<p>Do you possess excellent communication abilities and strong data entry skills? Robert Half is seeking personable Customer Service Representatives to assist our client’s ongoing needs in the area. The Customer Service Representative will receive and process incoming calls from customers in an accurate, efficient, and timely manner and maintain solid customer relationships by handling questions and concerns with speed. The Customer Service Representative will communicate with other departments within the company, respond to internal questions and issues, and review and process documents. This position also may require research skills to troubleshoot customer problems and will act as support for other teams within the company. </p>
<p>We have partnered with a thriving, manufacturer on their search for an organized Sales Support Coordinator with strong administrative skills. As the Sales Support Coordinator, you will handle tasks such as: preparing reports, assisting the sales team on leads, researching product pricing, handling administrative duties, preparing sales presentations/proposals/contracts, coordinating the ordering process workflow, and manage the communication channels between internal departments. The ideal candidate for this role should have an intense passion for client satisfaction, advanced multi-tasking capabilities, superb customer service skills and a strong drive for problem-solving.</p><p><br></p><p>What you get to do everyday</p><p>· Provide administrative support to sales team</p><p>· Fulfill customer inquiries</p><p>· Serve as liaison between sales team, clients, and internal departments</p><p>· Manage and update customer accounts and CRM systems</p><p>· Resolve pricing issues/errors</p><p>· Build strong customer relationships</p><p>· Review and analyze customer feedback</p><p>· Track sales leads, monitor progress, and ensure follow-up</p><p>· Provide customer quotes and pricing</p><p>· Troubleshoot data performance inquiries</p>
<p>Join a well-established, independent wealth management firm with a long-standing reputation for delivering personalized investment strategies to high-net-worth individuals, families, and institutions. Our client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. This is an excellent opportunity for a motivated, detail-oriented professional looking to grow within the private wealth management space. You’ll be working directly with high-net-worth clients and gain hands-on exposure to multiple areas of the business—from onboarding and account servicing to client communications and marketing support.</p><p><br></p><p>Responsibilities of this position will include:</p><p>· Manage new client onboarding and account setup</p><p>· Handle day-to-day service requests (wires, transfers, maintenance)</p><p>· Support relationship management for select clients</p><p>· Liaise with attorneys, accountants, and custodians</p><p>· Prepare client communications and quarterly reports</p><p>· Assist in marketing efforts: update materials, create presentations, and support email campaigns</p><p>· Participate in developing better client communications and social media initiatives</p><p><br></p><p>For immediate consideration for this position please email Alex.Muzaurieta@roberthalf.</p>
We are looking for a detail-oriented and proactive Sales Support specialist to join our team on a contract basis in Gardena, California. This role is essential in ensuring the seamless processing of sales orders and providing administrative assistance to the sales team and leadership. The ideal candidate thrives in a fast-paced environment, demonstrates strong organizational skills, and excels at fostering clear communication across teams and with clients.<br><br>Responsibilities:<br>• Accurately process and manage sales orders using relevant systems while ensuring all details are verified for accuracy.<br>• Collaborate with operations and logistics teams to coordinate timely order fulfillment and shipping.<br>• Communicate with clients regarding order statuses, providing regular updates and preparing weekly status reports.<br>• Assist in setting up customer portals and reconciling purchase orders with sales orders.<br>• Prepare shipping documents and handle inquiries related to pricing, inventory, and tariffs.<br>• Support the sales leadership by managing their calendar, scheduling meetings, and coordinating travel arrangements.<br>• Generate presentations, reports, and other client-facing documents to support sales activities.<br>• Handle confidential correspondence and assist with expense reporting and budget tracking.<br>• Facilitate onboarding for new sales team members by providing necessary tools and documentation.<br>• Coordinate team meetings and assist with proposals to ensure consistency and professionalism.
