Manager, Client Services for a Prestigious Family Office - SF Bay Area

Hunter SF; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

Hunter SF in San Francisco is seeking a senior associate to support a prestigious family-office client. You will work closely with the Director to handle all client advisory work and day-to-day requests, delivering proactive, high-touch service across lifestyle, strategies, and operations.

You will liaise with bankers, attorneys, mortgage brokers, and other trusted advisors; support estate planning, gifting, wills, trusts, tax planning, asset protection and philanthropic initiatives; build

Qualifications

• BA/BS with finance, business, or accounting emphasis.
• 8+ years private wealth/family office experience.
• Client-focused, professional with confidentiality.
• Proactive, detail-oriented with strong follow-up.
• Independent judgment to handle data and priorities.
• Excellent written and verbal communication.
• Self-starter in a fast-paced environment.
• Strong MS Excel skills.

Responsibilities

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

Skills

Client focus

Detail oriented

Independent judgment

Organizational skills

MS Office Suite

Education

BA/BS in Finance, Business, or Accounting

Tools

MS Excel

Job description

Our client is a very prestigious family office in San Francisco that is looking for a senior associate to join its growing team.

The Manager will work closely with the Director to handle all client advisory work. They will help manage day to day requests of the client.

• Provide proactive, high-touch support in managing all aspects of family relationships, including lifestyle services, strategies, and operations.
• Liaise with client’s other trusted advisors such as bankers, attorneys, mortgage brokers, insurance brokers, etc.
• Deliver seamless client experiences by supporting legal, tax, and wealth transfer strategies, including preparing documentation for gifting, wills, trusts, tax planning, asset protection, and philanthropic initiatives.
• Develop foundational knowledge of estate planning vehicles such as Revocable and Irrevocable Trusts, Delaware Trusts, Limited Liability Companies, and related strategies.
• Work with various third-party service vendors on a variety of household needs
• Manage insurance policies for the clients’ property and casualty insurance program.
• Monitor political contribution filings for clients and ensure that clients are in compliance with federal and state laws.
• Review reports prepared by accounting staff prior to the distribution to clients.

Qualifications:

• Minimum BA/BS with a preference for an emphasis in coursework in Finance, Business, or Accounting.
• 8+ years of experience in Private Wealth or Family Office environment.
• Client-oriented and highly professional demeanor with the ability to maintain strict client confidentiality.
• Proactive, detail-oriented and possess strong follow-up and organizational skills.
• Independent judgment to gather data, solve complex problems, triage competing priorities, and carry out assigned responsibilities.
• Superior interpersonal skills evidenced in both verbal and written communications, as well as excellent listening skills.
• Self-starter, able to understand and follow procedures, and work effectively in a complex, demanding, and fast-paced work environment.
• Works well as part of a team and independently.
• Fluency with the MS Office Suite, including strong MS Excel skills.