Senior Client Associate

Jennifer Fukumae with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.

Responsibilities :

Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests

Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives

Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations

Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts

Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives

Foster strong relationships with clients' extended professional teams, such as personal CFOs, executive assistants, and family office staff

Serve as a mentor and subject matter resource for new team members

Partner with internal investment professionals to assist in cash deployment and portfolio implementation

Provide cross-functional support on internal projects and firm priorities as needed

Requirements :

Proven experience in client service, wealth management, or family office environments

Strong communication and relationship-building skills with a high level of discretion

Ability to manage complex client needs and coordinate across internal and external stakeholders

A collaborative mindset and passion for delivering personalized, high-touch service

Interested in learning more? Apply directly and reach out to Jennifer Fukumae on LinkedIn for confidential consideration.