Matter Family Office Associate - Client Service Matter Family Office is a multi-family office ... Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is ...
Matter Family Office Associate - Client Service Matter Family Office is a multi-family office ... Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is ...
Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is ... About the Role Matter Family Office is seeking an Associate Client Service to support the delivery ...
Quick apply
Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is ... About the Role Matter Family Office is seeking an Associate Client Service to support the delivery ...
Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is ... About the Role Matter Family Office is seeking an Associate - Client Service to support the ...
Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is ... About the Role Matter Family Office is seeking an Associate - Client Service to support the ...
Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is ... About the Role Matter Family Office is seeking an Associate - Client Service to support the ...
Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is ... About the Role Matter Family Office is seeking an Associate - Client Service to support the ...
Associate Client Service
Saint Louis, MO · On-site
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... As an Associate - Client Service, you will bring your expertise and experience to our team and ...
Associate Client Service
Saint Louis, MO · On-site
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... As an Associate - Client Service, you will bring your expertise and experience to our team and ...
Senior Associate - Client Service
Saint Louis, MO · On-site
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Quick apply
Senior Associate - Client Service
Saint Louis, MO · On-site
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Senior Associate - Client Service
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Senior Associate - Client Service
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Senior Associate - Client Service
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Senior Associate - Client Service
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Senior Associate - Client Service
Saint Louis, MO · On-site
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Senior Associate - Client Service
Saint Louis, MO · On-site
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Senior Associate - Client Service
Saint Louis, MO · On-site
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Senior Associate - Client Service
Saint Louis, MO · On-site
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Senior Associate - Client Service
Saint Louis, MO · On-site
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Quick apply
Senior Associate - Client Service
Saint Louis, MO · On-site
$97K - $135K/yr
We have been privately owned for 34 years and recently brought on a long-term capital partner (BW ... Matter associates blend a dynamic mix of disciplines and perspectives with the technical skills and ...
Client Services Associate
Kirkwood, MO · On-site
VestGen Wealth Partners is transforming the wealth management industry by building a forward ... We are seeking a highly organized, resourceful, Client Service Associate with at least 3 years of ...
Client Services Associate
Kirkwood, MO · On-site
VestGen Wealth Partners is transforming the wealth management industry by building a forward ... We are seeking a highly organized, resourceful, Client Service Associate with at least 3 years of ...
Client Relationship Manager
Fenton, MO · On-site
$48K - $56K/yr
As an influential Client Relationship Manager, you will be tasked with establishing, maintaining ... In this capacity, you will be a trusted partner and consultant for our independent agent and ...
Client Relationship Manager
Fenton, MO · On-site
$48K - $56K/yr
As an influential Client Relationship Manager, you will be tasked with establishing, maintaining ... In this capacity, you will be a trusted partner and consultant for our independent agent and ...
Client Relationship Manager
Fenton, MO · On-site
$48K - $56K/yr
As an influential Client Relationship Manager, you will be tasked with establishing, maintaining ... In this capacity, you will be a trusted partner and consultant for our independent agent and ...
Quick apply
Client Relationship Manager
Fenton, MO · On-site
$48K - $56K/yr
As an influential Client Relationship Manager, you will be tasked with establishing, maintaining ... In this capacity, you will be a trusted partner and consultant for our independent agent and ...
Client Services Associate
Maryland Heights, MO · On-site
$38 - $45/hr
Client Services Associate Job details Posted 19 June 2026 Location Maryland Heights, MO Reference ... Refer opportunities to segment partners where appropriate (including, but not limited to Senior ...
Client Services Associate
Maryland Heights, MO · On-site
$38 - $45/hr
Client Services Associate Job details Posted 19 June 2026 Location Maryland Heights, MO Reference ... Refer opportunities to segment partners where appropriate (including, but not limited to Senior ...
Client Services Associate
Saint Louis, MO · On-site
$45 - $47/hr
Client Services Associate Immediate need for a talented Client Services Associate. This is a 09 ... Refer opportunities to segment partners where appropriate (including, but not limited to Senior ...
Client Services Associate
Saint Louis, MO · On-site
$45 - $47/hr
Client Services Associate Immediate need for a talented Client Services Associate. This is a 09 ... Refer opportunities to segment partners where appropriate (including, but not limited to Senior ...
Client Services Associate
Maryland Heights, MO · On-site
$38 - $45/hr
Client Services Associate [HYBRID] Location : St. Louis, MO/ Jacksonville, FL Pay Range: -$38/hr ... Refer opportunities to segment partners where appropriate (including, but not limited to Senior ...
Client Services Associate
Maryland Heights, MO · On-site
$38 - $45/hr
Client Services Associate [HYBRID] Location : St. Louis, MO/ Jacksonville, FL Pay Range: -$38/hr ... Refer opportunities to segment partners where appropriate (including, but not limited to Senior ...
