Client Service Consultant

4 days ago


Dallas, Texas, United States Matter Family Office Full time
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 thrive for generations.

Job Description

We are seeking a top-notch process manager to join our team as a Client Service Consultant. As a key member of our client teams, you will maintain excellent communication among team members and clients, executing client-related work such as account administration, alternative investment subscriptions, and document management.

Key Responsibilities
  • Manage client accounts, including money movements and payments on taxes, estate, and insurance
  • Coordinate alternative investment subscriptions and Limited Partnership agreements
  • Organize and maintain client documents
Requirements
  • Proven experience in a financial industry client service support or client management role
  • BA or BS degree from a 4-year institution
  • Familiarity with Practifi, Egnyte, Tamarac, and/or Schwab preferred but not required
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
  • Strong support for volunteer, community, and/or industry involvement


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