Sr. Client Service Associate - Prestigious Family Office

Senior Client Associate – Wealth Management

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 clients 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 committed to professional growth and innovation.

Why This Role Stands Out

• Direct client engagement with sophisticated families and their advisors
• Opportunity to lead client relationships and mentor associate team members
• Exposure to complex wealth strategies and bespoke planning initiatives
• Flexible vacation policy, sabbatical program, and hybrid work structure
• Competitive compensation and comprehensive benefits package

Key Responsibilities

• Serve as primary contact for client service needs across assigned relationships
• Execute client requests with precision and timeliness
• Collaborate with senior leadership on strategic initiatives
• Guide associates and analysts on shared client accounts
• Support clients with estate, tax, and philanthropic planning
• Partner with investment teams on portfolio creation and cash deployment
• Maintain relationships with clients extended professional teams

Requirements

• Ideal Candidate Profile
• Bachelor’s degree with 6–8+ years in client-facing roles (family office, wealth management, or similar)
• Strong interpersonal and communication skills
• Proven leadership in high-growth environments
• Knowledge of estate and tax planning strategies
• Proficiency in Microsoft Office; familiarity with Salesforce or Microsoft Dynamics
• Experience with Schwab Advisor Center is a plus

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.