Sr. Client Service Associate

Sr. Client Service Associate

A well-established and dynamic multi-family office headquartered in San Francisco is seeking a highly motivated Sr. Client Service Associate to join its team. This firm specializes in serving ultra-high-net-worth individuals and families, offering a comprehensive suite of services including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The organization fosters a collaborative and innovative culture, emphasizing long-term client relationships, professional excellence, and continuous learning. Technology plays a key role in enhancing the client experience and operational efficiency.

Position Overview

The Client Services Manager will serve as a primary point of contact for designated client relationships, ensuring timely and precise execution of service requests. This role requires a proactive problem solver who thrives in a fast-paced, client-focused environment. The ideal candidate is detail-oriented, resourceful, and committed to continuous learning, with a natural ability to lead and support both clients and team members.

Key Responsibilities

• Act as the main liaison for client service requests across assigned relationships.
• Execute client requests with accuracy and efficiency.
• Collaborate with senior leadership on firm-wide initiatives and customized client strategies.
• Build and maintain strong client relationships by understanding individual preferences and exceeding expectations.
• Provide mentorship and guidance to Client Service Associates and Analysts.
• Support clients and their advisors in implementing complex wealth transfer, philanthropic, and tax-advantaged strategies.
• Maintain relationships with clients' extended professional teams (e.g., executive assistants, personal CFOs).
• Serve as a technical resource and mentor for new team members.
• Coordinate with internal investment teams on portfolio creation and cash deployment.
• Contribute to internal projects and cross-functional initiatives as needed.

Benefits

• Competitive compensation and comprehensive benefits including medical, dental, vision, and 401(k) matching.
• Flexible vacation policy, sabbatical program, and hybrid work structure.
• Equal opportunity employer and SEC-registered investment advisor.

Requirements

• Bachelor's degree with 6–8 years of experience in client-facing roles, preferably within family offices, wealth management, or related industries.
• Strong interpersonal and communication skills; detail-oriented with a high sense of ownership.
• Proven leadership experience in high-growth environments.
• Familiarity with estate planning and tax strategies.
• Responsiveness to client communications, ideally within the same business day.
• Proficiency in Microsoft Office Suite; experience with CRM platforms such as MS Dynamics or Salesforce.
• Experience with Schwab Advisor Center is a plus.

Excited about this role? We'd love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario — let's explore how this opportunity could be the right fit for your next career move.