For faster consideration, please view my Linkedin under Charlie O'Brien and email me your resume. Our client, an independent investment management and strategic advisory firm, operates globally with offices spanning major cities like Austin, Boston, London, and Tokyo. With over 800 dedicated equity owners worldwide, they cater to institutional and private clients globally The San Francisco office seeks a driven professional to join their expanding team. Ideal candidates will handle diverse client needs, including entrepreneurs, family offices, and nonprofits, with utmost confidentiality and professionalism. Responsibilities:Collaborate with Portfolio Management, Strategic Advisory, and Operations teams to ensure seamless client service.Lead client onboarding, managing documentation, account setup, and fee arrangements.Navigate complex account structures and oversee internal and external communications.Manage fiduciary matters and coordinate with advisory teams for tax and estate planning.Cultivate client relationships and liaise with external advisors promptly.Coordinate gifting activities and ensure accurate fee calculations.Mentor junior colleagues and integrate client needs into operational processes.Contribute to ongoing business improvement projects and attend client meetings. Benefits: The firm offers a competitive compensation package with comprehensive benefits:Medical, Dental, and Vision coverage.Wellness and financial programs, gym membership discounts.Colleague Assistance and Telemedicine Programs.Adoption benefits and childcare reimbursements.Life, Disability, and Pet Insurance.Generous 401(k) matching (up to IRS limit, 4-year vesting).Paid parental leave and other perks.