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Robert Half Logo Robert Half · Finance

Client Services Manager

United States, San Francisco · Job Posted June 15, 2026
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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

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