28 Results for Client Service Manager Jobs in Alamo, CA

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Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
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. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

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 | 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.
2026-10-07T00:00:00Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000 - 100000 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📍 San Carlos, CA (Hybrid)🏢 Established Wealth Management Firm💰 Competitive Base + Bonus Join a growing advisory team in a hybrid client service role supporting both wealth management operations and insurance-related client needs. This opportunity requires strong client service experience and insurance expertise, with an eagerness to develop it in a collaborative, growth-focused environment. An excellent opportunity for a highly organized, client-focused professional who enjoys building relationships, managing complex workflows, and contributing to a collaborative, growth-oriented team. The RoleThe Client Service Associate will serve as a primary point of contact for clients while managing a variety of operational, administrative, and insurance servicing responsibilities. The role combines traditional wealth management client service functions with insurance case management and planning support, offering broad exposure across advisory operations. Key Responsibilities<ul><li>Manage client account servicing, including account openings, beneficiary updates, money movement requests, rollovers, and account maintenance.</li><li>Support life insurance and annuity operations, including application processing, underwriting coordination, carrier communication, policy servicing, and contract delivery.</li><li>Serve as a primary contact for client inquiries and service requests via phone, email, and virtual meetings.</li><li>Maintain accurate client records, workflows, and activity tracking within CRM and planning systems.</li><li>Coordinate with custodians, insurance carriers, and internal team members to ensure timely execution of client requests.</li><li>Track compliance-related activities, documentation, and operational processes.</li><li>Assist with financial planning support, client onboarding, data gathering, and plan preparation.</li><li>Manage advisor scheduling and client meeting coordination.</li><li>Support referral tracking, marketing initiatives, and client engagement efforts.</li><li>Assist with special projects and operational improvements as needed.</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-05T00:00:00Z

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.
2026-10-02T00:00:00Z

Client Service Associate

Walnut Creek, CA
onsite
Permanent / Full Time
70000 - 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📍 Walnut Creek, CA (In-Office)🏢 Relationship Driven Wealth Management Firm💰 Competitive Base + Bonus Our client, a highly respected independent wealth management firm, is seeking a Client Service Associate 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. As a Client Service Associate, 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.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. Key Responsibilities<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>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-09-29T00:00:00Z

Customer Success Manager

Hayward, CA
onsite
Permanent / Full Time
80000 - 85000 USD / Yearly
We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements. Responsibilities:• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health
2026-09-15T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers with professionalism, accuracy, and a helpful approach in San Francisco, California. This is a Contract position for someone who can create a positive experience on every interaction while managing inquiries efficiently and thoroughly. The ideal candidate is dependable during scheduled hours, communicates clearly, and takes feedback well to continuously improve performance. Responsibilities: • Respond to incoming customer calls and messages with patience, clarity, and a service-focused attitude. • Guide customers through questions, applications, or order-related needs to help them complete the correct forms accurately the first time. • Record customer details and enter information carefully to maintain complete and accurate documentation. • Follow up on outstanding items to reduce delays and keep customer requests moving toward resolution. • Handle both inbound and outbound communication as needed to provide updates, gather missing information, and resolve issues. • Remain available and engaged during assigned queue hours, maintaining consistent attendance and dependable coverage. • Apply coaching and feedback to improve call quality, accuracy, and overall customer satisfaction.
2026-10-07T00:00:00Z

Customer Service Representative

Brisbane, CA
onsite
Temporary / Contract
24 - 26 USD / Hourly
Our client, a well-established and growing logistics company in Brisbane, is seeking a Customer Service Representatives for a contract-to-hire opportunity. This role is ideal for a customer-focused professional who brings a strong service background, a positive attitude, and a genuine desire to learn and grow within a business. You’ll join a fast-paced environment where teamwork, adaptability, and a commitment to delivering excellent support are highly valued. Responsibilities: <ul><li>Delivering exceptional customer service via phone, email, and other communication channels. </li><li>Responding to customer inquiries, resolving issues, and ensuring a high-quality client experience. </li><li>Assisting with order management, shipment updates, and service-related requests. </li><li>Partnering with internal teams to support daily logistics and customer operations. </li><li>Maintaining accurate records and updating customer information in internal systems.</li><li>Supporting administrative tasks and contributing to overall team success. </li></ul>
2026-10-05T00:00:00Z

