Senior Client Services Associate | Join a Premier SF-Based Multi-Family Office

Partnering exclusively with Robert Half, this privately held multi-family office in San Francisco is seeking a Senior Client Services Associate to deliver exceptional support to the Bay Area's most successful multi-generational families. If you excel in high-trust, relationship-centric environments and thrive on being the reliable go-to for ultra-high-net-worth clients, this role offers a rare chance to make a lasting impact. With a competitive salary around $90,000, you'll contribute to big-picture wealth planning and day-to-day guidance that shapes family legacies.

About the Role

This Senior Client Services Associate position is perfect for seasoned professionals passionate about wealth management client services in San Francisco. You'll be the linchpin in a collaborative team supporting families who depend on nuanced financial advice, portfolio oversight, and seamless coordination. Unlike high-volume firms, this office emphasizes deep, personalized relationships—working across generations to navigate complex wealth dynamics with clarity and intention. Embrace a modern, tech-savvy culture that leverages cutting-edge tools for efficiency while fostering human-centered service. Ideal for those searching for family office jobs in San Francisco or high-net-worth client service careers.

Key Responsibilities

As a key player, you'll handle multifaceted duties including:

• Acting as the trusted primary contact for UHNW families, ensuring every request is met with precision and promptness.
• Partnering with senior leaders to roll out bespoke client strategies and drive firm initiatives.
• Fostering enduring relationships by mastering client nuances, proactively addressing needs, and delivering impeccable execution.
• Guiding and mentoring junior associates and analysts to uphold service excellence.
• Orchestrating efforts with external experts—tax attorneys, legal counsel, estate planners—for sophisticated wealth strategy implementation.
• Bridging communication with clients' CFOs, EAs, and internal family office teams for flawless operations.
• Collaborating with investment specialists on cash flows, portfolio deployments, and tailored reporting.
• Supporting ad-hoc projects, streamlining processes, and advancing firm-wide goals.

These responsibilities demand a proactive, detail-oriented approach in a dynamic San Francisco wealth management setting.

Required Qualifications

To succeed, bring:

• 5+ years in client-facing roles at family offices, private banks, or wealth advisory firms.
• Demonstrated success with UHNW multi-generational clients.
• Superior interpersonal skills, discretion, and EQ for elite relationship management.
• Expertise coordinating with CPAs, attorneys, and other advisors.
• Tech proficiency in CRM, financial software, and automation tools.
• Leadership experience mentoring teams.
• Finance/business degree; certifications like CFP a plus.

Prior experience in Bay Area family offices is highly valued for this Senior Client Services Associate job.

Why Join Us

This isn't just a job—it's a career-defining opportunity at a legacy-driven multi-family office. Enjoy a collaborative, high-touch culture where your contributions directly enrich families' lives. Benefit from working with sharp minds, modern tech stacks, and a focus on innovation. Robert Half's partnership ensures a smooth hiring process for this full-time, in-office role in vibrant San Francisco, CA. Stand out in client services careers with growth potential, meaningful work, and a supportive team. Apply now to elevate your expertise in ultra-high-net-worth servicing!

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