Client Service Consultant
4 days ago
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 DescriptionWe 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
- 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
- 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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