"Alerted.org

Description

Senior Client Associate – Wealth Management

Build Relationships. Deliver Excellence. Grow with Purpose.

A highly respected multi-family office is seeking a Senior Client Associate to join its San Francisco-based team. This firm serves ultra-high-net-worth individuals and families with a full suite of services, including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, 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 team members

+ Exposure to complex wealth strategies and customized planning initiatives

+ Flexible vacation policy, sabbatical program, and hybrid work structure

+ 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 precision, responsiveness, and care

+ Collaborate with senior leadership on strategic initiatives and client experience enhancements

+ Guide and mentor associates and analysts on shared client accounts

+ Support 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 teams (CPAs, attorneys, etc.)

Excited about this opportunity?

Let’s connect. Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to explore how this role could be the perfect next step in your career.

Requirements

Ideal Candidate Profile

+ Bachelor’s degree required, with 6–8+ years of experience in client-facing roles within a family office, wealth management firm, or similar environment

+ Exceptional interpersonal and communication skills, with a client-first mindset

+ Proven leadership experience in fast-paced, high-growth settings

+ Solid understanding of estate and tax planning strategies

+ Proficiency in Microsoft Office; familiarity with CRM platforms such as Salesforce or Microsoft Dynamics

+ Experience with Schwab Advisor Center is a strong plus

Interested in this opportunity?

Let’s connect. Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to explore how this role could be the perfect next step in your career.

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) .