Customer Service Representative

Santa Clara, CA
onsite
Temporary / Contract
18.525 - 21.45 USD / Hourly
We are looking for a customer-focused, detail-oriented individual to support daily parking lot operations in California. This Contract position blends front-line service with on-site coordination, helping create an orderly, safe, and positive experience for visitors and drivers. The ideal candidate is comfortable working outdoors, communicating clearly with customers and staff, and handling multiple priorities throughout the day. Responsibilities: • Coordinate day-to-day activity across the lot to keep traffic moving smoothly and the area well organized. • Welcome customers upon arrival, provide clear guidance, and respond to questions in a courteous and helpful manner. • Oversee attendants on shift, offering direction, support, and coaching to maintain consistent service standards. • Guide vehicle placement and manage entry and exit flow to maximize space usage and reduce congestion. • Address customer issues quickly and effectively, working to resolve concerns with a service-first approach. • Observe the lot for safety risks, equipment problems, or maintenance needs and report issues promptly. • Support onboarding and training for new team members to help them understand procedures and expectations. • Maintain routine logs related to lot usage, staff attendance, and daily operational activity.
2026-10-12T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
22.8 - 26.4 USD / Hourly
We are looking for a Customer Service Representative to support customers with professionalism, accuracy, and a helpful approach in San Francisco, California. This is a Contract position suited for someone who can create a positive customer experience by listening carefully, resolving questions efficiently, and ensuring each interaction moves applications or requests forward. The ideal candidate is dependable during scheduled hours, communicates clearly, and takes feedback well while maintaining strong service standards. Responsibilities: • Respond to inbound customer calls and provide clear, courteous assistance tailored to each inquiry. • Make outbound calls when follow-up is needed to gather missing details, clarify next steps, or help customers complete requests. • Enter orders, applications, and customer information accurately to support a high rate of complete submissions on the first review. • Guide customers through required forms and documentation so they understand what is needed without feeling pressured. • Monitor open and pending cases proactively and take action to reduce delays or incomplete submissions. • Maintain consistent availability during assigned shift hours and remain ready to assist customers throughout the day. • Apply coaching and performance feedback constructively to improve call handling, accuracy, and overall service quality.
2026-10-14T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
22.8 - 26.4 USD / Hourly
We are looking for a Customer Service Representative to join our team in San Francisco, California on a Contract basis. In this role, you will support customers by providing clear guidance, addressing questions thoroughly, and helping each interaction move forward efficiently. The ideal candidate brings a service-focused approach, maintains dependable queue coverage, and contributes to a smooth application and support experience for every customer. Responsibilities: • Assist customers through inbound and outbound interactions, offering clear direction and ensuring they understand next steps without feeling rushed. • Handle customer inquiries with accuracy and completeness, gathering the right information and providing well-informed responses on the first interaction whenever possible. • Enter and update order or application details carefully to reduce delays, minimize incomplete submissions, and keep records current. • Monitor open cases and follow up proactively so pending items continue moving toward resolution instead of remaining stalled. • Maintain consistent availability during scheduled hours, including reliable on-queue presence and timely attendance. • Respond constructively to feedback, adjust performance based on coaching, and apply guidance to improve service quality. • Support call center operations by documenting conversations thoroughly and escalating issues appropriately when additional assistance is needed.
2026-10-14T00:00:00Z

Customer Service Representative

Ross, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
We are looking for a Customer Service Representative to support an upcoming event through a Contract assignment. This role is ideal for someone who enjoys engaging with people, representing a brand effectively, and delivering a positive customer experience in a fast-paced setting. The selected candidate will help create a welcoming booth environment, respond to attendee questions, and capture customer interest with accuracy and care. Responsibilities: • Prepare the event booth before opening by organizing materials, arranging displays, and ensuring the space is ready for visitors. • Represent the company at the trade event by welcoming attendees and creating a friendly, positive first impression. • Share clear and accurate information about the company’s products, service locations, and general offerings. • Respond to customer questions about item availability and help guide visitors to appropriate solutions. • Gather attendee details, requests, and follow-up needs with careful attention to accuracy and completeness. • Coordinate product sample requests with the appropriate teams and keep supporting records well organized. • Support event operations throughout the assignment, including booth coverage during event hours and breakdown at the close of the event. • Build positive connections with customers and prospective clients by providing attentive, high-quality service at every interaction.
2026-10-13T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-10-05T00:00:00Z

Customer Service Specialist

Oakland, CA
onsite
Temporary / Contract
26 - 29 USD / Hourly
Customer Service SpecialistBrief Job Description:The Customer Service Specialist provides support to customers by answering questions, resolving issues, processing requests, and delivering a positive service experience.Responsibilities:<ul><li>Respond to customer inquiries by phone, email, or chat</li><li>Resolve issues related to orders, billing, products, or services</li><li>Document customer interactions in CRM or ticketing systems</li><li>Escalate complex issues to appropriate departments</li><li>Process returns, refunds, or service requests as needed</li><li>Maintain service quality and meet response-time goals</li></ul>
2026-09-25T00:00:00Z

Network/Systems Manager

Livermore, CA
onsite
Temporary to Hire
65 - 70 USD / Hourly
We are looking for an experienced Network/Systems Manager to join our team in Livermore, California. This is Network/Systems Manager a Contract-to-Permanent position offering an opportunity to lead and oversee critical network operations while collaborating with management and technical teams. The ideal Network/Systems Manager will take ownership of network systems, provide strategic recommendations for improvements, and ensure seamless technology operations across multiple sites. This is an onsite position sitting in Livermore, Ca. The ideal Network/Systems Manager will have Palo Alto firewall experience, strong Cisco networking skills, and a background in Active Directory, VMware, and Google Workspace. The Network/Systems Manager will also help manage security in collaboration with our managed security provider, including patch management, configurations, and oversight of new firewall deployment. Experience with Cisco VoIP systems—particularly in design and configuration—is preferred. When the current manager is out, this Network/Systems Manager role will act as the primary liaison to upper management, requiring excellent communication skills and the ability to present clearly to executives. You will also be the go-to person for staff when issues arise, ensuring problems are addressed quickly and effectively. Responsibilities:•Key Responsibilities<ul><li>Oversee the network and virtual server environments, ensuring reliable and secure operations across all sites.</li><li>Administer LAN/WAN infrastructure including Cisco network equipment, virtualization platforms (VMware), Active Directory, user accounts, and network services.</li><li>Manage and configure firewalls (Palo Alto) and coordinate with security providers for patching, monitoring, and threat mitigation.</li><li>Oversee deployment of new network and security hardware, including upcoming firewall projects.</li><li>Configure and support Cisco VoIP systems, including design and implementation.</li><li>Troubleshoot and resolve hardware, software, and network issues to minimize downtime.</li><li>Evaluate requests for technical assistance, determine appropriate actions, and assign resources accordingly.</li><li>Collaborate with leadership to plan short- and long-term technology upgrades, replacements, and system improvements.</li><li>Design and optimize network architectures (e.g., VLAN, VPN, routing, content filtering, QoS, IDS/IPS, etc.) for high performance and security.</li><li>Install and update network software, service packs, and security patches across multiple platforms.</li><li>Monitor servers, appliances, and network devices to ensure proper performance and availability.</li><li>Lead technology projects, including migrations, new implementations, and product evaluations, ensuring they meet deadlines and quality standards.</li><li>Coordinate with internal teams, vendors, and contractors to complete projects and resolve issues efficiently.</li><li>Prepare documentation including network maps, technical reports, procedures, and recommendations for improvements.</li><li>Stay informed on industry trends, tools, and best practices to inform purchasing and operational strategies.</li><li>Act as a primary contact for management, providing updates, reports, and recommendations.</li></ul>
2026-10-08T00:00:00Z

Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
31 - 35 USD / Hourly
We are looking for a Call Center Specialist to support critical service coordination in California. This long-term contract position is ideal for someone who can manage urgent and routine calls, collect accurate information, and ensure the right response teams are engaged quickly. The role requires strong judgment, clear communication, and a consistent approach to documentation and shift-based operations. Responsibilities:• Monitor radio communications and assess developing situations to coordinate additional support when safety concerns arise.• Receive emergency and non-emergency calls, gather complete incident details, and document requests accurately in the designated work order and dispatch system.• Route service issues to the appropriate response group, including facilities, security, or other operational teams, based on the nature of the request.• Maintain precise records through work orders, call logs, and shift notes to support continuity and accountability.• Prepare recurring operational reports using standard office software such as Microsoft Word and Excel.• Review active workflows throughout the shift to help ensure service requests are handled promptly and in line with established procedures.• Communicate important updates to incoming team members during shift handoff so ongoing issues remain properly managed.• Work closely with supervisors, responders, and partner departments to support coordinated incident response and daily operations.
2026-10-06T00:00:00Z

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>
2026-09-11T00:00:00Z

Case Manager

Berkeley, CA
onsite
Temporary to Hire
26 - 28 USD / Hourly
We are seeking a temporary Housing Navigator to support a community-based program serving Veterans in Berkeley. This role is ideal for someone with experience helping individuals access housing, connect to resources, and achieve personal stability goals. The Housing Navigator will work closely with participants to promote successful housing outcomes and ongoing self-sufficiency. Key Responsibilities<ul><li>Assist participants with housing navigation and access to community resources and supportive services.</li><li>Build positive, professional relationships with residents and provide ongoing support and encouragement.</li><li>Help participants develop and work toward individualized housing and personal stability goals.</li><li>Monitor participant progress and maintain accurate case notes and documentation.</li><li>Coordinate with internal teams and external service providers to ensure participants receive appropriate support.</li><li>Conduct wellness check-ins and help address barriers to housing stability.</li><li>Support a safe, respectful, and welcoming community environment.</li><li>Assist with participant referrals, follow-up activities, and resource connection efforts.</li></ul>
2026-10-08T00:00:00Z

Case Manager

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Case ManagerBrief Job Description:The Case Manager works with clients to assess needs, develop service plans, coordinate resources, and monitor progress toward personal or program goals.Responsibilities:<ul><li>Conduct client assessments and develop individualized service plans</li><li>Connect clients with healthcare, housing, employment, or social services</li><li>Monitor progress and update case documentation regularly</li><li>Advocate for clients and coordinate with community partners</li><li>Maintain accurate records in compliance with program standards</li><li>Provide crisis intervention and follow-up support as needed</li></ul>
2026-09-25T00:00:00Z

Case Manager

Oakland, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
Case ManagerBrief Job DescriptionWe are hiring a Case Manager to work directly with clients, assess needs, develop service plans, and connect individuals with appropriate resources and support services.Responsibilities<ul><li>Conduct client intakes and needs assessments</li><li>Develop and monitor individualized service plans</li><li>Coordinate referrals to community resources and partner agencies</li><li>Maintain accurate case notes and documentation</li><li>Advocate for clients and monitor progress toward goals</li><li>Ensure compliance with program standards and reporting requirements</li></ul>
2026-10-09T00:00:00Z

Case Manager

San Francisco, CA
onsite
Temporary / Contract
25 - 25 USD / Hourly
We are seeking a compassionate and resourceful Case Manager to provide immediate support for an active caseload during a temporary coverage assignment. The ideal candidate will be comfortable conducting field visits throughout the Bay Area, building strong relationships with families, and working independently while managing multiple priorities. This role is well suited for someone with hands-on case management experience, a trauma-informed approach, and a passion for helping clients navigate resources and achieve their goals. Responsibilities:• Conduct home visits and provide direct support to families.• Perform case management duties, including income reviews and goal setting.• Maintain client documentation and case records.• Work independently in the field while managing multiple priorities.• Utilize Salesforce and other digital tools to maintain accurate information and communication.• Support families utilizing a trauma-informed and client-centered approach. ** 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#00410-0013517525**
2026-10-14T00:00:00Z

