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Sr. Client Service Associate

Sr. Client Service Associate

California StaffingSan Francisco, CA, US
1 day ago
Job type
  • Full-time
Job description

Senior Client Associate Wealth Management

Build relationships. Deliver excellence. Grow with purpose. A highly respected multi-family office is seeking a Senior Client Associate to join its San Francisco-based team. This firm serves ultra-high-net-worth individuals and families with a full suite of services, including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, 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 team members
  • Exposure to complex wealth strategies and customized planning initiatives
  • Flexible vacation policy, sabbatical program, and hybrid work structure
  • 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 precision, responsiveness, and care
  • Collaborate with senior leadership on strategic initiatives and client experience enhancements
  • Guide and mentor associates and analysts on shared client accounts
  • Support clients with estate, tax, and philanthropic planning needs
  • Partner with investment teams on portfolio construction and cash deployment
  • Maintain strong relationships with clients' extended professional teams (CPAs, attorneys, etc.)

    • Ideal Candidate Profile

  • Bachelors degree required, with 68+ years of experience in client-facing roles within a family office, wealth management firm, or similar environment
  • Exceptional interpersonal and communication skills, with a client-first mindset
  • Proven leadership experience in fast-paced, high-growth settings
  • Solid understanding of estate and tax planning strategies
  • Proficiency in Microsoft Office; familiarity with CRM platforms such as Salesforce or Microsoft Dynamics
  • Experience with Schwab Advisor Center is a strong plus

    • Excited about this opportunity? Lets connect. Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario Id love to explore how this role could be the perfect next step in your career.

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    Client Service Associate • San Francisco, CA, US