29 Results for Client Services Coordinator Jobs in San Mateo, CA

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Client Service Associate

San Mateo, 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 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 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.
2026-11-04T00:00:00Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000 - 90000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Remote🏢 Growing & Independent Wealth Management Firm💰 Base + Bonus Looking for a role where you can make a real impact on the client experience? A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth. What You'll Be DoingAs the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:<ul><li>Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.</li><li>Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.</li><li>Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.</li><li>Maintaining accurate client records and workflow tracking within CRM and financial planning systems.</li><li>Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.</li><li>Coordinating advisor calendars and scheduling client meetings.</li><li>Monitoring operational workflows, compliance requirements, and regulatory documentation.</li><li>Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.</li><li>Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.</li><li>Assisting with social media content and digital engagement efforts across multiple platforms.</li><li>Providing ongoing operational support and helping drive process improvements across the practice</li></ul>Why Candidates Are Excited About This Opportunity✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work.✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management.✅ High-impact role where your contributions will be visible and appreciated.✅ Stable and established practice with a strong reputation and long-term growth outlook.✅ Collaborative team environment that values professionalism, flexibility, and work-life balance.✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.
2026-10-26T00:00:00Z

Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued. Position OverviewThe Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus. Key Responsibilities<ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
2026-10-29T00:00:00Z

Client Services Associate - REMOTE

San Mateo, CA
onsite
Permanent / Full Time
80000 - 95000 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 | REMOTE 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 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.
2026-10-27T00:00:00Z

Facilities Coordinator

Richmond, CA
onsite
Temporary / Contract
24 - 27 USD / Hourly
We're seeking a Facilities Coordinator to support the day-to-day operations of our clients office and facilities. This role is responsible for ensuring a safe, organized, and efficient work environment by coordinating building services, vendor relationships, maintenance activities, space planning, and workplace operations.The ideal candidate is a strong communicator with excellent problem-solving skills who enjoys working cross-functionally and taking ownership of projects. This position is perfect for someone who thrives in a fast-paced environment and enjoys balancing administrative, operational, and facilities-related responsibilities. Responsibilities:<ul><li>Coordinate daily facilities operations.</li><li>Serve as the primary point of contact for building management, vendors, contractors, and service providers.</li><li>Submit and track maintenance requests and ensure timely resolution of facility-related issues.</li><li>Coordinate workstation setups and space planning initiatives.</li><li>Assist with purchase orders, invoice processing, and facilities-related budget tracking.</li><li>Maintain inventory of office supplies, furniture, kitchen, and workplace essentials.</li><li>Ensure compliance with company policies and facility regulations.</li><li>Maintain facilities records, vendor contacts, and operational documentation.</li><li>Support special projects related to workplace improvements and operational efficiency.</li><li>Assist leadership with administrative and operational initiatives as needed.</li></ul>
2026-10-17T00:00:00Z

Private Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Private Client Service Associate📍 San Francisco, CA (Hybrid, 3 days/week in office)🏢 Respected Investment Management Firm💰 Competitive Base + Bonus + Profit Sharing Are you looking for more than a traditional client service role? I'm partnering with a well-established and highly regarded investment management firm is seeking a Private Client Service Associate to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions. You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience. What You'll Do<ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul>Why This Opportunity Stands Out✅ Competitive compensation package with bonus opportunity & Profit-sharing program✅ Exceptional retirement benefits, including a generous employer contribution✅ Comprehensive medical, dental, and vision coverage✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities✅ Opportunity to support sophisticated, high-net-worth client relationships✅ Collaborative, team-oriented culture with outstanding employee tenure✅ Strong leadership team committed to employee development and long-term career growth✅ Engaging and supportive workplace culture that values both professional success and team camaraderie Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.
2026-10-23T00:00:00Z

