Jordan Park Group · 1 day ago
Associate / Senior Associate, Client Service - SF
San Francisco, CA
Full-time
Onsite
Entry, Mid, Senior Level
$100K/yr - $135K/yr
4+ years expJordan Park Group provides investment management and financial advice to a distinct community of individuals, families, and institutions. The Associate / Senior Associate on the Client Service team will provide exceptional service, support complex client onboarding, and manage client inquiries while ensuring regulatory compliance.
Financial Services
Responsibilities
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 in 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
Qualification
Required
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
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
Preferred
Bachelor's degree preferred
Benefits
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
Company
Jordan Park Group
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions.
51-200 employees
H1B Sponsorship
Jordan Park Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (1)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
David Lee
Chief Operating Officer
Heather Brownlie
Chief Operating Officer
Recent News
2025-04-08
Company data provided by crunchbase