Client Service Associate | Partner-Track Growt
Robert Half Finance & Accounting
Full-time
other-general
Location
San Mateo, CA, United States
Posted
June 22, 2026
Job Description
Description
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA
Looking to take your wealth management career beyond the traditional client service role?
This is an opportunity to join a highly respected boutique advisory firm that partners with founders, elite investors, and billionaire multi-generational families to build and operate sophisticated single-family offices.
100% Remote (Hybrid office option available in San Francisco)
Competitive Base + Discretionary Bonus (15–30%)
Unlimited PTO | 401(k) Match | Excellent Benefits
This isn't just another client service position.
You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth ...
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA
Looking to take your wealth management career beyond the traditional client service role?
This is an opportunity to join a highly respected boutique advisory firm that partners with founders, elite investors, and billionaire multi-generational families to build and operate sophisticated single-family offices.
100% Remote (Hybrid office option available in San Francisco)
Competitive Base + Discretionary Bonus (15–30%)
Unlimited PTO | 401(k) Match | Excellent Benefits
This isn't just another client service position.
You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth ...