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29 results for Client Service Coordinator in Oakland, CA

Client Services Coordinator

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Job Summary:The Client Services Coordinator manages client communications, supports service delivery, and helps ensure a high level of customer satisfaction. This role works closely with internal teams and clients to coordinate requests, resolve issues, and maintain strong business relationships.Key Responsibilities:<ul><li>Serve as a primary point of contact for client questions and service needs</li><li>Coordinate client requests with internal departments to ensure timely resolution</li><li>Maintain client records, account details, and service documentation</li><li>Prepare reports, presentations, and correspondence for clients and leadership</li><li>Monitor service quality and follow up on outstanding issues</li><li>Assist with onboarding new clients and maintaining existing accounts</li><li>Support process improvements to enhance the client experience</li></ul>
2026-08-30T00:00:00Z

Client Service Manager

Alamo, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager | Wealth Management Firm | Walnut Creek Join a growing wealth management firm in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the Client Service team, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth. This is an ideal opportunity for someone who enjoys leading and developing people while staying hands-on. You'll have ownership over client service, onboarding, workflows, technology, and process improvement, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers strong compensation + bonus potential, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support. Responsibilities<ul><li>Lead, mentor, and develop the Client Service Associate team </li><li>Oversee day-to-day client service and operational workflows </li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve scalable processes, procedures, and controls </li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including CRM, reporting, and workflow platforms </li><li>Drive automation, systems improvements, and AI-enabled initiatives </li><li>Help build the operational infrastructure to support continued firm growth </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-29T00:00:00Z

Client Service Associate

San Carlos, CA
remote
Permanent / Full Time
60000 - 90000 USD / Yearly
Anisa Henry is partnered with a growing independent wealth management firm and is seeking a Client Service Associate to join its expanding team. This position is ideal for someone who enjoys building client relationships, thrives in an operations-focused role, and is looking to build a long-term career in wealth management rather than pursuing a financial advisor track. This established fiduciary-focused firm has been serving individuals and families for more than two decades, providing personalized financial guidance and a high-touch client experience. The team is committed to putting clients' best interests first while delivering exceptional service and comprehensive wealth management solutions. The Client Service Associate will support advisors and the operations team by managing day-to-day client service requests, account maintenance, paperwork processing, and administrative functions. This individual will serve as a key point of contact for clients, helping ensure requests are handled accurately, efficiently, and with a high level of professionalism.This is an excellent opportunity to join a collaborative, client-centric firm experiencing strong growth, where team members are valued and have the opportunity to make a meaningful impact. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z

Client Service Associate

San Carlos, CA
remote
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | Fully Remote | Must work PST hours Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is 100% remote and offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Client Service Specialist

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
Anisa Henry is partnered with a respected boutique wealth management firm with a decades-long reputation for delivering exceptional service to high-net-worth individuals, families, trusts, and institutions. In the Client Service Specialist position, you'll play a central role in supporting both the Founder and Partner while serving as a key point of contact for clients. This position offers the opportunity to work in a highly collaborative, relationship-driven environment where every team member makes a meaningful impact. Ideal for someone who thrives in a client-focused setting, this role combines operational support, relationship management, and exposure to sophisticated wealth management services within a stable, close-knit firm committed to long-term success and personalized client care. Benefits:<ul><li>401(k) Safe Harbor Plan (4%)</li><li>MDV (125 Plan)</li><li>2 weeks PTO, 1 week sick time </li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-08-03T00:00:00Z

Guest Services Coordinator

Portola Valley, CA
onsite
Temporary to Hire
25.65 - 29.7 USD / Hourly
We are looking for a Guest Services Coordinator to support resident life programming in California. This contract opportunity with potential for a permanent role focuses on creating meaningful experiences that enhance residents’ social, emotional, physical, and spiritual well-being while ensuring activities are delivered in accordance with community standards and applicable guidelines. The ideal candidate brings compassion, organization, and strong coordination skills to help residents stay engaged through well-planned events, personalized interaction, and consistent communication with families and staff. Responsibilities: • Lead both group programs and individual engagement opportunities designed around each resident’s interests, preferences, and level of support needed. • Organize activity materials and program supplies, ensuring resources are available, orderly, and ready for scheduled events. • Prepare and share monthly calendars while keeping residents and families informed about upcoming programs and community updates. • Track participation, complete program documentation, and maintain accurate records related to resident engagement and activity outcomes. • Arrange rooms and equipment for events, including seating layouts and audiovisual setup, and restore spaces afterward. • Plan and coordinate seasonal displays and cultural decorations that reflect a wide variety of celebrations and community events. • Provide reminders and hands-on encouragement to help residents, including those needing additional care, participate comfortably in activities. • Support outings and special events by coordinating schedules, transportation details, and communication with outside partners, volunteers, and vendors.
2026-09-03T00:00:00Z

