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23 results for Customer Service Manager in Oakland, CA

Client Service Manager

Alamo, CA
onsite
Permanent / Full Time
100000 - 130000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager | Wealth Management Firm | Walnut Creek Join a growing wealth management firm in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the Client Service team, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth. This is an ideal opportunity for someone who enjoys leading and developing people while staying hands-on. You'll have ownership over client service, onboarding, workflows, technology, and process improvement, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers strong compensation + bonus potential, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support. Responsibilities<ul><li>Lead, mentor, and develop the Client Service Associate team </li><li>Oversee day-to-day client service and operational workflows </li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve scalable processes, procedures, and controls </li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including CRM, reporting, and workflow platforms </li><li>Drive automation, systems improvements, and AI-enabled initiatives </li><li>Help build the operational infrastructure to support continued firm growth </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-29T00:00:00Z

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
2026-09-03T00:00:00Z

Customer Success Manager

Hayward, CA
onsite
Permanent / Full Time
80000 - 85000 USD / Yearly
We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements. Responsibilities:• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health
2026-08-08T00:00:00Z

Customer Service Specialist

Richmond, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Position OverviewWe're seeking a Customer Service Specialist to serve as a key point of contact for customers, providing exceptional support and ensuring a positive customer experience. This role combines customer service, account support, problem resolution, and administrative coordination. The ideal candidate is a strong communicator who enjoys helping others, can navigate multiple systems simultaneously, and thrives in a fast-paced environment. This position plays an important role in maintaining customer satisfaction, strengthening client relationships, and supporting day-to-day business operations. Day-to-Day Responsibilities<ul><li>Serve as the primary point of contact for customers via phone, email, and online inquiries.</li><li>Respond to customer questions regarding products, services, orders, billing, and account information.</li><li>Resolve customer concerns promptly while maintaining a professional and positive customer experience.</li><li>Process customer orders, requests, and account updates accurately and efficiently.</li><li>Monitor order status and communicate updates to customers.</li><li>Maintain accurate customer records and account information within company systems/ CRM.</li><li>Prepare reports and track service metrics as requested.</li><li>Build and maintain positive customer relationships through proactive communication.</li><li>Identify opportunities to improve service delivery and customer satisfaction.</li></ul>
2026-08-28T00:00:00Z

Customer Service Representative

Vacaville, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
We are looking for a Customer Service Representative to join a contract position based in Vacaville, California. In this role, you will support customers throughout the order process, respond to service inquiries effectively, and help ensure a smooth experience from order entry through delivery. This opportunity is ideal for someone who communicates clearly, stays organized in a fast-paced environment, and enjoys working collaboratively to resolve issues and support customer satisfaction. Responsibilities:• Manage customer orders from initial entry through final completion, including the use of customer-specific online portals.• Partner with sales team members to provide account support, share important order updates, and help maintain accurate, timely service for customers.• Respond to customer questions and requests promptly by phone and in writing while delivering courteous, detail-oriented service.• Review and resolve customer concerns related to product quality, specifications, returns, credits, debits, and order discrepancies.• Coordinate with freight carriers to investigate shipment issues such as delays, shortages, damages, and tracking concerns.• Maintain organized records of customer interactions, processed orders, returns, and other service-related requests.• Support customer retention and sales efforts by providing product or service information, solving problems effectively, and involving internal teams when needed.• Build productive working relationships across departments to ensure customer needs are addressed accurately and efficiently.• Follow company policies, procedures, and safety standards while maintaining dependable attendance and consistent work quality.
2026-09-01T00:00:00Z

Customer Service Representative

Burlingame, CA
onsite
Temporary / Contract
25 - 26 USD / Hourly
Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening up their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP Shift Schedule: Looking for candidates who are openly available Monday through Sunday from 9AM – 7PMDuration: September 21 – Mid JanuaryLocation: Burlingame (1.2 Miles from Bart Customer Experience & Sales<ul><li>Deliver a warm, welcoming, and high-touch customer experience</li><li>Greet and engage customers promptly upon entering the store</li><li>Assess customer familiarity with Balsam Hill products and tailor the interaction to their needs</li><li>Provide thoughtful product recommendations and styling guidance based on customer preferences and space</li><li>Maintain strong product knowledge across trees, greenery, décor, and seasonal assortments</li><li>Support customers throughout the shopping journey with professionalism, attentiveness, and urgency</li><li>Assist customers with both in-store purchases and online orders placed within the store environment</li><li>Support overall sales goals and store performance</li></ul> Sales Floor Operations<ul><li>Maintain a clean, organized, and visually elevated sales floor environment</li><li>Support replenishment, merchandising, recovery, and display maintenance throughout the day</li><li>Assist with maintaining presentation standards across displays and seasonal features</li><li>Support customer flow and floor coverage during peak business periods</li></ul> Team & Operational Support<ul><li>Communicate effectively with store leadership and fellow associates</li><li>Support operational tasks and store priorities as assigned by leadership</li><li>Assist with customer pickups, carry-outs, and service-related support as needed</li><li>Maintain professionalism, presentation standards, and attention to detail throughout the shift</li><li>Adhere to company appearance, safety, and dress code standards</li><li>Contribute to a collaborative, customer-first team environment</li></ul>
2026-08-21T00:00:00Z

Customer Service Representative

Redwood City, CA
onsite
Temporary to Hire
23 - 24 USD / Hourly
About the Role:We are seeking an entry-level Customer Service Representative to join a growing construction and millwork company. This is a customer-facing role ideal for someone with a background in retail, hospitality, or customer service who has an interest in cabinetry, woodworking, design, or construction. You will serve as a key point of contact for customers, providing office support, answering inquiries, coordinating orders, and ensuring an exceptional customer experience from start to finish. This is an excellent opportunity for someone looking to transition from retail or customer service into the construction and millwork industry while gaining valuable office and customer support experience. Responsibilities:<ul><li>Greet and assist customers in person, over the phone, and via email.</li><li>Answer questions regarding products, cabinetry, millwork, and project timelines.</li><li>Enter customer orders and maintain accurate records.</li><li>Coordinate with internal teams to provide project updates.</li><li>Assist with scheduling appointments and customer consultations.</li><li>Prepare quotes, invoices, and other administrative documents.</li><li>Resolve customer concerns professionally and promptly.</li><li>Support daily office operations and general administrative tasks.</li></ul>
2026-09-03T00:00:00Z

Client Service Specialist

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
Anisa Henry is partnered with a respected boutique wealth management firm with a decades-long reputation for delivering exceptional service to high-net-worth individuals, families, trusts, and institutions. In the Client Service Specialist position, you'll play a central role in supporting both the Founder and Partner while serving as a key point of contact for clients. This position offers the opportunity to work in a highly collaborative, relationship-driven environment where every team member makes a meaningful impact. Ideal for someone who thrives in a client-focused setting, this role combines operational support, relationship management, and exposure to sophisticated wealth management services within a stable, close-knit firm committed to long-term success and personalized client care. Benefits:<ul><li>401(k) Safe Harbor Plan (4%)</li><li>MDV (125 Plan)</li><li>2 weeks PTO, 1 week sick time </li></ul>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
27 - 31 USD / Hourly
Customer Service AdminBrief Job Description:We are looking for a Customer Service Admin to provide administrative and customer support by handling inquiries, processing orders, and maintaining records.Responsibilities:<ul><li>Respond to customer questions via phone, email, or chat</li><li>Enter and track orders, requests, and service issues</li><li>Maintain customer files and account information</li><li>Coordinate with internal departments to resolve issues</li><li>Prepare basic reports and correspondence</li></ul>
2026-08-28T00:00:00Z

Client Service Associate

San Carlos, CA
remote
Permanent / Full Time
60000 - 90000 USD / Yearly
Anisa Henry is partnered with a growing independent wealth management firm and is seeking a Client Service Associate to join its expanding team. This position is ideal for someone who enjoys building client relationships, thrives in an operations-focused role, and is looking to build a long-term career in wealth management rather than pursuing a financial advisor track. This established fiduciary-focused firm has been serving individuals and families for more than two decades, providing personalized financial guidance and a high-touch client experience. The team is committed to putting clients' best interests first while delivering exceptional service and comprehensive wealth management solutions. The Client Service Associate will support advisors and the operations team by managing day-to-day client service requests, account maintenance, paperwork processing, and administrative functions. This individual will serve as a key point of contact for clients, helping ensure requests are handled accurately, efficiently, and with a high level of professionalism.This is an excellent opportunity to join a collaborative, client-centric firm experiencing strong growth, where team members are valued and have the opportunity to make a meaningful impact. Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry
2026-09-02T00:00:00Z

