Client Service Associate

Job Title: Client Service AssociateAbout UsWe are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service.We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us.Syon Capital is an SEC-registered investment adviser.Who We're Looking ForSyon Capital is seeking a full-time Client Service Associate to assist the team in providing best-in-class service to our valued clients. The ideal candidate enjoys tackling challenges, finding innovative solutions, and pursuing inquiries until clear, logical answers are attained. We value individuals who work independently while also contributing to a formidable team dynamic. As a key point of contact, the ideal candidate takes pride in being a trusted problem solver to both our clients and firm.What You Will DoServe as a key contact for client requests on designated client relationshipsRespond to client inquiries and communications within 24 hours with most response within the same dayInitiate wires, transfers, and checks for money movements in Schwab Advisor CenterOpen new accounts by collecting client information, completing forms, and routing to client for signatureManage client account maintenance by updating client contact information as neededPartner with relationship managers to submit trading tasks to Syon Capital's investment team in the CRMComplete subscription documents for alternative investments in CAIS/iCapitalPartner with the Investment team on new cash deployments and portfolio creationProvide out-of-office coverage for other members of the client services teamPerform ad hoc tasks and projects assignedWhat You Have5 to 10 years of prior experience in a client facing role within the financial services fieldBachelor's degree with at least a 3.0 GPA required (a degree in the Humanities is a plus)FINRA Series 65Beginner level knowledge with Microsoft Excel and PowerPointExperience using Black Diamond, Salentica/Salesforce, Schwab Advisor, and CAIS/iCapital is a plusA high degree of thoroughness with careful and deliberate attention to detailExceptional verbal and written communication skillsA mindset that values every task, big or smallHybrid/remote setting"”In office Monday through Thursday, from 9:00 AM to 5:00 PM and Friday work from homeThe ability to own complex responsibilities end-to-end and operate with a high degree of autonomy.The ability demonstrate strong judgmentally, consistency, and accountability and serve as a resource for junior team membersThe ability to meaningfully contribute to improving processes or outcomesCompensation: We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills and qualifications.A reasonable estimate for the current salary range is based on skills and experience. Analyst and Senior Analyst: $65,000 to $90,000.Associate and Senior Associate: $85,000 to $125,000.This position is also eligible for an annual discretionary bonus.Benefits and PerksComprehensive medical, dental, and vision plans401(k) with 4% company matchEmployee Investment ProgramPre-tax commuter benefitsFlexible paid time offHybrid schedule: Friday and 3 holiday weeks remoteSabbatical program: 4 paid weeks after 5 years of serviceCE reimbursement for relevant licensesDependent care FSAPet insuranceQuarterly lunch and learnsQuarterly team social eventsEqual Employment Opportunity Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law.Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.

Created: 2026-05-09