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 position at a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. The firm delivers comprehensive services including investment advisory, retirement planning, lending strategies, and customized family office support.

Job Responsibility:

Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests
Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives
Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations
Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts
Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives
Foster strong relationships with clients' extended professional teams, such as personal CFOs, executive assistants, and family office staff
Serve as a mentor and subject matter resource for new team members
Partner with internal investment professionals to assist in cash deployment and portfolio implementation
Provide cross-functional support on internal projects and firm priorities as needed

Requirements:

Proven experience in client service with high net-worth individuals, wealth management, or family office environments
Strong communication and relationship-building skills with a high level of discretion
Ability to manage complex client needs and coordinate across internal and external stakeholders
A collaborative mindset and passion for delivering personalized, high-touch service

What we offer:

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Additional Information:

Job Posted:
September 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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