Client Service Associate | Join a Boutique Family Office Ser
Robert Half Finance & Accounting • San Francisco, CA • Posted June 27, 2026
About the Role
Description
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA
Looking to take your wealth management career beyond the traditional client service role?
This is an opportunity to join a highly respected boutique advisory firm that partners with founders, elite investors, and billionaire multi-generational families to build and operate sophisticated single-family offices.
100% Remote (Hybrid office option available in San Francisco)
Competitive Base + Discretionary Bonus (15–30%)
Unlimited PTO | 401(k) Match | Excellent Benefits
This isn't just another client service position.
You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated weal...
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA
Looking to take your wealth management career beyond the traditional client service role?
This is an opportunity to join a highly respected boutique advisory firm that partners with founders, elite investors, and billionaire multi-generational families to build and operate sophisticated single-family offices.
100% Remote (Hybrid office option available in San Francisco)
Competitive Base + Discretionary Bonus (15–30%)
Unlimited PTO | 401(k) Match | Excellent Benefits
This isn't just another client service position.
You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated weal...