Client Service Associate Director | Wealth Management

Description

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or Linked In.

Client Service Associate Director | $100-130k base + 15-30% discretionary bonus |100% Remote (Optional SF Office Access)

A boutique wealth management firm is seeking a highly relationship-driven Client Service Associate Director to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving.

Position Overview

The Client Service Director will act as the primary coordinator for client relationships, ensuring a seamless experience across all aspects of wealth management. This individual will proactively manage complex client needs, collaborate with internal stakeholders, and help drive operational excellence while positioning themselves for future leadership growth.

Key Responsibilities

+ Serve as a trusted advisor and primary contact for high-net-worth and ultra-high-net-worth client relationships.

+ Coordinate and oversee day-to-day client service activities, ensuring timely execution and exceptional client experiences.

+ Manage complex client requests and act as the central point of communication across internal teams and external partners.

+ Build strong relationships with clients and their advisors while maintaining a high level of responsiveness and professionalism.

+ Drive operational efficiency and ensure follow-through on all client-related initiatives.

+ Partner closely with senior leadership on strategic client matters and process improvements.

+ Take ownership of client outcomes and help strengthen long-term client retention and satisfaction.

+ Contribute to the continued growth and development of the client service function, with opportunities for expanded leadership responsibilities over time.

Requirements

+ 4-7+ years of wealth management, private wealth, family office, or related financial services experience.

+ Proven experience supporting Ultra High Net Worth or complex family office relationships.

+ Strong client relationship management skills with the ability to navigate sophisticated client needs.

+ Exceptional communication, organizational, and problem-solving abilities.

+ Bachelor's degree in Business, Finance, or a related field, or equivalent industry experience.

+

Experience with wealth management technology platforms such as Addepar preferred.

+ Familiarity with CRM and workflow management systems, including Salesforce and Asana, is a plus.

+ Advanced proficiency with Microsoft Office applications.

For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or Linked In.

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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.

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