Family Office Advisor

2 weeks ago

Dallas, Texas, United States Matter Family Office Full time
Company Overview
At Matter Family Office, our commitment is to prioritize families above all else. We pave the way on a mission-driven journey that aligns a family's aspirations and values with our exceptional expertise.

By guiding families through strategies that enhance communication, planning, and deliberate decision-making regarding wealth, Matter ensures the families we serve continue to prosper for generations.

Founded in 1990, Matter operates in multiple locations.

Position Overview
As a Client Relationship Specialist, you will excel in managing processes effectively.

Your role involves collaborating with client teams, ensuring seamless communication among team members and clients, while executing client-related tasks such as:

  • Account management, including financial transactions and tax, estate, and insurance payments
  • Handling alternative investment subscriptions/redemptions and Limited Partnership agreements
  • Organizing and managing client documentation

A successful Client Relationship Specialist embodies the following qualities:

You Embrace Change:

You adeptly manage shifting priorities, seek innovative solutions, and are dedicated to integrating new concepts into your work while learning from previous experiences.


You Communicate Effectively:
You possess the confidence and skill to engage with diverse audiences, both internally and externally.

You Collaborate Intentionally:

You value others' insights in your decision-making processes and commit to a team-oriented approach, balancing your contributions with those of others.


You Prioritize to Achieve Results:

You thrive under pressure, adeptly juggling multiple projects and demands, and are skilled at managing deadlines and prioritizing critical tasks.


You Are Fully Engaged:

You express enthusiasm and dedication to Matter's core purpose, values, and shared vision through your actions and words.


You Think Innovatively:

You simplify processes for both the company and clients by critically assessing what works and what doesn’t. You proactively explore new methods to serve clients, demonstrating curiosity and an open mindset when facing challenges.


You Utilize a Consultative Approach:

You can identify clients' needs while understanding their concerns and limitations. You are inquisitive and strategic in gathering information, asking insightful questions, and testing hypotheses to develop solutions for clients.

Qualifications


Demonstrated experience in a client service support or management role within the financial sector, focusing on assisting families in their relationship with the client team.

A bachelor's degree from an accredited institution.


Familiarity with tools such as Practifi, Egnyte, Tamarac, and/or Schwab is preferred but not mandatory.


Benefits
  • Competitive salary with performance-based bonuses
  • Comprehensive medical and dental health plans
  • Health Savings Account and Flexible Spending Account options
  • Employer-supported Health Reimbursement Account
  • Short- and long-term disability coverage provided by the employer
  • Paid group life insurance
  • Flexible 401(k) retirement plan with employer matching
  • Ten paid holidays annually, along with competitive vacation and sick leave
  • Cell phone reimbursement
  • Opportunities for advancement based on performance and cultural fit
  • A team-oriented culture that promotes ongoing education and career development
  • Strong support for community and industry involvement

Additional Information
All information will be kept confidential in accordance with EEO guidelines. Please note that sponsorship for work visas is not available.

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