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© All Rights Reserved. ApplyBlast.com
Matter Family Office
An Associate - Client Services at Matter Family Office ensures the successful execution of client work plans by coordinating with senior leadership, interacting directly with families, and managing various financial services. The role involves preparing financial plans, analyzing investment portfolios, implementing wealth strategies, and responding to client inquiries across investment management, wealth planning, and culture offerings.
Our innovative family office services include investing, wealth planning, family learning, and high-touch project management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Matter Family Office.
Matter Family Office didn’t post a salary, so this is our estimate from similar listings.
14% below the average for this role