Client Service Associate | Join a Boutique Family Office Ser

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 wealth structures in the industry.

Qualifications:

Compensation

$80,000.00-$110,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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