We are looking for a dedicated Member Services Representative to join our team on a contract basis in Woodside, California. This role involves providing essential administrative support within the Membership Department, ensuring accurate data management and seamless member interactions. The position offers an opportunity to utilize your organizational skills and customer service expertise while contributing to our team's success.<br><br>Responsibilities:<br>• Perform audits of member data to ensure accuracy and completeness.<br>• Process payments, including checks and organizational contributions, with precision.<br>• Print and distribute membership cards efficiently.<br>• Convert ticket purchases into memberships while maintaining detailed records.<br>• Respond to general member inquiries and provide exceptional customer service.<br>• Manage database entries and updates to streamline operations.<br>• Utilize Microsoft Excel and Mail Merge to generate reports and manage communications.<br>• Assist with administrative tasks to support the Membership Department's daily operations.<br>• Ensure timely and accurate handling of membership-related requests.<br>• Collaborate with team members to maintain a high standard of service.
<p>Robert Half Administrative and Customer Support is seeking a receptionist with a strong sense of ownership and attention to detail. In this Receptionist role you will be responsible for answering phones, acting as the company liaison, and interacting professionally with customers. This is a great opportunity for those looking for a dynamic team environment, offering a great workspace/office, excellent benefits and great career advancement and opportunity. This is a long-term temporary-to-fulltime position located in San Jose, California.</p>
<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. In this role, you’ll deliver exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new and existing accounts</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions</li><li>Act as liaison between advisors, clients, and middle-office functions</li><li>Schedule client meetings and manage calendars</li><li>Support trading and portfolio rebalancing if licensed</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match</li><li>Medical and dental coverage</li><li>Flexible overtime pay option</li><li>15 vacation days + 5 sick days + NYSE holidays</li></ul>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Client Service Associate</strong> to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new/existing accounts.</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions.</li><li>Act as liaison between advisors, clients, and middle-office functions.</li><li>Schedule client meetings and manage calendars.</li><li>Support trading and portfolio rebalancing if licensed.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match.</li><li>Medical and dental coverage.</li><li>Flexible overtime pay option.</li><li>15 vacation days + 5 sick days + NYSE holidays.</li></ul>
<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 | RIA | San Francisco | Hybrid | $80-100k Base + Bonus</strong></p><p> </p><p>The firm is a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approximately $2 billion in assets, has earned a reputation for delivering sophisticated, tailored wealth management solutions to families and institutions.</p><p> </p><p>This role provides an invaluable exposure to all facets of wealth management while allowing you to collaborate across departments and support a diverse portfolio of clients. The firm offers a competitive compensation package, including comprehensive health benefits, 401(k) matching after six months, three weeks of paid vacation, and separate sick days. This is an ideal opportunity for detail-oriented, proactive professionals who thrive in a client-focused environment.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Provide day-to-day client service and support</li><li>Assist with meeting preparation and coordinate follow-ups</li><li>Serve as a primary point of contact for client requests and inquiries</li><li>Initiate and monitor service requests with custodians on behalf of clients</li><li>Manage account openings, stock option exercises, cost basis research, and related tasks</li><li>Maintain and update CRM records, contributing to quarter-end reporting</li><li>Ensure precise execution of client service protocols</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<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>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 | Up to $120k base</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>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>We are looking for an EVS Specialist/ Facilities Manager to join our Hospital in San Francisco, California. This contract position offers an exciting opportunity to contribute to operational excellence within the healthcare and social assistance industry. The ideal candidate will play a key role in analyzing processes, monitoring performance metrics, and ensuring smooth operations in a fast-paced environment.</p><p><br></p><p><strong>Hours:</strong> 100% | Onsite Monday-Friday 8AM-5PM (2 minute walk from BART) 30 minute lunch break </p><p><br></p><p><strong><u>Cantonese Language Abilities Preferred but not required !!</u></strong></p><p><br></p><p><br></p><p>Responsibilities:</p><p>· Oversee daily cleaning, sanitation, and waste management activities across all hospital units, patient rooms, operating areas, and common spaces.</p><p>· Ensure department meets all regulatory requirements, including Joint Commission, OSHA, and state health department standards.</p><p>· Provide ongoing coaching, performance evaluations, and opportunities for professional development.</p><p>· Conduct routine inspections to identify areas for improvement and ensure consistent quality.</p><p>· Maintain accurate documentation of cleaning procedures, incident reports, and compliance records.</p><p>· Respond promptly to requests for environmental services, ensuring patient needs are met with empathy and professionalism.</p><p>· Participate in patient experience initiatives related to cleanliness and safety.</p><p>· Manage EVS supply inventory, ordering, and vendor relationships.</p><p>· Maintain departmental budget, track expenses, and explore cost-saving opportunities without compromising quality.</p><p>· Ensure equipment is properly maintained, repaired, and replaced as needed.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#00416-0013338400**</p><p><br></p><p><br></p>
