Sr. Client Service Associate

Senior Client Service Associate – Multi-Family Office

A prestigious, forward-thinking multi-family office based in San Francisco is seeking a Senior Client Service Associate to join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services. Rooted in collaboration, innovation, and long-term client relationships, the firm fosters a culture of professional excellence and continuous learning. Technology is leveraged to enhance the client experience, and the team thrives in a supportive, high-performance environment.

Role Overview

As a Senior Client Service Associate, you'll be the primary point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You'll lead service delivery, mentor junior team members, and contribute to firm-wide initiatives that elevate the client experience. Key responsibilities include:

• Serve as the lead contact for all service-related needs across assigned client relationships
• Execute client requests with precision, professionalism, and a proactive mindset
• Collaborate with senior leadership to deliver tailored solutions and strategic initiatives
• Build deep client relationships by understanding preferences and consistently exceeding expectations
• Guide and support Client Service Associates and Analysts on shared 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 construction and cash deployment strategies
• Contribute to internal projects and cross-functional initiatives

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 sabbatical program. Receive competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching.

Requirements

What you'll bring:

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

Excited about this opportunity? Let's connect! Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I'd love to explore how this role could be the perfect next step in your career.