We are looking for a detail-oriented Client Service Coordinator - Associate to join our team on a contract basis in Redwood City, California. In this role, you will manage front desk operations, provide administrative support for branch events, and assist with client onboarding processes. This is a 12-week assignment, offering an excellent opportunity to contribute to a dynamic environment.<br><br>Responsibilities:<br>• Greet visitors and manage front desk operations with professionalism and efficiency.<br>• Provide administrative support for branch events, including scheduling and coordination.<br>• Assist with onboarding processes for new clients, ensuring all necessary steps are completed accurately.<br>• Handle incoming calls and direct inquiries to the appropriate departments.<br>• Organize and maintain records, ensuring proper filing and documentation.<br>• Coordinate meetings and conference calls, including scheduling and distributing agendas.<br>• Support special projects and ad hoc financial tasks as needed.<br>• Distribute incoming mail and handle correspondence in a timely manner.<br>• Maintain a high level of communication with team members and clients to ensure smooth operations.<br>• Uphold organizational standards by demonstrating strong attention to detail and time management skills.
<p><strong>Senior Client Service Associate or Associate Director of Client Service</strong></p><p><strong>Location:</strong> 100% Remote (Optional hybrid from San Francisco office)</p><p><strong>Industry:</strong> Wealth Management / Family Office</p><p><strong>Compensation:</strong> $90,000–$110,000 base (flexible DOE) + Discretionary Bonus (15–30%)</p><p><br></p><p>A boutique wealth advisory firm is seeking a highly capable and polished <strong>Senior Client Service Associate</strong> or <strong>Associate Director of Client Service</strong> to join its elite team. This is a rare opportunity to work with ultra-high-net-worth individuals and families in a fully remote role, supporting the design and management of sophisticated single-family office structures.</p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2012, the firm partners with a select global client base of founders, investors, and multi-generational families. Unlike traditional multi-family offices, this team builds and manages fully customized single-family offices, integrating wealth strategy, portfolio management, financial operations, and family office services. Their approach is deeply personalized, with a focus on depth of relationship rather than volume of clients.</p><p><br></p><p><strong>Position Overview</strong></p><p>This role sits between junior client service staff and senior directors, supporting high-touch operational needs for ultra-wealthy clients. You’ll work directly with leadership and contribute to a best-in-class service model, while helping shape internal processes and scalability. The ideal candidate is entrepreneurial, mature, curious, and team-oriented—with the operational sharpness and discretion required to serve billionaire clients.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions, redemptions, money movements, and reporting</li><li>Coordinate wires, funding requests, and operational workflows for family office clients</li><li>Support philanthropic entities and foundation-related operations</li><li>Monitor tax-related workflows and liaise with external accountants</li><li>Review investment performance reports for accuracy (Addepar)</li><li>Maintain CRM systems and organize client documentation</li><li>Partner with leadership on client service initiatives and process improvements</li><li>Communicate professionally with clients, their family offices, and allied professionals</li><li>Assist with KYC documentation, custodial paperwork, and entity setup</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>100% remote flexibility (with optional office access)</li><li>Low turnover and strong team stability</li><li>Quarterly offsites with team-building and strategic sessions</li><li>Collaborative culture focused on building something meaningful</li><li>Health, dental, and vision insurance (100% employer-paid for employees)</li><li>Paid parental leave</li><li>401(k) with employer match</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. </p><p> </p><p>You’ll join a collaborative<strong>, low‑turnover team</strong> with <strong>real growth potential</strong>, <strong>full remote flexibility</strong>, strong benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Jose, 100% onsite</p><p><strong>Comp</strong>: $88-120k + Bonus</p><p> </p><p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you. <strong>Apply now</strong> to take the next step in your career and please ping <strong>Jennifer Fukumae </strong>on LinkedIn to have a conversation about the role!</p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> San Jose, CA</p><p><strong>Industry:</strong> Financial Services / Investment Advisory</p><p><br></p><p>A rapidly growing investment advisory firm is seeking a detail-oriented and client-focused <strong>Client Service Associate</strong> to join its wealth management team. This is an excellent opportunity for a seasoned professional to advance their career in a collaborative environment that emphasizes education, technology, and continuous improvement.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides a unique learning environment with ongoing training in financial technologies (FactSet, Bloomberg, Morningstar Direct) and compliance processes. Employees receive strong support from a well-established team and gain hands-on experience in client relations, portfolio operations, and investment analysis.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will play a key role in supporting sophisticated clients and ensuring smooth operational execution. This role requires strong organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-touch service to high-net-worth clients</li><li>Process account openings, closures, transfers, and related paperwork</li><li>Prepare and execute trades and client transactions</li><li>Support client meetings with performance reports and investment data</li><li>Maintain accurate client documentation and compliance records</li><li>Monitor client communications and respond promptly</li><li>Track client scheduling and meeting documentation</li><li>Reconcile client portfolio accounts with custodial records</li><li>Provide weekly updates on client pipeline and portfolio needs</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>Supportive team culture focused on growth and development</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Senior Client Associate</strong></p><p><strong>Location:</strong> San Francisco, CA (Montgomery BART)</p><p><strong>Industry:</strong> Wealth Management / Multi-Family Office</p><p><strong>Compensation:</strong> $100,000–$115,000 base (stretch to $120,000 DOE) + Bonus</p><p><br></p><p>A dynamic and highly regarded multi-family office is seeking a polished and proactive <strong>Senior Client Associate</strong> to join its San Francisco-based team. This is a high-impact role supporting ultra-high-net-worth clients through a comprehensive suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is known for its long-term client relationships, collaborative culture, and commitment to professional excellence. With a focus on innovation and continuous learning, the team leverages technology to deliver a seamless and elevated client experience.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Senior Client Associate will serve as a key point of contact for designated client relationships, executing requests with precision and partnering with senior leadership on strategic initiatives. This role is ideal for someone who thrives in a fast-paced, client-first environment and enjoys mentoring junior team members while contributing to firm-wide growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary contact for client service requests</li><li>Execute client transactions and requests with accuracy and efficiency</li><li>Partner with senior management on bespoke strategies and firm initiatives</li><li>Build deep client relationships by understanding preferences and exceeding expectations</li><li>Guide and support junior client service associates and analysts</li><li>Assist clients and their advisors with complex planning initiatives (e.g., wealth transfer, philanthropy, tax strategies)</li><li>Maintain relationships with clients’ professional teams (e.g., executive assistants, personal CFOs)</li><li>Collaborate with investment teams on cash deployment and portfolio creation</li><li>Support internal teams on special projects as needed</li></ul><p><strong>Benefits</strong></p><ul><li>Competitive compensation and bonus structure</li><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer match</li><li>Flexible vacation policy and sabbatical program</li><li>Hybrid work structure supporting work-life balance</li><li>Equal opportunity employer and SEC-registered investment advisor</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>We are looking for a meticulous Data Entry Clerk to join our team, based in San Francisco, California. The role will primarily involve analyzing and processing large amounts of data, with a focus on security-related information. This is a remote position, so applicants can be based anywhere, although they should be prepared to work within the Pacific Standard Time zone.</p><p><br></p><p>Responsibilities:</p><p>• Analyzing and processing large volumes of data accurately and efficiently</p><p>• Performing critical thinking tasks to understand the objective of the data and ensure the accuracy of entries</p><p>• Communicating effectively with team members and superiors, especially when needing assistance</p><p>• Utilizing strong English skills to comprehend and respond to complex data-related questions</p><p>• Demonstrating a high level of reading proficiency to manage high volumes of reading, reviewing, and data entry tasks</p><p>• Displaying strong analytical skills to review and analyze data on intake</p><p>• Maintaining a consistent work schedule for tracking purposes</p><p>• Adapting to repetitive work involving a high volume of reading, reviewing, and data processing.</p><p><br></p><p><br></p>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> New York City or Remote (based on office availability)</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A nationally recognized, independent wealth management firm is seeking a detail-oriented and proactive <strong>Client Service Associate</strong> to join its client service team. This is a dynamic administrative role supporting financial advisors and contributing to a collaborative, client-first culture.</p><p><br></p><p><strong>About the Firm</strong></p><p>With over 380 employees across 20+ offices nationwide, the firm is committed to a fiduciary model and holistic financial planning. Advisors serve as partners in helping clients achieve their goals through thoughtful, personalized strategies that connect all aspects of their financial lives.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate plays a key role in supporting advisors and ensuring exceptional client service. This role requires strong organizational skills, attention to detail, and a proactive mindset. You’ll work closely with team members across multiple locations and contribute to a culture of transparency, collaboration, and accountability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Build and maintain strong relationships with clients and internal teams</li><li>Fulfill client requests with accuracy and professionalism</li><li>Compose client communications and assist with account paperwork</li><li>Maintain accurate client records and update systems</li><li>Support advisors in delivering outstanding service</li><li>Manage a paperless office and utilize electronic tools for documentation</li><li>Assist with general administrative duties, including phone coverage and front desk support</li><li>Prepare conference rooms and greet clients for meetings</li></ul><p><strong>Systems & Tools</strong></p><ul><li>Proficiency with CRM and document management systems (e.g., Salesforce, DocuSign, SharePoint)</li><li>Strong skills in Microsoft Office Suite</li><li>Familiarity with Zoom and Teams for internal communication</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive salary and comprehensive benefits</li><li>Paid time off and holidays</li><li>401(k) with employer match</li><li>Health and wellness programs</li><li>Exclusive employee discount programs</li><li>People-first culture focused on long-term relationships and professional growth</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working closely with founders, investors, and multi‑generational families to deliver tailored wealth strategies, portfolio management, and family office services. You’ll join a low-turnover, collaborative team that values your growth, offers full remote flexibility, excellent benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Own the full client experience, from onboarding to reporting and money movement</li><li>Coordinate wires, funding requests, and daily operations with precision</li><li>Support client foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines, keeping everything on schedule</li><li>Partner with internal teams and external providers to ensure smooth operations</li><li>Review and finalize investment reports</li><li>Communicate with professionalism, discretion, and polish</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Experience </strong>to serve as the first point of contact for our clients and visitors. This role is critical in creating a professional, welcoming, and organized environment while providing outstanding customer service. The ideal candidate is highly organized, proactive, and possesses excellent communication skills, ensuring both clients and team members receive exceptional support.</p><p> </p><p><strong>Reception & Office Administration</strong></p><ul><li>Greet and welcome clients, visitors, and guests in a professional and friendly manner.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage the office calendar, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional front office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to create a welcoming atmosphere.</li><li>Support the team with general administrative tasks, including filing, copying, scanning, and data entry.</li></ul><p><strong>Client Service Associate Support</strong></p><ul><li>Assist with client onboarding, coordinating paperwork and preparing welcome materials.</li><li>Update and maintain accurate client records in the CRM system.</li><li>Provide support for account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting rollover coordination with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance requirements in all client interactions.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is seeking a <strong>Client Experience Coordinator</strong> to join a growing wealth advisory team. This role is ideal for professionals with a <strong>banking, financial services, or client-facing background</strong> who want to transition into the Registered Investment Advisor (RIA) space. You will be the first point of contact for clients and visitors, creating a professional and welcoming environment, while providing essential administrative support to advisors.</p><p> </p><p>This is a unique opportunity to <strong>apply your banking or financial services experience</strong> in a client-focused RIA setting, learn the nuances of investment advisory operations, and grow your career in wealth management.</p><p><br></p><p><strong>Reception & Office Administration</strong></p><ul><li>Welcome clients, visitors, and guests with a professional and friendly demeanor.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage office calendars, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to ensure a positive experience.</li><li>Support advisors and team members with general administrative tasks, including filing, scanning, and data entry.</li></ul><p><strong>Client Service Support</strong></p><ul><li>Assist with client onboarding, coordinating documentation and preparing welcome materials.</li><li>Update and maintain accurate client records in the firm’s CRM system.</li><li>Provide support for basic account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting account rollovers with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance standards in all client interactions.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
<p><strong>Position Summary</strong></p><p>The Office Services Associate is responsible for delivering high-quality back office support to internal teams. Core services include reprographics, copy and mail handling in both physical and digital formats, with additional support across hospitality, facilities, audio/visual, reception, and other service lines as needed.</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p><br></p><p>They are seeking a Senior Client Service Associate to join their collaborative team in San Francisco on a hybrid basis. </p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul>
<p>We are seeking a <strong>HIM Assistant Manager</strong> for a <strong>temporary</strong> role with a strong background in Health Information Management. The ideal <strong>HIM Assistant Manager</strong> will supervise and coordinate daily HIM operations, ensuring accuracy, compliance, and productivity across the department. The <strong>HIM Assistant Manager</strong> will be responsible for leading a team of Health Information Coordinators and ensuring timely, accurate, and complete medical record processing in accordance with hospital policies and regulatory standards.</p><p>*<strong>Responsibilities</strong></p><ul><li>Supervise daily operations of Health Information Coordinators, including chart retrieval, breakdown, prepping, scanning, QA, and deficiency assignment.</li><li>Monitor staff productivity and report variances to HIM Manager.</li><li>Coordinate staffing needs and recommend scheduling adjustments or additional coverage.</li><li>Assist in interviewing, onboarding, and evaluating HIM Coordinators.</li><li>Identify and report employee performance issues.</li><li>Monitor compliance with action plans and HIM standards.</li><li>Analyze medical record discharge types for completeness and timely processing.</li><li>Assign and track deficiencies by physician in the hospital system.</li><li>Manage physician incomplete medical record process, including weekly fines.</li><li>Maintain documentation and audit trails for fines and physician notifications.</li><li>Route charts for physician completion and permanent medical storage.</li><li>Update and maintain hospital systems for deficiency tracking and chart location.</li><li>Generate HIM statistics and reports for committee and regulatory review.</li><li>Conduct QA on scanned documents and record analysis.</li><li>Assist in training new HIM staff and orienting new physicians to EMR processes.</li><li>Attend and contribute to relevant committee meetings.</li><li>Provide exceptional customer service and support cross-departmental needs.</li><li>Participate in weekend and holiday coverage rotations.</li><li>Perform additional duties as assigned by the HIM Manager.</li></ul>
<p>We are seeking a Program Coordinator (contractor role) to support and optimize the learner journey by enhancing administrative processes, ensuring seamless customer support, and strengthening cross-departmental collaboration. This role focuses on evaluating and improving all learner touchpoints within our systems, applications, and communication workflows.</p><p><br></p><p>Type of Role:</p><p>This is a project-based contractor role lasting 4–6 months, with the potential for extension. The position allows for remote work and reports to the Chief Operating Officer (COO).</p><p><br></p><p>Key Focus:</p><p>The role prioritizes customer support and operational efficiency in assisting learners throughout their professional development journey, from program exploration to completion. The coordinator will ensure an accessible, frictionless customer experience while improving back-end processes such as logistics, communication, and administrative systems.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>End-to-End Process Evaluation:</p><ul><li>Conduct a detailed review of the learner journey, focusing on administrative workflows, communication protocols, and customer support needs.</li></ul><p>Touchpoint Mapping:</p><ul><li>Identify areas of improvement across all touchpoints, including website visits, learner portal interactions, staff communications, and program applications to ensure operational smoothness.</li></ul><p>Customer Support and Accessibility Enhancements:</p><ul><li>Recommend and implement changes to improve usability, accessibility, and responsiveness in learner-facing tools (e.g., website, portal, application forms).</li></ul><p>Streamlined Communication Processes:</p><ul><li>Partner with internal teams—including counseling, finance, IT, and communications staff—to improve learner experience and create consistent communication across departments.</li></ul><p>Metrics and Reporting:</p><ul><li>Develop KPIs for learner satisfaction and engagement, establish measurement tools, and provide actionable recommendations to drive continuous improvement.</li></ul><p>Project Management:</p><ul><li>Create detailed project plans and provide regular status updates to senior leadership, including progress tracking, challenges, and outcomes.</li></ul>
<p>Robert Half's client in Hayward is in need of a contract to permanent administrative assistant that is bilingual in English and Spanish.</p><p><br></p><p>Administrative Assistant Duties Include:</p><p>1. Office Management and Organization</p><p>• Order and maintain office supplies and equipment.</p><p>• Organize and maintain filing systems, both physical and electronic.</p><p>• Manage office schedules and appointments.</p><p>• Ensure the office environment is clean, organized, and functional.</p><p>2. Communication Support</p><p>• Answer and direct phone calls, emails, and other correspondence.</p><p>• Screen calls, take messages, and forward information to relevant team members.</p><p>• Draft, proofread, and send official correspondence, reports, and memos.</p><p>• Handle inquiries from clients, customers, or other external parties.</p><p>• Write letters and emails on behalf of other office staff</p><p>• Provide assistance to employees and colleagues with their inquiries.</p><p>3. Scheduling and Calendar Management</p><p>• Coordinate and schedule meetings, conferences, and appointments.</p><p>• Book and arrange travel logistics, including booking transportation and</p><p>accommodations.</p><p>• Manage and update executive calendars and prioritize appointments.</p><p>4. Document Preparation and Management</p><p>• Prepare presentations, reports, and spreadsheets.</p><p>• Create and maintain documents such as contracts, invoices, and official records.</p><p>• Assist with document revisions, filing, and ensuring proper document storage.</p><p>Administrative Assistant Job Position Tasks</p><p>5. Data Entry and Record Keeping</p><p>• Input, update, and maintain accurate data in computer systems and databases.</p><p>• Process forms, applications, and other administrative paperwork.</p><p>• Payroll data entry.</p><p>• Handle confidential information with discretion.</p><p>6. Support for Meetings and Events</p><p>• Organize logistics for meetings, conferences, and events.</p><p>• Prepare meeting agendas, take minutes, and distribute post-meeting follow-ups.</p><p>• Assist in event coordination, including catering, room setup, and materials</p><p>preparation.</p><p>7. Financial Administration</p><p>• Assist with budgeting, invoicing, and expense tracking.</p><p>• Handle petty cash and process expense reports.</p><p>• Support the preparation of financial reports or documents.</p><p>8. Customer and Client Relations</p><p>• Greet visitors and clients, directing them to appropriate individuals.</p><p>• Address basic customer service inquiries.</p><p>• Assist with client communications and follow-ups.</p><p>9. Collaboration and Team Support</p><p>• Support other team members by managing or assisting with administrative tasks.</p><p>• Provide back-up support for other office staff when necessary.</p><p>• Train coworkers and support the onboarding of new personnel.</p><p>• Coordinate with various departments to ensure smooth workflow</p><p><br></p><p>If you are interested in this administrative assistant position, please submit your resume today!</p>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
<p>Are you a detail-oriented professional with a passion for creating seamless customer experiences and supporting key business initiatives? Join our client's team as a Marketing Assistant and play a vital role in coordinating events, managing logistics, and supporting impactful business engagements! <strong>This ongoing contract opportunity is 5 days/week ON-SITE in San Jose, CA.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Manage calendaring for events such as briefings, tours, and other engagements, ensuring alignment with key business needs.</li><li>Ensure each briefing is fully supported from initial kick-off to post-event follow-up.</li><li>Oversee pre-planning logistics, day-of-event coordination, and post-event reporting.</li><li>Schedule speakers and manage speaker bios, ensuring the speaker lineup aligns with the briefing agenda created by the Manager.</li><li>Elevate the customer experience through attention to detail, including customizations for gifts, swag, virtual backgrounds, room set-up, music, and other special requests.</li><li>Ensure the tour staff is set up for success weekly.</li><li>Handle logistical arrangements, including coordinating calendars, sending invites, booking meeting spaces, managing data entry, and working with vendors for services like catering, A/V, and custom swag.</li><li>Perform regular data entry to support Key Performance Indicator (KPI) and impact reporting on a bi-weekly basis.</li><li>Assist Managers with room set-up and closing duties as needed.</li></ul>
<p><strong>Jennifer Fukumae</strong> is partnering with a collaborative and client-focused wealth management team who is seeking a <strong>Client Service Specialist</strong> to join their team! This role is a key part of the client services function, supporting advisors in all aspects of client management and operations. Reporting directly to the VP of Client Services, the position requires attention to detail, organizational skills, and a proactive approach to ensure high-quality service for all clients.</p><p><br></p><p><strong>Interested in this opportunity?</strong> Apply directly and connect with <strong>Jennifer Fukumae on LinkedIn</strong> for confidential consideration.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Develop and maintain strong relationships with clients, advisors, and internal team members.</li><li>Respond to ongoing client requests in a timely and accurate manner, aiming to exceed expectations.</li><li>Compose professional correspondence, including letters and emails, on behalf of advisors.</li><li>Assist advisors with administrative and client-related tasks, proactively identifying ways to support the team.</li><li>Work effectively with employees across multiple office locations using a variety of communication tools.</li><li>Maintain a paperless office, completing account paperwork electronically whenever possible.</li><li>Input, update, and verify client information in internal systems.</li><li>Maintain and improve client service procedures and processes.</li><li>Take ownership of daily client service functions as appropriate.</li><li>Support front desk operations, including greeting clients and managing meeting spaces.</li><li>Perform general administrative duties, including phone coverage and scheduling support.</li></ul><p><strong>Systems & Tools</strong></p><ul><li>Proficiency with client relationship management (CRM) and document management systems (e.g., Salesforce, DocuSign, SharePoint, Zoom, Teams).</li><li>Strong computer skills, including Microsoft Office Suite.</li></ul>
