We are looking for a dedicated Customer Service Representative to join our team in San Francisco, California. This is a contract position where you will play a crucial role in providing exceptional customer support to business owners across various industries. The role involves working in-office Monday through Friday and may include flexible eight-hour shifts.<br><br>Responsibilities:<br>• Manage a high volume of inbound calls, ensuring prompt and attentive communication with business owners.<br>• Collect, record, and process detailed business and risk information accurately during live interactions.<br>• Identify unique or complex cases, escalate issues as needed, and document findings to improve operational processes.<br>• Collaborate with teams to support sales, service, and AI-driven initiatives by providing actionable insights.<br>• Utilize MacOS, Slack, and Adobe Acrobat Pro effectively to manage daily tasks and communications.<br>• Adapt to extended work hours or overtime when required to meet business needs.<br>• Maintain a high level of efficiency in a fast-paced environment.<br>• Ensure customer inquiries are resolved promptly while maintaining high service standards.<br>• Support bilingual communication in Spanish when needed, enhancing accessibility and customer satisfaction.
We are looking for a motivated and detail-oriented Customer Service Representative to join our team on a contract basis. This short-term position involves supporting a high-volume outreach project aimed at gathering essential identification data from a global customer base. This is a remote role requiring exceptional communication skills and the ability to meet performance targets in a fast-paced environment.<br><br>Responsibilities:<br>• Conduct outbound calls to customers, following established scripts and communication guidelines.<br>• Request and gather identification numbers from customers with accuracy and professionalism.<br>• Record collected data into designated tracking systems or forms.<br>• Maintain detailed and organized logs of daily call activities.<br>• Achieve daily outreach volume goals while ensuring quality interactions.<br>• Adapt to the needs of a global customer base, maintaining professionalism and cultural sensitivity.<br>• Collaborate with team members to meet project deadlines and objectives.<br>• Ensure compliance with company protocols and standards during customer interactions.<br>• Utilize provided tools and resources effectively to streamline outreach activities.
<p><strong>Customer Service Specialist</strong></p><p><strong>Description:</strong></p><p>Deliver excellent customer experiences by resolving inquiries, providing information, and promoting a positive company image.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Resolve product or service issues promptly and professionally</li><li>Document customer interactions and transactions</li><li>Provide information about products and services</li><li>Collaborate with internal teams for issue resolution</li></ul>
<p>We are looking for a Store Manager to join our team in Fairfield, California. This is a contract-to-permanent position within the wholesale distribution industry. The ideal candidate will oversee customer service operations, ensuring excellent service delivery and maintaining high standards of customer satisfaction. This role requires strong leadership and organizational skills to effectively manage teams, address customer needs, and contribute to the company’s success.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage customer service teams to ensure consistent, high-quality customer interactions.</p><p>• Develop and implement strategies to improve customer satisfaction and resolve complaints effectively.</p><p>• Manage scheduling and staffing decisions to ensure adequate coverage and optimal service levels.</p><p>• Conduct regular training sessions to enhance team performance and ensure compliance with company policies.</p><p>• Oversee inventory management and ensure accurate tracking and replenishment of products.</p><p>• Monitor compliance with safety and security protocols, addressing any discrepancies promptly.</p><p>• Conduct market research to identify opportunities for improving customer service and understand competitor practices.</p><p>• Collaborate with loss prevention teams to safeguard company assets and reduce risks.</p><p>• Supervise merchandising efforts to maximize sales and ensure displays meet company standards.</p><p>• Address operational challenges by stepping into various roles as needed during peak times or staffing shortages.</p>
<p>Job Summary</p><p>Permanent Hire Opportunity</p><p>This position supports customer service, dispatch, and inside sales departments. It manages personnel and serves as the main contact for high-volume retail partners, specialized distributors, and contractors regarding inquiries, issues, order processing, and delivery scheduling. The ideal candidate ensures high-volume retail inventory remains in-stock, handles complex logistics, and resolves order discrepancies efficiently. This role is responsible for supporting and demonstrating core values such as integrity, safety, respect, customer focus, quality, innovation, and financial success.</p><ul><li><strong>Sales Partner Management</strong>: Manage the end-to-end order process for large, high-volume customers, utilizing electronic data interchange systems, vendor portals, and direct communication to ensure seamless order processing and compliance with customer requirements.</li><li>Oversee the entry, tracking, and fulfillment of high-volume orders. Coordinate with production and logistics teams to prioritize production and manage shipping schedules to meet scheduled delivery dates.</li><li>Proactively monitor inventory levels and work with sales/production teams to avoid stockouts at customer locations and job sites. Communicate potential delays or shortages immediately to customers, peers, and senior management.</li><li>Review and manage delivery notes to reflect loading changes and inventory shortages.</li><li>Manage, research, and resolve inquiries or complaints on products, orders, invoicing, and pricing.</li><li>Work with sales teams to coordinate customer requests and provide superior customer service.</li><li>Maintain customer complaints and regularly log information into customer relationship management systems.</li><li>Responsible for accurate setup and processing of customer rebates and royalties on a monthly, quarterly, and annual basis.</li><li>Assist with preparing pricing materials and managing location pricing structure with sales teams.</li><li>Prepare and enter yearly and off-cycle pricing increases into enterprise systems.</li><li>Maintain positive, long-term relationships with buyers and branch managers.</li><li>Assist in managing all processes including sales orders and change-orders received from customers, inside sales coordinators, and sales representatives.</li><li>Assist in setting up sales orders, terms, payers, and preliminary lien data in enterprise systems for initial orders.</li><li>Hire, train, and mentor a team of customer service representatives to handle high-volume inquiries, order entry, and customer complaints.</li><li>Set expectations, coach, train, instruct, discipline, hold accountable, and offer guidance to all direct reports.</li><li>Manage customer service, dispatch, and inside sales personnel across multiple locations.</li><li>Analyze, record, and assess customer service metrics (e.g., on-time in-full rates, order accuracy). Prepare weekly and monthly reports on performance to identify areas for improvement.</li><li>Conduct performance reviews for direct reports and advise on year-end performance reviews for all personnel via human resources information systems.</li><li>Monitor and approve employee actions in human resources systems in a timely manner.</li><li>Responsible for running time data audit reports of recorded time and errors, and track attendance via payroll systems.</li><li>Complete monthly audit packages for customer service.</li></ul>
<p>We are looking for a Customer Account Manager to join our team on a contract basis in San Francisco, California. In this role, you will be the primary point of contact for post-sale customer service, handling inquiries and resolving issues efficiently. This position requires a blend of customer support expertise, knowledge of commercial insurance, and the ability to work closely with internal teams and AI systems to deliver exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Address customer inquiries related to certificates of insurance, policy updates, billing matters, renewals, and claims with accuracy and attention to detail.</p><p>• Take ownership of issue resolution by following up with carriers, tracking progress, and ensuring customers are informed throughout the process.</p><p>• Develop a deep understanding of policy types, coverage basics, and carrier procedures to provide confident and accurate responses.</p><p>• Document interactions and patterns to enhance AI systems and contribute to smarter product development.</p><p>• Identify recurring problems and friction points, escalating them to Product and Engineering teams for resolution.</p><p>• Build customer trust and loyalty by providing fast, thorough, and helpful service in every interaction.</p><p>• Collaborate daily with Sales, Customer Experience teams, and AI systems to ensure seamless customer support.</p><p>• Maintain detailed and accurate records of customer interactions and resolutions.</p><p>• Proactively surface opportunities for improving processes and customer experience.</p>
<p><strong>Customer Service Support </strong></p><p>The friendly problem‑solver who ensures every customer feels heard, supported, and taken care of. This role handles inquiries, resolves issues quickly, and keeps communication clear across phone, email, and chat.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Communication & Service Excellence</strong> — Delivers prompt, professional support with a helpful, solutions‑focused approach.</li><li><strong>Problem‑Solving & Issue Resolution</strong> — Identifies needs quickly, troubleshoots effectively, and escalates when needed.</li><li><strong>Organization & Multitasking</strong> — Manages multiple customer requests while maintaining accurate notes and updates.</li></ul><p><br></p>
<p><strong>Customer Service Support</strong></p><p>The friendly problem‑solver who ensures every customer feels heard, supported, and taken care of. This role handles inquiries, resolves issues quickly, and keeps communication clear across phone, email, and chat.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Communication & Service Excellence</strong> — Delivers prompt, professional support with a helpful, solutions‑focused approach.</li><li><strong>Problem‑Solving & Issue Resolution</strong> — Identifies needs quickly, troubleshoots effectively, and escalates when needed.</li><li><strong>Organization & Multitasking</strong> — Manages multiple customer requests while maintaining accurate notes and updates.</li></ul><p><br></p>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital point of contact for patients, assisting them with navigating healthcare services and ensuring a seamless experience. This long-term contract position requires a strong commitment to delivering exceptional service and maintaining high standards of attention to detail.</p><p><br></p><p><strong>This is a part-time position, Monday, Tuesday and Fridays 3:30p – 12a</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison to support patients before, during, and after their interactions with medical facilities.</p><p>• Assist patients and guests with transportation information, including details about campus shuttles.</p><p>• Coordinate and schedule physician appointments and care for both inpatient and outpatient services.</p><p>• Facilitate communication between patients, guests, and departments to address concerns and ensure proper follow-up.</p><p>• Provide guidance to patients navigating the healthcare system, ensuring clarity and ease during their experience.</p><p>• Uphold safety and quality standards while maintaining sensitivity to cultural diversity and patient rights.</p><p>• Support compliance with National Patient Safety Goals and participate in ongoing education and training.</p><p>• Execute patient care practices aligned with organizational standards and frameworks.</p><p>• Maintain accurate records and summaries of patient interactions to ensure seamless communication.</p><p>• Promote teamwork and respect within all interactions to enhance the patient and guest experience.</p>
We are looking for a dedicated Receptionist to join our team in Sunnyvale, California. This Contract to permanent position offers an excellent opportunity for an individual who thrives in a detail-oriented and customer-focused environment. The ideal candidate will be responsible for creating a welcoming atmosphere for guests, managing front office operations, and supporting administrative tasks.<br><br>Responsibilities:<br>• Greet visitors with courtesy and ensure they feel welcomed and valued.<br>• Maintain the appearance of the reception area, keeping it clean, organized, and presentable.<br>• Manage incoming calls using a multi-line phone system, ensuring messages are accurately recorded and directed.<br>• Coordinate mail and package handling, including processing, documentation, and distribution.<br>• Assist with scheduling appointments and general administrative tasks to support office operations.<br>• Work closely with HR to ensure smooth communication and adherence to company policies.<br>• Provide exceptional customer service to both internal and external stakeholders.<br>• Handle inquiries and provide accurate information in a courteous manner.<br>• Ensure all tasks are completed efficiently while maintaining a high level of attention to detail.
<p>We are looking for an experienced Billing Supervisor/Manager to oversee the daily operations of student billing and account management at our institution in San Francisco, California. This role is pivotal in ensuring the accurate and timely processing of tuition, fees, and other charges, while maintaining detailed financial records and delivering excellent customer service to students and their families. The ideal candidate will also contribute to compliance with institutional policies and collaborate with various departments to guarantee the accuracy of financial accounts. <strong>For immediate consideration, please contact Tra Nguyen directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Generate and distribute tuition and fee statements each term.</p><p>• Record charges, adjustments, payments, and credits to student accounts.</p><p>• Administer and monitor student payment plans for compliance.</p><p>• Process refunds in accordance with Title IV and institutional regulations.</p><p>• Respond to billing and payment inquiries from students and families.</p><p>• Send payment reminders and assist with follow-up on past-due accounts.</p><p>• Collaborate with Financial Aid and Registrar offices to ensure account accuracy.</p><p>• Assist with reconciling student accounts to the general ledger and financial aid records.</p><p>• Maintain current knowledge of student billing policies and procedures.</p><p>• Prepare regular reports on account balances, aging, and payment plans.</p><p>• Perform other related duties as assigned.</p>
<p>Our client is seeking to hire two (2) Receptionists for their Redwood City, CA operations. These roles have possibilities to become contract to hire and requires onsite work daily. You will have perks such as access to a gym and fitness classes. Apply today to join this winning team!</p><p><br></p><p><strong>Position Overview:</strong></p><p><br></p><p>As a Receptionist, you will play a key role in ensuring the smooth operation of daily office activities, offering both administrative and front desk support.</p><p><br></p><p><strong>Primary Responsibilities:</strong></p><ul><li>Serve as the welcoming point of contact for clients, visitors, and employees, consistently creating a positive experience.</li><li>Answer and route incoming telephone calls promptly and in accordance with company procedures, directing inquiries to the proper departments.</li><li>Distribute mail and process both incoming and outgoing packages, coordinating courier pickups and deliveries, and promptly resolving any related issues.</li><li>Issue and track security badges to visitors and staff as required.</li><li>Maintain clear and accurate flow of communications and correspondence within the office.</li><li>Monitor office supply levels and process requisition orders as needed.</li><li>Support the Facility Manager and Facility Coordinator with clerical and administrative duties related to building operations.</li><li>Respond to routine client and general questions, escalating complex matters to the appropriate contacts.</li><li>Participate in training and facility programs to continually develop your professional skills.</li><li>Maintain a tidy, organized, and secure work environment.</li><li>Uphold all company and client policies, practices, and procedures.</li></ul><p><br></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a well-established <strong>Registered Investment Advisory (RIA) firm</strong> in <strong>Palo Alto</strong> seeking a <strong>Client Service Associate</strong> to support advisors and service high-net-worth clients. This role is ideal for someone who enjoys being client-facing, detail-oriented, and deeply involved in the day-to-day servicing of investment portfolios. You will play a key role in maintaining strong client relationships while supporting advisors with operational and administrative needs.