Client Service Associate

San Carlos, CA
remote
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 | Fully Remote | Must work PST hours 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 100% remote and 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.
2026-08-28T00:00:00Z

Client Services Leader

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Anisa Henry is partnered with a growing wealth management firm is seeking a highly organized and detail-oriented Client Services Leader to oversee and continuously enhance the client service and operational infrastructure of the business. Reporting to senior operations leadership, this role will manage a team of Client Service Associates while supporting advisors, driving operational excellence, and ensuring a seamless client experience. The position is responsible for overseeing daily client service operations, managing and developing team members, maintaining efficient workflows, and ensuring adherence to regulatory and compliance requirements. The successful candidate will play a key role in improving internal processes, implementing operational best practices, and supporting the firm's continued growth through scalable service and operational solutions. This is an excellent opportunity for a collaborative, service-oriented leader who enjoys building teams, improving processes, and creating a high-performing operational environment within a dynamic and growing wealth management organization. The ideal candidate combines strong operational leadership and client service experience with an entrepreneurial mindset, balancing day-to-day execution with the ability to build scalable processes that support future growth. This individual will serve as a key partner across the organization, working closely with advisors, clients, and internal teams to ensure a seamless, efficient, and high-quality service experience. Benefits:<ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li></ul>
2026-09-03T00:00:00Z

Client Services Coordinator

Oakland, CA
onsite
Temporary / Contract
25 - 28 USD / Hourly
Job Summary:The Client Services Coordinator manages client communications, supports service delivery, and helps ensure a high level of customer satisfaction. This role works closely with internal teams and clients to coordinate requests, resolve issues, and maintain strong business relationships.Key Responsibilities:<ul><li>Serve as a primary point of contact for client questions and service needs</li><li>Coordinate client requests with internal departments to ensure timely resolution</li><li>Maintain client records, account details, and service documentation</li><li>Prepare reports, presentations, and correspondence for clients and leadership</li><li>Monitor service quality and follow up on outstanding issues</li><li>Assist with onboarding new clients and maintaining existing accounts</li><li>Support process improvements to enhance the client experience</li></ul>
2026-08-30T00:00:00Z

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>
2026-09-04T00:00:00Z

Customer Service / Inventory

Burlingame, CA
onsite
Temporary / Contract
25 - 26 USD / Hourly
Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening up their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP Shift Schedule: Looking for candidates who are openly available Monday through Sunday from 9AM – 7PMDuration: September 21st – January 8th Location: Burlingame (1.2 Miles from Bart) Stockroom & Merchandise Operations<ul><li>Support daily stockroom organization and operational efficiency</li><li>Pull, prepare, inspect, and repackage customer merchandise accurately and professionally</li><li>Label and stage customer purchases and pickup orders as needed</li><li>Support merchandise replenishment and product movement throughout the store</li><li>Maintain organized stock areas, aisles, carts, and operational workspaces</li><li>Assist with maintaining inventory accuracy and operational readiness</li></ul> Customer Support<ul><li>Assist with customer pickups and carry-outs in a professional and service-focused manner</li><li>Support customers and sales associates with product retrieval and operational assistance</li><li>Contribute to a smooth, organized, and positive customer experience throughout the store</li></ul> Team & Operational Support<ul><li>Support operational priorities and daily workflow as directed by store leadership</li><li>Utilize operational equipment and tools safely and responsibly</li><li>Maintain professionalism, presentation standards, and attention to detail throughout the shift</li><li>Adhere to company appearance, safety, and dress code standards</li><li>Contribute to a collaborative, customer-first team environment</li></ul>
2026-08-21T00:00:00Z

Shop Manager

South San Francisco, CA
onsite
Permanent / Full Time
72800 - 83200 USD / Yearly
We are looking for an experienced Shop Manager to oversee daily operational support for a construction shop in South San Francisco, California. This position will coordinate the movement of tools, equipment, and supplies while helping maintain an efficient, safe, and organized facility. The role also includes guiding a small team and serving as a key link between the office, vendors, and active job sites. Responsibilities: • Lead and organize the daily work of two team members, providing direction and support to keep operations on schedule. • Coordinate the receipt of tools and equipment from suppliers and arrange timely distribution to field crews and project locations. • Manage incoming office shipments, confirm accuracy of deliveries, and maintain organized tracking of received items. • Plan and oversee deliveries of materials and equipment to active job sites to support uninterrupted project execution. • Purchase office and operational supplies, monitor stock levels, and ensure items are distributed where needed. • Perform or coordinate basic upkeep and minor repairs for the office, shop, and yard to maintain a functional work environment. • Monitor inventory of tools and equipment to help ensure availability, accountability, and readiness for field use. • Follow job site safety expectations, including the use of required protective gear during deliveries and site visits.
2026-09-04T00:00:00Z

Supply Chain Manager

Livermore, CA
onsite
Permanent / Full Time
200000 - 220000 USD / Yearly
We are looking for an experienced Supply Chain Manager to lead procurement, material planning, and supply continuity efforts for a manufacturing operation in Livermore, California. This role will guide a high-performing team, strengthen supplier partnerships, and support sound commercial decisions that improve cost, quality, and service. The ideal candidate brings strong leadership, analytical judgment, and the ability to work cross-functionally with technical and business stakeholders. Responsibilities: • Lead supply chain, procurement, and material planning activities to maintain reliable product flow and support manufacturing performance. • Direct and develop leaders and team members across the function, setting priorities, improving accountability, and building organizational capability. • Negotiate supplier agreements and commercial terms while balancing cost, quality, delivery, and long-term business needs. • Evaluate supplier performance, inventory trends, and operational data to identify risks and recommend effective corrective actions. • Partner closely with Engineering, Operations, Quality, Finance, Legal, and senior leadership to align sourcing decisions with company objectives. • Oversee supply risk mitigation strategies, including contingency planning and actions to reduce disruptions across the supplier base. • Prepare clear recommendations and presentations for leadership using financial, operational, and supplier insights. • Drive continuous improvement initiatives within procurement and supply chain processes, including lean practices, value analysis, and broader functional transformation efforts.
2026-09-03T00:00:00Z

Supply Chain Manager

Orinda, CA
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
We are looking for an experienced Supply Chain Manager to lead core planning, sourcing, inventory, logistics, and distribution functions in the San Francisco East Bay, California. This position blends strategic oversight with hands-on operational leadership to strengthen service performance, improve efficiency, and support business growth. The ideal candidate brings strong judgment, data-driven decision-making, and the ability to align cross-functional teams and external partners around shared supply chain goals. Responsibilities:• Shape and carry out supply chain plans that improve operational performance, support customer demand, and enable long-term business objectives.• Direct inventory planning, replenishment activities, transportation coordination, and distribution execution to maintain product availability at appropriate stock levels.• Identify process gaps and lead improvement efforts that lower costs, raise service quality, and streamline day-to-day workflows.• Track key supply chain metrics, analyze performance trends, and recommend corrective actions to strengthen overall results.• Anticipate operational disruptions and develop practical contingency plans to reduce risk across sourcing, logistics, and fulfillment activities.• Build productive partnerships with suppliers and logistics providers, managing service expectations, performance reviews, and ongoing accountability.• Lead commercial discussions with external partners, including contract terms and service standards, to secure reliable and cost-effective support.• Work closely with internal departments to coordinate priorities, resolve operational challenges, and ensure supply chain activities align with company needs.• Coach and develop team members, set clear expectations, and promote a culture focused on ownership, collaboration, and continuous improvement
2026-08-06T00:00:00Z

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>
2026-08-07T00:00:00Z

Client Service Associate - Wealth Management Firm

San Francisco, 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| Fully Remote| Must work PST hours. 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 100% remote and 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.
2026-08-28T00:00:00Z

