Job Details

Senior Client Associate Family Office

A highly respected multi-family office is seeking a Senior Client Associate to join its San Francisco-based team. The firm provides ultra-high-net-worth families with a comprehensive suite of services, including investment management, financial planning, lending strategies, and bespoke family office solutions. The culture is collaborative, client-centric, and deeply committed to professional development and innovation.

Why This Role Stands Out

• Direct engagement with sophisticated families and their advisory teams
• Opportunity to lead client relationships and mentor associate team members
• Exposure to complex wealth strategies and customized planning initiatives
• Flexible vacation policy, sabbatical program, and hybrid work environment
• Competitive compensation and a comprehensive benefits package

Key Responsibilities

• Serve as the primary point of contact for client service across assigned relationships
• Execute client requests with accuracy, efficiency, and discretion
• Collaborate with senior leadership on strategic initiatives and client solutions
• Guide and support associates and analysts on shared client accounts
• Assist clients with estate, tax, and philanthropic planning needs
• Partner with investment teams on portfolio construction and cash deployment
• Maintain strong relationships with clients' extended professional networks

Requirements

Ideal Candidate Profile

• Bachelor's degree with 68+ years of experience in client-facing roles within a family office, wealth management, or similar environment
• Exceptional interpersonal and communication skills, with a client-first mindset
• Demonstrated leadership in fast-paced, high-growth settings
• Solid understanding of estate and tax planning strategies
• Proficient in Microsoft Office; familiarity with Salesforce or Microsoft Dynamics preferred
• Experience with Schwab Advisor Center is a plus

Interested in this opportunity? We'd love to hear from you! Apply today or send your resume via LinkedIn to Jonathan Christian (JC) del Rosario.