<p>Do you possess excellent communication abilities and strong data entry skills? Robert Half is seeking personable Customer Service Representatives to assist our client’s ongoing needs in the area. The Customer Service Representative will receive and process incoming calls from customers in an accurate, efficient, and timely manner and maintain solid customer relationships by handling questions and concerns with speed. The Customer Service Representative will communicate with other departments within the company, respond to internal questions and issues, and review and process documents. This position also may require research skills to troubleshoot customer problems and will act as support for other teams within the company. </p>
<p><strong>Ready to Pivot Out of Public Accounting?</strong></p><p>You’ve done the grind — busy seasons, tick-and-tie, late nights. Now you’re ready for something more <strong>dynamic</strong>, <strong>strategic</strong>, and <strong>forward-looking</strong>.</p><p>If you’re a CPA (or close to it) with Big 4 or national firm experience and thinking about what’s next, this opportunity might be for you.</p><p> </p><p><strong>🔍 Senior Associate – M& A / Financial Due Diligence</strong></p><p>📍 San Francisco (Hybrid)</p><p>💰 $90K–$120K + Bonus + Full Benefits</p><p>A growing M& A advisory firm in SF is hiring a <strong>Senior Associate</strong> to dive deep into deals, support major private equity and strategic buyers, and help them evaluate acquisitions with confidence. This is your chance to <strong>break into deals</strong> while applying your audit-hardened skills in a more analytical, high-impact way.</p><p> </p><p><strong>🧠 What You'll Do:</strong></p><ul><li>Analyze financials for companies being acquired — think: quality of earnings, working capital trends, and cash flow</li><li>Build & refine Excel models (don’t worry, they’ll train you on the M& A side)</li><li>Turn your insights into client-ready reports and presentations</li><li>Partner with senior team members and clients at every stage of the deal</li><li>Learn how transactions really work—start to finish</li></ul><p> </p><p><strong>🧬 You Might Be a Fit If You:</strong></p><ul><li>Have 3+ years in public accounting (audit, advisory, or transaction services)</li><li>Hold your CPA (or are in the final stretch)</li><li>Are ready to move from past-looking audits to future-looking deal work</li><li>Are confident in Excel and can spot the story behind the numbers</li><li>Want to build your career in private equity/M& A</li><li>Thrive in fast-paced, team-first environments</li></ul><p><br></p>
<p>A growing <strong>professional services firm in San Diego</strong> is seeking a personable and detail-oriented <strong>Client Services Coordinator</strong> to join their team. This position plays a key role in supporting clients, managing projects, and ensuring that all communications and deliverables meet the company’s high standards of service.</p><p>This is a great role for someone who loves working with people, balancing multiple priorities, and being the bridge between clients and internal teams.</p><p><br></p><p>💬 <strong>What You’ll Do</strong></p><ul><li>Serve as the first point of contact for clients — manage inquiries, schedule meetings, and ensure prompt follow-up.</li><li>Support project coordination, documentation, and client onboarding processes.</li><li>Maintain accurate client records in CRM systems and track ongoing engagement activities.</li><li>Collaborate with internal departments to ensure timely completion of deliverables.</li><li>Prepare client-facing materials, reports, and presentations.</li><li>Anticipate client needs and provide proactive communication and solutions.</li></ul>
<p>A local company in Miami Gardens is seeking a Sales Support Specialist to assist the sales team in daily operations. This role is ideal for someone with office experience who is organized, detail-oriented, and eager to support a dynamic sales environment.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><ul><li>Assist the sales team with order processing and documentation</li><li>Prepare reports, presentations, and customer communications</li><li>Maintain accurate records of sales activities and customer interactions</li><li>Coordinate with other departments to ensure smooth operations</li><li>Provide general administrative support to the sales team</li></ul><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
We are looking for a dedicated Customer Service Specialist to join our team in Syracuse, New York. This is a Contract-to-Permanent opportunity, ideal for professionals passionate about providing exceptional support and ensuring customer satisfaction. The role involves handling customer inquiries, managing requests efficiently, and maintaining accurate documentation.<br><br>Responsibilities:<br>• Respond promptly to inbound calls, addressing customer inquiries and resolving issues effectively.<br>• Process orders accurately and ensure all customer requests are entered into the system properly.<br>• Maintain detailed and organized records of all customer interactions and transactions.<br>• Identify potential issues and provide timely solutions to enhance customer experience.<br>• Conduct research using computer systems to resolve customer concerns and deliver accurate information.<br>• Navigate multiple monitors and resolutions seamlessly while managing customer interactions.<br>• Communicate professionally and empathetically with customers to build trust and rapport.<br>• Handle both inbound and outbound calls as necessary to meet customer needs.<br>• Collaborate with team members to ensure consistent and high-quality service delivery.
