Your role
Are you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our Private Wealth Management team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a large, dynamic group. Your key responsibilities will be:
• Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.
• Collaborate closely with team members to deliver seamless client service and support internal operational workflows.
• Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.
• Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.
• Maintain accurate, organized, and up to date client records and documentation.
Your team
You'll be based in our San Francisco office working with our Private Wealth Management team. We pride ourselves on delivering thoughtful advice-one family at a time. Everyone on the team plays a vital role in our success and is genuinely valued for their contributions
Your expertise
• Exceptional interpersonal, communication, and organizational skills.
• Proficiency with Microsoft Office Suite systems.
• High level of professionalism, discretion, and care when handling sensitive client information.
• Licensing Requirements: SIE, Series 7, and Series 66 (or willing to obtain)
