Client Service Analyst
Location
San Francisco, CA
Job Type
Full-time
Category
other-general
Posted
June 12, 2026
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...