<p>We are looking for a dedicated and meticulous Client Services Administrator to join our team in San Diego, California. This Contract to Permanent position plays a vital role in ensuring exceptional client experiences and supporting operational efficiency. You will collaborate with advisors, handle client documentation, and provide outstanding service to high-net-worth individuals, business owners, and other clients.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle client account documentation, including transfers, distributions, and updates, ensuring precision and attention to detail.</li><li>Keep client records organized and ensure information in company systems is current.</li><li>Liaise with custodians to promptly resolve any service or account issues.</li><li>Prepare materials for client meetings, communications, and mailings.</li><li>Oversee office supplies, vendor interactions, and general office appearance to maintain a professional and inviting environment.</li><li>Act as the initial point of contact for clients visiting the office, providing a courteous and detail-focused experience.</li><li>Assist advisors by collecting and organizing financial information for client accounts.</li><li>Support financial planning initiatives and perform investment research as required.</li><li>Compile performance reports and reconcile data to maintain accuracy.</li><li>Draft correspondence and documentation for client interactions.</li></ul>
We are looking for a detail-oriented Client Service Coordinator - Associate to join our team on a contract basis in Redwood City, California. In this role, you will manage front desk operations, provide administrative support for branch events, and assist with client onboarding processes. This is a 12-week assignment, offering an excellent opportunity to contribute to a dynamic environment.<br><br>Responsibilities:<br>• Greet visitors and manage front desk operations with professionalism and efficiency.<br>• Provide administrative support for branch events, including scheduling and coordination.<br>• Assist with onboarding processes for new clients, ensuring all necessary steps are completed accurately.<br>• Handle incoming calls and direct inquiries to the appropriate departments.<br>• Organize and maintain records, ensuring proper filing and documentation.<br>• Coordinate meetings and conference calls, including scheduling and distributing agendas.<br>• Support special projects and ad hoc financial tasks as needed.<br>• Distribute incoming mail and handle correspondence in a timely manner.<br>• Maintain a high level of communication with team members and clients to ensure smooth operations.<br>• Uphold organizational standards by demonstrating strong attention to detail and time management skills.
<p>We’re seeking an experienced <strong>Infusion Billing and Denials Specialist</strong> to join a growing healthcare organization. This role will play a key part in stabilizing and improving the infusion billing process, managing claim denials, and supporting the transition to an in-house billing model. The ideal candidate brings strong technical expertise, a proactive approach to problem-solving, and experience with healthcare billing systems used in infusion or specialty pharmacy settings.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Review, prioritize, and resolve claim denials based on type, urgency, and payer requirements.</li><li>Collaborate with internal teams and third-party vendors to ensure accurate and timely claim submissions.</li><li>Research and resolve billing discrepancies, including coordination with clinical staff for complex or clinical-related denials.</li><li>Track, document, and report denial trends to support process improvement and revenue optimization.</li><li>Assist with billing audits and provide insight on compliance, documentation, and coding accuracy.</li><li>Support the ongoing transition from outsourced billing to an internal model by identifying workflow gaps and recommending improvements.</li><li>Utilize analytics and clearinghouse data to identify patterns in claim rejections and reimbursement delays.</li></ul><p><br></p><p><strong>Systems & Tools</strong></p><p>Experience in the following systems is highly preferred:</p><ul><li><strong>CareTend</strong> (patient accounting)</li><li><strong>eClinicalWorks (ECW)</strong> (clinical documentation)</li><li><strong>Waystar</strong> (clearinghouse)</li><li><strong>PMD</strong> (inpatient billing)</li></ul><p><br></p><p><br></p>
<p>Robert Half is seeking a dedicated and detail-oriented Customer Service Representative to join a well known company in the insurance industry. In this contract to hire position, you will play a vital role in assisting customers by addressing their inquiries, resolving issues, and processing claims efficiently. This is an excellent opportunity for someone who thrives in a fast-paced environment and is passionate about delivering high-quality service.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and professionally to inbound customer inquiries via phone.</p><p>• Provide accurate and helpful information to customers to resolve their concerns.</p><p>• Process claims with attention to detail and ensure adherence to company guidelines.</p><p>• Maintain accurate records of customer interactions and transactions.</p><p>• Utilize computer systems to input and retrieve data efficiently.</p><p>• Handle multiple tasks simultaneously while maintaining excellent customer service.</p><p>• Contribute to a positive and productive work environment.</p><p><br></p><p>If you are ready for your next career move in the customer service space, Please APPLY TODAY! Apply through our Robert Half website or call 515.706.4974.</p>