Client Services Associate
Maryland Heights, MO · On-site
$38 - $45/hr
Client Services Associate [HYBRID] Location : St. Louis, MO/ Jacksonville, FL Pay Range: -$38/hr ... Refer opportunities to segment partners where appropriate (including, but not limited to Senior ...
Client Services Associate
Maryland Heights, MO · On-site
$38 - $45/hr
Client Services Associate [HYBRID] Location : St. Louis, MO/ Jacksonville, FL Pay Range: -$38/hr ... Refer opportunities to segment partners where appropriate (including, but not limited to Senior ...
Client Relationship Associate
$60K - $65K/yr
Partner with internal teams to support client changes and routine requests. Look for opportunities ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...
Client Relationship Associate
$60K - $65K/yr
Partner with internal teams to support client changes and routine requests. Look for opportunities ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...
Client Relationship Associate
Kansas City, MO · On-site
$60K - $65K/yr
... Partner with internal teams to support client changes and routine requests. • Look for ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...
Client Relationship Associate
Kansas City, MO · On-site
$60K - $65K/yr
... Partner with internal teams to support client changes and routine requests. • Look for ... We believe that associates do their best when they feel safe, understood, and valued, and we work ...
Associate Client Partner information
What are the key skills and qualifications needed to thrive as an Associate Client Partner, and why are they important?
What are the main challenges Associate Client Partners typically face when managing client relationships?
What is the difference between Associate Client Partner vs Account Manager?
| Aspect | Associate Client Partner | Account Manager |
|---|---|---|
| Required Credentials | Bachelor's degree, experience in client management, industry-specific knowledge | Bachelor's degree, customer service or sales experience |
| Work Environment | Collaborates with sales, marketing, and client teams; strategic focus | Manages client accounts, handles day-to-day client interactions |
| Employer & Industry Usage | Used in consulting, technology, and professional services firms | Common across various industries including tech, finance, and retail |
| Search & Comparison Intent | Understanding strategic client roles, career progression | Managing client relationships, sales growth |
The Associate Client Partner typically focuses on building strategic relationships and driving long-term client success, often requiring industry-specific knowledge and a strategic mindset. In contrast, an Account Manager handles daily client interactions, ensuring satisfaction and retention. Both roles are vital in client-facing industries but differ in scope and responsibilities.
What is the role of an associate partner?
What job makes $10,000 a month without a degree?
What profession makes $400,000 a year?
What is an associate client partner?
- Client Success Manager
- Virtual Customer Success Manager
- Entry Level Customer Success Manager
- Weekend Customer Success Manager
- Spanish Customer Success Manager
- Client Relationship Assistant
- Founding Customer Success Manager
- Customer Success Manager Cybersecurity
- Director Customer Success Manager
- Client Success Expert

Key responsibilities
Support day-to-day client service activities and respond to client inquiries.
Prepare financial plans, projections, and periodic client updates.
Delegate and review work from junior team members.
Job description
Matter Family Office is a multi-family office dedicated to helping families thrive for generations. We deliver integrated services across Investment Management, Wealth Planning & Coordination, and Family Culture & Learning. With offices in St. Louis, Denver, and Dallas, and a long-term capital partner in BW Forsyth Partners, Matter is positioned for continued growth and impact.
About the RoleMatter Family Office is seeking an Associate – Client Service to support the delivery of comprehensive wealth management services to client families. This role is highly collaborative, focused on executing client work plans, coordinating across internal teams, and delivering high-quality financial planning and investment support.
Key ResponsibilitiesClient Service & Relationship Support
- Support day-to-day client service activities and respond to client inquiries
- Coordinate with Directors and Partners to execute client work plans
- Maintain strong relationships with client families through consistent communication and follow-up
Financial Planning & Wealth Coordination
- Prepare financial plans, projections, and periodic client updates
- Research and help implement wealth strategies across investments, insurance, estate planning, and cash flow
- Assist in coordinating planning efforts across multiple service areas
- Monitor accounts and cash positions to support client objectives
Team Collaboration & Leadership
- Delegate and review work from junior team members
- Provide mentorship and support to developing team members
- Contribute to firm initiatives, projects, and process improvements
- 4+ years of experience in financial services with client-facing responsibilities
- Experience in financial planning, wealth coordination, or multi-disciplinary advisory environments
- Strong understanding of investments, estate planning, insurance, and cash flow management
- Proven ability to collaborate across teams and manage multiple priorities
- Bachelor's degree (BA/BS) with strong academic performance
- CFP, CFA, CPA, JD, or MBA preferred
- Experience working with high-net-worth or family office clients is a plus
About Matter Family Office
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Saint Louis, MO, US
Year founded
1990