Job Details

Client Service Associate

Full Time, US Citizen and Permanent Resident

About The Firm

This firm is a partner-owned and operated multi-family office based in Silicon Valley, dedicated to advising successful families, individuals, family offices and foundations in preserving and building their wealth and legacy. With a commitment to personal connection and a deep understanding of our clients' unique goals, we serve as trusted stewards for generations to come.

Our Values

• Complete ownership
• Honesty
• Collaboration and teamwork
• Do what you need to do, but get the job done
• Kaizen
• Compete daily and celebrate our wins
• Fun in the workplace

Position Overview

The firm is seeking a motivated, dedicated individual to join our team as a Client Service Associate. This role is designed for a hard-working team player who thrives in an entrepreneurial environment and is committed to delivering outstanding service to our clients. The ideal candidate will have a keen attention to detail, strong communication skills, and a passion for operational excellence.

Responsibilities

• Serve as a primary point of contact for client inquiries, ensuring timely and accurate responses to all requests.
• Manage daily operational tasks related to client accounts, including onboarding, account maintenance, and transaction processing.
• Coordinate with internal teams to support client needs and enhance service delivery.
• Maintain and update client records, ensuring accuracy and compliance with regulatory requirements.
• Assist in preparing client reports, statements, and other documentation as required.
• Identify and implement process improvements to enhance operational efficiency and client satisfaction
• Be the subject matter expert for various third-party tools – interacting with vendors on a regular basis to ensure information is timely and accurate.
• Provide administrative support to the management team as needed.

Minimum Qualifications

• Bachelor's degree in business, finance, or a related field.
• 1-3 years of experience in customer service, operations, or a similar role, preferably in wealth management or financial services.
• Strong attention to detail and commitment to accuracy.
• Excellent verbal and written communication skills.
• Ability to work effectively in a team-oriented and entrepreneurial environment.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with financial management software.
• High level of integrity and professionalism in handling sensitive client information.
• Must be based in the San Francisco Bay Area

We Offer

• Rapidly growing firm with the ability to gain experience early in the life of the company
• Hybrid work environment: in person 1-3 days/week in San Francisco with the Partners
• Potential to participate in equity upside of the firm's growth
• Competitive health benefits

The hiring company is an equal opportunity employer.