We are looking for an experienced Medical Billing/Claims/Collections specialist to join our team on a contract basis. This role is based in Northbrook, Illinois, and offers an excellent opportunity to contribute your expertise in medical billing and claims management within a dynamic healthcare setting. The ideal candidate will bring a strong understanding of medical collections, appeals, and denials processes, ensuring timely and accurate handling of claims.<br><br>Responsibilities:<br>• Manage medical billing operations, including hospital billing and claims processing, to ensure accuracy and compliance.<br>• Handle medical collections and follow up on outstanding claims with payers to secure payments.<br>• Investigate and resolve medical denials by reviewing documentation and initiating appeals as needed.<br>• Collaborate with healthcare providers and insurance companies to address claim-related inquiries and discrepancies.<br>• Utilize Epic software and other electronic medical record systems to maintain and update patient billing information.<br>• Ensure adherence to healthcare billing procedures, statutory requirements, and compliance standards.<br>• Perform research to support claim administration and resolve complex billing issues.<br>• Process payments and reconcile accounts to maintain accurate financial records.<br>• Escalate unresolved issues appropriately to ensure timely resolution.<br>• Provide training and support to staff on billing processes and system functionalities.
<p>We are looking for a detail-oriented and personable Receptionist to join our team in Herndon, Virginia. In this contract position, you will be working Monday to Friday 8 am to 5 pm. You will play a key role in providing exceptional customer service and ensuring the smooth operation of front-desk activities. This is an excellent opportunity for individuals with strong organizational and communication skills</p><p>Responsibilities:</p><p>• Greet and assist visitors with courtesy and professionalism.</p><p>• Answer and direct incoming phone calls to the appropriate departments.</p><p>• Manage appointment scheduling and maintain calendars efficiently.</p><p>• Perform general receptionist duties, including handling inquiries and correspondence.</p><p>• Support administrative tasks such as handling mailings, filing and data entry as required.</p><p>• Ensure the reception area remains organized and presentable at all times.</p><p>• Provide information and assistance to customers in a timely manner.</p><p>• Collaborate with other team members to enhance office operations.</p>
<p>We are looking for a detail-oriented Collections Specialist to join our client in Cranston, Rhode Island. In this role, you will manage key aspects of customer accounts, including collections and account analysis, while maintaining strong communication and interpersonal relationships. This position offers an opportunity to work independently and contribute to the financial health of a dynamic metal fabrication company.</p><p><br></p><p>Responsibilities:</p><p>• Manage the accounts receivable process, including reviewing and approving customer orders to ensure compliance with company policies.</p><p>• Conduct thorough analysis of customer accounts to identify discrepancies and resolve issues promptly.</p><p>• Handle commercial collections by negotiating payment terms and securing timely payments from clients.</p><p>• Apply cash payments accurately and maintain detailed records of transactions.</p><p>• Collaborate with internal teams to ensure billing functions are completed efficiently and accurately.</p><p>• Communicate effectively with customers to address inquiries and provide exceptional service.</p><p>• Research and resolve account-related problems independently, demonstrating a proactive approach.</p><p>• Generate reports and maintain accurate documentation to track collections and overall account status.</p><p>• Monitor accounts for overdue balances and take appropriate action to minimize risk.</p><p>• Support the implementation of best practices to improve accounts receivable processes.</p>
