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Client Relationship Specialist
2 months ago
At Matter Family Office, our commitment is to prioritize families above all else. We pave a purposeful journey that aligns a family's aspirations and values with our expertise. By guiding families through strategies that enhance communication, planning, and deliberate decision-making regarding wealth, Matter ensures the families we serve flourish for generations to come.
Founded in 1990, Matter operates from multiple locations, including St. Louis, Denver, and Dallas.
Position Overview
As a Client Relationship Specialist, you will excel as a process manager. Collaborating with client teams, you will maintain outstanding 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.
- Adaptability: You effectively manage shifting priorities, seek innovative solutions, and are dedicated to applying new concepts while learning from past experiences.
- Effective Communication: You possess the confidence and skill to communicate clearly with diverse audiences, both internally and externally.
- Purposeful Collaboration: You actively include others' perspectives in decision-making and embrace a team-oriented approach, balancing your contributions with those of others.
- Prioritization Skills: You thrive under pressure, adeptly balancing multiple projects and deadlines while effectively managing urgent tasks.
- Commitment: You express enthusiasm and dedication to Matter's core purpose, values, and shared vision.
- Creative Thinking: You simplify processes for both the company and clients by critically evaluating what works and exploring new methods to enhance client service.
- Consultative Approach: You identify client needs and understand their concerns, employing curiosity and strategic questioning to develop effective solutions.
- Demonstrated experience in a client service or management role within the financial sector, supporting families in their interactions with client teams.
- Bachelor's degree from an accredited institution.
- Familiarity with Practific, Egnyte, Tamarac, and/or Schwab is preferred but not mandatory.
- 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 at no cost to employees.
- 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 program.
- Opportunities for advancement based on performance and cultural fit.
- A collaborative culture that encourages ongoing education and career development.
- Strong support for community involvement and volunteer opportunities.
All information will be kept confidential in accordance with EEO guidelines. Please note that we are unable to sponsor applicants for work visas.
