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Client Service Associate | UHNW San Ramon, CA
Job in
San Ramon, Contra Costa County, California, 94583, USA
Listed on 2026-07-01
Listing for:
Robert Half
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
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)
Position Requirements
10+ Years
work experience
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