Senior Client Service Associate, Robert Half

Senior Client Service Associate

Robert Half

Location:
United States, San Francisco

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Senior Client Service Associate role at a prestigious multi-family office serving ultra-high-net-worth individuals and families with customized financial solutions including investment management, estate and tax planning, lending strategies, and comprehensive family office services.

Job Responsibility:

Serve as the lead contact for all service-related needs across assigned client relationships
Execute client requests with precision, professionalism, and proactive mindset
Collaborate with senior leadership to deliver tailored solutions and strategic initiatives
Build deep client relationships by understanding preferences and consistently exceeding expectations
Guide and support Client Service Associates and Analysts on shared accounts
Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies
Maintain strong relationships with clients' external teams
Mentor new hires and serve as a technical resource within the Client Service team
Partner with investment teams on portfolio construction and cash deployment strategies
Contribute to internal projects and cross-functional initiatives

Requirements:

Bachelor's degree required
6-8+ years of experience in client-facing roles within wealth management, family office, or related industries
Exceptional interpersonal and communication skills
Proven leadership experience in fast-paced or high-growth environments
Familiarity with estate planning and tax strategies
Highly responsive and client-focused
Proficiency in Microsoft Office Suite

Nice to have:

Experience with MS Dynamics or Salesforce
Experience with Schwab Advisor Center

What we offer:

Flexible hybrid work structure
Generous vacation policy
Sabbatical program
Competitive compensation
Comprehensive benefits including medical, dental, vision
401(k) matching

Additional Information:

Job Posted:
August 21, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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