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, delivering a high level of service and responsiveness</li><li>Support Financial Advisors with <strong>account onboarding, maintenance, and asset transfers</strong></li><li>Prepare and process custodial paperwork across platforms such as <strong>Schwab, Fidelity, and Pershing</strong></li><li>Coordinate client meeting preparation, including reports, performance summaries, and presentation materials</li><li>Process daily transactions including <strong>wires, ACHs, journals, and account updates</strong></li><li>Monitor account activity and follow up on outstanding items to ensure timely resolution</li><li>Liaise with custodians and internal teams to resolve operational or client-related inquiries</li><li>Maintain accurate client records and documentation in CRM and portfolio management systems</li><li>Assist with compliance-related tasks, audits, and regulatory documentation as needed</li><li>Identify opportunities to improve client service workflows and operational efficiency</li></ul><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Touch Service</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its close‑knit, growing team. The firm delivers institutional‑level investment guidance and a virtual family office experience to a select group of clients. With a small, collaborative team and a highly personalized service model, this role is essential in ensuring a seamless, detail‑driven client experience.</p><p>This opportunity is ideal for someone who thrives in a high‑integrity environment and enjoys combining client relationship support with operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate (or Senior CSA, depending on experience) plays a pivotal role in client service, account administration, and operational support. You will work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and precise handling of all client needs. Because of the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and support follow‑up execution</li><li>Maintain accurate and organized client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and timely completion</li><li>Assist with compliance procedures and documentation management</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and support CRM updates and task tracking</li><li>Collaborate with advisory and investment teams on planning and portfolio initiatives</li><li>Work with compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient, high‑quality daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and consistency</li><li>Individuals who enjoy being trusted partners to both clients and advisors</li><li>Those who perform well in a boutique, collaborative, and highly professional setting</li><li>Candidates who appreciate a role where accuracy, responsiveness, and exceptional client care are paramount</li></ul>
<p><strong>About the Role</strong></p><p>We are seeking an experienced <strong>Personal Banker</strong> who comes directly from a banking institution and has a proven background in retail or consumer banking. This individual will support clients with day‑to‑day banking needs, offer tailored financial solutions, and deliver exceptional customer service while upholding compliance and operational standards here in San Jose. </p><p><br></p><p><strong> Responsibilities</strong></p><ul><li>Serve as the primary point of contact for clients regarding personal banking needs.</li><li>Open and maintain deposit accounts including checking, savings, CDs, and IRAs.</li><li>Assist clients with online banking, debit card issues, account maintenance, and general inquiries.</li><li>Educate customers on banking products and recommend appropriate financial solutions.</li><li>Cross‑sell banking services such as credit cards, consumer loans, overdraft protection, and digital tools.</li><li>Process transactions, resolve account issues, and ensure high accuracy in daily operations.</li><li>Maintain compliance with bank policies, security standards, and regulatory requirements.</li><li>Build long-term client relationships based on trust, professionalism, and service excellence.</li></ul><p><br></p>
We are looking for a detail-oriented Administrative Assistant to join our team on a contract basis in Palo Alto, California. In this role, you will handle a variety of administrative tasks, including patient registration, document processing, and insurance verification, while ensuring compliance with organizational policies and procedures. This position requires a strong focus on customer service, organizational efficiency, and the ability to work collaboratively in a fast-paced environment.<br><br>Responsibilities:<br>• Register patients accurately and efficiently, obtaining demographic and insurance information as required.<br>• Collect patient signatures on legal and registration-related documents, ensuring compliance with regulations.<br>• Process payments such as co-pays, deductibles, and deposits, maintaining detailed records.<br>• Scan and upload relevant documentation into the system before the end of each shift.<br>• Utilize online platforms to verify insurance information and patient eligibility.<br>• Prioritize tasks effectively during high-volume periods to optimize operational efficiency and customer satisfaction.<br>• Collaborate with clinical staff, providing necessary materials such as wristbands and facesheets in a timely manner.<br>• Distribute privacy notices and maintain compliance with HIPAA regulations and organizational policies.<br>• Ensure office equipment is functional and follow downtime procedures when necessary.<br>• Attend departmental meetings, workshops, and training sessions to stay updated on policies and procedures.
