Description A well-established and dynamic multi-family office headquartered in San Francisco is seeking a highly motivated and 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. 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 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. 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) .