Client Services Lead

Client Service Lead

As a Client Service Lead, you will bring your expertise and experience to our team and understand what Matter does for each of our families. You'll be ensuring the successful execution of each assigned client's work plan through a combination of coordinating with client teams, interacting with clients, delegating and reviewing work, and completing follow-up items.

Client Services Lead Overview

• Be an active participant of a dynamic client service team, solving complex family office problems with the strictest confidentiality
• Participate in brainstorming sessions on complex client strategies.
• Manage detailed execution of tax, estate, investment, entity, etc. strategies.
• Support Accounting Analysts in client bill payment requests, ensuring timely and accurate execution.
• Facilitate and/or assist in client meeting preparation and follow-up.
• Perform cash flow and financial planning analyses, including reviewing clients' cash, liquid, and illiquid holdings, and investment allocations.
• Communicate with clients in a professional, clear, and concise manner

Coordination & Project Management

• Coordinate with third parties, including brokerage firms, banks, accountants, insurance agents, attorneys, trustees, real estate agents, etc.
• Analyze, manage, execute, and follow up on cashiering requests, including checks, wires, deposits, journals, and ACH transfers.
• Assist with client tax planning and annual tax return preparation, including gathering tax documents for clients' accountants, processing payments of income and property taxes, and overall coordination.
• Coordinate private client loans by managing promissory notes, tracking loan activity, and providing clients and accountants with status updates.
• Manage and maintain the organization of client information within financial planning systems, CRM databases, online filing cabinets, etc.
• Work with the internal team to ensure reports and personal/business financials are accurate.
• Prepare needed forms for new bank, brokerage, and bill pay accounts, obtaining signatures and following up on account setup as needed.
• Assist with establishing various entities for clients' filing/ tracking necessary paperwork related to those entities (primarily LLCs and Trusts).
• Manage clients' private investments by preparing forms as needed, following up on documentation, notifying various third parties, and coordinating with clients.
• Ensure timely insurance renewals and payments for clients.

Qualifications include:

• 3-5+ years relevant financial experience
• Commensurate relevant experience. Financial or adjacent industry preferred.
• Degree from a top-tier university.
• High attention to detail and organizational acumen.
• Polished presence and ability to communicate clearly in person and electronically.
• Ability to manage a significant workload.
• Able to balance multiple non-congruent tasks with an eye for proper prioritization.
• Curiosity and willingness to learn something new.

Benefits include:

• 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 the 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

All your information will be kept confidential according to EEO guidelines. Please note that we are unable to sponsor applicants for work visas.