Customer Service Representative

Vacaville, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Customer Service Representative to join a contract position based in Vacaville, California. In this role, you will support customers throughout the order process, respond to service inquiries effectively, and help ensure a smooth experience from order entry through delivery. This opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced environment, and enjoys working collaboratively to resolve issues and support customer satisfaction. Responsibilities:• Manage customer orders from initial entry through final completion, including the use of customer-specific online portals.• Partner with sales team members to provide account support, share important order updates, and help maintain accurate, timely service for customers.• Respond to customer questions and requests promptly by phone and in writing while delivering courteous, detail-oriented service.• Review and resolve customer concerns related to product quality, specifications, returns, credits, debits, and order discrepancies.• Coordinate with freight carriers to investigate shipment issues such as delays, shortages, damages, and tracking concerns.• Maintain organized records of customer interactions, processed orders, returns, and other service-related requests.• Support customer retention and sales efforts by providing product or service information, solving problems effectively, and involving internal teams when needed.• Build productive working relationships across departments to ensure customer needs are addressed accurately and efficiently.• Follow company policies, procedures, and safety standards while maintaining dependable attendance and consistent work quality.
2026-09-01T00:00:00Z

Customer Service Representative

Burlingame, CA
onsite
Temporary / Contract
25 - 26 USD / Hourly
Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening up their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP Shift Schedule: Looking for candidates who are openly available Monday through Sunday from 9AM – 7PMDuration: September 21 – Mid JanuaryLocation: Burlingame (1.2 Miles from Bart Customer Experience & Sales<ul><li>Deliver a warm, welcoming, and high-touch customer experience</li><li>Greet and engage customers promptly upon entering the store</li><li>Assess customer familiarity with Balsam Hill products and tailor the interaction to their needs</li><li>Provide thoughtful product recommendations and styling guidance based on customer preferences and space</li><li>Maintain strong product knowledge across trees, greenery, décor, and seasonal assortments</li><li>Support customers throughout the shopping journey with professionalism, attentiveness, and urgency</li><li>Assist customers with both in-store purchases and online orders placed within the store environment</li><li>Support overall sales goals and store performance</li></ul> Sales Floor Operations<ul><li>Maintain a clean, organized, and visually elevated sales floor environment</li><li>Support replenishment, merchandising, recovery, and display maintenance throughout the day</li><li>Assist with maintaining presentation standards across displays and seasonal features</li><li>Support customer flow and floor coverage during peak business periods</li></ul> Team & Operational Support<ul><li>Communicate effectively with store leadership and fellow associates</li><li>Support operational tasks and store priorities as assigned by leadership</li><li>Assist with customer pickups, carry-outs, and service-related support as needed</li><li>Maintain professionalism, presentation standards, and attention to detail throughout the shift</li><li>Adhere to company appearance, safety, and dress code standards</li><li>Contribute to a collaborative, customer-first team environment</li></ul>
2026-08-21T00:00:00Z

Customer Service Representative

Redwood City, CA
onsite
Temporary to Hire
23 - 24 USD / Hourly
About the Role:We are seeking an entry-level Customer Service Representative to join a growing construction and millwork company. This is a customer-facing role ideal for someone with a background in retail, hospitality, or customer service who has an interest in cabinetry, woodworking, design, or construction. You will serve as a key point of contact for customers, providing office support, answering inquiries, coordinating orders, and ensuring an exceptional customer experience from start to finish. This is an excellent opportunity for someone looking to transition from retail or customer service into the construction and millwork industry while gaining valuable office and customer support experience. Responsibilities:<ul><li>Greet and assist customers in person, over the phone, and via email.</li><li>Answer questions regarding products, cabinetry, millwork, and project timelines.</li><li>Enter customer orders and maintain accurate records.</li><li>Coordinate with internal teams to provide project updates.</li><li>Assist with scheduling appointments and customer consultations.</li><li>Prepare quotes, invoices, and other administrative documents.</li><li>Resolve customer concerns professionally and promptly.</li><li>Support daily office operations and general administrative tasks.</li></ul>
2026-09-02T00:00:00Z

Customer Service Specialist

Richmond, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Position OverviewWe're seeking a Customer Service Specialist to serve as a key point of contact for customers, providing exceptional support and ensuring a positive customer experience. This role combines customer service, account support, problem resolution, and administrative coordination. The ideal candidate is a strong communicator who enjoys helping others, can navigate multiple systems simultaneously, and thrives in a fast-paced environment. This position plays an important role in maintaining customer satisfaction, strengthening client relationships, and supporting day-to-day business operations. Day-to-Day Responsibilities<ul><li>Serve as the primary point of contact for customers via phone, email, and online inquiries.</li><li>Respond to customer questions regarding products, services, orders, billing, and account information.</li><li>Resolve customer concerns promptly while maintaining a professional and positive customer experience.</li><li>Process customer orders, requests, and account updates accurately and efficiently.</li><li>Monitor order status and communicate updates to customers.</li><li>Maintain accurate customer records and account information within company systems/ CRM.</li><li>Prepare reports and track service metrics as requested.</li><li>Build and maintain positive customer relationships through proactive communication.</li><li>Identify opportunities to improve service delivery and customer satisfaction.</li></ul>
2026-08-28T00:00:00Z

