Description About the Firm This firm is a well-established, client-focused multi-family office delivering a full range of financial services to ultra-high-net-worth individuals and families. Its core offerings include investment management, financial and retirement planning, lending strategy, and tailored family office solutions. The organization fosters a collaborative, innovative, and service-oriented culture, with a strong commitment to long-term client relationships, development, and the thoughtful use of technology to enhance the client experience. The Role The firm is seeking a proactive and detail-oriented Senior Client Service Associate to join its growing team. This role is ideal for someone who thrives in a fast-paced, client-centric environment and enjoys solving complex problems. The successful candidate will be a primary point of contact for high-profile client relationships, providing strategic service and operational support while helping guide internal teams. This position requires a strong sense of ownership, the ability to work independently, and a collaborative spirit. Candidates should be motivated to mentor team members, contribute to a positive team culture, and lead by example through service excellence. Key Responsibilities + Serve as the primary contact for all service-related requests for assigned client relationships + Execute client transactions and requests promptly and with a high degree of accuracy + Partner with senior leadership on firm-wide initiatives and client-specific strategies + Build and deepen relationships by learning client preferences and consistently exceeding expectations + Provide guidance to Client Service Associates and Analysts on shared accounts + Support clients and their external advisors with complex planning strategies, including tax, estate, and philanthropic initiatives + Maintain relationships with clients’ extended teams (e.g., personal CFOs, executive assistants) + Mentor new hires and act as a technical resource for team members + Work alongside internal investment teams on portfolio creation and cash deployment + Contribute to cross-functional projects as needed Benefits + Competitive compensation and comprehensive benefits package, including medical, dental, vision, and 401(k) matching + Flexible vacation policy, sabbatical program, and hybrid work structure + A supportive work environment that values work-life balance, inclusion, and continuous learning + Equal opportunity employer and registered investment advisor Requirements Qualifications + Bachelor’s degree required + 6–8+ years of experience in a client-facing role, preferably within a multi- or single-family office, wealth management, or a similar financial services environment + Exceptional interpersonal and communication skills + High attention to detail and a strong sense of ownership + Demonstrated leadership in dynamic or high-growth settings + Working knowledge of estate planning and tax strategies Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .