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Description

Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.

If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.

Why This Family Office?

+ Legacy-focused: You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.

+ High-touch service: This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.

+ Collaborative culture: You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.

+ Smart, modern, tech-forward: The team embraces tools and process improvements to elevate client service and efficiency.

What You’ll Do

+ Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly

+ Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives

+ Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through

+ Mentor and guide junior associates and analysts supporting the same client relationships

+ Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies

+ Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution

+ Partner with the investment team on cash management, portfolio implementation, and reporting needs

+ Provide cross-functional support on internal projects, process improvements, and firm-wide priorities

Requirements

+ Experience in client service within wealth management, investment advisory, or a family office

+ Exceptional communication skills and the ability to build trust with UHNW families and their advisors

+ A calm, professional presence and the judgment to handle sensitive information

+ Strong coordination skills—you know how to keep moving parts aligned across multiple stakeholders

+ A genuine passion for high-touch service and long-term relationship building

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) .