32 Results for Client Services Coordinator Jobs in Oakland, CA

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Client Services Coordinator

San Mateo, CA
onsite
Temporary / Contract
27 - 29 USD / Hourly
Are you passionate about helping individuals and families overcome housing instability and regain their footing? Our recruiting team is partnering with a respected community-based nonprofit dedicated to helping individuals and families access essential services and build a path toward stability, to identify a compassionate, resourceful, and solutions-driven CES Diversion Specialist. This is an opportunity to do more than connect people with resources. You will work directly with individuals and families experiencing housing crises, helping them explore safe alternatives to homelessness, navigate community resources, and identify realistic solutions that support long-term housing stability. The ideal candidate is a strong advocate, a creative problem-solver, and an empathetic communicator who can build trust with people facing challenging circumstances. If you thrive in a mission-driven environment and want your work to have a tangible impact on the community, this could be the opportunity for you. What You'll Do<ul><li>Prevent Homelessness Before It Begins: Engage with individuals and families experiencing housing instability to assess their immediate needs and explore alternatives to entering the homeless response system.</li><li>Provide Client-Centered Support: Conduct diversion assessments and collaborative problem-solving conversations to identify practical, individualized solutions that help clients remain housed or secure alternative safe housing.</li><li>Connect Clients With Critical Resources: Help individuals navigate community services, including emergency financial assistance, rental assistance, transportation, benefits, employment resources, family supports, and other available programs.</li><li>Develop Actionable Housing Plans: Work collaboratively with clients to identify barriers, establish achievable goals, and develop clear next steps toward housing stability.</li><li>Navigate the Coordinated Entry System (CES): Assist clients with appropriate referrals, system navigation, documentation, and coordination with community partners in accordance with program guidelines.</li><li>Build Community Partnerships: Coordinate with shelters, housing providers, nonprofit organizations, and other service agencies to identify available resources and facilitate effective referrals.</li><li>Advocate for Vulnerable Populations: Approach every interaction with dignity, respect, cultural sensitivity, and an understanding of the challenges associated with housing insecurity.</li><li>Maintain Accurate Documentation: Complete client assessments, case notes, referrals, service records, and program documentation while maintaining confidentiality and adhering to applicable policies.</li><li>Follow Through on Client Outcomes: Monitor progress, address emerging barriers, and help clients connect with additional support when their initial housing plan needs to change.</li><li>Support Program Effectiveness: Collaborate with the broader team to identify service gaps, strengthen referral pathways, and improve outcomes for individuals and families seeking assistance.</li></ul>
2026-10-28T00:00:00Z

Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-10-05T00:00:00Z

Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued. Position OverviewThe Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus. Key Responsibilities<ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
2026-10-29T00:00:00Z

Client Service Associate

San Mateo, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-23T00:00:00Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000 - 90000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Remote🏢 Growing & Independent Wealth Management Firm💰 Base + Bonus Looking for a role where you can make a real impact on the client experience? A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth. What You'll Be DoingAs the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:<ul><li>Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.</li><li>Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.</li><li>Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.</li><li>Maintaining accurate client records and workflow tracking within CRM and financial planning systems.</li><li>Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.</li><li>Coordinating advisor calendars and scheduling client meetings.</li><li>Monitoring operational workflows, compliance requirements, and regulatory documentation.</li><li>Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.</li><li>Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.</li><li>Assisting with social media content and digital engagement efforts across multiple platforms.</li><li>Providing ongoing operational support and helping drive process improvements across the practice</li></ul>Why Candidates Are Excited About This Opportunity✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work.✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management.✅ High-impact role where your contributions will be visible and appreciated.✅ Stable and established practice with a strong reputation and long-term growth outlook.✅ Collaborative team environment that values professionalism, flexibility, and work-life balance.✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.
2026-10-26T00:00:00Z

Client Services Associate - REMOTE

San Mateo, CA
onsite
Permanent / Full Time
80000 - 95000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | REMOTE Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-27T00:00:00Z

Facilities Coordinator

Richmond, CA
onsite
Temporary / Contract
24 - 27 USD / Hourly
We're seeking a Facilities Coordinator to support the day-to-day operations of our clients office and facilities. This role is responsible for ensuring a safe, organized, and efficient work environment by coordinating building services, vendor relationships, maintenance activities, space planning, and workplace operations.The ideal candidate is a strong communicator with excellent problem-solving skills who enjoys working cross-functionally and taking ownership of projects. This position is perfect for someone who thrives in a fast-paced environment and enjoys balancing administrative, operational, and facilities-related responsibilities. Responsibilities:<ul><li>Coordinate daily facilities operations.</li><li>Serve as the primary point of contact for building management, vendors, contractors, and service providers.</li><li>Submit and track maintenance requests and ensure timely resolution of facility-related issues.</li><li>Coordinate workstation setups and space planning initiatives.</li><li>Assist with purchase orders, invoice processing, and facilities-related budget tracking.</li><li>Maintain inventory of office supplies, furniture, kitchen, and workplace essentials.</li><li>Ensure compliance with company policies and facility regulations.</li><li>Maintain facilities records, vendor contacts, and operational documentation.</li><li>Support special projects related to workplace improvements and operational efficiency.</li><li>Assist leadership with administrative and operational initiatives as needed.</li></ul>
2026-10-17T00:00:00Z

Facilities Coordinator

South San Francisco, CA
onsite
Temporary / Contract
30 - 40 USD / Hourly
Robert Half is working with an innovative biotechnology company in South San Francisco to identify a proactive, detail-oriented Facilities Coordinator to support daily facility operations in a dynamic life sciences environment. This is an excellent opportunity for a hands-on facilities professional who enjoys keeping a workplace running smoothly, coordinating vendors, maintaining organized facilities records, and ensuring employees have a safe, functional, and welcoming work environment. The ideal candidate is highly organized, responsive, and comfortable balancing multiple priorities while working closely with internal teams, external service providers, and building management. Experience supporting facilities operations within a biotech, laboratory, or other regulated environment is highly valued. Key Responsibilities<ul><li>Daily Facilities Operations: Coordinate day-to-day facility needs, respond to maintenance requests, and help ensure the workplace remains clean, organized, safe, and operational.</li><li>Vendor Coordination: Schedule and coordinate external vendors for maintenance, repairs, janitorial services, equipment servicing, and other facility-related needs.</li><li>Work Order Management: Track incoming facilities requests, monitor work orders, follow up on outstanding issues, and communicate updates to internal stakeholders.</li><li>Preventive Maintenance: Assist with scheduling routine inspections, equipment servicing, and preventative maintenance to minimize disruptions to facility operations.</li><li>Building & Space Management: Support office and facility organization, workspace planning, conference room readiness, furniture coordination, and general space-related requests.</li><li>Safety & Compliance Support: Help maintain facilities documentation, inspection records, safety logs, and other required records in accordance with company policies and applicable procedures.</li><li>Inventory & Supplies: Monitor facilities and maintenance supplies, coordinate purchasing requests, and maintain appropriate inventory levels.</li><li>Move & Setup Coordination: Assist with office moves, workstation setups, equipment deliveries, and facility improvement projects.</li><li>Administrative Support: Maintain vendor contacts, service agreements, invoices, purchase orders, maintenance schedules, and other facilities documentation.</li><li>Cross-Functional Collaboration: Partner with employees, building management, laboratory teams, and internal departments to address facility needs and maintain an efficient working environment.</li></ul>
2026-10-14T00:00:00Z

Private Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Private Client Service Associate📍 San Francisco, CA (Hybrid, 3 days/week in office)🏢 Respected Investment Management Firm💰 Competitive Base + Bonus + Profit Sharing Are you looking for more than a traditional client service role? I'm partnering with a well-established and highly regarded investment management firm is seeking a Private Client Service Associate to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions. You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience. What You'll Do<ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul>Why This Opportunity Stands Out✅ Competitive compensation package with bonus opportunity & Profit-sharing program✅ Exceptional retirement benefits, including a generous employer contribution✅ Comprehensive medical, dental, and vision coverage✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities✅ Opportunity to support sophisticated, high-net-worth client relationships✅ Collaborative, team-oriented culture with outstanding employee tenure✅ Strong leadership team committed to employee development and long-term career growth✅ Engaging and supportive workplace culture that values both professional success and team camaraderie Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.
2026-10-23T00:00:00Z

Customer Service / Logistics Coordinator

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
We are seeking a Customer Service / Logistics Coordinator to support customers and coordinate shipments, delivery schedules, and order follow-up.Responsibilities:<ul><li>Respond to customer inquiries regarding orders and deliveries</li><li>Coordinate shipping schedules with carriers and internal teams</li><li>Track shipments and resolve delivery issues</li><li>Maintain accurate logistics and customer records</li><li>Process order changes, returns, and shipment updates</li><li>Provide timely communication to customers and stakeholders</li></ul>
2026-10-17T00:00:00Z

Customer Service Representative

Tracy, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
We are looking for a Customer Service Representative to support customer accounts and help coordinate order activity for a Long-term Contract position in Tracy, California. In this role, you will serve as a key point of contact for clients, manage order-related communication, and work closely with sales, production, and shipping teams to keep commitments on track. This position is well suited for someone who is comfortable in a manufacturing setting and can balance accuracy, responsiveness, and strong customer care. Responsibilities: • Receive and enter customer orders submitted by clients or internal account representatives, ensuring complete and accurate information. • Communicate with customers about pricing requests, order updates, revisions, confirmations, and service concerns in a careful and timely manner. • Create and process purchase orders for materials and supplies needed to support production schedules. • Maintain customer account records, update key data in internal systems, and assist with credit-related transactions when needed. • Partner with manufacturing and shipping teams to help coordinate production timing and support on-time delivery performance. • Monitor multiple small- to mid-sized customer accounts with varying levels of complexity while maintaining service quality. • Respond to questions and resolve issues by coordinating with internal departments to keep customers informed and supported.
2026-10-22T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers with professionalism, accuracy, and a helpful approach in San Francisco, California. This is a Contract position for someone who can create a positive experience on every interaction while managing inquiries efficiently and thoroughly. The ideal candidate is dependable during scheduled hours, communicates clearly, and takes feedback well to continuously improve performance. Responsibilities: • Respond to incoming customer calls and messages with patience, clarity, and a service-focused attitude. • Guide customers through questions, applications, or order-related needs to help them complete the correct forms accurately the first time. • Record customer details and enter information carefully to maintain complete and accurate documentation. • Follow up on outstanding items to reduce delays and keep customer requests moving toward resolution. • Handle both inbound and outbound communication as needed to provide updates, gather missing information, and resolve issues. • Remain available and engaged during assigned queue hours, maintaining consistent attendance and dependable coverage. • Apply coaching and feedback to improve call quality, accuracy, and overall customer satisfaction.
2026-10-07T00:00:00Z

Customer Service Representative

San Francisco, CA
remote
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Customer Service Representative to support a high-volume service environment in San Francisco, California. This Contract position focuses on delivering timely assistance to customers, handling inquiries with professionalism, and ensuring accurate order processing. The ideal candidate is comfortable managing frequent phone interactions while maintaining a helpful, solutions-oriented approach. Responsibilities: • Respond to incoming customer calls promptly and provide clear, courteous support for a range of service-related questions. • Place outbound calls as needed to follow up on requests, confirm details, or resolve outstanding customer concerns. • Enter orders and update customer information carefully to maintain accurate records and support smooth transaction processing. • Address customer issues by identifying needs, explaining available solutions, and escalating more complex matters when appropriate. • Manage a steady volume of call center activity while meeting service expectations for responsiveness and quality. • Document conversations, actions taken, and outcomes to ensure complete and organized customer interaction records.
2026-10-29T00:00:00Z

Customer Service Representative

Ross, CA
onsite
Temporary / Contract
24 - 25 USD / Hourly
We are looking for a Customer Service Representative to support an upcoming event through a Contract assignment. This role is ideal for someone who enjoys engaging with people, representing a brand effectively, and delivering a positive customer experience in a fast-paced setting. The selected candidate will help create a welcoming booth environment, respond to attendee questions, and capture customer interest with accuracy and care. Responsibilities: • Prepare the event booth before opening by organizing materials, arranging displays, and ensuring the space is ready for visitors. • Represent the company at the trade event by welcoming attendees and creating a friendly, positive first impression. • Share clear and accurate information about the company’s products, service locations, and general offerings. • Respond to customer questions about item availability and help guide visitors to appropriate solutions. • Gather attendee details, requests, and follow-up needs with careful attention to accuracy and completeness. • Coordinate product sample requests with the appropriate teams and keep supporting records well organized. • Support event operations throughout the assignment, including booth coverage during event hours and breakdown at the close of the event. • Build positive connections with customers and prospective clients by providing attentive, high-quality service at every interaction.
2026-10-13T00:00:00Z

