"Alerted.org

Description

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

Senior Client Associate – Multi-Family Office

About the Opportunity

Join a highly respected multi-family office dedicated to serving ultra-high-net-worth clients with a full spectrum of wealth management services. From investment management and retirement planning to bespoke family office solutions, this firm combines deep expertise with a collaborative, innovative culture. If you thrive in a client-focused environment and enjoy solving complex challenges, this is an exceptional opportunity to make an impact.

Why This Role Matters

As a Senior Client Associate, you’ll be a trusted point of contact for sophisticated client relationships, ensuring seamless execution of requests and delivering exceptional service. You’ll partner with senior leadership on bespoke strategies, mentor associate team members, and contribute to firm-wide initiatives—all while fostering strong, long-term client relationships.

What You’ll Do

+ Serve as the primary contact for designated client relationships

+ Execute client requests with precision and efficiency

+ Collaborate with senior management on strategic initiatives and tailored client solutions

+ Guide and mentor junior team members on shared client relationships

+ Assist clients and their advisors with complex wealth transfer, tax, and philanthropic strategies

+ Maintain and enhance relationships with clients’ professional teams (executive assistants, CFOs, chiefs of staff)

+ Partner with internal investment teams on portfolio creation and cash deployments

+ Support special projects across the firm as needed

Why Join Us

+ Competitive compensation and bonus structure

+ Comprehensive benefits including medical, dental, vision, and 401(k) match

+ Flexible vacation policy and sabbatical program

+ Hybrid work environment supporting work-life balance

+ Collaborative, innovative culture focused on professional excellence and continuous learning

Requirements

Want to know more? 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.

What We’re Looking For

+ Bachelor’s degree and 6–8 years of professional experience in client-facing roles (preferably in wealth management or family office settings)

+ Strong interpersonal and communication skills, detail-oriented, and proactive

+ Proven leadership experience in high-growth environments

+ Knowledge of estate planning and tax strategies

+ Proficiency in Microsoft Office; familiarity with Microsoft Dynamics or Salesforce

+ Experience with Schwab Advisor Center is a plus

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) .