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Client Service Consultant

2 months ago

Dallas, Texas, United States Matter Family Office Full time

About the Role

Matter Family Office is seeking a highly skilled Client Service Consultant to join our team. As a Client Service Consultant, you will play a critical role in supporting our clients and their families in achieving their financial goals.

Key Responsibilities

  • Provide exceptional client service and support to our clients and their families, including account administration, money movements, and payments.
  • Work closely with client teams to maintain excellent communication and ensure seamless execution of client-related work.
  • Manage and organize client documents, including alternative investment subscriptions, redemptions, and Limited Partnership agreements.

Requirements

  • Proven experience in a financial industry client service support or client management role, with a focus on supporting families in their relationship with the client team.
  • BA or BS degree from a 4-year institution.
  • Familiarity with industry-specific software and systems, including Practifi, Egnyte, Tamarac, and/or Schwab.

What We Offer

  • Competitive salary and annual performance-based bonus.
  • Medical and dental health plans.
  • Supplemented health savings account and health flexible spending account.
  • Dependent care flexible spending account.
  • Employer-supplemented health reimbursement account plan.
  • Short- and long-term disability coverage paid for by employer.
  • 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.
  • Work with a team-oriented culture that supports continuing education and career growth.
  • Strong support for volunteer, community, and/or industry involvement.

About Matter Family Office

Matter Family Office is a purpose-driven organization that combines technical excellence with a family's goals and values. We guide families through strategies that foster communication, planning, and intentional decision-making around wealth, helping them continue to thrive for generations.