Description Job Opportunity: Senior Client Service Associate – Multi-Family Office A prestigious, forward-thinking multi-family office based in San Francisco is seeking a Senior Client Service Associate to join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services. About the Firm Rooted in collaboration, innovation, and long-term client relationships, the firm fosters a culture of professional excellence and continuous learning. Technology is leveraged to enhance the client experience, and the team thrives in a supportive, high-performance environment. Role Overview As a Senior Client Service Associate, you’ll be the primary point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You’ll lead service delivery, mentor junior team members, and contribute to firm-wide initiatives that elevate the client experience. Key Responsibilities + Serve as the lead contact for all service-related needs across assigned client relationships + Execute client requests with precision, professionalism, and a 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 (e.g., executive assistants, personal CFOs) + 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 Why Join This Team? + Work with a respected firm serving some of the most sophisticated clients in the industry + Be part of a collaborative, mission-driven culture that values innovation and continuous improvement + Enjoy a flexible hybrid work structure, generous vacation policy, and sabbatical program + Receive competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching Interested in learning more? Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect and explore how this opportunity could be the perfect next step in your career. Requirements What You’ll Bring + 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, with a polished and professional presence + Proven leadership experience in fast-paced or high-growth environments + Familiarity with estate planning and tax strategies + Highly responsive and client-focused, with a commitment to timely and thoughtful communication + Proficiency in Microsoft Office Suite; experience with MS Dynamics or Salesforce is preferred + Experience with Schwab Advisor Center is a plus Excited about this opportunity? Let’s connect! Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to explore how this role could be the perfect next step in your career. 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) .