Client Service Specialist

3 weeks ago


St Louis MO USA, United States Matter Family Office Full time
{"h3": "Client Service Role Overview"}

Matter Family Office is seeking a skilled Client Service Consultant to join our team. As a key member of our client service team, you will play a critical role in delivering exceptional service to our clients, ensuring their needs are met, and their goals are achieved.

Key Responsibilities
  • Manage client relationships, providing proactive and responsive support to ensure seamless execution of client-related work.
  • Collaborate with client teams to maintain excellent communication, ensuring timely and accurate completion of tasks.
  • Administer client accounts, including money movements, payments, and tax-related activities.
  • Manage and organize client documents, ensuring secure and efficient access.
Requirements
  • Proven experience in a client service support or client management role, preferably in the financial industry.
  • Bachelor's degree from a 4-year institution.
  • Familiarity with industry-specific software, such as Practific, Egnyte, Tamarac, and/or Schwab, is a plus.
What We Offer
  • Competitive salary and annual performance-based bonus.
  • Comprehensive health insurance plans.
  • Supplemented health savings account and health flexible spending account.
  • Dependent care flexible spending account.
  • Short- and long-term disability coverage.
  • Paid group life insurance.
  • Flexible 401(k) retirement benefits with employer matching.
  • 10 paid holidays per year, plus competitive vacation and sick leave.
  • Cell phone reimbursement plan.
  • Opportunity for advancement based on performance, personal growth, and cultural fit.
  • Support for continuing education and career growth.
  • Strong support for volunteer, community, and/or industry involvement.
Confidentiality and Visa Sponsorship

All applicant information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.



  • 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


  • 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...


  • 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...


  • St. Louis, MO, USA, United States Matter Family Office Full time

    {"h3": "Client Service Expertise"}Matter Family Office seeks a skilled Client Service Consultant to join our team. As a key member of our client service team, you will work closely with clients and internal teams to deliver exceptional service and support.Your primary responsibilities will include:Managing client relationships and communicationCoordinating...


  • St. Louis, MO, USA, United States Matter Family Office Full time

    About Matter Family OfficeMatter Family Office is a purpose-driven organization that prioritizes the needs of families. We combine technical excellence with a family's goals and values to guide them through strategies that foster communication, planning, and intentional decision-making around wealth.Our team is dedicated to helping families thrive for...


  • 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...


  • St. Louis, United States Stifel Full time

    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 Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and...


  • St Louis, United States FirstBank Full time

    Position Details Banking Specialist II The Banking Sales and Client Service Specialist is located in our Webster Groves, MO branch. The Banking Specialist may be called by many other names: New Accounts Representative, Senior Teller, Client Service Representative etc. At First Bank, we choose to call you a "specialist" because that is what you are! You have...


  • St Louis, Missouri, United States Stifel Full time

    About the RoleWe are seeking a highly skilled Client Reporting Services Specialist to join our team at Stifel. As a key member of our Investment Products and Services Group, you will play a critical role in supporting the day-to-day operations of our large-scale reporting platforms.Key ResponsibilitiesAssist with the administration of reporting platforms,...


  • St Louis, Missouri, United States Stifel Full time

    Job SummaryThe Client Reporting Services Specialist plays a vital role in 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 ResponsibilitiesAssist with the administration of reporting platforms, ensuring seamless support to Stifel...


  • St Louis, Missouri, United States Stifel Financial Full time

    About the RoleWe are seeking a highly skilled Client Reporting Services Specialist to join our team at Stifel Financial. As a key member of our IPandS Group, you will play a critical role in supporting the day-to-day operations of our large-scale reporting platforms.Key ResponsibilitiesAssist with the administration of reporting platforms, ensuring seamless...


  • 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...


  • St. Louis, MO, USA, United States Stifel Full time

    About the RoleThe Client Reporting Services Specialist is a key member of our team, responsible for providing day-to-day support and ongoing development of large-scale reporting platforms within our Investment Products and Services (IP&S) Group.Key ResponsibilitiesReporting Platform Administration: Assist with the day-to-day administration of the reporting...


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

    About The Chamberlin GroupWe are a leading financial services company dedicated to providing exceptional support to our clients. Our team is passionate about delivering personalized service and building long-term relationships.Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Specialist to join our team. As a Client Service...


  • 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...


  • St. Louis, MO, USA, United States Allworth Financial Full time

    About Allworth FinancialAllworth Financial is a leading independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. With a direct approach to financial planning, we deliver long- and short-term investment planning solutions and advice to help clients achieve their goals and plan...


  • 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...


  • St. Louis, MO, USA, United States JAG Capital Management Full time

    About UsJAG Capital Management, LLC is a boutique investment management firm based in St. Louis, Missouri. Our mission is to provide clients with confidence in achieving their long-term investment goals.Job SummaryWe are seeking a Client Service Coordinator to join our operations team in our St. Louis office. As a key member of our team, you will work...


  • 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...


  • 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...