Description Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco–based RIA. This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. Their tax‑aware systems and hands‑on approach set them apart. You’ll join a collaborative, low‑turnover team with real growth potential, full remote flexibility, strong benefits, and the chance to work with some of the world’s most sophisticated clients. Responsibilities + Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting + Coordinate wires, funding requests, and daily operations + Support client‑run foundations and philanthropic initiatives + Track tax workflows and deadlines + Partner with internal teams and external providers to keep operations smooth + Review and finalize investment reports + Communicate with polish and discretion *Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Requirements + 3+ years at a Registered Investment Adviser (RIA) serving ULTRA‑high‑net‑worth (clients with $30M+ investable assets) NO EXCEPTIONS + Experience with Addepar, Salesforce, or Asana + Strong organizational and multitasking skills + Clear, professional communication skills + Bachelor’s in Business, Finance, or related field + A sense of urgency, resourcefulness, and a team‑oriented mindset *Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. 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) .