22 results for Senior Consultant in Fremont, CA

Project Manager/Sr. Consultant

San Francisco, CA
remote
Temporary
65 - 80 USD / Hourly
We are looking for an experienced Project Manager/Sr. Consultant to contribute to the development of a robust Quality Management System tailored for pharmaceutical and life sciences applications. In this role, you will collaborate closely with AI engineers to ensure compliance with GxP regulations, while driving the creation and implementation of essential documentation and processes. This is a long-term contract position based in San Francisco, California. Responsibilities: • Lead the creation of a Quality Management System, including authoring the Quality Manual, SOPs, and validation packages. • Collaborate with engineers to ensure clinical data workflows align with GxP compliance requirements. • Serve as the primary quality function, managing documentation and compliance processes from the ground up. • Represent the organization during audits, defending the quality systems and documentation developed. • Educate engineering teams on the importance of GxP regulations and compliance standards. • Make informed decisions regarding scoping and implementation based on regulatory knowledge, including 21 CFR Part 11 and EU Annex 11. • Develop strategies to address vendor qualification audit findings and implement remediation plans. • Utilize Agile Scrum methodologies to manage project timelines and deliverables efficiently. • Oversee IT project management tasks, ensuring alignment with overall compliance objectives. • Use tools such as Atlassian Jira to track project progress and maintain transparency across teams.
2026-03-18T00:00:00Z

Senior Reporting Analyst

Emeryville, CA
onsite
Permanent
110000 - 125000 USD / Yearly
We are looking for a Senior Reporting Analyst to join our dynamic team in Emeryville, California. In this role, you will leverage your expertise in financial analysis and modeling to provide key insights that drive strategic decisions. The ideal candidate is detail-oriented, analytical, and skilled in handling complex datasets to uncover trends and opportunities. Responsibilities:<ul><li>Analyze documentation for new reinsurance deals and coordinate with Finance, Legal, Risk, IT, and leadership to ensure compliant execution.</li><li>Contribute as a core team member in producing reports for both new and existing reinsurance transactions.</li><li>Build strong knowledge of how reinsurance agreements affect upstream and downstream processes and work with teams to ensure proper integration.</li><li>Deliver timely analyses and insights to support decision‑making across the organization.</li><li>Partner with management and IT to define requirements and support future system enhancements.</li><li>Assist in creating and maintaining large analytical datasets from internal and external sources.</li><li>Proactively identify and develop new KPIs or reporting ideas based on observed needs.</li><li>Apply Change Management and Control standards throughout reporting activities.</li><li>Offer data‑driven guidance to Finance, Risk, Underwriting Ops, IT, Legal, and Servicing teams.</li><li>Handle additional responsibilities as required.</li></ul>
2026-03-04T00:00:00Z

Senior Accountant

Lafayette, CA
onsite
Permanent
95000 - 110000 USD / Yearly
We are looking for an experienced Senior Accountant to join our team in Lafayette, California. In this role, you will play a key part in ensuring accurate financial reporting and maintaining the integrity of accounting records. Your expertise will contribute to the smooth execution of month-end processes and reconciliation tasks. Responsibilities:• Complete detailed account reconciliations and analyses, promptly resolving discrepancies and ensuring timely entry of all transactions.• Maintain compliance with GAAP and understand key accounting standards such as ASC 606 and ASC 842.• Support month‑end and year‑end close activities, including monthly reconciliation and analysis.• Assist with annual audit preparation by creating schedules, addressing auditor requests, and coordinating with external audit teams.• Identify and support improvements to balance sheet reconciliation processes.• Participate in ad‑hoc projects and perform other assigned duties.
2026-03-13T00:00:00Z

Senior Accountant

Menlo Park, CA
remote
Temporary
52.25 - 60.5 USD / Hourly
We are looking for an experienced Senior Accountant to join our team on a contract basis in Menlo Park, California. This role offers a unique opportunity to contribute to both day-to-day accounting operations and project-specific initiatives. Ideal candidates will bring strong expertise in general ledger management and a commitment to ensuring accuracy in financial processes. Responsibilities: • Assist the General Ledger (GL) team with consolidations, posting journal entries, and account reconciliations. • Manage a subset of accounts within the company’s extensive portfolio, ensuring accuracy and adherence to financial standards. • Perform data validation and support process improvement initiatives related to Oracle Fusion. • Collaborate with team members to streamline accounting workflows and enhance efficiency. • Ensure compliance with accounting policies and procedures during year-end close processes. • Conduct bank reconciliations and provide support for accounts payable (AP) and accounts receivable (AR) functions. • Prepare accurate financial reports and documentation as needed. • Participate in cross-functional meetings to address project-specific accounting requirements. • Maintain up-to-date knowledge of accounting software and tools, including Oracle Fusion. • Support the onboarding process for new systems or procedural updates as required.
2026-03-19T00:00:00Z

Senior Accountant

Palo Alto, CA
onsite
Temporary
45 - 55 USD / Hourly
🧾 Senior Accountant – Consulting Role (Robert Half Loan Staff Practice)Robert Half is seeking an experienced and detail-oriented Senior Accountant to join our Loan Staff Practice. As a full-time employee of Robert Half, you’ll work as a consultant providing high-level accounting support to a dedicated client base.This role offers the stability of full-time employment with the variety of consulting assignments. You’ll support clients with advanced accounting responsibilities, assist with financial reporting and close processes, and help strengthen accounting operations across multiple industries. 💼 What You’ll Do:<ul><li>Lead the month-end, quarter-end, and year-end close processes to ensure timely and accurate financial reporting</li><li>Prepare and review complex journal entries, including accruals, deferrals, and reclassifications</li><li>Perform and review balance sheet and bank reconciliations and resolve discrepancies</li><li>Maintain and analyze general ledger activity to ensure accuracy and compliance with GAAP</li><li>Prepare financial statements and supporting schedules for management review</li><li>Analyze financial results and variances, providing insights and recommendations</li><li>Support internal and external audit requests, including preparation of audit schedules and documentation</li><li>Assist with implementing and improving accounting policies, procedures, and internal controls</li><li>Partner with cross-functional teams to ensure accurate financial data and reporting</li><li>Support special projects, system implementations, and process improvement initiatives</li></ul>
2026-03-09T00:00:00Z

Senior Accountant

Burlingame, CA
onsite
Temporary
45 - 55 USD / Hourly
🧾 Senior Accountant – Consulting Role (Robert Half Loan Staff Practice) Robert Half is seeking an experienced and detail-oriented Senior Accountant to join our Loan Staff Practice. As a full-time employee of Robert Half, you’ll work as a consultant providing high-level accounting support to a dedicated client base.This role offers the stability of full-time employment with the variety of consulting assignments. You’ll support clients with advanced accounting responsibilities, assist with financial reporting and close processes, and help strengthen accounting operations across multiple industries. 💼 What You’ll Do:<ul><li>Lead the month-end, quarter-end, and year-end close processes to ensure timely and accurate financial reporting</li><li>Prepare and review complex journal entries, including accruals, deferrals, and reclassifications</li><li>Perform and review balance sheet and bank reconciliations and resolve discrepancies</li><li>Maintain and analyze general ledger activity to ensure accuracy and compliance with GAAP</li><li>Prepare financial statements and supporting schedules for management review</li><li>Analyze financial results and variances, providing insights and recommendations</li><li>Support internal and external audit requests, including preparation of audit schedules and documentation</li><li>Assist with implementing and improving accounting policies, procedures, and internal controls</li><li>Partner with cross-functional teams to ensure accurate financial data and reporting</li><li>Support special projects, system implementations, and process improvement initiatives</li></ul>
2026-03-09T00:00:00Z

