Associate, Client Services for a Prestigious Family Office - DC

Hunter SF; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

A prestigious family office in San Francisco is seeking an Associate to join their growing team. The role involves managing client advisory work, liaising with advisors, and supporting wealth transfer strategies. Ideal candidates will have a BA/BS and experience in Private Wealth environments, demonstrating strong organizational and communication skills.

Qualifications

• Minimum BA/BS, preferably in Finance, Business, or Accounting.
• 3+ years of experience in Private Wealth or Family Office environments.
• Proficiency in MS Office, especially Excel.

Responsibilities

• Provide proactive, high-touch support in managing family relationships.
• Liaise with trusted advisors and support legal, tax, and wealth transfer strategies.
• Coordinate with third-party service vendors for household needs.

Skills

Client-oriented

Detail-oriented

Organizational skills

Interpersonal skills

Problem-solving

Communication skills

Education

BA/BS in Finance, Business, or Accounting

Tools

MS Office

Job description

Associate, Client Services for a Prestigious Family Office - DC

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Our client is a very prestigious family office seeking an associate to join their growing team in San Francisco.

The Associate will work closely with the COO to handle all client advisory work and assist in managing daily client requests.

• Provide proactive, high-touch support in managing family relationships, including lifestyle services, strategies, and operations.
• Liaise with trusted advisors such as bankers, attorneys, mortgage brokers, and insurance brokers.
• Support legal, tax, and wealth transfer strategies, including preparing documentation for gifting, wills, trusts, tax planning, asset protection, and philanthropy.
• Develop foundational knowledge of estate planning vehicles like Revocable and Irrevocable Trusts, Delaware Trusts, and LLCs.
• Coordinate with third-party service vendors for household needs.
• Manage clients' property and casualty insurance policies.
• Monitor political contribution filings to ensure compliance with laws.
• Review reports prepared by accounting staff before client distribution.

Qualifications:

• Minimum BA/BS, preferably in Finance, Business, or Accounting.
• 3+ years of experience in Private Wealth or Family Office environments.
• Client-oriented with a professional demeanor and ability to maintain confidentiality.
• Proactive, detail-oriented, with strong organizational skills.
• Ability to gather data, solve complex problems, prioritize, and work independently.
• Excellent interpersonal, verbal, and written communication skills.
• Self-starter capable of working effectively in a fast-paced environment.
• Team player who can also work independently.
• Proficiency in MS Office, especially Excel.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance, Accounting/Auditing, and Customer Service

Industries

• Venture Capital, Private Equity, Investment Management, and Financial Services