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

Qualifications include :

Benefits include :

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