<p>We are seeking a temporary Administrative Assistant to provide short-term support in our Customer Service department for the next couple of months. This is strictly a temporary position, not temp-to-hire. The ideal candidate will assist with general administrative tasks and ensure the Customer Service Representative can focus on higher-priority projects. The candidate should have a solid working knowledge of Microsoft Outlook, Word, and Excel and possess a strong willingness to help wherever needed.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform general administrative tasks, including correspondence management, data entry, and organization.</li><li>Assist with basic Outlook functions, Word document creation/editing, and Excel spreadsheet management.</li><li>Provide direct support to the Customer Service Representative, helping with overflow tasks and process improvements.</li><li>Handle communication or follow-ups as necessary to ensure department efficiency.</li><li>Maintain a positive and collaborative attitude while assisting as needed across the department</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>Job Description: Customer Service Representative</strong></p><p><strong>Position Overview:</strong></p><p>We are seeking a dedicated and proactive <strong>Customer Service Representative</strong> to join our team. In this role, you will be responsible for delivering exceptional customer service through a consultative approach while supporting sales efforts and maintaining inventory and stock management. The ideal candidate will excel in fostering customer relationships, ensuring inventory accuracy, and contributing to the overall efficiency and quality of our operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p> </p><p><strong>Customer Service & Sales:</strong></p><ul><li>Provide consultative customer service by understanding client needs and recommending suitable solutions, rather than handling transactions in a purely transactional manner.</li><li>Build lasting relationships with customers by listening actively and delivering personalized service to address their unique requirements.</li><li>Upsell, cross-sell, and promote products or services tailored to customer needs for sustained growth and satisfaction.</li><li>Address inquiries or complaints promptly and professionally to ensure customer satisfaction and retention.</li></ul><p><strong>Inventory Management & Stock Control:</strong></p><ul><li>Perform routine inventory cycle counts and validate stock levels to identify discrepancies.</li><li>Conduct quality assurance checks to ensure products meet company and customer standards.</li><li>Organize and monitor stock levels to optimize inventory operations.</li><li>Collaborate with cross-functional teams to enhance inventory handling processes that align with organizational goals.</li></ul><p><br></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><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 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>The Receptionist serves as the first point of contact for visitors, clients, and employees. This role is responsible for providing professional and friendly customer service, managing incoming calls, and performing a variety of administrative tasks to support daily office operations.</p><p><br></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>
<p>We are looking for a Front Desk Coordinator to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors, providing a welcoming and detail-oriented presence. This position requires a customer-focused individual with excellent organizational skills and a courteous attitude.</p><p><br></p><p>Responsibilities:</p><p>• Greet and assist all visitors promptly and courteously as they enter or exit the premises.</p><p>• Monitor building entrances to ensure a secure and safe environment.</p><p>• Perform document scanning and maintain accurate records.</p><p>• Handle concierge-related tasks as assigned to support smooth daily operations.</p><p>• Maintain a neat and detail-oriented appearance and adhere to the business dress code.</p><p>• Manage time effectively to handle multiple responsibilities efficiently.</p><p>• Collaborate with team members to maintain a welcoming and organized front desk area.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013289434 **</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>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul><p><br></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>We are looking for a skilled Receptionist to join our team in Santa Clara, CA. This is a long-term contract position that requires an individual with excellent attention to detail, strong communication skills, and the ability to provide outstanding customer service. In this role, you will be the first point of contact for visitors and callers, ensuring smooth day-to-day operations at the front desk.</p><p><br></p><p>Responsibilities:</p><p>• Maintain a welcoming and attentive presence at the reception area, ensuring all visitors feel comfortable and attended to.</p><p>• Answer incoming calls, route them appropriately, and provide information as needed.</p><p>• Greet and assist guests, clients, and visitors upon arrival, including providing directions or escorting them to meeting locations.</p><p>• Ensure all visitors are properly signed in and follow security protocols during check-in and check-out processes.</p><p>• Assist with badge creation and access setup for visitors and contract staff.</p><p>• Coordinate meeting room bookings, ensuring rooms are prepared and equipped for scheduled meetings.</p><p>• Respond to inquiries with a courteous and helpful attitude, reflecting high standards of customer service.</p><p>• Support administrative tasks such as file management, printing, and internet browsing as required.</p><p>• Collaborate with team members to ensure seamless operations and communication.</p><p>• Maintain an appearance that reflects years of experience and aligns with the company’s standards.</p>
<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>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>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>We are looking for a detail-oriented and friendly Receptionist to join our team on a contract basis in San Francisco, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring smooth and efficient communication within our organization. This position offers an opportunity to showcase your organizational skills and customer service expertise.</p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome visitors, ensuring a positive and detail-oriented first impression.</p><p>• Manage a multi-line phone system, answering and directing calls efficiently.</p><p>• Handle inbound calls and provide accurate information or redirect inquiries as needed.</p><p>• Maintain a clean and organized reception area to uphold a welcoming environment.</p><p>• Coordinate and manage schedules for meeting rooms and appointments.</p><p>• Assist with administrative tasks such as data entry, filing, and handling correspondence.</p><p>• Ensure timely communication between departments and external contacts.</p><p>• Monitor and manage incoming mail and deliveries.</p><p>• Provide support to team members and management as required.</p><p><br></p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at Georgia.Cienkus - at - roberthalf - .com with your word resume and reference job ID#*00410-0013304581*</p>
We are looking for an organized and detail-oriented Receptionist to join our team on a contract basis in Palo Alto, California. In this role, you will serve as the first point of contact for visitors and ensure smooth day-to-day operations of the office. Ideal candidates will bring excellent communication skills, a proactive attitude, and a commitment to providing outstanding service.<br><br>Responsibilities:<br>• Welcome and direct visitors to appropriate conference rooms or areas.<br>• Ensure conference rooms are well-maintained and presentable at all times.<br>• Manage and restock snacks and beverages in conference rooms and refrigerators.<br>• Answer and manage inquiries through a multi-line phone system.<br>• Coordinate and schedule appointments as needed.<br>• Handle email correspondence and respond promptly to inquiries.<br>• Perform data entry tasks with a high level of accuracy.<br>• Organize files and maintain orderly records.<br>• Assist with general administrative duties to support office operations.
<p>We are looking for an organized and detail-oriented Receptionist to join our well-established firm and collegial team in either our East Bay or Peninsula location. In this role, you will serve as the first point of contact for visitors and clients, ensuring smooth communication and efficient administrative support. If you have strong interpersonal skills and a knack for multitasking, we encourage you to apply. This is a hybrid position with excellent benefits and stellar long term growth opportunities! </p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and clients warmly, providing a welcoming and organized environment.</p><p>• Answer and manage a multi-line phone system, directing calls to the appropriate departments.</p><p>• Handle email correspondence promptly and professionally, ensuring clear communication.</p><p>• Perform accurate data entry tasks to maintain updated records and databases.</p><p>• Schedule appointments and manage calendars to ensure efficient time management.</p><p>• Organize and maintain files for easy access and retrieval of important information.</p><p>• Coordinate with team members to support daily office operations.</p><p>• Utilize Microsoft Word, Excel, and Outlook to prepare documents and manage communications.</p><p>• Assist in general office tasks to ensure smooth workflow and productivity.</p><p>• Provide exceptional customer service to address inquiries and resolve issues.</p>
We are looking for an organized and customer-focused Receptionist to join our team on a Contract to permanent basis in Cupertino, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring a welcoming and detail-oriented experience. This position offers the opportunity to support various administrative tasks while contributing to the smooth operation of the office.<br><br>Responsibilities:<br>• Greet and assist visitors, ensuring they feel welcomed and are directed to the appropriate personnel or location.<br>• Manage incoming phone calls using a multi-line phone system and ensure prompt and accurate responses.<br>• Handle incoming and outgoing mail, packages, and correspondence efficiently.<br>• Perform administrative tasks such as data entry, document filing, and maintaining organized records.<br>• Maintain the cleanliness and orderliness of the reception area to uphold a detail-oriented appearance.<br>• Schedule and manage appointments, ensuring the calendar is up-to-date and conflicts are minimized.<br>• Provide support for office operations, including assisting with special projects and ad hoc tasks as needed.<br>• Collaborate with team members to ensure seamless communication and operations across departments.
We are looking for a detail-oriented and personable Receptionist to join our team on a contract basis in Mountain View, California. This role is crucial in ensuring a welcoming environment for clients and maintaining the smooth operation of the office. The position will require adaptability, attention to detail, and excellent communication skills.<br><br>Responsibilities:<br>• Greet clients and visitors warmly, ensuring they feel welcomed and assisted.<br>• Communicate effectively with team members to coordinate office activities.<br>• Maintain a clean and organized breakroom, including restocking supplies as needed.<br>• Handle incoming and outgoing mail, ensuring timely distribution.<br>• Scan and organize documents to support office operations.<br>• Oversee office tidiness and ensure all areas are presentable.<br>• Manage Amazon purchasing requests and track orders as required.
