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Senior Client Service Associate | UHNW Clients

Job

Robert Half

Remote

Full-Time

Posted 2 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/14/2026

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Job Description

đź“© Interested? Let's connect. Reach out to Jennifer Fukumae on LinkedIn to explore this role or other wealth management opportunities in my network. Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. This is a fully remote role with option to work hybrid in the San Francisco office. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you'll work alongside high-caliber professionals in a flexible, collaborative environment.
What You'll Do:
Be the client's operational quarterback—owning onboarding, money movement, and reporting workflowsCoordinate wires, capital calls, tax document tracking, and alt investment subscriptionsSupport philanthropic entities and family office operations with precisionLiaise with custodians, advisors, and internal stakeholders to maintain a seamless client experienceReview and finalize investment reports and performance data (no data entry)