VP, Client Services

San Francisco, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP of Client Services | Wealth Management Firm | San Francisco; Hybrid Our client is a rapidly growing global financial services firm seeking an experienced leader to oversee and elevate its client service organization. This is a highly visible opportunity to lead high-performing teams, partner with senior leadership, and drive operational excellence across a sophisticated, client-focused business. This is a unique opportunity to step into a highly visible leadership role with a rapidly growing financial services firm where you'll have the ability to shape the client service organization, influence firmwide initiatives, and work closely with senior leadership. The firm offers a collaborative, people-first culture, competitive compensation and bonus, comprehensive benefits, a 401(k) match, generous PTO, and strong long-term career growth. Responsibilities<ul><li>Lead and develop managers and client service teams across multiple locations</li><li>Establish and maintain best-in-class service standards</li><li>Partner with advisors and cross-functional teams to deliver an exceptional client experience</li><li>Drive process improvements, operational efficiency, and strategic initiatives</li><li>Oversee client onboarding, money movement, custodial operations, and escalated service matters</li><li>Manage alternative investment subscription processes</li><li>Develop scalable workflows, reporting, training, and performance metrics</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-08-28T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
29 - 39 USD / Hourly
We are looking for a Facilities Call Center Specialist to support facility and safety-related communications for a healthcare environment in California. This Long-term Contract position is ideal for a service-focused individual with strong attention to detail who can manage urgent and routine requests with sound judgment, accuracy, and composure. The person in this role will coordinate response activity, document critical details, and help ensure timely communication between facilities, security, and other operational teams. Responsibilities: • Monitor incoming calls, radio communications, and service requests to identify urgent situations and coordinate the appropriate response. • Gather complete details from callers, including location, issue type, and level of urgency, and record accurate information in the work order and dispatch system. • Route incidents to the correct internal team, such as facilities or security, based on the nature of the request. • Track active requests and update logs, notes, and work orders to maintain clear and reliable operational records. • Prepare routine shift, daily, and weekly reports using standard office software such as Microsoft Word and Excel. • Communicate important updates, unresolved issues, and priority items to incoming team members during shift handoff. • Review service workflows to help ensure emergency and non-emergency requests are handled promptly and effectively. • Serve as a coordination point between supervisors, facility responders, security personnel, and other involved departments. • Follow established procedures carefully in high-priority situations to support safe and consistent operations.
2026-08-26T00:00:00Z

Reference Lab Outreach Customer Success Specialist

Newark, CA
onsite
Temporary / Contract
30 - 38 USD / Hourly
We are looking for a Hybrid Reference Lab Outreach Customer Success Specialist to support day-to-day administrative and operational activities for a healthcare-focused team in Newark, California. This Contract position is ideal for someone who can balance workflow coordination, staff support, reporting, and process improvement in a fast-paced environment. The person in this role will help keep operations running smoothly by organizing resources, guiding administrative practices, and partnering with leadership on department needs. Responsibilities:<ul><li>Monitored the shared mailbox and responded to outreach customer inquiries in a timely and professional manner.</li><li>Supported outreach customer inquiries through phone and email communication.</li><li>Served as a liaison between Operations, the Reference Lab Business Operations team, and outreach customers to coordinate issue resolution.</li><li>Managed assigned outreach customer accounts by monitoring customer needs and coordinating appropriate follow-up.</li><li>Provided customer support to clinics and providers regarding reference laboratory services and processes.</li><li>Trained and re-educated clients on proper specimen collection, submission requirements, ordering workflows, and laboratory procedures.</li><li>Reinforced laboratory submission requirements and service expectations with outreach customers.</li><li>Reviewed and monitored the Outreach Customer Supplies Tracker to ensure customer supply requests were appropriately followed up on.</li><li>Managed outreach customer supply requests, including order intake, fulfillment tracking, inventory coordination, and follow-up.</li><li>Coordinated courier services for outreach customers, including service schedules, route changes, pickup concerns, and service requests.</li><li>Communicated with courier vendors, outreach customers, and internal stakeholders regarding courier-related needs.</li><li>Supported courier invoicing activities by tracking invoices, reviewing documentation, and coordinating follow-up as needed.</li><li>Assisted with resolving courier service and billing issues in collaboration with appropriate internal and external stakeholders.</li><li>Coordinated the secure printing and mailing of laboratory test results to outreach customers.</li><li>Printed and mailed notice letters to outreach customers as needed.</li><li>Coordinated the printing and mailing of test requisition forms and other outreach customer materials.</li><li>Maintained accurate documentation and records related to customer inquiries, supplies, courier services, and operational activities.</li><li>Escalated customer, operational, and service-related concerns to leadership when appropriate.</li><li>Supported customer feedback initiatives and assisted with identifying opportunities to improve outreach customer service.</li><li>Assisted with outreach engagement and marketing activities designed to support customer retention and business growth.</li><li>Coordinated customer communications, outreach materials, customer lists, event logistics, and follow-up activities as assigned.</li><li>Supported strategic and operational initiatives by coordinating activities across internal departments and outreach customers.</li><li>Prepared clear and professional communications, updates, and summaries for management and key stakeholders.</li><li>Performed additional administrative duties and ad hoc projects as assigned by the Manager.</li></ul>
2026-09-01T00:00:00Z