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Description

About the Firm

Founded in 2012, the firm operates at the intersection of wealth strategy, portfolio management, family office services, and financial operations. Unlike traditional multi-family offices, this team builds deep, tailored relationships with a limited number of ultra-wealthy clients, offering direct investment access, proprietary after-tax planning, and operational infrastructure. The firm’s culture emphasizes collaboration, customization, and long-term impact.

Position Overview

The Client Services Associate will support all operational aspects of client service, including onboarding, investment reporting, and financial administration. This role sits between junior support staff and senior client-facing directors, offering a unique opportunity to grow into a leadership position while shaping internal processes and contributing to the firm’s continued scalability.

Key Responsibilities

+ Own the end-to-end client experience across onboarding, subscriptions/redemptions, money movements, and reporting.

+ Coordinate wires, funding requests, and operational workflows for family office clients.

+ Support philanthropic operations for client-run foundations.

+ Monitor and assist with tax-related workflows and liaise with external accountants.

+ Review and approve investment performance reports.

+ Maintain CRM systems and organize client documentation for intuitive team access.

+ Partner with senior client service leaders to execute strategic initiatives.

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Requirements

Qualifications

+ 3–5+ years of experience in wealth management, preferably with ultra-high-net-worth clients.

+ Strong communication skills with high-profile individuals and their advisors.

+ Experience with tools such as Addepar (ideal), Salesforce, and Asana (preferred).

+ Highly organized, detail-oriented, and capable of managing multiple priorities.

+ Proficient in Microsoft Office; bachelor’s degree in business, finance, or related field.

Excited about this role? We’d love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

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) .