<p>We are looking for a detail-oriented and welcoming Receptionist to join our team in Dublin, California. This is a long-term contract position where you will play a vital role in creating a positive first impression for visitors and ensuring smooth office operations. The ideal candidate will excel in customer service, have strong organizational skills, and thrive in a fast-paced environment.</p><p><br></p><p>Receptionist Responsibilities Include:</p><p>• Provide exceptional customer service to all visitors, clients, and colleagues, ensuring a positive and detail-oriented experience.</p><p>• Greet and assist guests, connecting them with their designated host.</p><p>• Handle incoming calls efficiently and courteously, directing them to the appropriate contacts.</p><p>• Manage the ordering and stocking of office supplies to maintain adequate inventory levels.</p><p>• Support mail and scanning operations as needed to ensure timely and accurate processing.</p><p>• Oversee the visitor management process, including guest check-in and issuing security access badges.</p><p>• Assist with administrative tasks such as preparing documents, printing, photocopying, and scanning.</p><p>• Coordinate on-site meetings and events by reserving conference rooms and arranging catering services.</p><p>• Collaborate with team members to achieve the goals of the Workplace Services department.</p><p><br></p><p>If you are interested in this Receptionist position, please apply today!</p>
<p>We are seeking a <strong>Space Planner / Moves Manager</strong> to support a fast-paced facilities team. This role is fully onsite in Santa Clara, CA. This position plays a critical role in overseeing relocations, workplace changes, and space utilization efforts to ensure seamless operations for employees. The role requires strong project management skills, vendor coordination, and the ability to lead moves and change initiatives under tight timelines.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Move & Relocation Project Management</strong></p><ul><li>Manage relocation projects, including scheduling, budgets, and vendor resources.</li><li>Lead RFQs, estimates, and planning for small to large-scale moves.</li><li>Oversee cleaning and preparation before and after moves.</li><li>Audit relocation and reconfiguration work after-hours to ensure readiness for client use.</li><li>Serve as the primary point of contact for all move-related communications.</li></ul><p><strong>Communication & Coordination</strong></p><ul><li>Act as liaison between internal teams, external vendors, and stakeholders.</li><li>Attend planning meetings and ensure alignment across all parties.</li><li>Coordinate move logistics while maintaining health and safety compliance.</li></ul><p><strong>Procurement & Vendor Management</strong></p><ul><li>Submit purchase requests and manage purchase orders.</li><li>Track invoices and vendor performance for move-related services.</li></ul><p><strong>Inventory & Furniture Management</strong></p><ul><li>Partner with warehouse staff to maintain accurate furniture inventory.</li><li>Audit onsite assets and ensure utilization accuracy.</li><li>Act as the point of contact for furniture inventory management.</li></ul><p><strong>Team Support & Back-Up Responsibilities</strong></p><ul><li>Provide back-up support for Client MAC Coordinator on daily scheduling and move activities.</li><li>Assist with name tag installations and workstation updates.</li><li>Mentor and coach junior staff while cross-training team members.</li></ul><p><strong>Documentation, Compliance & Auditing</strong></p><ul><li>Ensure compliance with regulatory and company standards.</li><li>Audit workstations and shared spaces for accuracy, repair, and functionality.</li><li>Troubleshoot and resolve operational issues as needed.</li></ul>
<p>We are looking for a motivated and customer-focused <strong>Customer Experience Specialist</strong> to provide exceptional support to Independent Operators. In this long-term contract role, you will act as a key resource for resolving business-related issues while fostering trust and collaboration with stakeholders. This position is based in Emeryville, California, and offers an exciting opportunity to contribute to a dynamic and service-oriented environment.</p><p><br></p><p>Responsibilities:</p><p>• Address and resolve operator concerns across multiple channels with efficiency and professionalism.</p><p>• Partner with different teams to escalate complex issues and ensure timely resolutions.</p><p>• Provide tailored solutions to operators and follow up to ensure satisfaction.</p><p>• Build and maintain strong relationships with Independent Operators through transparent and responsive communication.</p><p>• Document case resolutions to identify trends and enhance future support processes.</p><p>• Advocate for operator needs by communicating feedback and reporting system bugs.</p><p>• Utilize customer service tools such as <strong>Zendesk </strong>and <strong>ServiceNow </strong>to manage inquiries and track progress.</p><p>• Assist operators with connectivity issues and deliver solutions for technical challenges.</p><p>• Ensure exceptional service delivery while adapting to flexible work schedules, including weekends.</p>
<p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and courteous manner.</li><li>Answer, screen, and direct incoming phone calls promptly.</li><li>Manage front desk activities, including receiving and sorting mail and deliveries.</li><li>Maintain the reception area to ensure it is tidy and presentable.</li><li>Schedule and coordinate appointments, meetings, and conference rooms.</li><li>Assist with basic administrative tasks such as data entry, filing, and document preparation.</li><li>Support other departments with clerical duties as needed.</li><li>Uphold confidentiality and handle sensitive information with discretion.</li></ul><p><br></p>
