<p>As a Customer Service Representative, you will be the voice of our organization, providing effective and empathetic support to clients via phone, email, and chat.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Respond promptly to customer inquiries and resolve issues efficiently</li><li>Document customer interactions in CRM software</li><li>Provide product/service information to customers</li><li>Escalate complex issues to appropriate departments</li><li>Follow up with customers to ensure satisfaction</li><li>Identify opportunities for process improvement</li></ul>
<p><strong>Collections Specialist (Contract) – Brisbane, CA</strong></p><p><strong>Position Type:</strong> Contract, with potential to convert to full-time</p><p><br></p><p><strong>Hiring Through:</strong> Robert Half, Finance & Accounting Contract Talent Division</p><p><br></p><p><strong>Company Overview:</strong></p><p>Join a well-established service company in Brisbane, CA, known for exceptional client service and operational reliability. We are seeking a detail-oriented Collections Specialist to support the finance department and help maximize company cash flow by managing accounts receivable and collections activities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Contact customers via phone, email, and written correspondence to collect outstanding payments and resolve billing discrepancies.</li><li>Monitor and manage assigned accounts, analyze aging reports, and track collection efforts.</li><li>Work closely with the billing department to resolve invoicing issues and ensure accuracy of accounts.</li><li>Negotiate payment arrangements and follow up on promises to pay.</li><li>Document all collection activity and maintain up-to-date customer account records.</li><li>Escalate complex and delinquent accounts to management as appropriate.</li><li>Provide regular reports on collection progress and account status.</li><li>Support month-end closing activities related to accounts receivable.</li></ul>
We are looking for a dedicated Medical Customer Service Representative to join our team on a long-term contract basis in Roseville, California. In this role, you will play a vital part in supporting patients and medical staff by delivering excellent customer service and ensuring smooth administrative operations. This position offers an opportunity to work in a fast-paced healthcare environment while building relationships and enhancing patient experiences.<br><br>Responsibilities:<br>• Handle incoming calls and inquiries from patients, providing accurate information and assistance about appointments, billing, and other services.<br>• Schedule patient appointments efficiently while adhering to clinic protocols and availability.<br>• Verify medical insurance information to ensure accurate billing and seamless patient care.<br>• Maintain and update patient medical charts and records in the electronic practice management system.<br>• Conduct reminder calls to patients regarding upcoming appointments or necessary follow-ups.<br>• Collaborate with medical staff to address patient concerns and improve clinic workflow.<br>• Utilize medical terminology to effectively communicate with patients and healthcare professionals.<br>• Operate standard office equipment and computer software to complete daily administrative tasks.<br>• Deliver exceptional customer service by addressing patient needs promptly and professionally.<br>• Support the supervisor and other team members in maintaining clinic efficiency and resource management.
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></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>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><em>Boutique Wealth Management | UHNW Clients | High‑Touch Service</em></p><p><br></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its tight‑knit, growing team. The firm provides institutional‑quality investment advice and a virtual family office experience to a select group of clients. With a small team and a highly personalized service model, this role is critical in delivering a seamless, detail‑perfect client experience.</p><p><br></p><p>This is an excellent opportunity for someone who thrives in a high‑integrity environment and enjoys both relationship management and operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Client Service Associate</strong> (or <strong>Senior CSA</strong>, depending on experience) plays a central role in client service, account administration, and operational support. You’ll work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and accurate handling of all client requests. Due to the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and assist with follow‑up tasks</li><li>Maintain accurate client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and completion</li><li>Assist with compliance processes and documentation retention</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and assist with CRM updates and task management</li><li>Collaborate with the advisory and investment teams to support planning and portfolio work</li><li>Support compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and high‑quality work</li><li>Individuals who enjoy being a trusted support partner to both clients and advisors</li><li>Those who thrive in a boutique, collaborative, and highly professional environment</li><li>Candidates who appreciate a role where accuracy, responsiveness, and client care are paramount</li></ul>