Customer Service Representative

San Francisco, CA
remote
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Customer Service Representative to join our team on a Contract basis in San Francisco, California. This position supports customers during Pacific Time business hours and focuses on delivering thoughtful, accurate assistance across a high volume of service requests. The ideal candidate brings strong communication skills, sound judgment, and a genuine commitment to creating a positive support experience. Responsibilities: • Monitor incoming support requests to recognize recurring issues and surface opportunities to strengthen workflows, response templates, and help resources • Contribute to the development and rollout of improved service practices that increase consistency, speed, and overall team effectiveness • Respond to customer inquiries through ticketing and call-based channels with professionalism, empathy, and close attention to detail • Handle inbound and outbound customer interactions efficiently while maintaining accuracy in order entry and issue resolution • Create and maintain clear internal or customer-facing documentation that helps streamline support and reduce repeat questions • Prioritize a large volume of cases in a fast-paced environment, ensuring timely follow-up and dependable service outcomes
2026-10-29T00:00:00Z

Front Desk Coordinator

Walnut Creek, CA
onsite
Temporary / Contract
22 - 23 USD / Hourly
Robert Half's client is looking for a Front Desk Coordinator to support daily front office operations for a long-term temporary position based in Walnut Creek, California. This onsite role requires someone who can create a welcoming experience for visitors while managing phone traffic, administrative tasks, and customer inquiries effectively. The ideal candidate is organized, resourceful, and able to stay composed in a fast-moving setting. This opportunity follows a Tuesday through Saturday schedule. Front Desk Coordinator Duties:• Welcome visitors and customers in a courteous and attentive manner, ensuring a positive first impression at the front desk• Manage incoming phone calls, route them to the appropriate contacts, and relay accurate messages when needed• Research and provide information to customers to help address questions and resolve routine concerns• Sort, distribute, and process incoming and outgoing mail in a timely and organized way• Enter information into internal records with accuracy and maintain up-to-date documentation• Organize, update, and maintain departmental files so materials are easy to access• Support invoice coding and other basic administrative tasks as assigned• Handle multiple priorities throughout the day while maintaining strong customer service standards If you are interested in this Front Desk Coordinator role, please apply today!
2026-10-29T00:00:00Z

Client Service Associate - Remote

San Mateo, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | REMOTE Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Wellness Coordinator

Oakland, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Wellness Coordinator to support community-based health and engagement programs for seniors in Oakland, California. This Contract position is ideal for someone who can build strong relationships, coordinate wellness initiatives, and serve as a reliable resource for participants seeking guidance and support. The role requires bilingual communication in Mandarin or Cantonese and a thoughtful approach to program delivery, member outreach, and service coordination. Responsibilities:• Coordinate wellness activities for senior participants, helping plan, launch, and monitor programs that align with established best practices.• Gather participant feedback through surveys and other outreach methods to assess program interest, measure satisfaction, and identify opportunities for improvement.• Address incoming questions from members and provide clear information about available wellness resources, services, and appropriate referrals.• Support day-to-day administration of program operations, ensuring activities are organized, documented, and carried out effectively.• Build engagement with the member community by encouraging participation and fostering stronger connections between seniors and available services.• Track program outcomes and assist with reviewing results to help evaluate effectiveness and guide future planning.• Maintain accurate participant and program records using relevant computer applications and healthcare-related systems.• Collaborate with internal teams and community partners to help deliver services smoothly and respond to participant needs in a timely manner. If you are interested in the role, please apply today and contact us at (510) 470-7450
2026-10-10T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-10-16T00:00:00Z

Client Advisor

San Francisco, CA
onsite
Permanent / Full Time
130000 - 170000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Advisor📍 San Francisco, CA (Hybrid)🏢 Collaborative Wealth Management Firm💰 Competitive Base + Bonus + Great Benefits Anisa is partnering with a highly respected wealth management firm is seeking a Client Advisor to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success. What You'll Be Doing<ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect. For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-28T00:00:00Z

Workplace Coordinator

San Francisco, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Workplace Coordinator to support daily office operations for a Contract position based in San Francisco, California. This role is ideal for someone who can keep workplace activities organized, respond professionally to incoming requests, and maintain smooth coordination across schedules and administrative processes. The successful candidate will bring a service-oriented mindset, strong attention to detail, and the ability to manage payroll-related tasks while helping the workplace run efficiently. Responsibilities: • Oversee day-to-day workplace coordination to ensure office functions remain organized, responsive, and efficient. • Manage dispatch activities by directing requests to the appropriate teams and following through on timely resolution. • Arrange and maintain schedules, meetings, and operational calendars to support seamless daily workflow. • Handle inbound calls professionally, provide accurate information, and route inquiries to the correct contacts. • Process full-cycle payroll activities with accuracy, timeliness, and careful attention to established procedures. • Support team leads with administrative and coordination tasks that contribute to effective workplace leadership and execution. • Monitor office needs, track recurring tasks, and help maintain a well-supported and productive work environment.
2026-10-29T00:00:00Z