Senior Accountant

Mountain View, CA
onsite
Permanent
90000 - 100000 USD / Yearly
We are offering an exciting opportunity in Mountain View, California for a Senior Accountant. This role is within the industry and will involve a hybrid workplace model, providing services to a group of clients. The position will focus on Accounts Payable processing, month-end close, general ledger reconciliations, bank reconciliations, and billing, along with accounting analysis. Responsibilities:• Carry out month-end closing procedures• Conduct general ledger reconciliations• Perform bank reconciliations to ensure financial accuracy• Manage AP and billing operations for clients• Conduct detailed accounting analysis for financial clarity• Provide services to a diverse group of clients• Utilize Excel for various accounting tasks• Maintain and update client records regularly.
2026-03-16T00:00:00Z

Senior Accountant

Palo Alto, CA
onsite
Permanent
110000 - 120000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF Robert Half has an exciting opportunity for an experienced Senior Accountant to join a reputable Real Estate & Property company. You will use your knowledge and skills to prepare and consolidate financial statements, analyze and reconcile accounts, analyze cash flow, build budgets and forecasts, prepare audits, and manage internal control maintenance and regulatory reporting. The challenging, fast-paced work environment requires top-notch analytical skills. The company boasts excellent compensation and benefits and offers potential for advancement. Primary Duties & Responsibilities:<ul><li> Monthly close:</li><li>Preparation of monthly reporting packages for the assigned properties, including the following:</li><li> Bank Reconciliations for each of the bank accounts</li><li> Cash Balance Reports, Accruals schedule, Management Fee Calculations</li><li> Roll Forwards and Closing Support schedules for each Account with activity and balances on the balance sheet of the properties</li><li> Revenue, Straight line rent calculations, Percentage rent, and other income</li><li> Trial Balance and Flux analysis</li><li> Closing Yardi Entries, and elimination entries</li><li>Monthly investor reporting: cash reporting, hotel operations financial reporting (as required)</li><li>Quarterly investor reporting, including preparation of financial reporting templates, debt reporting templates, and Asset Management reporting.</li><li>Monthly, quarterly, annual lender reporting, Annual audit</li><li>Provide PBC items to auditors and assist in answering any questions</li><li>Financial statement preparation</li><li> Annual budgeting process, analyze budget, review budgets prepared by Asset Management & Property Management teams</li><li>Cash projection for quarterly distributions / monthly capital calls</li><li>Discuss with Construction Accounting upcoming cash needs, and recommend properties that will require capital call</li><li>Prepare journal entries to record capital call funding</li></ul>
2026-03-16T00:00:00Z

Senior Accountant

San Jose, CA
onsite
Temporary
44 - 49 USD / Hourly
Robert Half has partnered with a client in San Jose in the property management industry who is seeking a talented Senior Accountant who can start on an immediate basis! This position is looking to convert from contract to full time depending on performance. <ul><li>Reconciling sub-ledger to general ledger account balances</li><li>Preparing financial statements</li><li>Assessing internal controls, including risk assessments and reviews of risk areas</li><li>Performing monthly balance sheet, income statement and changes in financial position/budget variance analyses</li><li>Assisting in the design and preparation of budgets for review by management</li><li>Maintaining and reconciling fixed assets schedules</li><li>Supervising accounting staff</li></ul>
2026-02-27T00:00:00Z

Senior Accountant

San Francisco, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Accountant| Real Estate Investment Firm | San Francisco| Hybrid Join a fast-growing real estate investment and development firm focused on high-profile projects and a supportive, family-oriented culture. The role offers competitive pay, annual bonus, 100% employer-paid healthcare, 401(k), and generous PTO, with low-level tasks outsourced so you can focus on strategic work and growth. Responsibilities<ul><li>Manage payables, receivables, and bank reconciliations</li><li>Oversee job costing for developments and capital projects</li><li>Prepare financial reports for corporate and investment entities</li><li>Coordinate audits, taxes, and partner reporting</li><li>Maintain partner capital accounts and waterfall calculations</li><li>Review outsourced AP coding and assist with construction draws</li><li>Collaborate with construction and development teams</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Senior Financial Planner

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Senior Wealth Analyst - TOP RIA

Menlo Park, CA
onsite
Permanent
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.
2026-03-08T00:00:00Z

Senior Accountant (Contract)

Oakland, CA
onsite
Temporary
40 - 48 USD / Hourly
Robert Half is seeking an experienced Senior Accountant to support our clients with critical accounting activities. This is an excellent opportunity for a versatile accounting professional to make an immediate impact in a dynamic environment. Location: Oakland, CA (Hybrid, BART Accessible)Schedule: Full-Time, Monday–FridayDuration: 4-6 Months (Potential for Extension) Responsibilities<ul><li>Perform general ledger reconciliations and ensure accuracy of financial data.</li><li>Assist with month-end close processes.</li><li>Prepare and review journal entries and supporting documentation.</li><li>Analyze variances and resolve discrepancies promptly.</li><li>Collaborate with internal teams to ensure compliance with accounting standards.</li><li>Other accounting related duties as needed</li></ul>
2026-03-12T00:00:00Z

Senior Cost Accountant

Walnut Creek, CA
onsite
Permanent
100000 - 115000 USD / Yearly
Our Client is looking for a Senior Cost Accountant to take charge of essential financial processes and contribute significantly to a dynamic and expanding organization. This position is ideal for someone with strong attention to detail, cost accounting expertise, and a proactive approach to problem-solving. If you thrive in fast-paced environments and enjoy working collaboratively across teams, this role is an excellent opportunity to make a meaningful impact. Responsibilities:• Establish and manage standard costs for co-manufactured products.• Conduct detailed analyses of product-level variances to identify cost drivers.• Contribute to inventory valuation, audit readiness, and month-end closing activities.• Validate and reconcile invoices and charges from co-manufacturers.• Collaborate with teams across Finance, Procurement, and Operations, as well as external partners.• Assist in budgeting, forecasting, and conducting cost sensitivity analyses.• Ensure accuracy in cost data and enhance data integrity within organizational systems.• Develop scalable processes to improve efficiency and streamline costing operations.
2026-02-20T00:00:00Z

Senior Cost Accountant

Pleasanton, CA
onsite
Permanent
90000 - 111000 USD / Yearly
We are looking for a Senior Cost Accountant to join our team in Pleasanton, California. In this role, you will be responsible for overseeing standard costing systems, analyzing production variances, and providing actionable financial insights to enhance profitability and operational efficiency. You will collaborate closely with plant leadership and cross-functional teams to ensure accurate cost data, inventory management, and compliance with industry regulations. Responsibilities: • Analyze and report on production costs, including raw materials, labor, and overhead, to support financial decision-making. • Prepare monthly cost reports and provide insights to plant leadership and finance teams. • Investigate variances between standard and actual costs, offering detailed explanations and recommendations. • Monitor and reconcile inventory balances, ensuring accurate valuation in line with accounting standards. • Maintain and update Bills of Materials (BOMs) in partnership with production teams. • Assist in creating annual budgets and rolling forecasts for manufacturing costs. • Contribute to cost projections for new product launches and trials to support strategic planning. • Identify opportunities for cost-saving and efficiency improvements within production processes. • Ensure compliance with internal controls, industry standards, and company policies. • Support audits related to manufacturing costs and assist in maintaining accurate financial records.
2026-02-27T00:00:00Z

Senior FP&A Analyst

Campbell, CA
onsite
Permanent
110000 - 130000 USD / Yearly
We are looking for an experienced Senior FP&A Analyst to join our dynamic team in Fremont, California. In this role, you will lead critical financial planning and analysis functions, contributing to the strategic direction of a rapidly evolving organization. This position offers an exciting opportunity to work closely with leadership and make a significant impact through financial insights and decision support. Responsibilities:<ul><li>Lead all FP&A functions, including forecasting, budgeting, and variance analysis.</li><li>Develop management reports, dashboards, and presentations for the VP of Finance, executives, and investors.</li><li>Manage key financial models and identify opportunities, risks, and efficiency improvements.</li><li>Collaborate with accounting, operations, sales, engineering, and other teams to guide strategy and decision-making.</li><li>Standardize and scale FP&A processes to support organizational growth.</li><li>Provide ad-hoc financial analysis, reporting, and scenario modeling as needed.</li><li>Support quarterly and annual closes, and prepare materials for investor and Board updates.</li></ul>
2026-02-27T00:00:00Z

Senior Financial Planner - Wealth Management Firm

San Francisco, CA
onsite
Permanent
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Financial Planner| Wealth Management Firm| Berkeley| Hybrid; 3 days Join a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO. Responsibilities<ul><li>Partner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship Manager</li><li>Develop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planning</li><li>Advise clients directly and collaborate with attorneys, CPAs, and investment professionals</li><li>Lead financial planning technology integration and process improvements</li><li>Mentor junior team members and support growth of the Advice Strategy function</li><li>Manage complex plan implementations and maintain compliance standards</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Senior Fund Accountant

Burlingame, CA
onsite
Permanent
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Fund Accountant| Investment Management Firm| Burlingame| Hybrid Join a high-impact investment management firm. With over $5B in AUM, this mission-driven team partners with sophisticated investors to create lasting community impact. This role offers the chance to work on a small, collaborative team where your work is visible and valued. You’ll gain direct exposure to senior leadership, hands-on fund accounting experience, and meaningful projects. The firm offers a flexible hybrid schedule (2–3 days in office) and strong long-term growth potential. Responsibilities<ul><li>Prepare fund financial reporting, including capital calls, distributions, fees, and waterfall calculations</li><li>Support quarterly closes, NAV calculations, and annual financial statements</li><li>Review and coordinate with fund administrators and third-party providers</li><li>Assist with audits, tax filings, and LP reporting requests</li><li>Produce fund and investment performance reporting</li><li>Manage cash activity, AP/AR, reconciliations, and funding coordination</li><li>Identify and implement process and system improvements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Senior Property Accountant

San Francisco, CA
onsite
Permanent
100000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Property Accountant | Real Estate Investment Firm| San Francisco| Hybrid | Base + Bonus + Unlimited PTO Join a nationally recognized real estate investment firm with a multi-billion-dollar portfolio and a strong track record across high-growth markets. This is a chance to work in an entrepreneurial yet well-structured environment where complex deals, collaboration, and long-term growth are part of the day-to-day. In this role, you’ll own key accounting processes for commercial properties and partner closely with asset management, lenders, auditors, and investors. The team values accountability, curiosity, and clear thinking, and offers exposure to sophisticated projects in a fast-moving, supportive culture.Responsibilities<ul><li>Manage project-level cash analysis, AP, GL, and month-end close</li><li>Prepare journal entries, fee calculations, and balance sheet reconciliations</li><li>Support debt service, lender draws, and asset management requests</li><li>Assist with quarterly and annual financial reporting to investors</li><li>Partner on audits, tax reviews, and partnership returns</li><li>Support acquisitions, dispositions, and ad hoc accounting projects</li><li>Communicate with JV partners and interpret legal agreements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-14T00:00:00Z

Senior Property Accountant

San Francisco, CA
onsite
Permanent
100000 - 135000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Property Accountant | Real Estate Investment Firm| San Francisco| Hybrid | Base + Bonus + Unlimited PTO Join a nationally recognized real estate investment firm with a multi-billion-dollar portfolio and a strong track record across high-growth markets. This is a chance to work in an entrepreneurial yet well-structured environment where complex deals, collaboration, and long-term growth are part of the day-to-day. In this role, you’ll own key accounting processes for commercial properties and partner closely with asset management, lenders, auditors, and investors. The team values accountability, curiosity, and clear thinking, and offers exposure to sophisticated projects in a fast-moving, supportive culture.Responsibilities<ul><li>Manage project-level cash analysis, AP, GL, and month-end close</li><li>Prepare journal entries, fee calculations, and balance sheet reconciliations</li><li>Support debt service, lender draws, and asset management requests</li><li>Assist with quarterly and annual financial reporting to investors</li><li>Partner on audits, tax reviews, and partnership returns</li><li>Support acquisitions, dispositions, and ad hoc accounting projects</li><li>Communicate with JV partners and interpret legal agreements</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Senior Client Service Associate | East Bay Wealth Management

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
A growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-03-16T00:00:00Z

Senior Client Service Associate - Wealth Management

San Francisco, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z