Job Description
Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Client Service Associate | Ultra High-Net Worth Wealth Management Firm | REMOTE with San Francisco office access
A wealth management firm is seeking a highly relationship-driven Client Service Associate to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving.
What You’ll Do:
+ Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows
+ Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions
+ Support philanthropic entities and family office operations with precision
+ Liaise with custodians,...
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Client Service Associate | Ultra High-Net Worth Wealth Management Firm | REMOTE with San Francisco office access
A wealth management firm is seeking a highly relationship-driven Client Service Associate to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving.
What You’ll Do:
+ Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows
+ Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions
+ Support philanthropic entities and family office operations with precision
+ Liaise with custodians,...