We are looking for a dedicated Customer Support Specialist to join our team in Los Angeles, California. In this role, you will be the primary point of contact for customers, ensuring their inquiries and concerns are addressed promptly and professionally. You will collaborate closely with internal departments to deliver exceptional service, maintain accurate documentation, and contribute to the overall success of our operations.<br><br>Responsibilities:<br>• Respond to customer inquiries regarding product details, order placements, shipping updates, and repair services.<br>• Address and resolve customer complaints or issues with efficiency and professionalism.<br>• Maintain detailed records of customer interactions and ensure timely follow-ups as necessary.<br>• Partner with internal teams such as Sales, Production, and Shipping to effectively manage complex customer concerns.<br>• Handle sales orders for customer purchases and inventory items, ensuring accuracy and timeliness.<br>• Prepare sales orders and job envelopes, and organize daily shipments to meet operational deadlines.<br>• Collaborate with the owner to design new styles and contribute ideas for innovative products.<br>• Create invoices for completed custom orders, repairs, and wholesale shipments, ensuring accuracy in pricing and materials used.<br>• Verify all documentation, including certificates, appraisals, and photos, is included with final invoices or shipments.<br>• Conduct quality checks to confirm the accuracy of labor charges, gemstones, and metals used in customer orders.
<p><strong>Customer Support Representative – Software Company</strong></p><p>Our client, a rapidly growing software company is seeking a <strong>Customer Support Representative</strong> to join their close-knit and dynamic team. This is an exciting opportunity to be part of a collaborative environment where technology, problem-solving, and the legal industry intersect.</p><p><strong>Why the Role is Open:</strong></p><p> The company is experiencing and is expanding the customer support team to keep up with demand. </p><p><strong>About the Role:</strong></p><p> As a <strong>Customer Support Representative</strong>, you’ll handle inbound customer inquiries (via a ticketing system similar to email) from attorneys and law firm staff, averaging 20–30 tickets per day. You’ll also make occasional outbound follow-ups to ensure client issues are resolved quickly and thoroughly.</p><p>This role of <strong>customer support is </strong>perfect for someone who enjoys both client interaction and technical problem-solving. You’ll also have opportunities to participate in company projects, including AI initiatives and process improvement efforts.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond to inbound support tickets from attorneys and legal teams with professionalism and empathy.</li><li>Ask thoughtful, investigative questions (who, what, when, why) to fully understand each client’s issue before providing a solution.</li><li>Troubleshoot issues within the company’s proprietary software, learning its technical functions quickly.</li><li>Collaborate with internal teams to escalate or resolve complex issues.</li><li>Contribute to ongoing tech-related projects, including AI-driven improvements.</li></ul><p>This role is 100% in office. </p><p><br></p>
<p>Growing services firm seeks a Project Biller who will be responsible for preparing, reviewing and submitting accurate and timely project-related invoices. This role will consist of preparing weekly invoices, generating billing documents, analyzing project budgets, review/negotiating contract terms, work closely with project manager and accounting staff to ensure compliance, maintain accurate billing records, and assist with accounting support as needed. This Project Biller should have strong organizational and accuracy skills, solid communication, and excellent time management skills. </p><p><br></p><p>Major Responsibilities</p><p>· Prepare and submit invoices for client projects in accordance with contract and timelines</p><p>· Create and monitor project accounts</p><p>· Monitor project budgets, costs, and milestones</p><p>· Review project documentation and contracts to ensure accurate billing</p><p>· Collaborate with project managers to verify billable hours, expenses, and change orders</p><p>· Maintain detailed records of all billing activities and supporting documentation</p><p>· Track accounts receivable related to projects and follow up on overdue payments</p><p>· Assist with revenue forecasting and financial reporting related to project billing</p><p>· Ensure compliance with internal controls and financial policies</p>
We are looking for a Warranty Coordinator to join our team in Fresno, California. This Contract-to-Permanent position is ideal for a detail-oriented individual with a background in administrative tasks and the automotive industry. You will play a vital role in managing warranty processes and ensuring efficient communication between dealerships and service centers.<br><br>Responsibilities:<br>• Coordinate warranty claims and ensure timely submission to relevant parties.<br>• Serve as the primary point of contact for dealerships regarding warranty-related inquiries.<br>• Manage inbound calls and provide accurate information about warranty processes.<br>• Maintain and organize schedules and calendars to streamline operations.<br>• Collaborate with service centers to verify warranty eligibility and documentation.<br>• Track and update warranty records to ensure compliance with industry standards.<br>• Provide administrative support to enhance workflow efficiency within the department.<br>• Monitor warranty approvals and address discrepancies promptly.<br>• Prepare reports detailing warranty activities and performance metrics.
