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Senior Client Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Francisco

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

We’re looking for a Senior Client Associate to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment. You’ll play a key role in delivering an exceptional client experience while supporting broader firm initiatives.

Job Responsibility:

  • Serve as the primary point of contact for client service needs, ensuring prompt and accurate execution
  • Partner with senior leadership on customized client strategies and firmwide initiatives
  • Build and maintain trusted client relationships, anticipating needs and delivering a best‑in‑class experience

Requirements:

  • Bachelor’s degree required
  • 6–8 years of experience in client‑facing roles within wealth management or a family office (must‑have)
  • Exceptional interpersonal and communication skills
  • detail‑oriented, proactive, and client‑focused
  • Strong understanding of estate planning concepts and tax‑efficient strategies
  • Proficiency in Microsoft Office
  • experience with CRM systems (Salesforce or similar) and custodial platforms preferred
What we offer:
  • Competitive compensation with a performance‑based bonus structure
  • Comprehensive health benefits and 401(k) match
  • Flexible vacation policy, sabbatical program, and hybrid work options
  • A collaborative culture with clear opportunities for professional growth

Additional Information:

Job Posted:
January 05, 2026

Work Type:
Hybrid work
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