Client Service Associate - Multi Family Office

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

Client Service Associate| 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

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

• 2-5+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
• Strong operational and organizational skills with high attention to detail
• Comfortable in fast-paced, evolving environments
• Strong communication and professional presence
• Entrepreneurial, growth-minded, and team-oriented
• CRM experience (Salesforce preferred); Addepar a plus
• Strong Excel and technical proficiency

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within investment management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.