Description Senior Client Service Associate – Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly motivated and experienced Senior Client Service Associate to join its team. This firm provides ultra-high-net-worth clients with a full spectrum of services, including investment management, financial planning, lending strategy, and bespoke family office solutions. The ideal candidate is a proactive problem solver with a passion for client service, a strong sense of ownership, and a collaborative mindset. This role offers the opportunity to work closely with senior leadership, contribute to strategic initiatives, and mentor junior team members in a dynamic, client-focused environment. Key Responsibilities + Serve as the primary point of contact for client service requests across designated relationships. + Execute client requests with precision, efficiency, and a commitment to exceeding expectations. + Collaborate with senior management on firm-wide initiatives and customized client strategies. + Build deep client relationships by understanding preferences and delivering tailored service. + 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’ professional teams, including executive assistants and 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. + Support internal teams on special projects 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. + Commitment to diversity, equity, and inclusion. + SEC-registered investment advisor. Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements Qualifications + Bachelor’s degree with 6–8 years of experience in client-facing roles, preferably in wealth management or family office settings. + Exceptional interpersonal and communication skills. + Detail-oriented, resourceful, and committed to continuous learning. + Proven leadership in high-growth environments. + Familiarity with estate planning and tax strategies. + Timely responsiveness to client communications. + Proficiency in Microsoft Office; experience with Microsoft Dynamics or Salesforce preferred. + 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. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .