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12 results for Relationship Manager 2 Days Onsite in San Carlos, CA

Relationship Manager - Wealth Management Firm

San Carlos, CA
remote
Permanent / Full Time
80000.00 - 135000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise. The firm offers a flexible hybrid schedule and supports ongoing education and credential growth. Responsibilities<ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T22:14:05Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent / Full Time
80000.00 - 110000.00 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-06-05T14:13:47Z

Paraplanner | San Ramon | 2 days onsite

San Ramon, CA
remote
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
If interested in the role, please message Jennifer Fukumae on LinkedIn to learn more about this opportunity. Robert Half is partnering with a wealth management firm dedicated to helping high-net-worth individuals, families, and businesses gain clarity on their financial future. The firm manages approximately $600M in assets and works with clients whose average portfolio size is $1.5M. ResponsibilitiesThis Paraplanner role is designed for individuals who are interested in the operational, analytical, and technical side of wealth management, with limited direct client-facing responsibility. The position supports lead advisors by ensuring financial plans, account data, and investment operations are executed accurately and efficiently. Key responsibilities include:• Prepare, update, and maintain comprehensive financial plans using planning software• Partner with Wealth Advisors to support client meetings, documentation, and follow-up actions• Foster strong, trusted relationships with clients through consistent communication and responsiveness• Track client progress against financial plans and ensure timely updates and plan reviews• Coordinate account administration including onboarding, account maintenance, and investment-related service requests• Execute daily operational tasks including wires, transfers, capital calls, and trade-related processing with accuracy and compliance• Research and resolve account discrepancies and operational issues• Collaborate with internal specialists to ensure seamless client service delivery across teams• Identify opportunities to improve processes, efficiency, and overall client experience• Participate in ongoing training, education, and firm initiatives to support professional development
2026-06-09T00:18:44Z

Financial Planner - Wealth Management Firm; Hybrid

San Ramon, CA
onsite
Permanent / Full Time
75000.00 - 90000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations </li><li>Build and maintain cash flow projections and planning models </li><li>Review and organize client financial documents and account information </li><li>Manage data within financial planning software, including eMoney </li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items </li><li>Assist with account openings, transfers, money movement, and maintenance requests </li><li>Track client workflows and coordinate with custodians and external partners </li><li>Support ongoing client service and planning initiatives </li><li>Participate in client meetings for development and exposure as needed </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-04T21:18:46Z

Financial Planner/Associate Advisor

San Ramon, CA
remote
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-12T07:04:07Z

Financial Planner

San Ramon, CA
remote
Permanent / Full Time
70000.00 - 90000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving Wealth Management Firm| San Ramon | Hybrid; 2 Days Onsite A highly regarded, relationship-focused wealth management firm known for its collaborative culture, thoughtful planning approach, and strong leadership. They work closely with individuals and families to deliver personalized financial guidance and are seeking someone eager to grow long-term within the advisory space. This is a great opportunity for someone who enjoys the analytical side of wealth management and wants hands-on exposure to financial planning in a supportive, women-led environment. The role is primarily planning-focused, with strong mentorship, meaningful growth potential, and the chance to work alongside an impressive advisor and team. Responsibilities<ul><li>Support financial planning strategies, analyses, and client recommendations</li><li>Build and maintain cash flow projections and planning models</li><li>Review and organize client financial documents and account information</li><li>Manage data within financial planning software, including eMoney</li><li>Prepare meeting materials, investment reviews, agendas, and follow-up items</li><li>Assist with account openings, transfers, money movement, and maintenance requests</li><li>Track client workflows and coordinate with custodians and external partners</li><li>Support ongoing client service and planning initiatives</li><li>Participate in client meetings for development and exposure as needed</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-06-10T19:58:40Z

Inside Sales Operational Support

San Mateo, CA
onsite
Temporary / Contract
28.50 - 33.00 USD / Hourly
Robert Half has an exciting opening with one of our top Start Up Tech companies in San Mateo!!!!! We are looking for someone new to the workforce with 0 - 2 years of experience, ideally with a degree in Business Administration. This company is a great company to start your career with. Free lunches, dinners, fully stocked kitchens, a game room, social hour every Friday, a barista on site, and much more. If you are looking to gain valuable work experience while having a great time while doing so, then this job is for you! Please find the details of the role below. If interested, apply now! We are looking to set interviews this week. Do not wait. Apply now! Job Duties:<ul><li>Respond to 100 - 150 customer service tickets a day</li><li>Excited about running a consistent, routine process - this is critical given the repetitive nature of the role. The candidate will be answering questions on our ticketing platform asked by the sales reps, so they'll need to be excited about doing that day and managing a long queue of questions.</li><li>Excellent communication and coordination skills. Often times, the questions that sales reps ask require looping in the manager or other sales reps, and this candidate needs to be comfortable reaching out via email to people they haven't met before and trying to broker conflicts.</li><li>Ability to understand and apply rules to different situations. The role will involve looking at the Rules of Engagement document — a lengthy document we maintain that spells out who should own which account — and applying the rules in said document to the questions and conflicts that arise</li></ul>
2026-06-15T16:28:48Z

Assistant Manager

San Francisco, California, Uni, CA
onsite
Permanent / Full Time
85000.00 - 100000.00 USD / Yearly
Natalie Lue with Robert Half is seeking a hands-on Accounting Supervisor with QuickBooks expertise to support a diverse client base. Must have prior supervisory experience and strong full-cycle accounting skills. Key responsibilities:• Full-charge bookkeeping• AP/AR + reconciliations• Payroll (Paychex, ADP, etc. a plus)• Financial reporting + analysis• Team supervision Ideal for a detail-oriented, client-facing professional who thrives in a fast-paced environment and enjoys working onsite.
2026-05-15T20:53:47Z

