<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Associate</strong></p><p>A highly respected multi‑family office is seeking a <strong>Senior Client Associate</strong> to support ultra‑high‑net‑worth client relationships and partner closely with senior leadership on complex planning and service initiatives. This is an opportunity to join a sophisticated, client‑centric firm that values excellence, collaboration, and long‑term relationship building.</p><p><br></p><p><strong>About the Firm</strong></p><p>This multi‑family office provides comprehensive wealth management services, including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The culture is collaborative, innovative, and grounded in delivering exceptional service through deep, multi‑generational client relationships. The team values proactive problem solvers, continuous learners, and professionals who thrive in a high‑touch environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Senior Client Associate, you will serve as a primary point of contact for designated client relationships and play a critical role in executing complex client requests. You’ll collaborate closely with senior management, partner with internal teams, and help support planning, investment, and family office activities. This role is ideal for someone who enjoys being a trusted resource, solving problems with precision, and contributing to a strong, supportive team culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the main contact for client service needs across assigned relationships</li><li>Execute requests with accuracy, urgency, and a high level of professionalism</li><li>Partner with senior leadership on strategic client initiatives and firm-wide projects</li><li>Build strong relationships by understanding client preferences and anticipating needs</li><li>Lead and mentor team members, providing guidance and oversight</li><li>Assist clients and their tax/estate advisors with wealth transfer, philanthropic, and tax-advantaged planning projects</li><li>Maintain strong relationships with clients’ extended professional teams (executive assistants, personal CFOs, chiefs of staff, etc.)</li><li>Work with investment teams on cash deployment, portfolio construction, and transaction support</li><li>Contribute to special internal projects and operational improvements</li></ul>
<p> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
