Senior Client Associate | Multi-Gen Family Office - Join Robert Half's Elite Partners

Are you ready to elevate your career in client service within a prestigious multi-generational family office? Robert Half is thrilled to partner with a boutique, privately held firm in San Francisco, CA, seeking a Senior Client Associate to deliver white-glove service to the Bay Area's most successful families. This full-time role offers a unique chance to make a lasting impact on ultra-high-net-worth clients across generations, combining high-touch relationships with modern, tech-driven efficiency.

About the Role

In this pivotal position, you'll be the trusted liaison for families who depend on thoughtful financial guidance, strategic planning, and seamless day-to-day support. Unlike high-volume environments, this family office prioritizes depth—building enduring partnerships that span parents, children, and extended relatives. You'll thrive in a collaborative, high-trust setting where your proactive service directly shapes clients' financial legacies. With Robert Half's backing, this opportunity connects you to a firm that's redefining personalized wealth management in San Francisco.

Key Responsibilities

As Senior Client Associate, your days will be dynamic and rewarding:

• Act as the go-to contact for UHNW families, resolving inquiries and service needs with precision and speed.
• Partner with leadership to implement customized strategies and drive firm initiatives forward.
• Foster deep relationships by mastering client preferences and delivering anticipatory, exceptional service.
• Mentor junior associates, sharing expertise to elevate team performance on client accounts.
• Orchestrate coordination with tax, legal, and estate advisors to execute intricate wealth plans.
• Bridge communication between clients' CFOs, EAs, and internal teams for flawless execution.
• Support investment operations, from cash management to portfolio reporting and implementation.
• Contribute to process enhancements, internal projects, and strategic firm priorities.

Required Qualifications

To excel, bring these essential qualifications:

• 5+ years of client-facing experience in family offices, private wealth management, or boutique advisory firms.
• Demonstrated success with multi-generational UHNW clients requiring discretion and nuance.
• Superior interpersonal skills for relationship-building in elite, trust-based environments.
• Organizational prowess to manage complex workflows without dropping the ball.
• Familiarity with financial software, CRM platforms, and emerging tech tools.
• Bachelor's degree in Finance, Economics, or a related discipline.
• Proven mentoring experience and a team-oriented approach.
• Emotional intelligence to navigate sensitive family dynamics and high-stakes scenarios.

This role demands not just skills, but a passion for legacy preservation and client-centric excellence.

Why Join Us?

This isn't just a job—it's a career-defining move. Immerse yourself in a legacy-focused culture where your work resonates across generations. Enjoy high-touch service that prioritizes quality over quantity, fostering profound client bonds. The collaborative environment means partnering with top-tier advisors, investment pros, and leadership daily. Embrace a smart, tech-forward firm leveraging cutting-edge tools to streamline operations and amplify service.

Located in vibrant San Francisco, California, United States, this boutique family office offers stability, growth, and the prestige of serving Bay Area icons. Robert Half ensures a competitive salary starting at $100,000 USD annually, with room for performance-based upside. Additional perks include professional development, a supportive culture, and the satisfaction of meaningful impact.

Ready to step into a role where you're the cornerstone of family wealth? Apply now through Robert Half and transform client service in multi-gen family offices. Keywords: Senior Client Associate jobs San Francisco, family office careers, UHNW client service, wealth management roles CA.