Description Ready to Take the Next Step? Let’s Connect! If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you! Senior Client Associate A highly respected multi‑family office is seeking a Senior Client Associate to support ultra‑high‑net‑worth client relationships and partner closely with senior leadership on complex planning and service initiatives. This is an opportunity to join a sophisticated, client‑centric firm that values excellence, collaboration, and long‑term relationship building. About the Firm This multi‑family office provides comprehensive wealth management services, including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The culture is collaborative, innovative, and grounded in delivering exceptional service through deep, multi‑generational client relationships. The team values proactive problem solvers, continuous learners, and professionals who thrive in a high‑touch environment. About the Role As a Senior Client Associate, you will serve as a primary point of contact for designated client relationships and play a critical role in executing complex client requests. You’ll collaborate closely with senior management, partner with internal teams, and help support planning, investment, and family office activities. This role is ideal for someone who enjoys being a trusted resource, solving problems with precision, and contributing to a strong, supportive team culture. Key Responsibilities + Serve as the main contact for client service needs across assigned relationships + Execute requests with accuracy, urgency, and a high level of professionalism + Partner with senior leadership on strategic client initiatives and firm-wide projects + Build strong relationships by understanding client preferences and anticipating needs + Lead and mentor team members, providing guidance and oversight + Assist clients and their tax/estate advisors with wealth transfer, philanthropic, and tax-advantaged planning projects + Maintain strong relationships with clients’ extended professional teams (executive assistants, personal CFOs, chiefs of staff, etc.) + Work with investment teams on cash deployment, portfolio construction, and transaction support + Contribute to special internal projects and operational improvements Requirements Ready to Learn More? If you’re excited to explore this opportunity, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and see how this role aligns with your career goals! Requirements + Bachelor’s degree and 6–8+ years of experience in client-facing roles within wealth management, multi-family office, or related environments + Strong communication, interpersonal, and relationship‑building skills + Detail-oriented, organized, and able to thrive in a fast-paced environment + Demonstrated leadership in growing or evolving organizations + Familiarity with estate planning and tax planning concepts + Consistent responsiveness—aiming for same-day turnaround whenever possible + Proficiency in Microsoft Office; experience with CRM systems (Dynamics or Salesforce) + Experience with Schwab Advisor Center is a plus 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) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .