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9 results for Operations Manager Client Service Wealth Management in Concord, CA

Operations Manager at Wealth Management Firm

Alamo, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Operations Manager | Wealth Management Firm | Walnut Creek | Hybrid; 2 Days onsite Our client is a fast-growing wealth management firm known for its collaborative culture and commitment to developing its people. They are seeking an experienced operations leader to help scale the firm’s infrastructure while supporting advisors and delivering an exceptional client experience.This is a highly visible role where you’ll oversee daily operations, lead a team, and drive process and technology improvements as the firm continues to grow. The firm offers generous PTO, fully paid employee health benefits, and a culture that values balance and long-term career growth. Responsibilities<ul><li>Lead day-to-day operations supporting advisors and client service teams</li><li>Improve and scale operational processes across onboarding, reporting, and client service</li><li>Manage client onboarding, account administration, and custodial paperwork</li><li>Ensure operational compliance and regulatory alignment</li><li>Train and mentor a team of operations professionals</li><li>Oversee CRM, portfolio reporting, and workflow systems</li><li>Partner with leadership to implement automation and technology improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Client Services Associate at Wealth Management Firm

Alamo, CA
onsite
Permanent / Full Time
70000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities<ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Operations Manager

Fremont, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
We are looking for a dedicated Health & Safety Manager to lead and enhance our Environmental Health & Safety initiatives in Milpitas, California. This role requires a proactive leader who is committed to ensuring regulatory compliance and implementing effective safety policies and procedures across all facilities. The ideal candidate will bring their expertise in manufacturing operations and safety management to drive organizational success. Responsibilities:• Oversee the implementation of Environmental Health & Safety programs, ensuring adherence to federal, state, and local regulations.• Develop and refine organizational policies and procedures to foster a safe and efficient work environment.• Conduct regular audits and inspections to assess compliance with Occupational Safety and Health Administration (OSHA) standards.• Lead initiatives to enhance safety culture and minimize risks across manufacturing operations.• Collaborate with cross-functional teams to ensure environmental and safety goals align with overall business objectives.• Manage and mentor staff to promote growth and operational excellence.• Analyze operational processes and recommend improvements for efficiency and compliance.• Stay updated on industry trends and regulatory changes to maintain best practices.• Prepare detailed reports and documentation related to safety programs and compliance efforts.• Respond to incidents promptly and implement corrective actions to prevent future occurrences
2026-04-22T00:00:00Z

Financial Advisor - Wealth Management Firm

San Mateo, CA
onsite
Permanent / Full Time
140000 - 200000 USD / Yearly
Financial Advisor – San Mateo CA (Hybrid)A growing, client-centric wealth management firm in San Mateo is expanding its advisory team and seeking an experienced Financial Advisor to join the practice. This is an excellent opportunity for a relationship-driven professional who enjoys delivering comprehensive financial planning to high-net-worth clients. If you are interested, please message Jennifer Fukumae on LinkedIn to start a conversation! Key Responsibilities<ul><li>Serve as the primary advisor for a portfolio of high-net-worth clients, delivering ongoing financial planning and investment guidance</li><li>Lead client meetings and portfolio reviews, providing thoughtful and strategic recommendations</li><li>Advise on retirement planning, investment strategy, insurance, and major life events (e.g., home purchases, rollovers)</li><li>Identify opportunities to deepen client relationships and introduce additional planning solutions</li><li>Partner with senior advisors on complex client needs while maintaining a high-touch service model</li><li>Support onboarding and integration of new clients into the firm</li><li>Maintain accurate client records and financial plans within CRM and planning systems</li><li>Stay current on market trends and evolving financial planning strategies</li></ul>
2026-04-21T00:00:00Z

Operations Manager | RIA Firm | 2 days Walnut Creek office!

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire an Operations Manager to lead a team of talented Client Service Associates. This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience. If you are interested in learning more about the firm and team, please send Jennifer Fukumae a message on LinkedIn to schedule a conversation! Responsibilities<ul><li>Manage day-to-day operations supporting advisors and clients.</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting.</li><li>Identify and implement process improvements to support firm growth.</li><li>Oversee client onboarding, account administration, and transfers.</li><li>Ensure compliance with regulatory and internal standards.</li><li>Foster a culture of accuracy, efficiency, and proactive problem-solving.</li><li>Train, mentor, and hold the operations team accountable.</li><li>Oversee CRM, portfolio reporting, and workflow automation platforms.</li><li>Improve system integration, automation, and implement AI tools where applicable.</li></ul>
2026-04-17T00:00:00Z

