Associate, Client Services

Job Description

Job Description

Harrison Gray Search has partnered with a San Francisco-based private investment office and family office in the search for an experienced Associate to join their growing Client Services team.

THE FIRM

The firm fosters an inclusive, team-oriented environment that values individual perspectives and encourages innovation. Employees are empowered to contribute meaningfully across all levels, supported by robust mentorship, professional development resources, and leadership training. The organization is deeply committed to employee growth, wellness, and career advancement.

Community engagement is central to their mission. Through their foundation, the firm supports numerous outreach initiatives, offering volunteer time off, matching donations, and employee-led charitable programs throughout the year.

THE ROLE

This position will work closely with senior members of the Client Services team to support ultra-high-net-worth families. Responsibilities include managing banking needs, charitable giving, insurance, real estate transactions, reporting, and ad hoc financial and estate planning support. The ideal candidate is highly detail-oriented, responsive, and committed to delivering best-in-class client service.

KEY AREAS OF FOCUS

Project & Task Execution

• Respond to daily, high-volume client service requests with accuracy and professionalism
• Review client invoices, coordinate approvals, and track payments with accounting
• Validate client reports for accuracy, consistency, and formatting
• Analyze financial and investment data to support internal decision-making
• Assist with P&C insurance policy management
• Draft memos, letters, and client communications as needed
• Support client foundations, including donation tracking and investment reporting

Client Support

Organization & Documentation

THE TEAM

You’ll join a 15+ member Client Services team, organized into sub-teams aligned to specific family relationships. The team functions as the primary point of contact for clients and is known for its high performance, collaboration, and deep client engagement. You’ll contribute to both recurring and special projects while benefiting from a supportive culture that emphasizes mentorship and continuous growth.

WHAT YOU BRING

WHAT YOU CAN EXPECT

This is a full-time, exempt position with a competitive compensation package (base + bonus), reflective of experience and qualifications. Employees are eligible for benefits from day one, including :

This role follows a hybrid model, with in-office presence required Tuesday through Thursday at the San Francisco headquarters.