18 results for Senior Client Services Associate in Mill Valley, CA

Senior Client Service Associate | East Bay Wealth Management

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
A growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-03-16T00:00:00Z

Senior Client Service Associate | East Bay RIA Firm!

Concord, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services Division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practic</li></ul>
2026-03-27T00:00:00Z

Senior Associate Attorney

South San Francisco, CA
onsite
Permanent
135000 - 215000 USD / Yearly
Robert Half is recruiting Sr. Associate Attorney for boutique civil litigation defense law firm in So. San Francisco (hybrid commute). Our premier trial law practice client needs to hire a trial attorney (or at least good trial preparation experience) with 3-10+ years of practice, ideally in insurance defense, to manage busy case load and represent business clients and insureds. A mastery of and passion for trial advocacy, or at least good trial prep experience (drafting motions in limine and preparing for cross-examinations) are required. Effective legal research and writing and deposition experience are also key qualifications. This is a partnership-track opportunity at a well-established defense firm in the SF Bay. This Senior Litigator gets ample exposure to and experience in direct advocacy, arguing dispositive motions in courtroom proceedings, taking and defending depos, managing the full scope of discovery, interviewing and retaining expert witnesses, negotiating settlements, and preparing for and attending trial, arbitration, and mediations. Our client is offering an annual base salary of $150,000-200,000+/yr., depending on experience, discretionary annual bonus, and employment benefits (incl. full coverage medical, dental, and vision insurance plans, HRA stipend, profit sharing contributions to 401k plan, free parking, and other perks). For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Manager of Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-03-25T00:00:00Z

Client Services Associate at Boutique Wealth Management Firm

Mill Valley, CA
onsite
Permanent
80000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus Our client is a boutique wealth management firm known for white-glove service and trusted guidance to ultra-high-net-worth families and private foundations. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience. This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a high-caliber client base. You’ll work closely with advisors and internal partners in an environment that values quality, accountability, and balance. Responsibilities<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>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T00:00:00Z

Client Service Associate – Wealth Management

San Carlos, CA
onsite
Permanent
75000 - 115000 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-03-16T00:00:00Z

Account Service Associate

Sunnyvale, CA
onsite
Temporary
27.3315 - 31.647 USD / Hourly
We are looking for a dedicated Account Service Associate to join our team in Sunnyvale, California. In this long-term contract position, you will play a pivotal role in maintaining accurate financial records, ensuring compliance, and delivering excellent service to members and staff. This opportunity is ideal for someone with strong analytical skills and a passion for supporting operational efficiency within the accounting domain. Responsibilities: • Conduct daily operational and account audits to ensure accuracy and compliance. • Respond to member inquiries regarding account eligibility, documentation, and general information. • File Adult Protective Services reports in adherence to regulatory requirements. • Support the escheatment process by updating property records and utilizing escheatment software. • Assist with decedent case management, including account ownership updates and closures. • Process contributions, withdrawals, and withholding election changes accurately. • Prepare weekly rate and fee schedules for review and distribution. • Collaborate on special projects to enhance processes and workflows. • Update and maintain job aids and procedural documents in collaboration with management and staff.
2026-03-28T00:00:00Z

Corporate Associate

San Francisco, CA
onsite
Permanent
160000 - 240000 USD / Yearly
Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work! Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-03-25T00:00:00Z

Senior Attorney/Partner

San Francisco, CA
onsite
Permanent
150000 - 270000 USD / Yearly
We are looking for an experienced Senior Attorney/Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development. Responsibilities:• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.• Conduct legal research and provide strategic advice to clients and the firm.• Mentor and supervise associates, fostering growth and ensuring effective case management.• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.• Assist with transactional work, including drafting and reviewing contracts and other documentation.• Contribute to administrative functions and support the overall operations of the firm.
2026-03-24T00:00:00Z

Litigation Associate

Redwood City, CA
onsite
Permanent
140000 - 180000 USD / Yearly
We are seeking a Litigation Associate to join a growing law firm based in San Mateo, California, particularly in the field of complex intellectual property litigation. Responsibilities:• Handle complex litigation cases, with a focus on patent and intellectual property disputes• Conduct comprehensive legal research and prepare detailed legal documents• Engage in discovery and motion practice, managing a substantive portion of litigation matters• Develop and maintain strong professional relationships with clients and understand their business needs• Collaborate with team members to strategize and execute litigation processes effectively• Take the lead in preparing for oral arguments and depositions• Ensure all litigation activities comply with the applicable laws and regulations• Utilize your technical aptitude to understand and manage cases related to intellectual property• Work efficiently and creatively to resolve disputes in favor of our clients
2026-03-05T00:00:00Z

Senior Reporting Analyst

Emeryville, CA
onsite
Permanent
110000 - 125000 USD / Yearly
We are looking for a Senior Reporting Analyst to join our dynamic team in Emeryville, California. In this role, you will leverage your expertise in financial analysis and modeling to provide key insights that drive strategic decisions. The ideal candidate is detail-oriented, analytical, and skilled in handling complex datasets to uncover trends and opportunities. Responsibilities:<ul><li>Analyze documentation for new reinsurance deals and coordinate with Finance, Legal, Risk, IT, and leadership to ensure compliant execution.</li><li>Contribute as a core team member in producing reports for both new and existing reinsurance transactions.</li><li>Build strong knowledge of how reinsurance agreements affect upstream and downstream processes and work with teams to ensure proper integration.</li><li>Deliver timely analyses and insights to support decision‑making across the organization.</li><li>Partner with management and IT to define requirements and support future system enhancements.</li><li>Assist in creating and maintaining large analytical datasets from internal and external sources.</li><li>Proactively identify and develop new KPIs or reporting ideas based on observed needs.</li><li>Apply Change Management and Control standards throughout reporting activities.</li><li>Offer data‑driven guidance to Finance, Risk, Underwriting Ops, IT, Legal, and Servicing teams.</li><li>Handle additional responsibilities as required.</li></ul>
2026-03-04T00:00:00Z

Client Service Associate - 2days onsite

Alamo, CA
onsite
Permanent
7000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities<ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-03-13T00:00:00Z

Senior Attorney / Counsel

San Francisco, CA
onsite
Permanent
180000 - 210000 USD / Yearly
Mid-sized law firm looking to hire a Senior Associate/ Counsel. Responsibilities:• Conduct thorough investigations and evaluations of potential legal claims.• Draft and review legal documents such as complaints, briefs, and memoranda.• Lead discovery processes, including managing document reviews and conducting depositions.• Prepare for and actively participate in trials, ensuring strategic representation of clients.• Negotiate settlements and collaborate on case resolutions in complex litigation matters.• Supervise eDiscovery efforts and ensure compliance with legal standards.• Coordinate with internal teams and external stakeholders to manage case progress.• Stay informed on legal precedents and industry developments to strengthen case strategies.• Contribute to the firm's mission-driven initiatives through innovative problem-solving.
2026-03-24T00:00:00Z

Senior Fraud Analyst

Daly City, CA
remote
Temporary
40 - 45 USD / Hourly
We are looking for a Senior Fraud Analyst to join our team in San Francisco, California, on a contract basis. This position focuses on overseeing transaction monitoring and fraud management for a card portfolio, ensuring effective decision-making and fraud prevention strategies. The ideal candidate will have extensive experience in issuer-side fraud analysis, with a strong ability to balance fraud loss prevention and operational efficiency. Responsibilities: • Conduct real-time transaction reviews to approve or decline flagged activities based on fraud risk. • Develop and optimize fraud detection rules, including velocity limits, spending patterns, and merchant category restrictions. • Analyze transactional data to identify new fraud trends and implement preventive measures. • Maintain a balance between minimizing fraud losses and reducing false positives to achieve targeted approval rates. • Collaborate with cross-functional teams such as Product, Risk, and Operations to enhance fraud prevention strategies. • Utilize fraud monitoring platforms like Falcon, Forter, Sardine, or similar tools to optimize decision-making processes. • Apply knowledge of interchange mechanics, authorization flows, and network decline codes to refine fraud rules. • Stay informed about the latest fraud tactics and incorporate findings into rule design and monitoring procedures. • Ensure compliance with industry standards and regulatory requirements for fraud prevention. • Provide insights and recommendations for improving fraud management performance.
2026-03-26T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary
45 - 55 USD / Hourly
Overview:The Senior FP&A Analyst is a key member of the finance team, responsible for driving financial planning, forecasting, and analysis activities that support executive decision-making and strategic business goals. This role partners with cross-functional leaders to evaluate business performance, identify growth opportunities, and ensure the financial health of the organization.Key Responsibilities:<ul><li>Lead budgeting, forecasting, and long-range planning processes for the company or specific business units.</li><li>Analyze financial results, consolidate variance explanations, and present executive summaries to senior leadership.</li><li>Build and maintain complex financial models, projections, and dashboards for scenario analysis and performance tracking.</li><li>Collaborate with business units to evaluate investment opportunities, monitor key metrics, and support strategic initiatives.</li><li>Prepare and deliver management reporting packages, including month-end, quarter-end, and ad hoc reports.</li><li>Support the development and enhancement of FP&A systems, tools, and best practices.</li><li>Drive process improvements for efficiency and data accuracy within the FP&A function.</li><li>Serve as a finance business partner, providing actionable insights and guidance on financial impacts of business decisions.</li><li>Assist with board presentations, annual planning cycles, and ad hoc strategic projects as needed.</li></ul>
2026-03-23T00:00:00Z

