Sr. Client Service Associate - Renowned Investment Firm Job at California Staffing Service, San Francisco, CA

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  • California Staffing Service
  • San Francisco, CA

Job Description

Senior Client Associate

We're seeking a Senior Client Associate to join a leading wealth management team serving ultra-high-net-worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities in a collaborative, fast-paced environment.

Key Responsibilities

  • Act as the primary point of contact for client service requests and ensure timely execution.
  • Partner with senior management on bespoke client strategies and firm-wide initiatives.
  • Build strong client relationships and anticipate needs to exceed expectations.
  • Assist with complex wealth transfer strategies, philanthropic initiatives, and tax-advantaged planning.
  • Collaborate with internal investment teams on portfolio creation and cash deployment.
  • Mentor team members and contribute to a positive team culture.

Benefits & Perks

  • Competitive compensation and bonus structure.
  • Comprehensive health coverage and 401(k) match.
  • Flexible vacation policy, sabbatical program, and hybrid work options.
  • Collaborative culture with opportunities for growth.

Requirements

  • Bachelor's degree required.
  • MUST HAVE 68 years of experience in client-facing roles within wealth management or family office environments.
  • Strong interpersonal and communication skills; detail-oriented and proactive.
  • Knowledge of estate planning and tax strategies.
  • Proficiency in Microsoft Office; experience with CRM systems (Salesforce or similar) and custodial platforms preferred.
  • Leadership experience in high-growth environments.

Job Tags

Work at office, Flexible hours,

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