Associate / Senior Associate, Client Service - SF

Jordan Park Group; San Francisco (CA); On-site; USD 100,000 - 135,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401k participation with employer contribution

Generous paid time off

Commuter benefits program

Fitness Reimbursement

Annual Professional Development Stipend

Job summary

Jordan Park Group is seeking an Associate/Senior Associate in Client Service based in San Francisco. This role involves providing exceptional service to clients, facilitating complex onboarding, and managing client inquiries. The ideal candidate will have over four years of experience in client service within financial services and possess strong organizational and problem-solving skills. The expected salary range is $100,000 - $135,000 per year, plus benefits including full medical coverage, 401k participation, and generous paid time off.

Qualifications

• 4+ years in client service or operations in financial services, preferably private wealth management.
• Service-oriented mindset focused on helping others.
• Ability to manage multiple priorities and deadlines.

Responsibilities

• Provide exceptional service and anticipate client needs.
• Support complex client onboarding and investment processes.
• Manage client inquiries and escalate complex issues.

Skills

Client service experience

Organizational skills

Proactive mindset

Problem-solving skills

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Job description

Associate / Senior Associate, Client Service - SF

Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.

Our mission is to enhance lives and legacies.

Your Role

We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm. Primary responsibilities include:

• Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
• Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
• Participate in working with custodian service teams to facilitate client activity
• Assisting experienced team members as a liaison with client’s other trusted advisors such as accountants, attorneys, lenders and insurance advisors
• Creating and maintaining client and partner data in Salesforce and other systems
• Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office‑focused areas, including major purchases, philanthropic grant‑making, and personal staffing
• Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
• Assisting with managing cash positions, money movements, and private banking services for clients as needed

About You

• Have 4+ years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi‑family office
• Bachelor's degree preferred
• Possess a service‑oriented mindset and are motivated to help others
• Are well‑organized and deadline‑driven
• Are proactive and possess strong follow‑up and organizational skills
• Pay attention to the details and are accurate without losing sight of the big picture
• Manage multiple priorities simultaneously
• Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
• Enjoy solving problems - if you don’t know the answer, you’ll dig until you find it
• Love taking on challenges and finding creative solutions
• Doesn’t get flustered easily
• Are discreet in handling sensitive and confidential information
• Work well independently and as part of a team

Compensation at Jordan Park includes a base salary, discretionary year‑end bonus, benefits and other perks. We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job‑related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes:

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off
• Commuter benefits program (pre‑paid tax dollars towards your commute)
• Fitness Reimbursement
• Annual Professional Development Stipend

We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.

Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice.

Jordan Park is an SEC‑registered investment adviser (RIA).