We deliver integrated services across Investment Management, Wealth Planning & Coordination, and ... cash flow * Assist in coordinating planning efforts across multiple service areas * Monitor ...
We deliver integrated services across Investment Management, Wealth Planning & Coordination, and ... cash flow * Assist in coordinating planning efforts across multiple service areas * Monitor ...
Associate Client Service
Saint Louis, MO · On-site
We deliver integrated services across Investment Management, Wealth Planning & Coordination, and ... cash flow * Assist in coordinating planning efforts across multiple service areas * Monitor ...
Associate Client Service
Saint Louis, MO · On-site
We deliver integrated services across Investment Management, Wealth Planning & Coordination, and ... cash flow * Assist in coordinating planning efforts across multiple service areas * Monitor ...
We deliver integrated services across Investment Management, Wealth Planning & Coordination, and ... cash flow * Assist in coordinating planning efforts across multiple service areas * Monitor ...
We deliver integrated services across Investment Management, Wealth Planning & Coordination, and ... cash flow * Assist in coordinating planning efforts across multiple service areas * Monitor ...
Responsibilities * Assist clients with researching and coordinating vacation options based on their ... Provide professional and responsive client service before and after reservations are made
Quick apply
Responsibilities * Assist clients with researching and coordinating vacation options based on their ... Provide professional and responsive client service before and after reservations are made
Client Service and Operations Associate
Chesterfield, MO · On-site
$50/hr
Communicate and assist existing clients with anything they may need help with * Process client address, beneficiary, banking, and ownership updates and service requests * Process money movements ...
Client Service and Operations Associate
Chesterfield, MO · On-site
$50/hr
Communicate and assist existing clients with anything they may need help with * Process client address, beneficiary, banking, and ownership updates and service requests * Process money movements ...
Client Service and Operations Associate
Chesterfield, MO · On-site
$50/hr
Communicate and assist existing clients with anything they may need help with * Process client address, beneficiary, banking, and ownership updates and service requests * Process money movements ...
Client Service and Operations Associate
Chesterfield, MO · On-site
$50/hr
Communicate and assist existing clients with anything they may need help with * Process client address, beneficiary, banking, and ownership updates and service requests * Process money movements ...
Communicate and assist existing clients with anything they may need help with * Process client address, beneficiary, banking, and ownership updates and service requests * Process money movements ...
Quick apply
Communicate and assist existing clients with anything they may need help with * Process client address, beneficiary, banking, and ownership updates and service requests * Process money movements ...
Client Service and Operations Associate
Chesterfield, MO · On-site
$50K - $55K/yr
Communicate and assist existing clients with anything they may need help with * Process client address, beneficiary, banking, and ownership updates and service requests * Process money movements ...
Client Service and Operations Associate
Chesterfield, MO · On-site
$50K - $55K/yr
Communicate and assist existing clients with anything they may need help with * Process client address, beneficiary, banking, and ownership updates and service requests * Process money movements ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
... client service leadership. Don't miss out on this chance to prioritize both your personal and ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
A Private Client Services Tax Manager is a key participant in client service, team member ... Some travel will be required to assist in other locations * Ability to sit for long periods of time.
Client Service Coordinator
Richmond Heights, MO · On-site
$15.39 - $19.67/hr
... services Assist incoming clients by completing the required documentation, entering all pet ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...
Client Service Coordinator
Richmond Heights, MO · On-site
$15.39 - $19.67/hr
... services Assist incoming clients by completing the required documentation, entering all pet ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...
Client Service Coordinator
Chesterfield, MO · On-site
$17.75 - $23.25/hr
... services Assist incoming clients by completing the required documentation, entering all pet ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...
Client Service Coordinator
Chesterfield, MO · On-site
$17.75 - $23.25/hr
... services Assist incoming clients by completing the required documentation, entering all pet ... Client service skills - Consistently ensures the team provides the client with attentive, courteous ...
Client Services Assistant information
See Missouri salary details
$11.05 - $12.44
2% of jobs
$12.44 - $13.84
6% of jobs
$13.84 - $15.23
12% of jobs
$15.75 is the 25th percentile. Wages below this are outliers.
$15.23 - $16.62
13% of jobs
$16.62 - $18.02
14% of jobs
The median wage is $18.28 / hr.
$18.02 - $19.41
17% of jobs
$20.74 is the 75th percentile. Wages above this are outliers.
$19.41 - $20.81
12% of jobs
$20.81 - $22.20
9% of jobs
$22.20 - $23.59
9% of jobs
$23.59 - $24.99
4% of jobs
$24.99 - $26.38
3% of jobs
$11
$18
$26
How much do client services assistant jobs pay per hour?
What is a client services assistant?
What are some typical challenges a client services assistant might face and how can they overcome them?
What is the difference between Client Services Assistant vs Customer Service Representative?
| Aspect | Client Services Assistant | Customer Service Representative |
|---|---|---|
| Credentials | High school diploma or equivalent; some roles may prefer associate degree | High school diploma or equivalent; some roles may prefer post-secondary education |
| Work Environment | Office settings, client-facing roles, administrative support | Call centers, retail, office settings, customer support centers |
| Employer & Industry | Financial services, consulting, professional services | Retail, telecommunications, hospitality, various industries |
| Search & Comparison Intent | Understanding support roles assisting clients directly | Handling customer inquiries and resolving issues |
The main difference between a Client Services Assistant and a Customer Service Representative lies in their focus and work environment. Client Services Assistants typically work in professional settings supporting specific clients, often with a focus on account management. Customer Service Representatives usually handle general customer inquiries across various industries, often via phone or online. Both roles require strong communication skills but differ in their scope and industry application.
What are the most commonly searched types of Client Services jobs in Missouri?
The most popular types of Client Services jobs in Missouri are:
What are popular job titles related to Client Services Assistant jobs in Missouri?
For Client Services Assistant jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Client Services Assistant jobs in Missouri look for?
The top searched job categories for Client Services Assistant jobs in Missouri are:
What cities in Missouri are hiring for Client Services Assistant jobs?
Cities in Missouri with the most Client Services Assistant job openings:

Job description
About Matter Family Office
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 Role
Matter 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 Responsibilities
Client 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
Qualifications
- 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