Location
San Francisco, CA, United States
Posted
June 13, 2026
Job Description
Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Client Service Analyst | Multi Family Office | SF Bay Area
Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth.
The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO.
Responsibilities
+ Support senior team m...
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.
Client Service Analyst | Multi Family Office | SF Bay Area
Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth.
The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO.
Responsibilities
+ Support senior team m...