Sr. Client Service Associate

Senior Client Service Associate– Multi-Family Office

A prestigious and forward-thinking multi-family office headquartered in San Francisco is seeking a highly motivated Senior Client Service Associate to join its growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services. With a culture rooted in collaboration, innovation, and long-term client partnerships, the firm values professional excellence, continuous learning, and the use of technology to enhance the client experience. The team is composed of dedicated professionals who thrive in a supportive, high-performance environment.

Position Overview

The Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select group of clients. This role requires a proactive problem solver who is detail-oriented, resourceful, and committed to delivering exceptional service. The ideal candidate will be a natural leader, capable of mentoring junior team members and contributing to firm-wide initiatives.

Key Responsibilities

• Act as the lead contact for all service-related needs for designated client relationships.
• Execute client requests with precision, efficiency, and a high level of professionalism.
• Collaborate with senior leadership on strategic initiatives and customized client solutions.
• Build deep relationships by understanding client preferences and consistently exceeding expectations.
• Guide and support Client Service Associates and Analysts on shared client accounts.
• Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies.
• Maintain strong relationships with clients' external teams (e.g., executive assistants, personal CFOs).
• Mentor new hires and serve as a technical resource within the Client Service team.
• Partner with investment teams on portfolio creation and cash deployment strategies.
• Contribute to internal projects and cross-functional initiatives as needed.

Why Join This Team?

Work with a respected firm serving some of the most sophisticated clients in the industry. Be part of a collaborative, mission-driven culture that values innovation and continuous improvement. Enjoy a flexible hybrid work structure, generous vacation policy, and a sabbatical program. Competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching.

Requirements

Bachelor's degree required; 6–8+ years of experience in client-facing roles within wealth management, family office, or related industries. Strong interpersonal and communication skills with a high degree of professionalism. Proven leadership experience in high-growth or dynamic environments. Familiarity with estate planning and tax strategies. Highly responsive and client-focused, with a commitment to timely communication. Proficiency in Microsoft Office Suite; experience with MS Dynamics or Salesforce preferred. Experience with Schwab Advisor Center is a plus.