We are looking for a dedicated and detail-oriented Medical Receptionist to join our team in Santa Cruz, California. In this contract position, you will play a vital role in ensuring smooth operations at the front desk by managing administrative tasks and providing exceptional service to patients and staff. This opportunity requires strong organizational skills, multitasking abilities, and bilingual communication.<br><br>Responsibilities:<br>• Greet patients and visitors warmly, ensuring a welcoming and detail-oriented environment.<br>• Manage appointment scheduling and maintain accurate records in the office system.<br>• Handle telephone inquiries and direct calls to the appropriate departments.<br>• Process patient paperwork and ensure all documentation is completed correctly.<br>• Coordinate with medical staff to support efficient workflow and communication.<br>• Maintain the reception area to uphold cleanliness and organization standards.<br>• Utilize software tools such as Microsoft Office, Outlook, Excel, and Word for daily tasks.<br>• Assist with billing inquiries and payment processing as needed.<br>• Ensure compliance with office policies, including dress code and vaccination requirements.<br>• Support other administrative tasks as assigned by the management team.
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> that supports an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.</p><p><br></p><p>Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p><br></p>
<p>We are seeking a detail-oriented and highly reliable Senior Administrative Assistant to support daily operations within a public-facing department. This role involves a mix of administrative coordination, customer service, financial processing, and operational support. The ideal candidate is organized, calm under pressure, and comfortable handling a wide range of responsibilities in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Customer Service & Public Interaction</strong></p><ul><li>Provide phone coverage and respond to public inquiries with professionalism and care.</li><li>Manage requests related to potholes, sewer issues, animal control concerns, and lost-and-found items—dispatching crews or routing to appropriate departments (e.g., Parks & Recreation) as needed.</li><li>Handle walk-in and phone-based lost and found issues, public service requests, and general front-office assistance.</li></ul><p><strong>Operations & Dispatch</strong></p><ul><li>Dispatch Public Works crews to address issues such as potholes, sewer-related concerns, and after-hours emergencies.</li><li>Coordinate after-hours dispatch procedures once shifts end to ensure continuity of service.</li><li>Maintain logs and tracking systems to document actions taken.</li></ul><p><strong>Financial & Procurement Support</strong></p><ul><li>Process and manage <strong>bi-weekly vendor invoices</strong> and coordinate with the Finance Department.</li><li>Assist with <strong>vendor facilitation</strong> and communications to ensure timely and accurate billing.</li><li>Prepare memos and purchasing drafts for Finance.</li><li>Enter requisitions and maintain accurate purchase and procurement records.</li><li>Assist with monthly budget reporting and help keep departmental budgets updated.</li></ul><p><strong>Administrative Support & Recordkeeping</strong></p><ul><li>Maintain spreadsheets, filing systems, and record retention archives (digital and physical).</li><li>Manage mail distribution, calendars, and scheduling for the department.</li><li>Support onboarding for new employees, including preparing materials and coordinating paperwork.</li><li>Prepare documents, reports, and correspondence as requested.</li><li>Oversee office management tasks such as ordering supplies, managing inventory, and distributing vouchers.</li></ul><p><strong>General Office & Additional Duties</strong></p><ul><li>Assist with internal coordination between departments, vendors, contractors, and city staff.</li><li>Provide clerical support as needed to support smooth department operations.</li><li>Perform additional administrative duties as assigned.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits. The practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p><br></p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul><p> </p>
<p><strong>Jennifer Fukumae with Robert Half </strong>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><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>A San Francisco law office has an urgent need for a Receptionist to serve as the firm’s primary front desk presence. This is a fully onsite role supporting client onboarding, daily office operations, and general clerical functions. The team is targeting candidates with 1–3 years of professional experience who bring reliability, professionalism, and strong attention to detail. Legal experience is welcome but not required. This role is structured as a contract-to-hire opportunity.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>• Provide front desk coverage, greet visitors, and maintain a polished, professional presence</p><p>• Support client onboarding processes using Clio (training provided)</p><p>• Process and distribute mail; stamp incoming documents and route to appropriate attorneys</p><p>• Maintain office and kitchen spaces; ensure supplies are stocked and common areas are tidy</p><p>• Perform clerical tasks including scanning, filing, and data entry</p><p>• Follow established SOPs with strong confidentiality</p><p>• Support administrative needs and take on expanded responsibilities as performance allows</p>
We are looking for a Front Desk Coordinator to join our team on a contract basis in Palo Alto, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring attentive and efficient interactions. This part-time position requires excellent communication skills and the ability to handle multiple tasks in a fast-paced environment.<br><br>Responsibilities:<br>• Greet and assist visitors and clients in a friendly and attentive manner.<br>• Manage a multi-line phone system, including answering inbound calls and directing them appropriately.<br>• Provide concierge services to meet the needs of guests and staff.<br>• Handle switchboard operations efficiently, managing phone lines ranging from 1 to 10.<br>• Maintain an organized and welcoming reception area.<br>• Coordinate scheduling and appointments as needed.<br>• Respond promptly to inquiries and provide accurate information.<br>• Support administrative tasks and collaborate with team members to ensure smooth daily operations.<br>• Uphold company standards and maintain confidentiality in all interactions.
<p><strong>Transitioning Out of Public Accounting? Explore a Strategic, Deal-Focused Career Path</strong></p><p>If you have experience in public accounting—particularly from a Big 4 or national firm—and are seeking a role that is more analytical, forward-looking, and impactful, this opportunity may be an excellent next step.</p><p><br></p><p><strong>Senior Associate – M& A / Financial Due Diligence</strong></p><p><strong>Location:</strong> San Francisco (Hybrid)</p><p><strong>Compensation:</strong> $90,000–$120,000 base salary + Bonus + Full Benefits</p><p><br></p><p>A growing M& A advisory firm in San Francisco is seeking a Senior Associate to join its financial due diligence team. In this role, you will support private equity and corporate buyers by evaluating potential acquisitions, analyzing financial performance, and helping clients make informed investment decisions. This position offers the chance to leverage your audit experience in a more dynamic, transaction-oriented setting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform financial analyses for target companies, including quality of earnings, working capital assessments, and cash flow analysis</li><li>Build and refine Excel-based financial models (M& A-specific training provided)</li><li>Prepare client-facing reports, presentations, and deliverables</li><li>Collaborate closely with senior team members and client stakeholders throughout the transaction process</li><li>Develop a comprehensive understanding of the M& A lifecycle from initial evaluation through closing</li></ul>
<p>We are looking for a dedicated Receptionist to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth day-to-day operations at the front desk. This position is a vital part of maintaining a welcoming and detail-oriented environment within the healthcare setting.</p><p><br></p><p>11AM-3PM</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients warmly, providing assistance and information as needed.</p><p>• Conduct screening procedures for individuals entering the building, following established protocols.</p><p>• Collaborate with clinic staff to coordinate the arrival and departure of participants.</p><p>• Answer phone calls and respond to inquiries in a timely and detail-oriented manner.</p><p>• Manage the sign-in process for participants and ensure accurate record-keeping.</p><p>• Assist with scheduling and coordinating deliveries with the clinic team.</p><p>• Learn and implement procedures for locking and unlocking doors and maintaining building security.</p><p>• Maintain the front desk area to ensure it is organized and presentable.</p><p>• Provide administrative support to the team as required.</p>
We are looking for a detail-oriented Receptionist to join our team in San Francisco, California. In this contract position, you will serve as the first point of contact in a dynamic, open-concept office environment. Your role will involve managing office spaces, coordinating conference room bookings, and delivering exceptional customer service to both internal and external guests.<br><br>Responsibilities:<br>• Oversee office space reservations using scheduling systems such as Manhattan One, ensuring seamless coordination for approximately 25 office spaces, including executive-level bookings.<br>• Greet clients, partners, and visitors upon arrival, maintaining a welcoming and detail-oriented demeanor.<br>• Set up conference rooms for meetings and events, including organizing catering arrangements and ensuring proper configurations.<br>• Place food orders using company resources, manage receipts, and maintain accurate records.<br>• Monitor and update office calendars and schedules to ensure efficient operations.<br>• Collaborate closely with the Hospitality Associate to maintain smooth workflows and build strong relationships.<br>• Provide consistent coverage at the reception desk during business hours, arranging backup during breaks and lunch.<br>• Anticipate guest needs, resolve issues proactively, and deliver outstanding service to a diverse range of personalities.<br>• Handle sensitive and confidential documents with discretion.<br>• Assist with additional administrative projects as assigned, demonstrating flexibility and adaptability.
<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><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>
