Senior Client Service Associate | UHNW Clients

Description
📩 Interested? Let’s connect. Reach out to Jennifer Fukumae on LinkedIn to explore this role or other wealth management opportunities in my network.
Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. This is a fully remote role with option to work hybrid in the San Francisco office.
As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment.
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 ...

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