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Client Service Associate - Multi Family Office
Job
Robert Half
Remote
Full-Time
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86
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Job Description
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. ResponsibilitiesSupport senior team members on client service and operationsLead onboarding, including account setup and documentationManage investment ops: private investments, subscriptions, redemptions, portfolio maintenanceCoordinate tax workflows with external providersProcess capital calls, wires, and time-sensitive transactionsMaintain KYC, compliance, and CRM accuracySupport reporting, financial admin, and document managementLiaise with clients and advisors to ensure smooth executionImprove processes and support tech-enabled workflowsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.