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Robert Half Logo Robert Half · Finance

Associate Director of Client Services

United States, San Francisco Bay Area · Job Posted June 16, 2026
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Job Description

Join a highly regarded wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. This is an opportunity to work closely with sophisticated clients and gain exposure to complex investment, wealth management, and family office matters in a highly personalized, high-touch environment. The firm is known for its collaborative culture, strong leadership, and commitment to long-term career development. Team members are given meaningful responsibility, direct client exposure, and the opportunity to help shape processes as the business continues to grow. With a flexible remote model, low turnover, and a strong emphasis on professional growth, this is an excellent opportunity for someone looking to build a long-term career in the UHNW wealth management and family office space.

Job Responsibility

  • Serve as a key relationship manager and trusted point of contact for client families
  • Coordinate client onboarding, account setup, and ongoing service needs
  • Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
  • Manage client reporting, financial administration, and time-sensitive transactions
  • Coordinate with tax professionals, advisors, and family office stakeholders
  • Maintain compliance, KYC, CRM, and document management processes
  • Help improve workflows and contribute to operational efficiencies and technology initiatives

Requirements

  • 4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
  • Strong understanding of investment and wealth management operations
  • Exceptional client service, communication, and relationship management skills
  • Ability to thrive in a fast-paced, evolving environment with significant autonomy
  • High level of professionalism, discretion, and attention to detail
  • Entrepreneurial mindset with a desire to grow into future leadership opportunities
  • Comfortable leveraging technology to manage complex client relationships, reporting, and workflows
  • experience with Salesforce, Addepar, and related wealth management platforms is a plus
  • Advanced Excel skills and strong overall technical proficiency

Nice to have

experience with Salesforce, Addepar, and related wealth management platforms is a plus

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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