Customer Service / Logistics Coordinator

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
We are seeking a Customer Service / Logistics Coordinator to support customers and coordinate shipments, delivery schedules, and order follow-up.Responsibilities:<ul><li>Respond to customer inquiries regarding orders and deliveries</li><li>Coordinate shipping schedules with carriers and internal teams</li><li>Track shipments and resolve delivery issues</li><li>Maintain accurate logistics and customer records</li><li>Process order changes, returns, and shipment updates</li><li>Provide timely communication to customers and stakeholders</li></ul>
2026-10-17T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers in San Francisco, California in a Contract position. In this role, you will create a positive service experience by listening carefully, providing accurate guidance, and helping each customer move through the application or order process efficiently. The ideal candidate is dependable during scheduled hours, confident handling high call volumes, and open to feedback that strengthens performance and service quality. Responsibilities: • Respond to inbound customer calls with professionalism, clarity, and a solutions-focused approach. • Place outbound calls as needed to gather missing details, provide updates, and help move customer requests toward completion. • Guide customers through forms, applications, or order-related questions so submissions are accurate and complete the first time. • Enter and update customer information carefully in internal systems while maintaining strong attention to detail. • Monitor open or pending requests and follow up promptly to reduce delays and keep cases progressing. • Remain available and consistently on queue during scheduled working hours, including the core 9:00 a.m. to 3:00 p.m. coverage period. • Apply coaching and performance feedback quickly to improve call handling, accuracy, and overall customer experience.
2026-11-05T00:00:00Z

Customer Service Representative

Tracy, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
We are looking for a Customer Service Representative to support customer accounts and help coordinate order activity for a Long-term Contract position in Tracy, California. In this role, you will serve as a key point of contact for clients, manage order-related communication, and work closely with sales, production, and shipping teams to keep commitments on track. This position is well suited for someone who is comfortable in a manufacturing setting and can balance accuracy, responsiveness, and strong customer care. Responsibilities: • Receive and enter customer orders submitted by clients or internal account representatives, ensuring complete and accurate information. • Communicate with customers about pricing requests, order updates, revisions, confirmations, and service concerns in a careful and timely manner. • Create and process purchase orders for materials and supplies needed to support production schedules. • Maintain customer account records, update key data in internal systems, and assist with credit-related transactions when needed. • Partner with manufacturing and shipping teams to help coordinate production timing and support on-time delivery performance. • Monitor multiple small- to mid-sized customer accounts with varying levels of complexity while maintaining service quality. • Respond to questions and resolve issues by coordinating with internal departments to keep customers informed and supported.
2026-10-22T00:00:00Z

Customer Service Representative

South San Francisco, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
Robert Half is working with an extremely reputable company for an open Customer Service Representative role. The ideal candidate is customer-focused, organized, and solutions-oriented. This individual will serve as a primary point of contact for residential and commercial customers, providing exceptional service while assisting with service inquiries, account updates, billing questions, scheduling, and general administrative support. The ideal candidate is an excellent communicator who thrives in a fast-paced environment, enjoys helping people, and can effectively manage multiple priorities while maintaining a positive and professional attitude. Key Responsibilities<ul><li>Serve as the primary point of contact for incoming customer inquiries via phone, email, and other communication channels.</li><li>Assist residential and commercial customers with questions regarding garbage collection, recycling, service schedules, missed pickups, and account information.</li><li>Research and resolve customer complaints, service disruptions, billing discrepancies, and collection-related issues in a timely and professional manner.</li><li>Process new service requests, account changes, cancellations, service adjustments, and customer information updates.</li><li>Coordinate with dispatch, drivers, operations, and other internal departments to communicate service requests and ensure timely resolution.</li><li>Maintain accurate customer records, document interactions, and update account information within internal databases and customer management systems.</li><li>Provide information regarding service policies, rates, recycling guidelines, and waste disposal procedures.</li><li>Assist with general administrative responsibilities, including data entry, filing, reporting, and processing customer documentation.</li><li>Follow up with customers regarding outstanding inquiries and ensure a high level of customer satisfaction.</li></ul>
2026-10-30T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers through clear, thoughtful service and accurate application guidance in San Francisco, California. This is a Contract position suited for someone who stays composed on calls, provides complete information, and helps customers move forward without feeling pressured. The ideal candidate brings a strong customer-first approach, dependable availability, and the ability to handle a steady call queue with professionalism. Responsibilities: • Assist customers by phone with questions, applications, and service-related concerns while creating a supportive and reassuring experience. • Provide accurate information and ensure forms are completed thoroughly to improve quality and reduce the need for follow-up. • Manage inbound and outbound call activity efficiently, maintaining consistent queue coverage during scheduled working hours. • Enter order and customer information carefully into internal systems, keeping records organized and up to date. • Monitor open or incomplete applications and take timely action to help prevent delays in processing. • Respond constructively to coaching and performance feedback, adjusting approach as needed to improve service outcomes.
2026-11-05T00:00:00Z

Customer Service Representative

South San Francisco, CA
onsite
Temporary to Hire
23.75 - 28 USD / Hourly
Robert Half is looking for a customer-focused professional who thrives in a fast-paced environment and enjoys making a difference in the community. We are partnering with an established sanitation and waste management organization seeking a dynamic, personable, and detail-oriented Customer Service Representative (CSR) to join its growing team! This is an excellent opportunity for someone who enjoys helping people, solving problems, and keeping daily operations running smoothly. As a key point of contact for customers, you will play an important role in delivering exceptional service, resolving inquiries, and ensuring a positive customer experience from the first interaction to the last. Key Responsibilities<ul><li>Serve as a primary point of contact for customers, responding to inquiries and requests via phone, email, text, and in-person interactions.</li><li>Assist customers with billing questions, payment processing, account updates, and general service inquiries.</li><li>Establish new customer accounts, maintain accurate records, and update account information within internal systems.</li><li>Investigate and resolve customer concerns, service disruptions, billing discrepancies, and other account-related issues in a timely and professional manner.</li><li>Communicate service information, answer questions, and provide clear solutions while maintaining a positive and customer-first approach.</li><li>Perform general administrative and clerical duties, including data entry, document management, filing, and other office support responsibilities.</li><li>Collaborate with internal departments and team members to ensure customer requests are addressed efficiently and service expectations are met.</li></ul>
2026-11-05T00:00:00Z

Customer Service Representative

San Francisco, CA
remote
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Customer Service Representative to support a high-volume service environment in San Francisco, California. This Contract position focuses on delivering timely assistance to customers, handling inquiries with professionalism, and ensuring accurate order processing. The ideal candidate is comfortable managing frequent phone interactions while maintaining a helpful, solutions-oriented approach. Responsibilities: • Respond to incoming customer calls promptly and provide clear, courteous support for a range of service-related questions. • Place outbound calls as needed to follow up on requests, confirm details, or resolve outstanding customer concerns. • Enter orders and update customer information carefully to maintain accurate records and support smooth transaction processing. • Address customer issues by identifying needs, explaining available solutions, and escalating more complex matters when appropriate. • Manage a steady volume of call center activity while meeting service expectations for responsiveness and quality. • Document conversations, actions taken, and outcomes to ensure complete and organized customer interaction records.
2026-11-06T00:00:00Z

Front Desk Coordinator

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for an experienced Front Desk Coordinator to support daily office operations. This contract position will serve as the first point of contact for visitors, callers, and internal team members, helping create a welcoming and well-organized environment. The ideal candidate brings strong front desk experience, excellent communication skills, and confidence managing a busy phone system while providing attentive guest support. Responsibilities: • Welcome visitors and employees at the front desk, providing a courteous and positive first impression. • Manage incoming calls through a multi-line phone system, directing inquiries accurately and efficiently. • Coordinate guest check-in procedures and offer concierge-style assistance to support visitor needs. • Monitor the reception area to maintain an organized, presentable, and service-oriented environment. • Respond to general questions from callers and guests, ensuring requests are handled promptly or routed to the right contact. • Support daily administrative front desk tasks such as message taking, call logging, and basic office coordination.
2026-11-05T00:00:00Z

Front Desk Coordinator

San Francisco, CA
onsite
Temporary / Contract
22.8 - 24 USD / Hourly
We are looking for a Front Desk Coordinator to support daily office operations. This contract position is ideal for someone who enjoys creating a welcoming environment, keeping shared spaces well organized, and ensuring front desk activities run smoothly. The role also involves coordinating on-site services and helping plan meetings and workplace events with care and attention to detail. Responsibilities: • Welcome visitors, answer incoming inquiries, and provide a helpful first point of contact for the office. • Oversee day-to-day front desk activities to keep reception operations organized, responsive, and efficient. • Coordinate facility-related requests by working with building staff, vendors, and internal teams to address workplace needs. • Maintain the appearance and order of common areas, meeting rooms, and reception spaces throughout the day. • Arrange meeting logistics, including room scheduling, setup, and support for office events and gatherings. • Track office supplies and place orders as needed to ensure the workplace remains fully stocked and functional.
2026-11-03T00:00:00Z

Client Service Associate - Remote

San Mateo, 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 | REMOTE 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 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.
2026-10-20T00:00:00Z

Wellness Coordinator

Oakland, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Wellness Coordinator to support community-based health and engagement programs for seniors in Oakland, California. This Contract position is ideal for someone who can build strong relationships, coordinate wellness initiatives, and serve as a reliable resource for participants seeking guidance and support. The role requires bilingual communication in Mandarin or Cantonese and a thoughtful approach to program delivery, member outreach, and service coordination. Responsibilities:• Coordinate wellness activities for senior participants, helping plan, launch, and monitor programs that align with established best practices.• Gather participant feedback through surveys and other outreach methods to assess program interest, measure satisfaction, and identify opportunities for improvement.• Address incoming questions from members and provide clear information about available wellness resources, services, and appropriate referrals.• Support day-to-day administration of program operations, ensuring activities are organized, documented, and carried out effectively.• Build engagement with the member community by encouraging participation and fostering stronger connections between seniors and available services.• Track program outcomes and assist with reviewing results to help evaluate effectiveness and guide future planning.• Maintain accurate participant and program records using relevant computer applications and healthcare-related systems.• Collaborate with internal teams and community partners to help deliver services smoothly and respond to participant needs in a timely manner. If you are interested in the role, please apply today and contact us at (510) 470-7450
2026-10-10T00:00:00Z

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>
2026-10-16T00:00:00Z

People Coordinator

San Francisco, CA
onsite
Permanent / Full Time
140000 - 160000 USD / Yearly
People Coordinator | San FranciscoJoin a high-touch People team where you'll be the hub that keeps everything running smoothly. We're seeking an HR professional with experience in onboarding, employee lifecycle support, HR operations, compliance, and special projects. This role is ideal for someone who thrives on organization, follow-through, and delivering a white-glove employee experience. You'll partner across teams, own onboarding from start to finish, support HR programs, and help create a thoughtful, people-first workplace.
2026-10-31T00:00:00Z

Client Advisor

San Francisco, CA
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Advisor📍 San Francisco, CA (Hybrid)🏢 Collaborative Wealth Management Firm💰 Competitive Base + Bonus + Great Benefits Anisa is partnering with a highly respected wealth management firm is seeking a Client Advisor to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success. What You'll Be Doing<ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect. For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-28T00:00:00Z

Workplace Coordinator

San Francisco, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Workplace Coordinator to support daily office operations for a Contract position based in San Francisco, California. This role is ideal for someone who can keep workplace activities organized, respond professionally to incoming requests, and maintain smooth coordination across schedules and administrative processes. The successful candidate will bring a service-oriented mindset, strong attention to detail, and the ability to manage payroll-related tasks while helping the workplace run efficiently. Responsibilities: • Oversee day-to-day workplace coordination to ensure office functions remain organized, responsive, and efficient. • Manage dispatch activities by directing requests to the appropriate teams and following through on timely resolution. • Arrange and maintain schedules, meetings, and operational calendars to support seamless daily workflow. • Handle inbound calls professionally, provide accurate information, and route inquiries to the correct contacts. • Process full-cycle payroll activities with accuracy, timeliness, and careful attention to established procedures. • Support team leads with administrative and coordination tasks that contribute to effective workplace leadership and execution. • Monitor office needs, track recurring tasks, and help maintain a well-supported and productive work environment.
2026-11-06T00:00:00Z

Workplace Coordinator

San Mateo, CA
onsite
Temporary / Contract
23 - 27 USD / Hourly
Robert Half is working with one of our top technology companies in San Mateo to help them during the holidays with office events. We are seeking an enthusiastic Workplace Coordinator to provide hands-on office and facilities support with a variety of tasks. This is an excellent entry-level opportunity for someone who enjoys helping people, staying organized, and creating a welcoming, productive workplace. In this role, you will help manage day-to-day office needs, support employee and visitor requests, maintain common areas, and assist with workplace activities and special projects. The ideal candidate is proactive, dependable, and comfortable jumping in wherever needed to ensure the office operates efficiently. Key Responsibilities<ul><li>Provide day-to-day administrative and operational support for workplace and office activities.</li><li>Maintain clean, organized, and welcoming office spaces, conference rooms, kitchens, and common areas.</li><li>Assist with meeting room preparation, including arranging furniture, organizing supplies, and ensuring rooms are ready for employees and guests.</li><li>Help coordinate office events, employee gatherings, team meetings, and other workplace activities.</li><li>Monitor office, kitchen, and breakroom supplies; restock materials and communicate when inventory needs replenishment.</li><li>Assist with receiving, organizing, and distributing incoming mail, packages, and office deliveries.</li><li>Support visitor check-in and help ensure guests are directed to the appropriate employees or meeting spaces.</li><li>Respond to employee requests and route facilities or maintenance issues to the appropriate team members.</li><li>Assist with vendor coordination, service requests, and general office upkeep as needed.</li><li>Provide additional hands-on support during high-volume periods, special events, office initiatives, and other workplace projects.</li><li>Help ensure employees and visitors have a positive, professional experience while in the office.</li></ul>
2026-10-21T00:00:00Z