Community Manager

Union City, CA
onsite
Temporary / Contract
27 - 29 USD / Hourly
Position Overview:We are seeking an experienced Community Manager to oversee the daily operations of an affordable housing property or portfolio. The ideal candidate will have strong knowledge of affordable housing programs, property management operations, resident relations, leasing, compliance, and staff supervision. This role requires a hands-on professional who can maintain high occupancy, ensure regulatory compliance, and support a positive resident experience. Based on general knowledge.Key Responsibilities:<ul><li>Manage day-to-day property operations for an affordable housing community, including leasing, rent collections, maintenance coordination, and resident services. Based on general knowledge.</li><li>Ensure compliance with affordable housing regulations and programs such as LIHTC, HUD, Section 8, and other applicable local, state, and federal requirements. Based on general knowledge.</li><li>Supervise onsite staff, including leasing, maintenance, and administrative team members. Based on general knowledge.</li><li>Monitor occupancy, delinquency, and budget performance, and implement strategies to meet operational goals. Based on general knowledge.</li><li>Conduct resident relations activities, respond to concerns, and help resolve escalated issues professionally and promptly. Based on general knowledge.</li><li>Oversee recertifications, file audits, inspections, and reporting to ensure compliance standards are met. Based on general knowledge.</li><li>Coordinate with vendors, contractors, and internal teams to maintain property standards and address capital or repair needs. Based on general knowledge.</li><li>Prepare reports related to property performance, compliance, and resident matters. Based on general knowledge.</li></ul>
2026-09-25T00:00:00Z

Client Service Leader RIA Firm

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a Client Service Associate Leader to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.This is a great opportunity for a hands-on leader who enjoys both people management and process improvement. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently. What You’ll DoTeam Leadership<ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul>Client Service & Operations<ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul>Technology & Process Improvement<ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul>
2026-10-13T00:00:00Z

Membership Manager

Oakland, CA
onsite
Temporary / Contract
30 - 35 USD / Hourly
Membership ManagerBrief Job Description:The Membership Manager oversees membership recruitment, retention, engagement, and service to support organizational growth and member satisfaction.Responsibilities:<ul><li>Develop and manage membership outreach and retention efforts</li><li>Serve as the primary contact for member inquiries and concerns</li><li>Track membership renewals, applications, and database accuracy</li><li>Coordinate member events, communications, and benefits</li><li>Analyze membership trends and prepare performance reports</li><li>Collaborate with marketing and leadership on engagement strategies</li></ul>
2026-09-25T00:00:00Z

Account Service Associate

Sunnyvale, CA
onsite
Temporary / Contract
32.3 - 37.4 USD / Hourly
We are looking for an Account Service Associate to support key account operations for a financial services team in Sunnyvale, California. This Long-term Contract position is ideal for someone who combines strong analytical skills with a service-oriented approach and can manage detailed transactional work with accuracy. The role involves assisting with account administration, member support, reporting activities, and compliance-related processes while contributing to smooth day-to-day operations. Responsibilities: • Perform recurring reviews and operational checks to verify account accuracy, identify discrepancies, and maintain compliance with internal standards. • Address member questions related to account eligibility, required paperwork, and general account details with professionalism and clear communication. • Prepare and submit Adult Protective Services reports in accordance with established guidelines and documentation requirements. • Assist with unclaimed property activities by updating records and maintaining information within escheatment tracking tools. • Support the handling of decedent accounts, including ownership changes, account updates, and closure processing as needed. • Process account transactions such as contributions, distributions, and withholding election updates with careful attention to detail. • Compile and produce weekly rate and fee schedules to support ongoing account servicing and reporting needs. • Contribute to special assignments and help maintain procedural documentation, reference materials, and job aids for the team.
2026-10-07T00:00:00Z

28 results for Client Service Manager in Alamo, CA