Client Service Associate- San Francisco


The Client Relations Specialist will assist the Senior Director and Client Relations Manager with the provision of services related to banking, insurance, charitable giving, reporting and analysis and other client relations activities.

 Essential Duties

· Support the Client Relations team in responding to daily, often high-volume, client requests      requiring exceptional responsiveness and attention to detail.

· Review client-related invoices, facilitate client approval, and coordinate/track payments by  the accounting team.

·Assist in providing banking services, including credit card applications and other banking  needs.

·Assist with providing hands-on transactional support for clients’ real estate and other significant transactions by working through established relationships with bankers, realtors, attorneys, escrow officers, mortgage brokers, insurance brokers and contractors; review various contracts, agreements and leases.

·Assist with arranging background checks for the clients’ potential domestic employees, establishing payroll and medical/dental insurance coverage. 

·Assist in managing insurance policies for the clients’ property and casualty insurance program.

·Assist with monitoring political contribution filings for clients and ensure that clients are in compliance with federal and state laws.

·Use client’s financial and investment data to prepare various schedules and analyses for management to facilitate decision-making. Coordinate with various departments, including accounting and tax teams, to gather information needed.


·Minimum BA/BS with a preference for an emphasis in coursework in Finance, Business, or Accounting.

·Minimum 2 years of experience in the Financial Services industry or in a Family Office environment or a recent college graduate with relevant internships.