Client Service Associate
3 days ago
Client Service Associate | Multi Family Office Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations. You'll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact. On top of competitive pay, 401(k) match, and comprehensive benefits, you'll enjoy a hybrid schedule, flexible vacation, and sabbatical programs - because balance matters here. Responsibilities: Act as the main contact for UHNW clients, ensuring requests are handled promptly Partner with senior leaders on strategies and initiatives Build strong client relationships by anticipating needs Collaborate with associates and analysts for seamless execution Support clients with wealth transfer, philanthropy, and tax-efficient strategies Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs) Partner with investment teams on portfolios and new assets Contribute to firm-wide projects and initiatives Requirements: Bachelor's degree 4+ years in client-facing roles (family office or wealth management experience ONLY) Strong communication skills; highly responsive with a client-first mindset Knowledge of estate planning and tax strategies Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred Schwab Advisor Center familiarity a plus For fastest consideration, reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.
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Client Service Associate
2 weeks ago
San Francisco, United States California Staffing Service Full timeClient Service Associate Reach out to Michelle Espejo for additional information or questions. Work with some of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations....
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Client Service Associate Thriving RIA
2 weeks ago
San Francisco, United States California Staffing Service Full timeClient Service Associate | RIA | San Francisco The firm is a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approximately $2 billion in assets, has earned a reputation for delivering sophisticated, tailored wealth management solutions to families and institutions. This role provides an...
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Client Service Associate
2 weeks ago
San Francisco, United States California Staffing Service Full timeClient Service Associate We're seeking a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams. Key...
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Client Service Associate
2 weeks ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate We're seeking a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams. Key...
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Client Service Associate
2 weeks ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate We're seeking a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams. Key...
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Client Service Associate
2 weeks ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate We're seeking a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams. Key...
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Client Service Associate
2 weeks ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate We're seeking a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams. Key...
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Client Service Associate
2 weeks ago
San Francisco, CA, United States California Staffing Service Full timeClient Service Associate We're seeking a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams. Key...
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Client Service Associate
2 weeks ago
San Francisco, United States Arthur J. Gallagher & Co. Full timeWe are seeking a Client Service Associate to join our growing team who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are looking fo Client Service, Associate, Service, Benefits, Client Relations, Retail
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Client Service Associate
6 days ago
San Francisco, CA, United States Arthur J. Gallagher & Co. Full timeWe are seeking a Client Service Associate to join our growing team who can deliver exceptional customer service! Are you interested in helping a range of clients through issues that vary from relatively simple to moderately complex? We are looking fo Client Service, Associate, Service, Benefits, Client Relations, Retail
