Client Service Associate | UHNW

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 | Ultra High-Net Worth Wealth Management Firm | REMOTE with San Francisco office access

A wealth management firm is seeking a highly relationship-driven Client Service Associate 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.

What You'll Do:

+ Be the client's operational quarterback-owning onboarding, money movement, and reporting workflows

+ Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions

+ Support philanthropic entities and family office operations with precision

+ Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience

+ Review and finalize investment reports and performance data (no data entry)

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

Requirements

+ 3-5+ years in UHNW client service (RIA, family office, private bank, etc.)

+ Experience navigating complex client needs with maturity, discretion, and emotional intelligence

+ Strong organizational skills, proactive mindset, and high attention to detail

+ Familiarity with systems like Addepar, Salesforce, and Asana a plus

Why Work Here:

+ Flexible remote-first work model (no required office time)

+ Low turnover, values-driven culture, and high team retention

+ Quarterly offsites for team building and strategy sessions

+ Competitive benefits: 100% paid health/dental/vision for employees, 401(k) match, paid parental leave

+ A mission-focused firm scaling through depth-not volume-with a commitment to thoughtful service and innovation

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

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.

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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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