Customer Service Administrator

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Customer Service AdministratorJob Description:We are seeking a Customer Service Administrator to support customers, maintain accurate records, and assist with administrative functions.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Process orders and update customer accounts</li><li>Coordinate with internal departments on customer requests</li><li>Maintain CRM and customer records</li><li>Prepare reports and documentation</li></ul>
2026-08-19T00:00:00Z

Tenant Services Coordinator

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
Job Summary:The Tenant Services Coordinator supports property management operations by serving as a key contact for tenants and assisting with service requests, communications, and building-related administrative tasks. This role helps maintain positive tenant relationships and ensures prompt issue resolution.Key Responsibilities:<ul><li>Respond to tenant inquiries and service requests in a timely manner</li><li>Coordinate maintenance requests with vendors, engineers, and property staff</li><li>Prepare tenant communications, notices, and building updates</li><li>Maintain tenant records, lease files, and service logs</li><li>Assist with move-ins, move-outs, and tenant onboarding processes</li><li>Support property events, meetings, and tenant engagement initiatives</li><li>Track certificates of insurance, vendor documents, and compliance records</li></ul>
2026-08-30T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
27 - 31 USD / Hourly
Customer Service AdminBrief Job Description:We are looking for a Customer Service Admin to provide administrative and customer support by handling inquiries, processing orders, and maintaining records.Responsibilities:<ul><li>Respond to customer questions via phone, email, or chat</li><li>Enter and track orders, requests, and service issues</li><li>Maintain customer files and account information</li><li>Coordinate with internal departments to resolve issues</li><li>Prepare basic reports and correspondence</li></ul>
2026-08-28T00:00:00Z

Customer Success Manager

Hayward, CA
onsite
Permanent / Full Time
80000 - 85000 USD / Yearly
We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements. Responsibilities:• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health
2026-08-08T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-08-07T00:00:00Z

Benefits Coordinator

Oakland, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are seeking a Benefits Coordinator to assist with employee benefits administration, enrollment, and benefits-related inquiries.Responsibilities:<ul><li>Coordinate benefits enrollment, changes, and terminations</li><li>Respond to employee questions regarding medical, dental, vision, and retirement plans</li><li>Maintain accurate employee benefits records</li><li>Work with benefits vendors and HR team members</li><li>Assist with open enrollment and compliance documentation</li></ul>
2026-08-28T00:00:00Z

Benefits Coordinator

Oakland, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
Benefits CoordinatorJob Description:The Benefits Coordinator will assist with employee benefits administration and ensure a positive employee experience.Responsibilities:<ul><li>Process benefit enrollments and changes</li><li>Assist employees with benefit-related questions</li><li>Coordinate open enrollment activities</li><li>Maintain employee benefit records</li><li>Partner with benefit vendors and HR team members</li></ul>
2026-08-19T00:00:00Z

Client Service Associate - Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm| Fully Remote| Must work PST hours. Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is 100% remote and offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork </li><li>Process money movements, beneficiary changes, and other account transactions </li><li>Communicate directly with clients to gather information and resolve requests </li><li>Coordinate with custodians and internal teams to ensure timely processing </li><li>Support insurance paperwork and client documentation </li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Front Desk Coordinator

Union City, CA
onsite
Temporary / Contract
23 - 26 USD / Hourly
Position OverviewA growing East Bay organization is seeking a professional and customer-focused Front Desk Coordinator to serve as the first point of contact for visitors, clients, vendors, and employees. This role is responsible for creating a welcoming office environment while supporting the day-to-day administrative operations that keep the office running efficiently.The ideal candidate is highly organized, proactive, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment. Strong communication skills, professionalism, and a service-minded approach are essential to success in this position. Day-to-Day Responsibilities<ul><li>Greet and assist visitors, clients, vendors, and employees with professionalism and enthusiasm.</li><li>Answer, screen, and direct incoming calls using a multi-line phone system.</li><li>Respond to general inquiries and provide exceptional customer service.</li><li>Maintain visitor logs and ensure guests are properly checked in and directed.</li><li>Manage incoming and outgoing mail, packages, and deliveries.</li><li>Coordinate conference room scheduling and meeting logistics.</li><li>Prepare meeting spaces and assist with internal events as needed.</li><li>Ensure the reception area, conference rooms, and common areas remain organized and professional.</li><li>Perform data entry, filing, document scanning, and record maintenance.</li><li>Assist with preparing correspondence, reports, and presentations.</li><li>Support various departments with administrative projects and special assignments.</li><li>Monitor and maintain office supply inventory.</li></ul>
2026-08-28T00:00:00Z

