<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. </p><p> </p><p>You’ll join a collaborative<strong>, low‑turnover team</strong> with <strong>real growth potential</strong>, <strong>full remote flexibility</strong>, strong benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>

<ul><li><strong>3+</strong> years at a <strong>Registered Investment Adviser (RIA) <u>NO EXCEPTIONS</u>!!!</strong></li><li><strong>MUST </strong>have recent experience managing<strong> <u>ULTRA‑high‑net‑worth </u>(</strong>clients with<strong> $30M+ investable assets) <u>NO EXCEPTIONS!!</u></strong></li><li>Experience with Addepar, Salesforce, or Asana</li><li>Strong organizational and multitasking skills</li><li>Clear, professional communication skills</li><li>Bachelor’s in Business, Finance, or related field</li><li>A sense of urgency, resourcefulness, and a team‑oriented mindset</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>

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