Senior Wealth Associate

Menlo Park, CA
onsite
Permanent / Full Time
100000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Wealth Analyst | Top Wealth Management Firm| Menlo Park | Hybrid | Base + Excellent Perks Our client is a leading wealth management firm dedicated to helping ultra-high-net-worth families manage complex financial lives and build long-term legacies. The firm is known for its high-touch service, collaborative culture, and commitment to excellence.This is a great opportunity to join a rapidly growing independent RIA where you’ll work closely with experienced advisors, gain deep exposure to financial planning, and grow your career within a supportive team environment. Responsibilities<ul><li>Support Wealth Advisors in delivering high-level client service and financial planning</li><li>Gather and analyze client data to build and refine financial plans</li><li>Prepare planning analyses and investment recommendations using financial planning tools</li><li>Assist with portfolio monitoring, account maintenance, and client requests</li><li>Support proposal development for prospective clients</li><li>Maintain organized client records within Salesforce</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-16T00:00:00Z

Customer Service Manager

Stockton, CA
onsite
Temporary to Hire
30.4 - 35.2 USD / Hourly
We are looking for a Customer Service Manager to lead branch operations and deliver an outstanding client experience in Stockton, California. This contract opportunity has the potential to become permanent and is ideal for a detail-oriented banking candidate who can balance service excellence, team leadership, sales growth, and operational oversight in a financial services environment. The role will guide daily branch activity, strengthen customer relationships, and help build a high-performing team that meets business goals while maintaining strong controls and compliance standards. Responsibilities: • Direct daily branch activities, including teller operations, cash handling oversight, balancing functions, and frontline service support to keep the office running smoothly. • Lead, coach, and develop branch employees by setting clear expectations, providing regular feedback, and holding recurring one-on-one and team meetings. • Support business growth by promoting deposit, consumer, and business banking solutions and by building strong relationships with new and existing customers. • Review and authorize customer and branch transactions within established approval limits while ensuring accuracy and sound judgment. • Monitor branch compliance, conduct operational reviews, and identify control gaps to reduce risk and maintain audit readiness. • Maintain staffing plans and work schedules that provide consistent coverage and a high level of service throughout the branch. • Resolve complex customer concerns with professionalism, urgency, and practical solutions that protect both client relationships and the organization. • Partner in recruiting, onboarding, and retaining team members who contribute to a positive, service-driven branch culture. • Participate in branch initiatives, community outreach, training sessions, and policy review efforts, recommending process improvements when appropriate. • Uphold security procedures, protect confidential information, and assist with additional branch certifications or duties as business needs require.
2026-04-29T00:00:00Z

Operations Specialist

San Francisco, CA
onsite
Temporary to Hire
23.75 - 27.5 USD / Hourly
We are looking for an Operations Specialist to join a consumer banking team in San Francisco, California in a contract capacity with the potential for a permanent role. This position supports operational performance within a credit card environment, with a strong focus on service trends, process oversight, and data-driven decision-making. The ideal candidate is comfortable working with call center performance indicators, evaluating business impact, and helping improve day-to-day operations through careful analysis and coordination. Responsibilities: • Monitor operational activity and interpret call center performance data to identify trends, risks, and opportunities for improvement. • Support processes related to credit card and consumer lending operations by ensuring work is completed accurately and in alignment with established standards. • Review service levels, productivity results, and quality indicators to help leadership make informed operational decisions. • Conduct criticality assessments to prioritize issues, evaluate business impact, and recommend appropriate next steps. • Collaborate with cross-functional partners to resolve operational challenges and strengthen workflow efficiency across consumer banking functions. • Prepare reports and summaries that highlight performance outcomes, emerging concerns, and areas requiring attention. • Assist with process updates, procedural changes, or operational transitions when needed, ensuring minimal disruption to business activities.
2026-05-01T00:00:00Z

Operations Specialist

Oakland, CA
onsite
Temporary / Contract
26.6 - 30.8 USD / Hourly
We are looking for a dedicated Operations Specialist to join our team in Oakland, California. In this long-term contract position, you will play a vital role in ensuring the seamless daily operations of a school campus, collaborating closely with the Principal and support staff to deliver outstanding administrative and operational services. This is an excellent opportunity to contribute to a dynamic educational environment while overseeing essential functions that support both students and families. Responsibilities: • Coordinate daily campus operations, addressing logistical challenges and providing escalation support as needed. • Supervise and manage onsite staff, including custodial teams, cafeteria personnel, administrative staff, and attendance clerks. • Handle purchasing, budgeting, and supply ordering to ensure the campus is well-equipped. • Maintain and oversee student information systems while ensuring accuracy and compliance. • Support front-office functions, including communication with families and responding to inquiries. • Manage food service operations, including cafeteria coordination and inventory management. • Partner with custodial, maintenance, and security teams to ensure the campus remains safe and operational. • Lead student enrollment efforts, including recruitment activities and fall preparation tasks. • Collaborate with teams on summer school operations and deep-cleaning schedules to prepare for the upcoming academic year.
2026-04-10T00:00:00Z