Property Administrator

Corte Madera, CA
onsite
Temporary / Contract
28.50 - 33.00 USD / Hourly
We are looking for a Property Administrator to join an onsite mall property team on a Contract basis. This role supports daily operations for a high-traffic commercial retail environment and serves as a key point of contact for tenants, vendors, and internal partners. The position is well suited for someone who brings strong administrative experience, a service-focused approach, and the ability to manage multiple tasks in a fast-moving setting. This is a Contract position expected to last approximately 2–3 months. Responsibilities: • Build positive working relationships with tenants across a large commercial property and respond to day-to-day service needs in a thoughtful and attentive manner. • Monitor work order activity from intake through completion, coordinating with vendors and internal teams to ensure timely follow-up. • Process a high volume of invoices with careful attention to accuracy, including account coding support when needed. • Review vendor-related postings and materials to confirm content accuracy, consistency, and overall presentation quality before distribution. • Assist with planning and administrative coordination for tenant and property events or special initiatives. • Maintain organized records and documentation while ensuring adherence to established property procedures and internal requirements. • Complete and manage required documentation to support access to company systems and operational platforms. • Provide broad administrative assistance to the onsite property management team, helping keep daily operations running smoothly.
2026-06-16T23:53:43Z

Integrated Marketing Manager

San Jose, CA
remote
Temporary / Contract
24.00 - 28.00 USD / Hourly
We are looking for a Digital Experience Specialist/Producer to own the end-to-end execution of virtual events and webinars—from setup and promotion through live delivery and post-event reporting. This is a highly hands-on role ideal for someone who thrives at the intersection of marketing, operations, and audience experience. What You’ll Do:<ul><li>Lead webinar and virtual event execution end-to-end, including setup, speaker coordination, and live hosting support</li><li>Manage event logistics: landing pages, registration flows, polls/surveys, and pre-event communications</li><li>Partner with speakers to prepare, rehearse, and ensure a smooth live experience</li><li>Oversee day-of event execution, ensuring a polished and engaging attendee experience</li><li>Own on-demand publishing and content hub management</li><li>Track registration and engagement metrics before and after events</li><li>Perform post-event reporting, list cleanup, and CRM uploads (Salesforce/Pardot)</li></ul>
2026-05-22T19:53:46Z

Field Marketing Event Manager

San Jose, CA
remote
Temporary / Contract
25.00 - 28.00 USD / Hourly
We are looking for a Field Marketing Event Manager to oversee the planning and delivery of in-person marketing programs that support account-based and industry-focused initiatives in California. This Long-term Contract position is ideal for a highly organized marketing specialist who can coordinate multiple moving parts, create strong attendee experiences, and partner effectively with internal teams and external vendors. The role requires strong execution skills, sound judgment, and a focus on driving measurable business outcomes through well-run events. Responsibilities: • Direct the full event lifecycle, including venue selection, supplier coordination, catering arrangements, audiovisual setup, branded materials, and promotional items. • Maintain the event schedule and manage registration tools, attendee outreach, and check-in workflows to support a smooth participant experience. • Lead event-day operations by organizing staffing plans, coordinating timelines, and ensuring each program runs according to plan. • Monitor spending throughout the event process, handle purchase order activities, reconcile vendor costs, and keep programs aligned with approved budgets. • Record event-generated leads in the appropriate system within established timelines and prepare post-event summaries that highlight performance and follow-up needs. • Measure and report on key event outcomes such as delivery against schedule, budget adherence, attendee feedback, conversion from registration to attendance, lead volume, and pipeline contribution. • Work closely with account-based and vertical marketing teams to align event execution with campaign goals and brand expectations.
2026-05-22T18:04:09Z

Marketing/Communications Coordinator

Concord, CA
onsite
Temporary / Contract
28.00 - 35.00 USD / Hourly
We are looking for a Marketing/Communications Coordinator to support a government organization through clear, audience-focused communications and brand stewardship. This Long-term Contract position will help shape public-facing materials, digital content, and outreach efforts that improve understanding of retirement-related programs, policies, and services. The role combines writing, design coordination, website and social media management, and vendor collaboration to ensure messaging remains accurate, thorough, and consistent across channels. This is an on-site, contract opportunity in the San Francisco Bay Area. Responsibilities:• Lead the development and coordination of communication initiatives that strengthen public awareness of retirement benefits, procedures, and policy information.• Maintain a consistent organizational voice and visual identity across print and digital materials, including informational publications, newsletters, announcements, and formal reports.• Draft, edit, and refresh forms, documents, and marketing collateral while ensuring content is clear, accurate, and aligned with branding standards.• Manage website content by posting updates, revising existing pages, and supporting routine maintenance of online information.• Plan and publish timely social media content on platforms such as LinkedIn and Facebook to support engagement and visibility.• Coordinate the creation of video and multimedia pieces by working with graphic design and audio-visual resources to deliver high-quality communications assets.• Oversee external vendor relationships by supporting contract administration, request-for-proposal activities, deliverable reviews, and adherence to budget and quality expectations.• Build productive partnerships with internal and external stakeholders to identify communication needs and recommend effective outreach approaches.• Provide additional communications and marketing support as needed to meet organizational priorities.
2026-06-12T18:13:39Z