<p><strong>Bilingual Spanish Receptionist</strong></p><p><strong>Description:</strong></p><p>Serve as the welcoming face of the company, handling calls and directing visitors while assisting with general administrative support.</p><p><strong>Responsibilities:</strong></p><ul><li>Greet guests and answer incoming calls</li><li>Manage scheduling and conference room bookings</li><li>Receive and distribute mail/packages</li><li>Maintain tidy reception and waiting areas</li><li>Provide general admin support to staff</li></ul><p><br></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm seeking a <strong>Senior Client Service Associate. </strong>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul>
We are looking for a dynamic and detail-oriented Accounting Assistant to join our team on a contract basis in San Francisco, California. In this role, you will support accounting and administrative functions, ensuring smooth operations in a fast-paced environment with tight deadlines. This position requires excellent organizational skills, strong customer service abilities, and a collaborative mindset to effectively contribute to team initiatives.<br><br>Responsibilities:<br>• Process and upload invoices daily, ensuring accurate coding and documentation.<br>• Manage accounts receivable tasks, including recording cash receipts and billing adjustments.<br>• Handle accounts payable by entering invoices and verifying supporting documentation.<br>• Assist in preparing periodic and monthly financial reports for internal and external use.<br>• Respond to shared services inquiries related to payments and tenant accounts, providing clear and timely information.<br>• Support the Accounting Manager and General Manager with various administrative tasks and projects.<br>• Create and manage vendor contracts, ensuring compliance with company policies.<br>• Provide administrative assistance in drafting, modifying, and finalizing documents as needed.<br>• Perform general bookkeeping and maintain organized filing systems for easy access and reference.<br>• Complete additional duties as assigned to support the team and organizational goals.
<p>We are looking for an Accounting Assistant to join our clients team in Pleasanton, California. This contract-to-permanent position offers an excellent opportunity to contribute to our accounting operations while working in a collaborative and organized environment. The ideal candidate will bring attention to detail and a proactive approach to managing various accounting tasks.</p><p><br></p><p>Responsibilities:</p><p>• Process and review invoices to ensure accuracy, applying the correct rates and obtaining necessary approvals from Project Managers.</p><p>• Enter credit card transactions into QuickBooks and manage receipt collection.</p><p>• Record expense report payments accurately within QuickBooks.</p><p>• Provide front desk coverage during designated times, including breaks, lunches, and absences.</p><p>• Assist with light collections for invoices and review aging reports as needed.</p><p>• Generate and verify invoices based on employee timesheets, ensuring timely distribution for approval.</p><p>• Support monthly invoicing processes, sharing workload with team members to handle over 400 invoices.</p><p>• Perform additional administrative and accounting support tasks as required.</p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm in a<strong> beautiful new office in Walnut Creek seeking a Senior Client Service Associate</strong> to support a Senior Financial Advisor and deliver a high-touch client experience. </p><p>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul><p><br></p>
<p><strong>Receptionist (Contract) – Robert Half</strong></p><p><br></p><p><strong>Robert Half is recruiting a Receptionist for a contract assignment.</strong></p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the first point of contact for visitors, employees, and callers, ensuring a positive and professional experience.</li><li>Answer and transfer incoming calls promptly using company protocols.</li><li>Manage mail distribution and coordinate courier deliveries and pickups.</li><li>Issue security badges to visitors and employees.</li><li>Provide general information and assistance, escalating complex questions as needed.</li><li>Maintain a clean and organized reception area.</li><li>Assist Facility Manager and Facility Coordinator with administrative tasks.</li><li>Adhere to all client and company policies and procedures.</li></ul><p><br></p>
<p>Are you looking for an well-established wealth management firm with team values collaboration, thoughtful problem solving, and long-term client success?</p><p> </p><p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p>I’m working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence.</p><p>If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p> </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul><p><br></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus</strong></p><p> </p><p>Our client is a <strong>boutique wealth management firm</strong> known for <strong>white-glove service</strong> and trusted guidance to <strong>ultra-high-net-worth families and private foundations</strong>. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience.</p><p> </p><p>This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a <strong>high-caliber client base</strong>. You’ll work closely with advisors and internal partners in an<strong> environment that values quality, accountability, and balance.</strong></p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <strong><u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | Palo Alto </strong></p><p><strong>Hybrid; 3 Days onsite | $Base + Bonus + Top Tier Perks!</strong></p><p> </p><p>Join a well-established wealth management firm supporting <strong>high-net-worth and ultra-high-net-worth individuals, families, and institutions</strong>. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships.</p><p> </p><p>The role offers a <strong>competitive compensation package with strong benefits</strong>, including a generous 401(k) match, comprehensive health coverage, parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
