Client Relations Associate - Family Office

apartmentRobert Half placeOrinda calendar_month1/9/25

Job Posting: Client Relations Associate - Family Office
Employment Type: Full-Time

Experience Level: Mid Level

A privately held family office who is a global consumer private equity leader who focuses on investing in consumer brands is looking to expand their team.

Key Responsibilities

Client Service: Provide primary and secondary coverage for a growing set of clients and prospective clients. As Primary coverage, analysts & associates are tasked with driving that client relationship forward across all aspects of that client’s relationship with the firm and their balance sheet. This can be everything from the operation and administrative aspects of the relationship to analyzing client portfolios, coordinating client’s family office needs, trading, running and analyzing performance report, coordinating with important 3rd party advisors (Tax, Trust & Estate, Insurance, Bookkeepers, etc.), facilitating a wide array of alternative investments, and a whole lot more.
Director of Client Experience: Cultivate and bring to life an in-office (& now virtual) experience for clients that is in keeping with the quality of service on which our brand is built.
Custodian Specialist: Become an expert in all custodian’s documents/forms and lead the team in opening new/additional accounts, as well as processing service requests through the custodian. Learn the custodian’s reports section to run tax and activity reports for Partners or Accountants when necessary.

The IDEAL CANDIDATE is someone who is interested in great mentorship and eager to learn.

Additionally:

** Bachelor’s degree or higher.

** CFA/CAIA a plus but not necessary. They will support you pursuing this certification if you choose.

** 2-8 years of experience at a financial services firm.

Base + Bonus + Excellent Benefits

For immediate consideration, please apply here and message Jennifer Fukumae on LinkedIn

starFeatured

Recovery Coach

placeLafayette (CA), 3 mi from Orinda

history. • We require good communication and client relations skills; service orientation; flexibility; and the ability to work as a member of a team. #montenido...

business_centerHigh salary

San Francisco - Data Collector

apartmentRobert HalfplaceSan Francisco, 15 mi from Orinda

Possess strong administrative assistance skills, with an ability to manage multiple tasks and deadlines efficiently. • Demonstrate excellent customer service skills, with a proven track record of maintaining positive client relations. • Have proficient...

check_circleNew offer

Senior Construction Project Manager

placeSan Francisco, 15 mi from Orinda

to communicate with clients and maintain successful client relations. • Demonstrated ability to manage budget, schedule, and construction quality assurance/control teams. Get to Know Us: What Benefits You’ll Enjoy: We invest in us. Because our team members...