• Client Service Associate for Family Office in SF

    Robert Half Finance & Accounting (Palo Alto, CA)


    Description

    Client Associate – Family Office

    • San Francisco (Steps from Montgomery BART) | Hybrid

    • $100,000–$130,000 base (DOE) + Bonus

     

    An established multi-family office based in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services.

     

    • Interested in learning more?

     

    Reach out to Jennifer Fukumae on LinkedIn for a conversation and apply directly.

    About the Firm:

    + Headquartered in San Francisco with easy BART access

    + Serves a sophisticated UHNW client base with personalized, high-touch service

    + Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management

    + Emphasizes professional development, mentorship, and continuous improvement

    About the Role:

    The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence.

    Key Responsibilities:

    + Act as the day-to-day contact for a portfolio of UHNW clients

    + Execute requests promptly and with a high level of accuracy

    + Collaborate with firm leadership on bespoke planning and investment strategies

    + Serve as a guide and mentor to junior associates and analysts

    + Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning

    + Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)

    + Support new investment allocations, liquidity planning, and account structuring

    + Contribute to firm-wide initiatives and special projects

    Requirements

    What We’re Looking For:

    + Bachelor’s degree and 6–8+ years of experience in a client-facing role, ideally in a multi- or single-family office, private wealth, or high-end financial services environment

    + Clear, confident communicator with strong attention to detail

    + Highly organized and comfortable managing complex client needs

    + Familiarity with estate and tax planning concepts

    + Leadership experience in fast-paced, high-accountability teams

    + Proficiency with Microsoft Office; familiarity with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is a plus

    Benefits & Perks:

    + Competitive compensation and bonus potential

    + Medical, dental, vision, and 401(k) with employer match

    + Flexible vacation policy and sabbatical program

    + Hybrid work environment with supportive leadership and room for growth

     

    This is a great opportunity for someone who thrives in a high-touch, high-performance environment and is passionate about building lasting client relationships while mentoring others. If you’re looking to deepen your impact and grow with a mission-driven team, we’d love to hear from you.

     

    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.

     

    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) .