Senior Client Service Associate - Multi Family Office
Compensation
$90K - 130K a year
Responsibilities
Manage client onboarding, subscriptions, money movement, reporting, and coordinate with internal and external teams to ensure smooth operations.
Requirements
Experience in client service within financial or wealth management sectors, strong operational coordination skills, and polished communication.
Full Description
Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco–based RIA. This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You’ll join a collaborative, low‑turnover team with real growth potential, full remote flexibility, strong benefits, and the chance to work with some of the world’s most sophisticated clients. ResponsibilitiesOversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reportingCoordinate wires, funding requests, and daily operationsSupport client‑run foundations and philanthropic initiativesTrack tax workflows and deadlinesPartner with internal teams and external providers to keep operations smoothReview and finalize investment reportsCommunicate with polish and discretion*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
This job posting was last updated on 10/1/2025
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