Description Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Senior Client Service Associate - SF! Location: San Francisco; Hybrid Salary: $100-130k + Bonus Jennifer Fukumae with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience. Responsibilities: + Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests + Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives + Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations + Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts + Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives + Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff + Serve as a mentor and subject matter resource for new team members + Partner with internal investment professionals to assist in cash deployment and portfolio implementation + Provide cross-functional support on internal projects and firm priorities as needed Requirements Requirements: + Proven experience in client service, wealth management, or family office environments + Strong communication and relationship-building skills with a high level of discretion + Ability to manage complex client needs and coordinate across internal and external stakeholders + A collaborative mindset and passion for delivering personalized, high-touch service Excited about the role? Apply here and please reach out to Jennifer Fukumae on LinkedIn for quicker 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) .