Analyst, Client Service
On-site (San Francisco)
Who We Are
Dynamic and highly regarded multi-family office, headquartered in San Francisco, serving ultra-high net worth clients. We provide a wide range of financial services for our clients including investment, financial and retirement planning, lending strategy and management, and family office services. Our modern and collaborative approach to serving our clients starts with our highly valued team. We foster a creative environment where our team members contribute their ideas, build relationships and effectively apply technology.
We offer comprehensive benefits including medical, dental, and vision insurance, and a 401k matching plan. We value the importance of work/life balance and consider hybrid work schedules, offer flexible vacation and other paid time off options including a sabbatical program. We provide robust training and career path opportunities to enable you to grow with us.
Equal opportunity employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability.
The firm is a SEC registered investment advisor.
Who We’re Looking For
Our culture thrives on the team environment and dedication to serving our clients. Join us if you:
- Are a natural problem solver
- Seek challenges and enjoy finding innovative solutions
- Are resourceful and pursue inquiries until clear and logical answers are attained
- Embrace initiatives and actively seek learning opportunities
- Work independently as well as part of a team
- Are committed to promoting a friendly and supportive work environment
Primary Responsibilities
- Manage service requests and operations for a designated list of client relationships
- Increase client satisfaction by providing exceptional customer service, follow-up on client requests to completion, proactively anticipate client concerns and problem solve
- Engage with internal teams to assist with new client onboarding process and account transfers
- Assist Client Service Associates with account requests (e.g., wires, ACH transfers, checks, etc.)
- Serve as direct contact for client service needs
- Provide support to internal teams on special projects when needed
Requirements
- Bachelor’s degree with minimum of two to four years of professional work experience in client-facing roles, preferably in single or multi-family offices, wealth management or similar industries
- Excellent interpersonal and communication skills, detail-oriented, strong sense of ownership, enjoys a fast-paced environment, dedicated team player and desire for growth
- Responds to client communications within 24 hours with most responses within the same day, if possible
- Working knowledge of Microsoft Office Suite (Outlook, Word, Powerpoint, Excel)
- All new hires must be fully vaccinated against COVID-19 and show proof of vaccination by offer date. Reasonable accommodations will be provided for employees with religious or medical exemptions. Per CDC Guidance, individuals are considered fully vaccinated for COVID-19 two weeks (or later) after they have received the second dose in a 2-dose series (Pfizer-BioNTech or Moderna), or two weeks after they have received a single-dose vaccine (Johnson & Johnson/Janssen).
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