Associate / Senior Associate - Client Service

Associate / Senior Associate, Client Service
San Francisco, California 

Your Role

We are looking for an Associate / Senior Associate on our Client Service team in San Francisco to support the growth of our firm. Primary responsibilities include:  

• Providing exceptional service while anticipating client needs and concerns, and proactively delivering solutions for all aspects of client relationships
• Supporting complex client onboarding and investment account opening processes including subscription documentation for private investments
• Participate in working with custodian service teams to facilitate client activity
• Assisting experienced team members as a liaison with client’s other trusted advisors such as accountants, attorneys, lenders and insurance advisors
• Creating and maintaining client and partner data n Salesforce and other systems
• Monitoring and assisting with client inquiries and issues, and escalating complex issues to the appropriate team member, as needed, across a variety of family office-focused areas, including major purchases, philanthropic grant-making, and personal staffing
• Managing risk and assisting the Firm in adhering to regulatory compliance and operational policies and procedures
• Assisting with managing cash positions, money movements, and private banking services for clients as needed

About You

• Have 4+ years of experience in professional client service or operations work in financial services; preferably within private wealth management, either with an RIA or with a multi-family office
• Bachelor's degree preferred
• Possess a service-oriented mindset and are motivated to help others
• Are well-organized and deadline-driven
• Are proactive and possess strong follow-up and organizational skills
• Pay attention to the details and are accurate without losing sight of the big picture
• Manage multiple priorities simultaneously
• Enjoy collaborative environments and communicate effectively with a broad range of stakeholders
• Enjoy solving problems - if you don’t know the answer, you’ll dig until you find it
• Love taking on challenges and finding creative solutions
• Doesn’t get flustered easily
• Are discreet in handling sensitive and confidential information
• Work well independently and as part of a team

Compensation & Benefits

Compensation at Jordan Park includes a base salary, discretionary year-end bonus, benefits and other perks.  We apply a total reward philosophy when determining compensation terms.

The expected base salary for this role in San Francisco, California will range from $100,000 - $135,000 per year commensurate with experience, job-related skills, relevant education, licenses and certifications, and other business and organizational needs.

Our benefits package includes: 

• Medical, dental & vision insurance – 100% of premium covered for employees
• 401k participation with employer contribution
• Generous paid time off 
• Commuter benefits program (pre-paid tax dollars towards your commute)
• Fitness Reimbursement
• Annual Professional Development Stipend