Client Service Associate, Multi Family Office

Client Service Analyst | Multi Family Office | SF Bay Area

Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth.

The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO.

Responsibilities

• Support senior team members on client service and operations
• Lead onboarding, including account setup and documentation
• Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance
• Coordinate tax workflows with external providers
• Process capital calls, wires, and time-sensitive transactions
• Maintain KYC, compliance, and CRM accuracy
• Support reporting, financial admin, and document management
• Liaise with clients and advisors to ensure smooth execution
• Improve processes and support tech-enabled workflows