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20 results for Customer Service Representative in Vacaville, CA
- 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.<br><br>Responsibilities:<br>• Respond to inbound customer calls with professionalism, clarity, and a solutions-focused approach.<br>• Place outbound calls as needed to gather missing details, provide updates, and help move customer requests toward completion.<br>• Guide customers through forms, applications, or order-related questions so submissions are accurate and complete the first time.<br>• Enter and update customer information carefully in internal systems while maintaining strong attention to detail.<br>• Monitor open or pending requests and follow up promptly to reduce delays and keep cases progressing.<br>• Remain available and consistently on queue during scheduled working hours, including the core 9:00 a.m. to 3:00 p.m. coverage period.<br>• Apply coaching and performance feedback quickly to improve call handling, accuracy, and overall customer experience.
- 2026-11-12T00:00:00Z
- Stockton, CA
- onsite
- Temporary / Contract
- 15.8365 - 18.337 USD / Hourly
- We are looking for an experienced Customer Service Representative to support clients in Stockton, California through responsive, detail-oriented service in a fast-paced banking environment. This Long-term Contract position is ideal for someone who enjoys handling customer inquiries, maintaining accurate account records, and using sound judgment when addressing sensitive requests. The right candidate will be comfortable working with phone-based interactions and digital tools while delivering dependable support to business clients.<br><br>Responsibilities:<br>• Manage incoming and outgoing customer calls, providing timely assistance and clear follow-up on service-related questions.<br>• Record client interactions accurately in the organization’s system, including notes, status updates, and scheduled follow-up activities.<br>• Maintain customer records by updating account details and routing issues to the appropriate internal contact when additional support is needed.<br>• Assist with order entry and related service requests while ensuring information is complete and processed correctly.<br>• Use spreadsheets, shared calendars, video conferencing platforms, and web-based applications to coordinate daily customer service tasks.<br>• Recognize situations involving confidential or sensitive information and guide clients to approved secure submission methods when necessary.<br>• Escalate inquiries related to pricing, approvals, funding, or other specialized matters to the proper team for resolution.
- 2026-11-11T00:00:00Z
- 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.<br><br>Responsibilities:<br>• Respond to incoming customer calls promptly and provide clear, courteous support for a range of service-related questions.<br>• Place outbound calls as needed to follow up on requests, confirm details, or resolve outstanding customer concerns.<br>• Enter orders and update customer information carefully to maintain accurate records and support smooth transaction processing.<br>• Address customer issues by identifying needs, explaining available solutions, and escalating more complex matters when appropriate.<br>• Manage a steady volume of call center activity while meeting service expectations for responsiveness and quality.<br>• Document conversations, actions taken, and outcomes to ensure complete and organized customer interaction records.
- 2026-11-10T00:00:00Z
- 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.<br><br>Responsibilities:<br>• Assist customers by phone with questions, applications, and service-related concerns while creating a supportive and reassuring experience.<br>• Provide accurate information and ensure forms are completed thoroughly to improve quality and reduce the need for follow-up.<br>• Manage inbound and outbound call activity efficiently, maintaining consistent queue coverage during scheduled working hours.<br>• Enter order and customer information carefully into internal systems, keeping records organized and up to date.<br>• Monitor open or incomplete applications and take timely action to help prevent delays in processing.<br>• Respond constructively to coaching and performance feedback, adjusting approach as needed to improve service outcomes.