<p>Our client is a highly sought-after Wealth Management firm in Boston and looking to add a Registered Client Service Associate to the team.</p><p>Essential tasks include client account servicing, new account opening, assisting with financial professional transitions, and office administrative duties. Personal career growth initiative, as well as strong collaboration and communication skills, are highly valued.</p><p>Ideal candidate will bring 2+ years of experience in a similar role, FINRA Series 7 and ideally Series 66 (63/65).</p><p>Please reach out to Thatiane Abrantes for more details. Thank you!</p>
<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. The ideal candidate will bring 5+ years of related experience, public accounting and CPA are a plus as well.</p><p><br></p><p>This position is hybrid, with 3 days in office schedule. If you are interested and would like to be considered, please reach out to Thatiane Abrantes.</p>
<p>Are you an excellent communicator with a drive to help others and solve problems? Robert Half is partnering with an industry-leading financial institution serving the agriculture and equipment sector to find their next Customer Account Specialist! You will be part of a team that helps customers find solutions while building long-term relationships. This opportunity perfect for strong communicators who are eager to learn and grow in a professional environment!</p><p><br></p><p>Reach out to our team at (563) 359-3995 for more information - Christin, Erin, and Lydia are great points of contact!</p><p><br></p><p>Position Details:</p><p>Location: Onsite – Johnston, IA</p><p>Schedule: Shifts scheduled between 6:55 AM – 6:05 PM to cover operating hours (7:00 AM – 6:00 PM)</p><p>Duration: 1-year contract with the potential for extension</p><p>Visa Sponsorship: Not available now or in the future</p><p><br></p><p>What You’ll Do:</p><p>As a Customer Account Specialist, you’ll support customers with delinquent accounts by identifying issues, educating them on solutions, and guiding them toward resolution—all while maintaining positive relationships.</p><p><br></p><p>Key Responsibilities:</p><p>- Communicate with customers via phone to resolve overdue accounts</p><p>- Negotiate payment plans within established policies</p><p>- Review account and payment history</p><p>- Update and verify customer information</p><p>- Assist with misapplied payments and escalate issues as needed</p><p>- Ensure compliance with federal/state regulations and company policies</p>
<p><strong>Senior Client Associate – Wealth Management</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. This firm serves ultra-high-net-worth clients with a full suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, and committed to professional growth and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct client engagement with sophisticated families and their advisors</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and bespoke planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure</li><li>Competitive compensation and comprehensive benefits package</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Serve as primary contact for client service needs across assigned relationships</li><li>Execute client requests with precision and timeliness</li><li>Collaborate with senior leadership on strategic initiatives</li><li>Guide associates and analysts on shared client accounts</li><li>Support clients with estate, tax, and philanthropic planning</li><li>Partner with investment teams on portfolio creation and cash deployment</li><li>Maintain relationships with clients extended professional teams</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
