Senior Client Service Associate - SF!

Boutique Multi-Family Office Client Service Role

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 with high net-worth individuals, 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