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Client Service Associate- Remote

Client Service Associate- Remote

Robert Half InternationalSan Francisco, CA, United States
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Description

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.

Client Service Associate

$90,000-$110,000 base + 15-30% discretionary bonus

100% Remote (Optional SF Office Access)

📩 Interested? Let's connect. Reach out to Jennifer Fukumae on LinkedIn to explore this role or other finance leadership opportunities in my network.

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)

Requirements

What You Bring :

  • 3-5+ years in UHNW client service (RIA, family office, private bank, etc.)
  • Experience navigating complex client needs with maturity, discretion, and emotional intelligence
  • Strong organizational skills, proactive mindset, and high attention to detail
  • Familiarity with systems like Addepar, Salesforce, and Asana a plus

    • Why Work Here :

  • Flexible remote-first work model (no required office time)
  • Low turnover, values-driven culture, and high team retention
  • Quarterly offsites for team building and strategy sessions
  • Competitive benefits : 100% paid health / dental / vision for employees, 401(k) match, paid parental leave
  • A mission-focused firm scaling through depth-not volume-with a commitment to thoughtful service and innovation
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    Client Service Associate • San Francisco, CA, United States

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