Description Job Posting: Senior Client Relationship Manager – Multi-Family Office A prestigious and forward-thinking multi-family office headquartered in San Francisco is seeking a highly motivated Senior Client Service Associate to join its growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services. About the Firm With a culture rooted in collaboration, innovation, and long-term client partnerships, these firm values professional excellence, continuous learning, and the use of technology to enhance the client experience. The team is composed of dedicated professionals who thrive in a supportive, high-performance environment. Position Overview The Senior Client Service Associate will serve as a trusted advisor and primary point of contact for a select group of clients. This role requires a proactive problem solver who is detail-oriented, resourceful, and committed to delivering exceptional service. The ideal candidate will be a natural leader, capable of mentoring junior team members and contributing to firm-wide initiatives. Key Responsibilities + Act as the lead contact for all service-related needs for designated client relationships. + Execute client requests with precision, efficiency, and a high level of professionalism. + Collaborate with senior leadership on strategic initiatives and customized client solutions. + Build deep relationships by understanding client preferences and consistently exceeding expectations. + Guide and support Client Service Associates and Analysts on shared client accounts. + Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies. + Maintain strong relationships with clients’ external teams (e.g., executive assistants, 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 strategies. + Contribute to internal projects and cross-functional initiatives as needed. Why Join This Team? + Work with a respected firm serving some of the most sophisticated clients in the industry. + Be part of a collaborative, mission-driven culture that values innovation and continuous improvement. + Enjoy a flexible hybrid work structure, generous vacation policy, and a sabbatical program. + Competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching. 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 required; 6–8+ years of experience in client-facing roles within wealth management, family office, or related industries. + Strong interpersonal and communication skills with a high degree of professionalism. + Proven leadership experience in high-growth or dynamic environments. + Familiarity with estate planning and tax strategies. + Highly responsive and client-focused, with a commitment to timely communication. + Proficiency in Microsoft Office Suite; experience with MS 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) .