Front Desk Coordinator

San Francisco, CA
onsite
Temporary / Contract
22 - 22 USD / Hourly
We are looking for a Front Desk Coordinator to support a busy workplace environment. This long-term contract position is ideal for someone who enjoys creating a welcoming experience, keeping daily office activity organized, and handling a variety of administrative needs with confidence. The role requires strong communication, sound judgment, and the ability to stay composed while managing multiple priorities in a fast-moving setting. Responsibilities: • Oversee entry to the office by monitoring access points, coordinating visitor arrival procedures, and facilitating approvals through communication platforms and internal tools. • Welcome guests, employees, and vendors at the front desk while maintaining a detail-oriented and organized reception area. • Provide day-to-day administrative support, including assisting with calendars, handling routine office requests, and helping teams with operational needs. • Answer and direct incoming calls through a multi-line phone system, ensuring messages and inquiries reach the appropriate contacts promptly. • Help maintain smooth office operations by tracking front desk activity, responding to changing priorities, and supporting a positive onsite experience. • Partner with internal teams to address workplace needs quickly and effectively in a fast-paced environment.
2026-09-01T00:00:00Z

Front Desk Coordinator

Vallejo, CA
onsite
Temporary to Hire
24 - 26 USD / Hourly
We are looking for an experienced Front Desk Coordinator to support daily office operations for a property management company in Vallejo, California. This contract-to-permanent opportunity is ideal for someone who enjoys being the first point of contact for visitors, residents, and callers while keeping the front office organized and responsive. The role combines customer-facing reception work with administrative support, requiring strong communication skills, attention to detail, and the ability to manage multiple tasks throughout the day. Front Desk Coordinator Responsibilities:• Welcome guests, tenants, and vendors professionally while maintaining an organized and efficient front desk presence.• Handle incoming phone calls promptly, direct inquiries to the appropriate team members, and provide helpful information when appropriate.• Monitor voicemail inboxes, retrieve messages in a timely manner, and ensure follow-up items are routed correctly.• Support day-to-day administrative activities such as scheduling, filing, data entry, and general office coordination.• Assist with property management-related communication by relaying resident concerns, service requests, and routine updates to internal teams.• Maintain accurate records and correspondence to help the office run smoothly and support operational workflows.• Coordinate with staff and external contacts to ensure visitors, deliveries, and appointments are managed efficiently. If you are interested in this Front Desk Coordinator position, please apply today!
2026-09-02T00:00:00Z

Front Office Coordinator

Mountain View, CA
onsite
Temporary / Contract
22 - 28 USD / Hourly
<ul><li>Greet visitors and manage front desk reception.</li><li>Answer and direct phone calls, emails, and inquiries.</li><li>Schedule appointments and meeting rooms.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Maintain office supplies and ensure common areas are organized.</li><li>Provide administrative support to staff and assist with special projects as needed.</li></ul>
2026-08-14T00:00:00Z

Front Office Coordinator

Menlo Park, CA
onsite
Temporary / Contract
23 - 30 USD / Hourly
<ul><li>Greet visitors and manage front desk reception.</li><li>Answer and direct phone calls, emails, and inquiries.</li><li>Schedule appointments and meeting rooms.</li><li>Manage incoming and outgoing mail and deliveries.</li><li>Maintain office supplies and ensure common areas are organized.</li><li>Provide administrative support to staff and assist with special projects as needed.</li></ul>
2026-08-14T00:00:00Z

VP, Client Services

San Francisco, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP of Client Services | Wealth Management Firm | San Francisco; Hybrid Our client is a rapidly growing global financial services firm seeking an experienced leader to oversee and elevate its client service organization. This is a highly visible opportunity to lead high-performing teams, partner with senior leadership, and drive operational excellence across a sophisticated, client-focused business. This is a unique opportunity to step into a highly visible leadership role with a rapidly growing financial services firm where you'll have the ability to shape the client service organization, influence firmwide initiatives, and work closely with senior leadership. The firm offers a collaborative, people-first culture, competitive compensation and bonus, comprehensive benefits, a 401(k) match, generous PTO, and strong long-term career growth. Responsibilities<ul><li>Lead and develop managers and client service teams across multiple locations</li><li>Establish and maintain best-in-class service standards</li><li>Partner with advisors and cross-functional teams to deliver an exceptional client experience</li><li>Drive process improvements, operational efficiency, and strategic initiatives</li><li>Oversee client onboarding, money movement, custodial operations, and escalated service matters</li><li>Manage alternative investment subscription processes</li><li>Develop scalable workflows, reporting, training, and performance metrics</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z