About this role
Associate - Client Service at Matter Family Office. Location: St. Louis, Missouri, United States. Role: Coordinate work, Interact with clients, Review work Requirements: Minimum 4 years in financial services with client-facing experience; degree in BA/BS; CFP/CFA/CPA/MBA preferred but not required. Category: Customer Service Seniority: Mid Level Tools: Microsoft Office, CRM Certifications: cfp, cfa, cpa, mba Commitment: Full Time Workplace: Onsite Languages: English