Sr. Client Service Associate - Reputable Family Office

Description Senior Client Associate u2013 Family Office A highly respected multi-family office is seeking a Senior Client Associate to join its San Francisco-based team. The firm provides ultra-high-net-worth families with a comprehensive suite of services, including investment management, financial planning, lending strategies, and bespoke family office solutions. The culture is collaborative, client-centric, and deeply committed to professional development and innovation. Why This Role Stands Out + Direct engagement with sophisticated families and their advisory teams + Opportunity to lead client relationships and mentor associate team members + Exposure to complex wealth strategies and customized planning initiatives + Flexible vacation policy, sabbatical program, and hybrid work environment + Competitive compensation and a comprehensive benefits package Key Responsibilities + Serve as the primary point of contact for client service across assigned relationships + Execute client requests with accuracy, efficiency, and discretion + Collaborate with senior leadership on strategic initiatives and client solutions + Guide and support associates and analysts on shared client accounts + Assist clients with estate, tax, and philanthropic planning needs + Partner with investment teams on portfolio construction and cash deployment + Maintain strong relationships with clientsu2019 extended professional networks Interested in this opportunity? Apply today or send your resume via LinkedIn to Jonathan Christian (JC) del Rosario u2014 Iu2019d love to connect and explore whether this could be the right next step in your career. Requirements Ideal Candidate Profile + Bacheloru2019s degree with 6u20138+ years of experience in client-facing roles within a family office, wealth management, or similar environment + Exceptional interpersonal and communication skills, with a client-first mindset + Demonstrated leadership in fast-paced, high-growth settings + Solid understanding of estate and tax planning strategies + Proficient in Microsoft Office; familiarity with Salesforce or Microsoft Dynamics preferred + Experience with Schwab Advisor Center is a plus Interested in this opportunity? Weu2019d love to hear from you Apply today or send your resume via LinkedIn to Jonathan Christian (JC) del Rosario u2014 letu2019s explore whether this role could be the perfect next step in your career. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use (.

Created: 2025-10-31