Client Service Manager - Family Office

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.

 

Client Services Manager| Multi Family Office | San Francisco Bay Area

 

Join a highly regarded wealth advisory and family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. This is an opportunity to work closely with sophisticated clients and gain exposure to complex investment, wealth management, and family office matters in a highly personalized, high-touch environment.

 

The firm is known for its collaborative culture, strong leadership, and commitment to long-term career development. Team members are given meaningful responsibility, direct client exposure, and the opportunity to help shape processes as the business continues to grow. With a flexible remote model, low turnover, and a strong emphasis on professional growth, this is an excellent opportunity for someone looking to build a long-term career in the UHNW wealth management and family office space.

 

Responsibilities

• Serve as a key relationship manager and trusted point of contact for client families
• Coordinate client onboarding, account setup, and ongoing service needs
• Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
• Manage client reporting, financial administration, and time-sensitive transactions
• Coordinate with tax professionals, advisors, and family office stakeholders
• Maintain compliance, KYC, CRM, and document management processes
• Help improve workflows and contribute to operational efficiencies and technology initiatives

For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

Qualifications:

• 4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
• Strong understanding of investment and wealth management operations
• Exceptional client service, communication, and relationship management skills
• Ability to thrive in a fast-paced, evolving environment with significant autonomy
• High level of professionalism, discretion, and attention to detail
• Entrepreneurial mindset with a desire to grow into future leadership opportunities
• Comfortable leveraging technology to manage complex client relationships, reporting, and workflows; experience with Salesforce, Addepar, and related wealth management platforms is a plus
• Advanced Excel skills and strong overall technical proficiency

Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn.

 

Michelle is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within wealth management across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.

Compensation

$110,000.00-$130,000.00 Yearly

About Us

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