Description A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in building and managing bespoke single-family office platforms for a select group of ultra-high-net-worth individuals, including founders, elite investors, and multi-generational families. The firm integrates wealth strategy, investment management, financial operations, and family office services into a cohesive and customized offering. This is a unique opportunity to work alongside a experienced leadership team in delivering a best-in-class service model to an exclusive client base. The ideal candidate will be entrepreneurial, growth-minded, experienced, curious, and team-oriented—traits that cannot be taught but are essential for success in this environment. Key Responsibilities + Own the end-to-end client experience across onboarding, investment subscriptions/redemptions, money movements, and reporting. + Coordinate operational workflows including wires, funding requests, and tax-related documentation. + Liaise with external service providers and internal teams to ensure seamless execution. + Support philanthropic operations for client-run foundations. + Review and approve investment performance reports. + Maintain CRM systems and organize client documentation for intuitive team access. + Partner with senior client service leaders to drive strategic initiatives and client engagement. Work Environment & Benefits + Flexible work model: remote, hybrid, or in-office (San Francisco). + Collaborative, low-ego culture focused on depth of relationship over volume of clients. + Quarterly offsites blending strategic planning with team-building. + Health, dental, and vision insurance (100% employer-paid for employees). + Paid parental leave and 401(k) with employer match. Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements Qualifications + 3–5+ years of experience in client service within a family office, RIA, or UHNW environment. + Strong communication skills with high-net-worth individuals and their professional networks. + Familiarity with tools such as Addepar (preferred), Salesforce, and Asana. + Highly organized, detail-oriented, and capable of thriving in a fast-paced, high-touch environment. + Bachelor’s degree in Business, Finance, or a related field (or equivalent experience). Ideal Candidate Traits + Operationally sharp and people-savvy enough to work with billionaire clients. + Proactive and resourceful with a strong sense of urgency. + Comfortable navigating complex wealth structures and investment strategies. Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. 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) .