<p>We are seeking a friendly, reliable, and professional Temporary Front Desk Receptionist to support a nonprofit organization in Sacramento. This role is ideal for someone who enjoys being the first point of contact, thrives in a people-centered environment, and can step in quickly to provide essential front office support.</p><p><br></p><p>Key Responsibilities</p><ul><li>Greet and welcome visitors in a warm, professional manner</li><li>Answer and route incoming phone calls appropriately</li><li>Manage front desk operations, including sign-ins and visitor logs</li><li>Provide general administrative support (filing, data entry, scanning, etc.)</li><li>Coordinate incoming and outgoing mail and deliveries</li><li>Maintain a clean, organized, and welcoming reception area</li><li>Support staff and clients with basic inquiries and requests</li></ul>
<p>The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed. </p><p><br></p><p> Job duties </p><p> * denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p><p> - Assist other departments such as Hospitality and Reception when needed. </p><p><br></p>
<p>Robert Half is working with a reputable kitchenware distributing company in Burlingame. They distribute Wolf, Sub-Zero, and Cove appliances through Northern California. They are looking for a customer service oriented and personable Receptionist to assist with a 1 month coverage. The ideal candidate will deliver exceptional customer service while efficiently managing front desk operations and administrative tasks. This position requires excellent communication skills, reliability, and a proactive approach to maintaining a welcoming and organized workspace.</p><p><br></p><p>Please find the details below and if interested, apply now! Do not wait! We are looking to potentially start someone tomorrow.</p><p><br></p><p><strong><em>Providing the highest level of concierge style customer service to all clients and guests</em></strong></p><ul><li>Answering daily phone calls and routing to specific individuals within the company</li><li>Being an effective communicator who speaks clearly and is personable and welcoming when answering incoming calls</li><li>Providing excellent customer service to all</li><li>Maintaining a friendly and outgoing demeanor</li><li>Setting the example for others by being reliable and maintaining a clean and professional workspace</li><li>Being able to put people at ease when they are on the phone or speaking one-on-one with other staff members or customers</li><li>Receiving and sorting incoming mail and delivering to each department. Outgoing mail: Coordinate pick-up and delivery of express packages (FedEx, UPS, and others) </li><li>Maintaining and managing inventory of office supplies as needed.</li><li>Updating and maintaining reception procedures, inventory list, reception area, kitchen, and conference rooms</li><li>Following office workflow procedures to ensure maximum efficiency</li></ul><p><br></p>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p><strong>Job Description: Collections Specialist</strong></p><p>The Collections Specialist is responsible for managing and resolving overdue accounts to maintain an organization’s financial health. This role involves contacting clients to secure payments, negotiating payment plans, and ensuring timely resolution of outstanding balances while maintaining positive customer relationships. The Collections Specialist collaborates with internal teams to address billing discrepancies and provide excellent customer service, helping to maximize cash flow and reduce bad debt.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Contact Clients</strong>: Proactively reach out to clients to communicate regarding outstanding balances or past-due invoices.</li><li><strong>Maintain Records</strong>: Accurately document all customer interactions and payment activities to ensure records are up to date.</li><li><strong>Negotiate Payment Plans</strong>: Work with customers to develop feasible payment plans to resolve outstanding debts while adhering to organizational policies.</li><li><strong>Resolve Disputes</strong>: Research and resolve billing discrepancies or disputes, ensuring customer satisfaction and the timely collection of payments.</li><li><strong>Monitor Accounts</strong>: Track overdue accounts, prioritize collection efforts, and recommend actions to resolve unpaid balances.</li><li><strong>Provide Reporting</strong>: Prepare and present regular collection activity and aging reports to management to showcase progress and identify trends.</li><li><strong>Ensure Compliance</strong>: Adhere to debt collection regulations and company policies regarding customer communication and collection practices.</li><li><strong>Collaborate with Teams</strong>: Coordinate with the accounting or billing teams to clarify payment applications or disputes.</li><li><strong>Assess Credit Worthiness</strong>: Assist in analyzing customer payment trends and credit histories to minimize future payment risks.</li><li><strong>Maintain Customer Relationships</strong>: Handle payment challenges professionally, aiming to maintain positive client relationships while ensuring timely debt resolution.</li></ol>
<p>We are looking for a motivated and organized Front Desk Coordinator to join our team in San Francisco, California. In this Contract to permanent position, you will play a vital role in ensuring smooth office operations while providing excellent service to employees and visitors alike. This role offers part-time hours with the potential to transition into a permanent position based on performance and business needs.</p><p><br></p><p>Responsibilities:</p><p>• Serve as the primary point of contact at the reception desk, welcoming visitors and assisting employees.</p><p>• Maintain accurate visitor and employee logs to ensure security and compliance.</p><p>• Manage the distribution and tracking of access badges for both onsite and remote employees.</p><p>• Sort, scan, and distribute incoming mail efficiently.</p><p>• Coordinate lunch setups and maintain the inventory of office supplies.</p><p>• Provide support for special projects, including vendor management and event coordination.</p><p>• Assist in organizing onsite events, ensuring all logistics are handled smoothly.</p><p>• Communicate effectively to address issues and provide timely updates to relevant parties.</p><p>• Act as a liaison with external vendors, ensuring services are delivered as needed.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013370969 **</p>