Workplace Coordinator

San Francisco, CA
onsite
Temporary / Contract
23 - 23 USD / Hourly
We are looking for a Workplace Coordinator to support a well-run, welcoming office environment in San Francisco, California. This is a Contract position focused on coordinating daily workplace services, maintaining facility readiness, and helping create a positive employee experience. The ideal candidate is organized, proactive, and comfortable balancing operational tasks, vendor coordination, and on-site event support. Responsibilities: • Perform routine opening inspections each morning to confirm shared spaces are orderly, operational, and safe for employees and visitors. • Coordinate core workplace services, including mail distribution, incoming deliveries, refreshments, supply inventory, and cleaning support. • Partner with property management and external service providers to arrange building access, resolve maintenance issues, and address facility-related needs. • Assist with planning and delivering on-site programs and events in collaboration with workplace, marketing, and cross-functional partners. • Support workspace changes and office reconfigurations by helping organize moves, additions, and updates with minimal disruption to staff. • Serve in workplace safety support duties, including emergency response participation and required first aid readiness. • Monitor vendor performance and follow up as needed to ensure janitorial, porter, and food service standards are consistently met. • Lead employee engagement activities such as social gatherings and workplace experience initiatives that strengthen office culture. • Create and maintain clear operating procedures, reference materials, and training documents to improve consistency and team effectiveness. • Provide backup coverage for workplace leadership when needed to help maintain smooth day-to-day operations.
2026-11-05T00:00:00Z

Client Service Associate at Thriving Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 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 | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing Join a growing investment management firm known for its collaborative culture, high-touch client service, and long-term approach to client relationships. This is an opportunity to work closely with advisors, clients, and operations teams while gaining broad exposure across wealth management and private client services. This role is ideal for someone looking to deepen their career in wealth management. You'll be a key member of the client team, supporting sophisticated investors while gaining experience across client service, account administration, investment operations, and process improvement. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience. Responsibilities<ul><li>Serve as a primary point of contact for client requests and account needs</li><li>Support account openings, transfers, cash movements, and ongoing account maintenance</li><li>Coordinate with custodians and internal teams to ensure timely execution and issue resolution</li><li>Prepare client meeting materials, reports, and follow-up items</li><li>Maintain accurate client records and documentation</li><li>Manage workflows, track requests, and ensure an exceptional client experience</li><li>Assist with operational projects and process improvement initiatives</li><li>Support advisors and private client professionals across a wide range of client activities</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Facilities Technician/Office Coordinator

San Francisco, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Facilities Technician/Office Coordinator to support daily workplace operations for an insurance organization in San Francisco, California. This Contract position combines hands-on facilities support with office coordination to help maintain a clean, organized, and well-equipped environment for employees, visitors, and vendors. The role will contribute to meeting readiness, seating coordination, supply management, and timely response to workplace service needs. Success in this position requires strong organization, sound judgment, and a proactive approach to resolving facility-related issues. Responsibilities:• Manage inventory levels for kitchen, coffee, and office materials, replenish shared areas promptly, and organize storage for efficient use of space.• Arrange approved specialty purchases and coordinate deliveries to ensure needed items arrive accurately and on schedule.• Prepare conference rooms, training spaces, and office events by setting up furniture, equipment, and room layouts to support business needs.• Support visitor access by arranging short-term work areas and facilitating appropriate security badge availability when required.• Conduct routine facility inspections, identify maintenance or compliance concerns, and recommend corrective actions in collaboration with the Facilities Manager.• Perform basic upkeep tasks such as minor repairs, furniture moves, housekeeping oversight, and monitoring sanitation and overall office appearance.• Respond to internal service requests and work with building management, janitorial teams, and external vendors to address lighting, plumbing, cleaning, carpet, and general maintenance needs.• Oversee on-site vendor and contractor activity, confirm work is completed to expectations, coordinate dock or freight access when needed, and review facility-related work orders for accuracy. ** If you're interested in this position, please apply to this position and contact Michaela Stauber at michaela.stauber- at - roberthalf - .com with your word resume and reference job ID#00410-0013516428**
2026-11-06T00:00:00Z

29 results for Client Services Coordinator in San Mateo, CA