exceptional customer service to our clients. You will be the first point of contact...

  • Client Service Associate

    4 weeks ago

    St. Louis, MO, USA, United States BUCKINGHAM STRATEGIC WEALTH LLC Full time

    Job Title: Client Service AssociateWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Buckingham Strategic Wealth LLC. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Key Responsibilities:Monitor and track client requests to ensure...

  • Client Relationship Specialist

    1 month ago

    St Louis, Missouri, United States Buckingham Strategic Wealth Full time

    Client Relationship SpecialistThe Buckingham Strategic Wealth Client Relationship Specialist plays a vital role in enhancing the client experience by providing exceptional service and operational support to advisors and clients. This position requires strong communication, organizational, and relationship management skills to develop and maintain good...

  • Client Relationship Specialist

    4 weeks ago

    St Louis, Missouri, United States Buckingham Strategic Wealth Full time

    Client Relationship SpecialistThe Buckingham Strategic Wealth Client Relationship Specialist plays a vital role in enhancing the client experience by providing exceptional service and operational support to advisors and clients. This position requires strong communication, organizational, and relationship management skills to develop and maintain good...

  • Client Support Specialist

    2 weeks ago

    St Louis, Missouri, United States Zelis Full time

    Job Title: Client Support SpecialistAt Zelis, we are seeking a highly skilled Client Support Specialist to join our team. As a key member of our Client Services team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide timely and effective support to clients,...

  • Client Support Specialist

    2 weeks ago

    St Louis, Missouri, United States Acosta Group Full time

    **Role Overview**Premium Retail Services, LLC is seeking a skilled Client Support Specialist to join our team. As a Client Support Specialist, you will play a critical role in ensuring the success of our clients by providing exceptional customer service and support.**Key Responsibilities*** Provide timely and effective support to clients, retailers, and...

  • Client Support Specialist

    3 weeks ago

    St Louis, Missouri, United States Acosta Group Full time

    About the RoleWe are seeking a highly skilled Client Support Specialist to join our team at Premium Retail Services, LLC. As a Client Support Specialist, you will play a critical role in ensuring the success of our clients by providing exceptional customer service and support.Key ResponsibilitiesProvide timely and effective support to clients, retailers, and...

  • Client Support Specialist

    2 weeks ago

    St Louis, Missouri, United States Acosta Group Full time

    Job Title: Client Support SpecialistAs a Client Support Specialist at Acosta Group, you will play a vital role in ensuring the success of our retail clients. Your primary responsibility will be to provide exceptional customer service, resolve issues, and maintain compliance with our clients' requirements.Key Responsibilities:Support the team in all aspects...

  • Client Service Representative

    3 weeks ago

    St Louis, Missouri, United States The Chamberlin Group Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Specialist to join our team at The Chamberlin Group. As a key member of our financial services team, you will play a critical role in providing exceptional service and support to our clients.Key ResponsibilitiesProvide administrative and operational support to our Financial...

  • Client Services Coordinator

    2 weeks ago

    St. Louis, MO, USA, United States Coalition for Life St. Louis Full time

    Client Case ManagerThe Client Case Manager position is a critical role in the success of our mission at Coalition for Life St. Louis. We are seeking a highly organized, self-driven, and compassionate individual to join our team.Key Responsibilities:Prayer and Support: Pray daily for the mission of Coalition Life and provide spiritual support to...

  • Client Support Specialist

    3 weeks ago

    St Louis, United States Acosta Group Full time

    DESCRIPTION When you join Premium as a Client Support Specialist, you will become part of a collaborative team representing one of the countrys most successful brands. Premium Client Support Specialist help streamline ad-hoc service requests and issue management for maximum impact at retail. As an integral part of the team, you will build strong...

Client Service Specialist

2 months ago

St Louis MO USA, United States Matter Family Office Full time
About the Role

We are seeking a highly skilled Client Service Specialist to join our team at Matter Family Office. As a key member of our client service team, you will play a critical role in delivering exceptional service to our clients.


Key Responsibilities
  • Provide top-notch process management and support to client teams, ensuring seamless communication and execution of client-related work.
  • Manage and maintain accurate records of client documents, including account administration, money movements, and payments.
  • Collaborate with clients to understand their needs and preferences, and provide tailored solutions to meet their goals.

Requirements
  • Proven experience in a financial industry client service support or client management role, with a focus on supporting high-net-worth families.
  • BA or BS degree from a 4-year institution, with a strong understanding of financial industry practices and regulations.
  • Familiarity with industry-specific software and systems, including Practific, Egnyte, Tamarac, and Schwab.

What We Offer
  • Competitive salary and annual performance-based bonus.
  • Comprehensive benefits package, including medical, dental, and vision insurance.
  • Retirement plan with employer matching.
  • Flexible paid time off and holidays.
  • Opportunities for professional growth and development.

About Matter Family Office

Matter Family Office is a leading provider of family office services, dedicated to helping high-net-worth families achieve their financial goals. Our team of experienced professionals provides personalized support and guidance to our clients, helping them navigate the complexities of wealth management.


Why Join Our Team?
  • Opportunity to work with a dynamic and growing company.
  • Collaborative and supportive team environment.
  • Professional development and growth opportunities.
  • Competitive compensation and benefits package.