Associate - Client Service (Project Management Focus)

The Associate, Client Service (Project Management Focus) serves as the coordination hub for Matter's client service team, managing operational workflows, account data, and planning processes for assigned families. This role involves leading client meetings, overseeing account opening and transfers, coordinating estate planning, and supporting tax and insurance processes. The position requires directing an Analyst, partnering with internal and external teams, and building deep client knowledge to prepare for a Director-level path.