- 2026-11-12T00:00:00Z
- San Leandro, CA
- onsite
- Temporary / Contract
- 25 - 27 USD / Hourly
- <p>We are hiring a Customer Service Representative to support customers by resolving inquiries and delivering exceptional service.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, and chat</li><li>Process orders and account updates</li><li>Research and resolve customer issues</li><li>Maintain accurate records in CRM systems</li><li>Collaborate with internal teams to meet customer needs</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Sacramento, CA
- onsite
- Temporary / Contract
- 22 - 25 USD / Hourly
- <p>BILINGUAL SPANISH SPEAKING CUSTOMER SERVICE REPRESENTATIVE</p><p><br></p><p><br></p><p>We are looking for a bilingual Customer Service Representative to support customers in Sacramento, California. This Long-term Contract position is ideal for someone who communicates clearly in both Spanish and English, enjoys resolving service concerns, and can manage a high volume of inquiries with professionalism. The person in this role will help deliver a positive customer experience by responding thoughtfully, coordinating with internal teams, and maintaining accuracy in every interaction.</p><p><br></p><p>Responsibilities:</p><p>• Handle inbound customer inquiries in both Spanish and English, using attentive listening and thoughtful follow-up questions to fully understand each concern.</p><p>• Route requests to the appropriate team members when needed and coordinate with internal departments to help resolve service-related issues efficiently.</p><p>• Address customer complaints with professionalism, working toward timely and effective solutions that support a positive service experience.</p><p>• Build and maintain knowledge of company services, transactions, and procedures to provide accurate information and dependable support.</p><p>• Communicate workflow concerns, service disruptions, or recurring customer issues to Customer Care leadership in a timely manner.</p><p>• Complete all assigned work in alignment with company policies, training guidance, supervisory expectations, and applicable regulations.</p><p>• Provide support to other departments when service needs require cross-functional assistance.</p><p>• Document customer interactions clearly and accurately to help ensure continuity, compliance, and quality service.</p>
- 2026-11-13T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 70000 - 90000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>📍 Walnut Creek, CA (In-Office)</p><p>🏢 Relationship Driven Wealth Management Firm</p><p>💰 Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you'll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm's commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>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.</p><p> </p><p><strong>Position Overview</strong></p><p>The 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.</p><p>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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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><p><br></p>
- 2026-10-29T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 110000 - 125000 USD / Yearly
- <p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
- 2026-11-06T00:00:00Z
- Alamo, CA
- onsite
- Permanent / Full Time
- 75000 - 100000 USD / Yearly
- <p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with <strong>Charles Schwab</strong> to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul><p><br></p>
- 2026-11-06T00:00:00Z
- Sacramento, CA
- onsite
- Temporary / Contract
- 23 - 24.75 USD / Hourly
- We are looking for a Client Services Coordinator to provide dependable administrative and front office support for a contract position based in Sacramento, California. This role will help maintain a welcoming office environment, coordinate daily operational needs, and support client-facing activities with care and attention to detail. The ideal candidate is organized, service-oriented, and comfortable managing multiple priorities across scheduling, documentation, events, and vendor-related tasks.<br><br>Responsibilities:<br>• Welcome visitors and clients, manage front desk activity, and ensure a welcoming and detail-focused office experience.<br>• Prepare, edit, and organize business documents, presentations, spreadsheets, and correspondence using Microsoft Office applications.<br>• Support document execution processes by sending, tracking, and maintaining files through AdobeSign or DocuSign.<br>• Monitor office and kitchen inventory, place supply orders, and keep shared spaces stocked and organized.<br>• Coordinate meetings and events by arranging meals, preparing conference rooms, and handling on-site logistics.<br>• Submit invoices accurately through Coupa and follow internal procedures for timely processing.<br>• Assist with administrative tasks related to contracts, records, and document management as needed.<br>• Partner with team members during the onboarding period to learn workflows and provide smooth coverage throughout the assignment.
- 2026-11-11T00:00:00Z
- Concord, CA
- onsite
- Temporary to Hire
- 20 - 20 USD / Hourly
- <p>Robert Half's client in Concord, CA is seeking an Inside Sales Representative for a hybrid position. Are you someone who enjoys helping people, building relationships, and guiding customers toward the right solution? In this role, you'll connect with prospective customers and their families, understand their unique needs, and help them make informed decisions with confidence. If you're energized by meaningful conversations, sales goals, and helping others navigate important choices, we'd love to hear from you! This is a hybrid work arrangement after training is complete.</p><p><br></p><p>Inside Sales Representative Responsibilities:</p><ul><li>Connect with inbound and marketing-generated leads to understand customer needs and recommend appropriate products and services.</li><li>Build trust with customers, caregivers, and family members through empathetic, consultative conversations.</li><li>Guide sales opportunities through the decision-making process and help customers take the next step when the timing is right.</li><li>Maintain detailed and accurate records of customer interactions, lead activity, and sales progress within company systems.</li><li>Conduct timely follow-up with prospective customers to nurture relationships and improve conversion outcomes.</li><li>Meet daily activity metrics, sales goals, and revenue objectives in a fast-paced environment.</li><li>Partner with team members and leadership to identify customer trends, common objections, and opportunities for improvement.</li></ul><p>What We're Looking For</p><ul><li>Previous experience in sales, customer service, call center, inside sales, admissions, or a customer-facing role.</li><li>Strong communication skills with the ability to build rapport quickly and effectively.</li><li>A consultative sales approach focused on understanding customer needs and creating positive experiences.</li><li>Comfort working in a goal-driven environment with performance metrics and sales targets.</li><li>Strong organizational skills and attention to detail.</li><li>Ability to multitask, prioritize, and manage a high volume of customer interactions.</li><li>Proficiency with CRM systems, sales software, and Microsoft Office applications.</li><li>Reliable attendance and flexibility to work various shifts between <strong>6:00 AM and 5:00 PM</strong>.</li><li>High school diploma or equivalent required; additional education is a plus.</li></ul><p>Why Join Us?</p><ul><li>Competitive compensation with performance incentives.</li><li>Comprehensive training and ongoing support.</li><li>Collaborative team environment with opportunities for growth.</li><li>Meaningful work helping customers make important decisions.</li><li>Stable schedule options within daytime operating hours.</li></ul><p>If you're interested in this Inside Sales Representative role, submit your resume for consideration today!</p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 130000 - 170000 USD / Yearly
