<p><strong>Senior Client Associate – Family Office</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. The firm provides ultra-high-net-worth families with a comprehensive suite of services, including investment management, financial planning, lending strategies, and bespoke family office solutions. The culture is collaborative, client-centric, and deeply committed to professional development and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct engagement with sophisticated families and their advisory teams</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and customized planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work environment</li><li>Competitive compensation and a comprehensive benefits package</li></ul><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service across assigned relationships</li><li>Execute client requests with accuracy, efficiency, and discretion</li><li>Collaborate with senior leadership on strategic initiatives and client solutions</li><li>Guide and support associates and analysts on shared client accounts</li><li>Assist clients with estate, tax, and philanthropic planning needs</li><li>Partner with investment teams on portfolio construction and cash deployment</li><li>Maintain strong relationships with clients’ extended professional networks</li></ul><p><strong>Interested in this opportunity?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this could be the right next step in your career.</p>

<p><strong>Ideal Candidate Profile</strong></p><ul><li>Bachelor’s degree with 6–8+ years of experience in client-facing roles within a family office, wealth management, or similar environment</li><li>Exceptional interpersonal and communication skills, with a client-first mindset</li><li>Demonstrated leadership in fast-paced, high-growth settings</li><li>Solid understanding of estate and tax planning strategies</li><li>Proficient in Microsoft Office; familiarity with Salesforce or Microsoft Dynamics preferred</li><li>Experience with Schwab Advisor Center is a plus</li></ul><p><strong>Interested in this opportunity?</strong></p><p>We’d love to hear from you! Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — let’s explore whether this role could be the perfect next step in your career.</p>

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