<p>Our client is looking for an AR/Collections Specialist who enjoys working with people and numbers. In this important role, you’ll help manage accounts receivable processes and lead collections activities to ensure customer invoices are paid on time. You’ll collaborate with various teams and connect directly with clients to resolve billing questions, negotiate payment arrangements, and keep accurate transaction records. The ideal candidate is detail-oriented, an excellent communicator, and enjoys a dynamic, fast-paced work environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><br></p><ul><li>Conduct daily collection activities, reaching out to customers by phone, email, and written communication to resolve past-due accounts.</li><li>Monitor aging reports and prioritize which accounts need attention based on risk and outstanding balances.</li><li>Quickly research and resolve invoice or payment discrepancies for customers.</li><li>Work closely with internal teams to address any billing issues or disputes.</li><li>Negotiate payment plans and settlements with customers as necessary.</li><li>Document all collection activity and communications in the ERP or accounting system.</li><li>Provide regular updates to management on the status of outstanding receivables.</li><li>Prepare and send delinquency notices or statements when required.</li><li>Escalate complex collection matters to management or legal as needed.</li><li>Assist with month-end closing and reconcile the accounts receivable ledger for accuracy.</li><li>Support ongoing improvements to accounts receivable and collections processes.</li><li>Follow company policies and compliance standards in handling customer and financial information.</li></ul><p><br></p>
<p>Are you current a Client Service Associate looking for that next step as a Senior Client Service Associate?</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><br></p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul><p><br></p>
<p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half </strong>is partnering with a privately held multi-family office in San Francisco to hire a Client Service Analyst. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference. If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p> </p>
<p>We are looking for an experienced Billing Lead to join our team in Sacramento, California. This contract to hire position involves overseeing billing and collections operations, ensuring efficiency and accuracy in processes, and managing staff performance. The ideal candidate will have a strong background in medical billing and collections, as well as leadership experience.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee all billing and collections activities across departments to ensure timely and accurate processing.</p><p>• Provide support and solutions for billing-related challenges, including denial trends and short-pay issues.</p><p>• Maintain a thorough understanding of team member responsibilities and collaborate with other departments to address billing-related concerns.</p><p>• Coordinate backup support for billing and collections staff during absences or high workload periods.</p><p>• Ensure billing software is updated with current reimbursement rates, billing codes, and regulatory requirements.</p><p>• Facilitate onboarding for new staff by setting up access to insurance and billing systems.</p><p>• Conduct performance evaluations for billing and collections team members, offering constructive feedback and development plans.</p><p>• Monitor adherence to standard operating procedures and recommend updates for improved accuracy and efficiency.</p><p>• Review and approve staff timecards on a weekly basis.</p><p>• Prepare and deliver required management and external billing reports, including hospice aggregate caps and cost report data.</p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><br></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul><p> </p>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul>
<p> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Jennifer Fukumae with Robert Half is partnering with a privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference. If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>We are looking for a friendly and detail-oriented Receptionist to join our team in Livermore, California. In this Contract to permanent role, you will serve as the first point of contact for visitors and callers, ensuring a positive and welcoming experience. This position offers an excellent opportunity for growth within the organization.</p><p><br></p><p>Responsibilities Include:</p><p>• Greet visitors and clients with a warm and detail-oriented approach, creating a welcoming atmosphere.</p><p>• Manage a multi-line phone system, answering and directing inbound calls efficiently.</p><p>• Handle switchboard operations for phone systems ranging from 1 to 30 lines.</p><p>• Organize and distribute incoming mail and packages, including UPS and FedEx deliveries.</p><p>• Perform filing and scanning tasks to maintain organized and accessible records.</p><p>• Operate standard office equipment such as printers, copiers, and fax machines.</p><p>• Assist with basic administrative tasks, including document preparation and data entry.</p><p>• Provide exceptional customer service to both internal and external stakeholders.</p><p>• Ensure the reception area is presentable and well-maintained at all times.</p><p><br></p><p>If you are interested in this receptionist opportunity, submit your resume ASAP.</p>
