Description
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
Client Service Associate Director | $100-130k base + 15–30% discretionary bonus |100% Remote (Optional SF Office Access)
A boutique wealth management firm is seeking a highly relationship-driven Client Service Associate Director to serve as a key point of contact for Ultra High Net Worth individuals and family office clients. This role is ideal for a seasoned wealth management professional who enjoys combining exceptional client service with operational leadership and strategic problem-solving.
Position Overview

The Client Service Director will act as the primary coordinator for client relationships, ensuring a seamless experience across all aspects of wealth management. This individual will proactively manage complex client needs, collaborate with internal stakeholders, and help drive operational excellence while positioni...