Workplace Coordinator

New York City, NY
onsite
Temporary / Contract
25 - 27 USD / Hourly
We are looking for a Workplace Coordinator to support daily office operations and help create an organized, responsive work environment in New York City . This Long-term Contract position is ideal for someone who can balance administrative coordination, employee support, and time-sensitive operational tasks with professionalism and attention to detail. The role will involve managing schedules, handling incoming communications, supporting payroll activities, and helping keep workplace services running smoothly. Responsibilities:• Oversee day-to-day workplace coordination to ensure office activities and support services operate efficiently.• Manage dispatch-related tasks by routing requests, tracking assignments, and following up to confirm timely completion.• Organize calendars and scheduling needs for meetings, workplace activities, and operational priorities.• Provide front-line support by answering inbound calls, responding to inquiries, and directing requests to the appropriate contacts.• Assist with full-cycle payroll administration, including collecting necessary information, reviewing records, and supporting timely processing.• Take ownership of administrative and leadership support duties that help maintain structure, communication, and accountability across workplace operations.• Maintain accurate records, update operational documentation, and help ensure office procedures are followed consistently.
2026-10-26T00:00:00Z

Workplace Coordinator

San Mateo, CA
onsite
Temporary / Contract
23 - 27 USD / Hourly
Robert Half is working with one of our top technology companies in San Mateo to help them during the holidays with office events. We are seeking an enthusiastic Workplace Coordinator to provide hands-on office and facilities support with a variety of tasks. This is an excellent entry-level opportunity for someone who enjoys helping people, staying organized, and creating a welcoming, productive workplace. In this role, you will help manage day-to-day office needs, support employee and visitor requests, maintain common areas, and assist with workplace activities and special projects. The ideal candidate is proactive, dependable, and comfortable jumping in wherever needed to ensure the office operates efficiently. Key Responsibilities<ul><li>Provide day-to-day administrative and operational support for workplace and office activities.</li><li>Maintain clean, organized, and welcoming office spaces, conference rooms, kitchens, and common areas.</li><li>Assist with meeting room preparation, including arranging furniture, organizing supplies, and ensuring rooms are ready for employees and guests.</li><li>Help coordinate office events, employee gatherings, team meetings, and other workplace activities.</li><li>Monitor office, kitchen, and breakroom supplies; restock materials and communicate when inventory needs replenishment.</li><li>Assist with receiving, organizing, and distributing incoming mail, packages, and office deliveries.</li><li>Support visitor check-in and help ensure guests are directed to the appropriate employees or meeting spaces.</li><li>Respond to employee requests and route facilities or maintenance issues to the appropriate team members.</li><li>Assist with vendor coordination, service requests, and general office upkeep as needed.</li><li>Provide additional hands-on support during high-volume periods, special events, office initiatives, and other workplace projects.</li><li>Help ensure employees and visitors have a positive, professional experience while in the office.</li></ul>
2026-10-21T00:00:00Z

Accounting Coordinator

San Leandro, CA
onsite
Permanent / Full Time
68000 - 70000 USD / Yearly
We are looking for an Accounting Coordinator to support day-to-day financial operations for a construction-focused organization in San Leandro, California. This position plays an important role in keeping billing, payment tracking, and financial records accurate and up to date. The ideal candidate is organized, detail-oriented, and comfortable managing high-volume transactional work in a fast-paced office environment. <ul><li>Responsibilities:</li><li>Track overdue customer balances and proactively follow up on outstanding payments</li><li>Resolve payment delays, billing issues, and collection obstacles to improve cash flow</li><li>Maintain regular communication with clients and keep detailed records of collection efforts</li><li>Investigate disputed invoices and coordinate timely resolution</li><li>Process and issue lien waivers and related construction documents</li><li>Partner with payroll to obtain and track certified payroll submissions from subcontractors</li><li>Compile and provide financial records and supporting documents for audits</li><li>Assist with budgeting, forecasting, and monthly financial planning activities</li><li>Support invoicing and billing processes as needed</li><li>Review project financial activity and ensure documentation is properly recorded</li><li>Collaborate with the Contracts team to maintain accurate project notes and records</li><li>Provide accounting and administrative support across project and finance functions</li><li>Perform additional special projects and miscellaneous duties as assigned by management</li></ul>
2026-10-02T00:00:00Z

32 results for Client Services Coordinator in Oakland, CA