Client Service Associate | UHNW
Robert Half Finance & Accounting • San Francisco, CA • Posted June 22, 2026
About the Role
Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Client Service Associate | Ultra High-Net Worth Wealth Management Firm | REMOTE with San Francisco office access
A wealth management firm is seeking a highly relationship-driven Client Service Associate to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving.
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,...
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Client Service Associate | Ultra High-Net Worth Wealth Management Firm | REMOTE with San Francisco office access
A wealth management firm is seeking a highly relationship-driven Client Service Associate to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving.
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,...