We are looking for a dedicated File Clerk to join our team in San Francisco, California. This is a long-term contract position ideal for an organized, detail-oriented individual who excels in managing and maintaining accurate records. The role involves handling both physical and digital files to ensure smooth access and organization of important documents.<br><br>Responsibilities:<br>• Organize and maintain physical files, ensuring all documents are properly labeled and stored.<br>• Handle file boxes by sorting, categorizing, and arranging documents for easy retrieval.<br>• Scan physical documents into digital formats while ensuring accuracy and completeness.<br>• Manage e-filing systems by uploading and categorizing documents for efficient digital storage.<br>• Perform regular audits of files to identify misplaced or outdated records.<br>• Assist in preparing documents for archiving or secure disposal as needed.<br>• Collaborate with team members to streamline filing processes and enhance efficiency.<br>• Respond to file-related inquiries and provide requested documents promptly.<br>• Maintain confidentiality and security of sensitive information while handling documents.<br>• Ensure compliance with organizational policies regarding document management and storage.
We are looking for a detail-oriented File Clerk to join our team in San Francisco, California. In this long-term contract role, you will play a vital part in maintaining and organizing records, ensuring all files are accessible and stored correctly. If you have a knack for precision and enjoy working in an efficient, organized environment, this position is perfect for you.<br><br>Responsibilities:<br>• Organize and maintain physical and electronic filing systems to ensure records are easily accessible.<br>• Handle document scanning and convert physical files into digital formats for proper storage.<br>• Sort and file paper documents systematically to maintain accurate and updated records.<br>• Prepare and manage file boxes for archiving or storage purposes.<br>• Ensure compliance with organizational standards for data accuracy and security.<br>• Retrieve files or documents upon request and assist team members with locating necessary information.<br>• Perform regular audits to verify the accuracy and completeness of stored documents.<br>• Label and categorize files effectively to streamline retrieval and accessibility.<br>• Assist in implementing e-filing processes to improve efficiency and record management.<br>• Maintain a clean and organized workspace to support efficient file handling.
We are looking for an organized and detail-oriented Accounting Clerk to join our team on a contract basis in Palo Alto, California. This role is ideal for someone with strong data entry and accounting skills who can efficiently manage tasks such as invoice processing and report generation. The position offers flexible hours, with approximately 8-10 hours per week and potential for additional hours based on office needs.<br><br>Responsibilities:<br>• Enter and update accounts payable data, ensuring accuracy and timely processing.<br>• Record invoices into QuickBooks and maintain organized financial records.<br>• Process and reconcile long credit card statements with attention to detail.<br>• Generate and run financial reports as required.<br>• Prepare and mail checks while ensuring proper documentation.<br>• Organize and file accounting documents for easy retrieval.<br>• Support office staff with additional tasks when necessary to ensure smooth operations.
<p>We are looking for a detail-oriented Data Entry Clerk to join our team on a long-term contract basis in San Francisco, California. This role involves accurately managing and processing data to support day-to-day operations. If you thrive in roles that require precision and organization, we encourage you to apply.</p><p><br></p><p>This is a part-time role: 2 days per week 8AM-5PM </p><p><br></p><p><strong>Community Market Support (1 day/week):</strong></p><ul><li>Assist with day-of market setup, organization, and breakdown</li><li>Support client check-in and general customer service</li><li>Help with inventory tracking, restocking, and basic organization</li><li>Provide on-site support to staff and volunteers to ensure efficient flow</li></ul><p><strong>Data Entry & Administrative Support (1 day/week):</strong></p><ul><li>Enter and maintain accurate client data, applications, and program records</li><li>Support data cleanup, tracking, and reporting as needed</li><li>Assist with application processing and documentation follow-up</li><li>Ensure data accuracy, confidentiality, and compliance with organizational standards</li></ul><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013369141**</p><p><br></p>
We are looking for a meticulous and organized Data Entry Clerk to join our team in San Jose, California. In this long-term contract position, you will play a vital role in ensuring accurate data management and administrative support for operational processes. The ideal candidate will have a keen eye for detail and a proactive approach to completing tasks efficiently.<br><br>Responsibilities:<br>• Accurately input and maintain data records in databases and systems.<br>• Perform numerical and alphanumeric data entry tasks with speed and precision.<br>• Organize and manage data to ensure accessibility and reliability.<br>• Generate reports and summaries based on data inputs and operational needs.<br>• Provide administrative support to streamline operations and processes.<br>• Collaborate with team members to ensure data integrity and consistency.<br>• Monitor and verify information to minimize errors and discrepancies.<br>• Handle sensitive data with confidentiality and professionalism.<br>• Assist in maintaining documentation and tracking updates effectively.
<p><strong>Data Entry Specialist</strong></p><p><strong>Description:</strong></p><p>Ensure accurate and timely data processing and record-keeping for business operations.</p><p><strong>Responsibilities:</strong></p><ul><li>Enter and update data with high accuracy</li><li>Verify and review information for errors</li><li>Maintain electronic and paper files</li><li>Assist with report generation and data analysis</li><li>Support other administrative tasks as needed</li></ul>
<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>
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 detail-oriented and service-focused Receptionist to join a private equity firm in San Francisco, California. In this contract position, you will act as the first point of contact for visitors while ensuring smooth office operations and providing administrative support to select members of the investment team. This role is ideal for someone who is organized, tech-savvy, and has a genuine passion for hospitality.<br><br>Responsibilities:<br>• Welcome and assist guests with courtesy and warmth, ensuring they feel comfortable and accommodated.<br>• Manage incoming phone calls and direct inquiries to the appropriate team members.<br>• Maintain a clean, organized, and inviting reception area to create a positive impression.<br>• Oversee daily office operations across two floors, supporting approximately 45 employees.<br>• Keep kitchen and pantry areas stocked and tidy, ensuring cleanliness and organization.<br>• Coordinate office food and beverage orders, including catering and lunch meeting setups.<br>• Prepare and reset conference rooms for meetings, ensuring a seamless experience for attendees.<br>• Handle mail distribution, deliveries, and general office upkeep to maintain functionality.<br>• Provide administrative assistance to five Associates on the Investment Team, including scheduling and travel arrangements.<br>• Process expense reports using Concur and assist with light administrative tasks as needed.
<p><strong>Front Desk Coordinator</strong></p><p><strong>Description:</strong></p><p>Be the first point of contact for visitors, providing a welcoming environment and supporting administrative functions at the front office.</p><p><strong>Responsibilities:</strong></p><ul><li>Greet and assist visitors and clients</li><li>Answer and direct incoming calls</li><li>Maintain an organized front office and reception area</li><li>Schedule appointments and update calendars</li><li>Handle mail and deliveries</li></ul>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> 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.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<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><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><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul>
<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—happy to connect and learn more about you.</p><p><br></p><p><strong>Relationship Manager / Client Service Associate</strong></p><p><strong>About the Firm</strong></p><p>A well‑respected boutique Registered Investment Advisor (RIA) with roughly half a billion dollars under management is seeking a Relationship Manager / Client Service Associate to join its close‑knit team. The firm is recognized for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are truly valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This position blends detail orientation with strong relationship‑building skills. You will play a key role in onboarding new clients, preparing documentation, maintaining client accounts, and supporting advisors across all areas of client service.</p><p>You will also serve as a primary liaison between the firm and its custodial partners, ensuring seamless operations and delivering an exceptional client experience. This is an excellent opportunity for someone who wants mentorship from an experienced advisor, long‑term stability, and the ability to grow within the role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors with onboarding and client transition activities</li><li>Coordinate account openings and asset transfers</li><li>Process distributions, including RMDs, and maintain annual RMD tracking</li><li>Partner with custodians to complete account service requests</li><li>Document all client interactions and follow‑ups in the CRM</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Excellent work‑life balance</li><li>Competitive base salary with annual reviews and merit‑based increases</li><li>Strong retirement offering (safe harbor + profit sharing)</li><li>Employer‑covered parking or transit pass</li><li>Discretionary bonuses</li><li>4 weeks of PTO from day one</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long‑tenured staff</li></ul>
<p>Robert Half is working with a reputable kitchenware distributing company in Burlingame. They distribute Wolf, Sub-Zero, and Cove appliances through Northern California. They are looking for a customer service oriented and personable Receptionist to assist with a temp to hire opening!. The ideal candidate will deliver exceptional customer service while efficiently managing front desk operations and administrative tasks. This position requires excellent communication skills, reliability, and a proactive approach to maintaining a welcoming and organized workspace.</p><p><br></p><p>Please find the details below and if interested, apply now! Do not wait! We are looking to potentially start someone tomorrow.</p><p><br></p><p><strong><em>Providing the highest level of concierge style customer service to all clients and guests</em></strong></p><ul><li>Answering daily phone calls and routing to specific individuals within the company</li><li>Being an effective communicator who speaks clearly and is personable and welcoming when answering incoming calls</li><li>Providing excellent customer service to all</li><li>Maintaining a friendly and outgoing demeanor</li><li>Setting the example for others by being reliable and maintaining a clean and professional workspace</li><li>Being able to put people at ease when they are on the phone or speaking one-on-one with other staff members or customers</li><li>Receiving and sorting incoming mail and delivering to each department. Outgoing mail: Coordinate pick-up and delivery of express packages (FedEx, UPS, and others) </li><li>Maintaining and managing inventory of office supplies as needed.</li><li>Updating and maintaining reception procedures, inventory list, reception area, kitchen, and conference rooms</li><li>Following office workflow procedures to ensure maximum efficiency</li></ul>
<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>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>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
<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><br></p><p><strong>Jennifer Fukumae with Robert Half</strong> is 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. If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p><br></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>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>The first-impression expert who ensures every guest receives a warm welcome while keeping front desk operations running seamlessly. This role supports visitors, manages check-ins, and provides exceptional customer service with professionalism and efficiency.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Service Excellence</strong> — Creates a welcoming environment and handles inquiries with professionalism.</li><li><strong>Front Desk & Check‑In Management</strong> — Greets guests, manages sign‑ins, and directs visitors with ease.</li><li><strong>Communication & Organization</strong> — Clear communicator who keeps the front desk organized and running smoothly.</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>The first-impression expert who ensures every guest receives a warm welcome while keeping front desk operations running seamlessly. This role supports visitors, manages check-ins, and provides exceptional customer service with professionalism and efficiency.</p><p><br></p><p><strong>Top 3 Skills</strong></p><ul><li><strong>Customer Service Excellence</strong> — Creates a welcoming environment and handles inquiries with professionalism.</li><li><strong>Front Desk & Check‑In Management</strong> — Greets guests, manages sign‑ins, and directs visitors with ease.</li><li><strong>Communication & Organization</strong> — Clear communicator who keeps the front desk organized and running smoothly.</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>
