<p><strong>Job Opportunity: Senior Client Service Associate – Multi-Family Office</strong></p><p>A prestigious, forward-thinking multi-family office based in San Francisco is seeking a <strong>Senior Client Service Associate</strong> to join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services.</p><p><br></p><p><strong>About the Firm</strong></p><p>Rooted in collaboration, innovation, and long-term client relationships, the firm fosters a culture of professional excellence and continuous learning. Technology is leveraged to enhance the client experience, and the team thrives in a supportive, high-performance environment.</p><p><br></p><p><strong>Role Overview</strong></p><p>As a Senior Client Service Associate, you’ll be the primary point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You’ll lead service delivery, mentor junior team members, and contribute to firm-wide initiatives that elevate the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the lead contact for all service-related needs across assigned client relationships</li><li>Execute client requests with precision, professionalism, and a proactive mindset</li><li>Collaborate with senior leadership to deliver tailored solutions and strategic initiatives</li><li>Build deep client relationships by understanding preferences and consistently exceeding expectations</li><li>Guide and support Client Service Associates and Analysts on shared accounts</li><li>Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies</li><li>Maintain strong relationships with clients’ external teams (e.g., executive assistants, personal CFOs)</li><li>Mentor new hires and serve as a technical resource within the Client Service team</li><li>Partner with investment teams on portfolio construction and cash deployment strategies</li><li>Contribute to internal projects and cross-functional initiatives</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a respected firm serving some of the most sophisticated clients in the industry</li><li>Be part of a collaborative, mission-driven culture that values innovation and continuous improvement</li><li>Enjoy a flexible hybrid work structure, generous vacation policy, and sabbatical program</li><li>Receive competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching</li></ul><p><strong>Interested in learning more?</strong></p><p>Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect and explore how this opportunity could be the perfect next step in your career.</p>