- <p><strong>Anisa Henry is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Advisor</p><p>📍 San Francisco, CA (Hybrid)</p><p>🏢 Collaborative Wealth Management Firm</p><p>💰 Competitive Base + Bonus + Great Benefits</p><p><br></p><p>Anisa is partnering with a highly respected wealth management firm is seeking a <strong>Client Advisor</strong> 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.</p><p><br></p><p><strong>What You'll Be Doing</strong></p><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><p>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect.</p><p><br></p><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
- 2026-11-12T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 160000 - 200000 USD / Yearly
- <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance & Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Private Client Service Associate</p><p>📍 San Francisco, CA (Hybrid, 3 days/week in office)</p><p>🏢 Respected Investment Management Firm</p><p>💰 Competitive Base + Bonus + Profit Sharing</p><p><br></p><p>Are you looking for more than a traditional client service role?</p><p><br></p><p>I'm partnering with a well-established and highly regarded investment management firm is seeking a <strong>Private Client Service Associate</strong> 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.</p><p><br></p><p>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.</p><p><br></p><p><strong>What You'll Do</strong></p><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><p><strong>Why This Opportunity Stands Out</strong></p><p>✅ Competitive compensation package with bonus opportunity & Profit-sharing program</p><p>✅ Exceptional retirement benefits, including a generous employer contribution</p><p>✅ Comprehensive medical, dental, and vision coverage</p><p>✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities</p><p>✅ Opportunity to support sophisticated, high-net-worth client relationships</p><p>✅ Collaborative, team-oriented culture with outstanding employee tenure</p><p>✅ Strong leadership team committed to employee development and long-term career growth</p><p>✅ Engaging and supportive workplace culture that values both professional success and team camaraderie</p><p><br></p><p>Reach out to <strong><u>Anisa Henry</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing. </p>
- 2026-11-12T00:00:00Z
- Sacramento, CA
- remote
- Permanent / Full Time
- 40000 - 100000 USD / Yearly
- <p><strong>Job Summary</strong></p><p>The Sales Representative will drive revenue growth by identifying and pursuing new business opportunities, building strong client relationships, and closing sales deals. This role involves promoting our products or services to potential customers, meeting sales targets, and contributing to the overall success of the sales team. The ideal candidate is results-oriented, persuasive, and thrives in a competitive environment, with a passion for delivering exceptional customer value.</p><p><strong>Key Responsibilities</strong></p><ul><li>Prospect and qualify leads through cold calling, networking, and research to build a robust sales pipeline.</li><li>Conduct product demonstrations, presentations, and negotiations to effectively communicate value propositions and close sales.</li><li>Maintain and expand relationships with existing clients, identifying upsell and cross-sell opportunities to maximize revenue.</li><li>Achieve and exceed monthly, quarterly, and annual sales quotas while tracking progress using CRM tools.</li><li>Collaborate with marketing, product, and support teams to align on strategies and resolve customer issues.</li><li>Analyze market trends, competitor activities, and customer feedback to inform sales approaches and improve performance.</li><li>Prepare accurate sales reports, forecasts, and documentation to support data-driven decision-making.</li><li>Attend industry events, trade shows, and client meetings to represent the company and generate new leads.</li></ul>
- 2026-10-19T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 90000 - 115000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> with <strong>Robert Half Financial Services</strong> is partnering with an established East Bay RIA managing <strong>$4B+ in AUM</strong> to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul><p><br></p>
- 2026-11-13T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 98000 - 131000 USD / Yearly
- <p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>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.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. 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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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
- San Francisco, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Service Associate | Wealth Management Firm | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>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.</p><p><br></p><p>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 <strong>client service, account administration, investment operations, and process improvement</strong>. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience.</p><p><br></p><p><strong>Responsibilities</strong></p><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 <strong>process improvement initiatives</strong></li><li>Support advisors and private client professionals across a wide range of client activities</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-06T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>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.</p><p> </p><p><strong>Position Overview</strong></p><p>The 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.</p><p>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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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><p><br></p>
- 2026-11-13T00:00:00Z
- Walnut Creek, CA
- onsite
- Permanent / Full Time
- 90000 - 120000 USD / Yearly
- <p><strong>Jennifer Fukumae</strong> is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. <u>Reach out via LinkedIn or email to start a conversation.</u></p><p> </p><p>A growing, client-focused wealth advisory practice in the Bay Area is seeking a <strong>Client Service Associate</strong> to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs.</p><p><br></p><p><strong>Job Duties</strong></p><ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul><p><br></p>
- 2026-11-03T00:00:00Z