Senior Analyst, Family Office Advisory

Confidential; San Francisco (CA); On-site; USD 110,000 - 150,000; Full time

Job summary

A financial services company is seeking a Senior Analyst to provide comprehensive service to high-net-worth clients in San Francisco. The role involves managing client operations, ensuring accuracy, and coordinating with various teams. Candidates should have a bachelor's degree and at least three years of experience, alongside strong communication and organizational skills. This full-time position promises a salary range of $110,000 to $150,000.

Qualifications

• At least three years of relevant experience.

Responsibilities

• Deliver high-touch service to clients.
• Manage daily client operations and document preparation.
• Coordinate with internal teams for service execution.

Skills

Strong communication skills

Organizational skills

Client service passion

Education

Bachelor’s degree

Job description

Base Pay Range

$110,000 /yr – $150,000 /yr

Responsibilities

The Family Office Advisory Senior Analyst plays a central role in delivering high-touch, comprehensive service to high-net-worth clients by supporting their lifestyle, wealth, investment, legal, insurance, and tax needs while coordinating seamlessly with third-party professionals and internal teams. Working with minimal supervision, the analyst manages daily client operations—from onboarding and cash management to document preparation and execution of tax, legal, and estate planning strategies—while ensuring exceptional accuracy, communication, and responsiveness. The role requires close collaboration across investment, operations, treasury, and HR teams; meticulous documentation and CRM upkeep; and mentorship of junior analysts.

Qualifications

• Bachelor’s degree • At least three years of relevant experience • Strong communication and organizational skills • Passion for high-touch client service

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance