Associate / Senior Associate, Client Service - SF

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

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
• We are empathetic problem solvers and subject matter experts, committed to serving clients at the highest level of trust and partnership. Our hallmarks of responsiveness, availability, dependability, and competency are our highest priorities.
• Jordan Park is always seeking great talent. We are proud to be an equal opportunity employer, and we consider qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition or disability. We comply with the San Francisco Fair Chance Ordinance and will consider for employment qualified applicants with arrest and conviction records.
• For information about our privacy practices, including disclosures for California residents, please see our Privacy Notice
• Jordan Park is an SEC-registered investment adviser (RIA).