Senior Attorney/Lawyer

San Francisco, CA
remote
Permanent
190000 - 260000 USD / Yearly
We are looking for an experienced Senior Attorney to join our dynamic family law firm in San Francisco, California. This role offers the opportunity to handle complex and high-stakes cases while contributing to the firm's growth and reputation for excellence. If you are an experienced legal expert seeking a collaborative environment that values your expertise and provides a flexible structure, this position may be the ideal fit for you. Responsibilities: • Represent clients in high-stakes family law cases, including court appearances in the Bay Area. • Draft and review legal motions, briefs, and other documentation with precision and attention to detail. • Manage discovery processes, ensuring thorough preparation and compliance with legal protocols. • Provide strategic advice and counsel to clients, addressing their unique needs with compassion and attention to detail. • Collaborate with colleagues to refine legal templates and enhance operational systems for improved efficiency. • Maintain a proactive approach to case management, advancing matters effectively and meeting deadlines. • Participate in firm-wide initiatives aimed at client growth and business development. • Uphold ethical standards and contribute to the firm's reputation for delivering exceptional legal services. • Mentor entry-level attorneys to foster growth and development within the team. • Ensure compliance with all relevant laws and regulations while representing clients.
2026-03-24T00:00:00Z

Sr. Administrative Assistant

Oakland, CA
onsite
Temporary
33.25 - 38.5 USD / Hourly
We are looking for a skilled Sr. Administrative Assistant to join our team on a contract basis in Oakland, California. This role is ideal for someone who thrives in a dynamic environment and excels at providing organizational support to managers and directors. You will play a pivotal role in ensuring smooth operations, assisting with training initiatives, and fostering effective communication within teams. Responsibilities:• Provide comprehensive administrative support to directors and managers, ensuring efficient office operations.• Assist with the creation, updating, and distribution of training materials and company handbooks.• Help managers enhance communication strategies to improve team interactions and collaboration.• Handle inbound calls professionally and efficiently, addressing inquiries and routing them appropriately.• Perform accurate data entry tasks to maintain and update records and documentation.• Coordinate and assist with special projects related to operational improvements.• Act as a receptionist by welcoming visitors and managing front-office responsibilities.• Support employee training programs and development activities to enhance team performance. If you are interested in this role please apply today and call us at (510) 470-7450
2026-03-24T00:00:00Z

Senior Attorney / In-House Legal Counsel

San Francisco, CA
remote
Permanent
150000 - 250000 USD / Yearly
AI legal start up is looking for an experienced Senior Plaintiff Associate/ Legal Counsel to join the team on a REMOTE basis. Responsibilities:• Assess the viability of mass tort and class action cases while enhancing the functionality of the case assessment system.• Build and maintain strategic partnerships with plaintiff firms to generate new revenue opportunities.• Convert market insights into actionable product requirements for litigation-focused tools.• Conduct in-depth research on liability theories, damages calculations, and procedural strategies.• Allocate time across business development for case sourcing, case intelligence engine development, and auditing case assessments, with a gradual emphasis on business development and product innovation.• Collaborate with product and engineering teams to refine legal tech solutions.• Provide expert guidance on complex legal issues to internal teams.• Contribute to achieving organizational goals through impactful litigation strategies.• Stay informed about trends in legal technology and mass tort litigation to enhance organizational capabilities.
2026-03-24T00:00:00Z