Client Engagement Advisor

2 weeks ago


Dallas, Texas, United States Matter Family Office Full time
Company Overview
At Matter Family Office, our primary focus is on families. We pave the way on a mission-driven journey that aligns a family's aspirations and principles with our expertise.

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

Matter has been operational since 1990 and has multiple locations.

Position Overview
As a Client Service Consultant, you will excel in process management.

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 Service Consultant embodies the following characteristics:

You Embrace Change:

You are adept at managing shifting priorities, eager to seek innovative solutions, and committed to integrating new concepts into your work while learning from previous experiences.


You Communicate Effectively:
You possess the confidence and skill to engage in meaningful communication with both internal and external stakeholders, regardless of the audience.

You Collaborate Intentionally:

You welcome diverse opinions in your decision-making processes and commit to a team-oriented approach, balancing your contributions with those of others.


You Prioritize for Efficiency:

You thrive under pressure, skillfully managing multiple projects and deadlines, and collaborating with others to prioritize urgent and significant tasks.


You Are Fully Committed:

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 does not. You proactively explore new methods to serve clients, demonstrating curiosity and an open mindset when facing challenges.


You Utilize a Consultative Approach:

You can discern clients' needs and comprehend their concerns and limitations. You are inquisitive and strategic in gathering information by 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, where you have facilitated families' relationships with the client team.

A Bachelor's degree from an accredited institution.

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


Benefits
  • Competitive Salary and Performance-Based Bonus
  • Medical and Dental Health Plans
  • Health Savings Account and Flexible Spending Account
  • Dependent Care Flexible Spending Account
  • Employer-Supported Health Reimbursement Account
  • Short- and Long-term Disability Coverage Paid by Employer
  • Paid Group Life Insurance
  • Flexible 401(k) Retirement Benefits with Employer Matching
  • 10 Paid Holidays Annually plus Competitive Vacation and Sick Leave
  • Cell Phone Reimbursement Plan
  • Opportunities for Advancement Based on Performance and Cultural Fit
  • A Collaborative Team Culture that Supports Continuous 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 we are unable to sponsor applicants for work visas.
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