Senior Client Service Associate - Boutique WM Firm

Description Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Areau2019s most successful multi-generational familiesu2014people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference. If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home. Why This Family Office? + Legacy-focused: Youu2019ll work with clients across generationsu2014parents, children, and extended family membersu2014helping them navigate wealth with clarity and intention. + High-touch service: This isnu2019t volume-based. Itu2019s deep, ongoing relationships where your work directly impacts familiesu2019 lives. + Collaborative culture: Youu2019ll partner closely with leadership, investment teams, client advisors, and outside professionals. + Smart, modern, tech-forward: The team embraces tools and process improvements to elevate client service and efficiency. What Youu2019ll Do + Serve as a trusted point of contact for ultrau2013high-net-worth families, ensuring every service need is handled accurately and promptly + Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives + Build long-term relationships by understanding clientsu2019 preferences, anticipating needs, and delivering exceptional follow-through + Mentor and guide junior associates and analysts supporting the same client relationships + Coordinate with outside advisorsu2014tax, legal, estateu2014to help implement complex wealth planning strategies + Collaborate with clientsu2019 personal CFOs, EAs, and family office staff to ensure seamless communication and execution + Partner with the investment team on cash management, portfolio implementation, and reporting needs + Provide cross-functional support on internal projects, process improvements, and firm-wide priorities Requirements + Experience in client service within wealth management, investment advisory, or a family office + Exceptional communication skills and the ability to build trust with UHNW families and their advisors + A calm, professional presence and the judgment to handle sensitive information + Strong coordination skillsu2014you know how to keep moving parts aligned across multiple stakeholders + A genuine passion for high-touch service and long-term relationship building 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: 2025-11-28