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Client Service Specialist

Matter Family Office • Denver, CO, US • published 2026-10-23 02:05:07.153113

Description

### **Company Description** Matter Family Office is a multi\-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun. ### **Job Description** The Client Service Specialist handles the operational and administrative work that keeps Matter's client service team and the broader firm running smoothly. The work ranges from data entry and document management to more independent audit responsibilities, along with collaborative entity management, and the role is expected to grow over time. You'll keep client records, documents, and access permissions accurate and organized for Matter families and our teams. #### **Responsibilities** * Enter initial client profiles in the CRM, manage updates, and maintain team assignments * Perform periodic CRM data audits and pull reports as requested * Grant client access in the document management system and organize documents into the cor...

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