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Description

Senior Client Service Associate

$90,000–$110,000 base + 15–30% discretionary bonus

100% Remote (Optional SF Office Access)

Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office.

What You’ll Do:

+ Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows

+ Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions

+ Support philanthropic entities and family office operations with precision

+ Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience

+ Review and finalize investment reports and performance data (no data entry)

Requirements

+ 3–5+ years in UHNW client service (RIA, family office, private bank, etc.)

+ Experience navigating complex client needs with maturity, discretion, and emotional intelligence

+ Strong organizational skills, proactive mindset, and high attention to detail

+ Familiarity with systems like Addepar, Salesforce, and Asana a plus

Why work here?

+ Flexible remote-first work model (no required office time)

+ Low turnover, values-driven culture, and high team retention

+ Quarterly offsites for team building and strategy sessions

+ Competitive benefits: 100% paid health/dental/vision for employees, 401(k) match, paid parental leave

+ A mission-focused firm scaling through depth—not volume—with a commitment to thoughtful service and innovation

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) .