Associate, Client Service

Associate, Client Service (San Francisco)

Who We Are

Dynamic and highly regarded multi-family office serving ultra-high net worth families and individuals. We provide a wide range of financial services for our clients including investment, financial and legacy planning, lending strategy and management, and family office services.  We foster a creative environment where our team members contribute their ideas, build relationships and effectively apply technology.  

We offer comprehensive benefits including medical, dental, and vision insurance, and a 401k matching plan. We value the importance of work/life balance and will consider hybrid work schedules, offer flexible vacation and other paid time off options including a sabbatical program. We provide robust training and career path opportunities to enable you to grow with us.

Equal opportunity employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. 

SEC-registered investment adviser (RIA)

Who We’re Looking for

Our culture thrives on the team environment and dedication to serving our clients.

Join us if you:

·        Strive for problem prevention in addition to problem solving  

·        Takes pride in being recognized by clients as their key problem solver and first point of contact 

·        Are process driven with hyper attention to detail

·        Seeks challenges and finding innovative solutions

·        Are a natural leader with genuine interest in helping team members grow in their roles 

·        Possess an intrinsic desire to learn and advance within the firm

·        Completes tasks and projects with minimal direction from senior management

·        Proactively searches for opportunities to help senior management with client requests by intercepting emails/phone calls when appropriate

·        Are committed to promoting a friendly and supportive work environment

Primary Responsibilities

·        Serve as the key contact for all client service requests on client relationships

·        Execute client requests in a timely manner with high level of precision and efficiency 

·        Partner with senior management on firm-wide initiatives and bespoke client strategies for client relationships

·        Develop and strengthen client relationships by learning each clients’ preferences and expectations with goal of exceeding expectations 

·        Provide guidance and partnership with other Client Service Associates and/or Analysts on shared client relationships

·        Assist clients and their tax and/or estate planning advisors in executing complex wealth transfer strategies, philanthropic initiatives, tax-advantaged investment strategies and other sophisticated planning projects

·        Maintain and enhance relationships with clients’ team of professionals such as executive assistants, chiefs of staff, personal CFOs, etc.

·        Serve as a mentor and technical resource for new hires on the Client Service team

·        Partner with internal investment teams on new cash deployments and portfolio creation

·        Provide support to internal teams on special projects when needed

Experience Requirements

·        Bachelor's degree with minimum of four years of professional work experience in client-facing roles, preferably in single or multi-family offices, wealth management or similar industries

·        Excellent interpersonal and communication skills, detail-oriented, strong sense of ownership, enjoys a fast-paced environment, dedicated team player and genuine desire to help elevate junior team members

·        Proven effective leadership in high growth environments

·        Basic estate planning knowledge

·        Responds to client communications within 24 hours with most responses within the same-day, if possible

·        Fluent in Microsoft Office Suite and working knowledge of MS Dynamics or Salesforce is preferred

·        Experience with Schwab Advisor Center is a plus

·        All new hires must be fully vaccinated against COVID-19 and show proof of vaccination by offer date. Reasonable accommodations will be provided for employees with religious or medical exemptions. Per CDC Guidance, individuals are considered fully vaccinated for COVID-19 two weeks (or later) after they have received the second dose in a 2-dose series (Pfizer-BioNTech or Moderna), or two weeks after they have received a single-dose vaccine (Johnson & Johnson/Janssen).