20 results for Client Account Manager in San Francisco, CA

Client Accounts Specialist

San Francisco, CA
onsite
Permanent
90000 - 100000 USD / Yearly
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. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Invoice Management: Prepares and posts client invoices per attorney revisions and client guidelines.Cash Application: Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.Bank Deposits: Organizes and deposits checks into correct accounts.Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts.Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.Reporting: Provides accrual, budget, and rate data to attorneys/clients as requested.Expense Processing: Records third-party expenses and disbursements in expense systems.Account Management: Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.Collections Support: Assists with collection efforts when needed.
2026-02-23T00:00:00Z

Account Manager

San Francisco, CA
onsite
Temporary
22.14 - 22.14 USD / Hourly
We are looking for an experienced Account Manager to join our team on a contract basis in San Francisco, California. In this role, you will be responsible for delivering exceptional post-sale customer service and ensuring client satisfaction across various inquiries and processes. This position requires a strong understanding of commercial insurance, excellent communication skills, and the ability to work efficiently in a fast-paced environment. Responsibilities: • Respond to customer inquiries regarding certificates of insurance, policy changes, billing concerns, renewal timelines, and claims with accuracy and attention to detail. • Manage customer issues from start to finish, including follow-ups with carriers and ensuring resolutions are communicated effectively. • Demonstrate a comprehensive understanding of insurance policies, coverage options, and carrier procedures to confidently address customer questions. • Document and tag interactions systematically to improve the functionality of AI tools used in operations. • Identify recurring challenges, edge cases, and inefficiencies, and collaborate with internal teams to address these issues. • Build trust and loyalty with customers by providing consistent, thorough, and helpful service. • Coordinate with sales, customer experience teams, and other stakeholders to streamline support workflows. • Utilize multiple systems simultaneously to provide timely and accurate responses during customer interactions. • Monitor and report connectivity or system-related issues to ensure smooth operations. • Support the improvement of processes by providing feedback to Product and Engineering teams.
2026-03-24T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-03-13T00:00:00Z

Accounting Manager

Rutherford, CA
onsite
Permanent
125000 - 140000 USD / Yearly
We are looking for an experienced Accounting Manager to oversee financial operations and reporting for our organization in Rutherford, California. This role requires someone with a strong attention to detail who can lead accounting processes while providing strategic insights to support business decisions. The ideal candidate will bring proven leadership skills and a strong background in financial management. Responsibilities: • Oversee and ensure timely completion of monthly and quarterly financial close processes. • Manage the preparation of financial statements, including balance sheets, income statements, and departmental expense summaries. • Provide leadership and guidance to accounting staff, fostering their development and ensuring high-quality execution of tasks. • Review and approve journal entries, account reconciliations, and general ledger postings for accuracy and consistency. • Analyze inventory costing for discrepancies and report notable trends or variances to management. • Collaborate on the development of annual budgets, including farming activity budgets, and provide detailed analysis. • Assist with tax-related tasks, including income analysis, shareholder distributions, and coordination for tax returns. • Support external audits and ensure accurate data for annual tax filings. • Partner with the Controller and other business leaders to deliver timely financial data and analysis for informed decision-making. • Monitor accounts payable and accounts receivable processes to ensure proper coding and documentation approvals.
2026-03-20T00:00:00Z

Accounting Manager

Foster City, CA
onsite
Permanent
120000 - 130000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERTHALF FOR MORE INFORMATION ASSISTANT ACCOUNTING MANAGERResponsibilities;-Manage the monthly, quarterly, and annual close processes, including review of journal entries, reconciliations, and financial reporting.-Oversee and reconcile intercompany transactions, including billing and settlements, ensuring accuracy, proper documentation, and timely elimination across all related entities.-Preparing actual and forecast cash flow reports on daily and weekly basis-Support the preparation of management reports, variance analyses, and other financial presentations.-Supervise senior accountant and AP specialists, providing training, performance feedback, and professional development opportunities.-Manage the accounts payable process, including invoice processing, payment runs, and expense reimbursements.-Oversee the annual 1099 filing process, ensuring accurate data collection, timely submission, and compliance with IRS regulations.-Assist in the coordination of internal and external audits, including preparation of audit schedules, documentation and responding to auditor inquiries.-Maintain and improve internal controls, accounting policies, and procedures to ensure compliance and operational efficiency.-Identify and implement process improvements and automation opportunities within the AP function.
2026-03-23T00:00:00Z

Accounting Manager

San Francisco, CA
onsite
Permanent
135000 - 165000 USD / Yearly
We are looking for an experienced Accounting Manager to join our team in San Francisco, California. In this role, you will oversee essential accounting functions, ensuring accurate and timely financial reporting while maintaining compliance with relevant regulations. This position requires strong analytical skills and attention to detail, as you will play a key role in managing month-end processes and audits. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:<ul><li>Manages and supports the accounting team, including hiring, training, and performance reviews.</li><li>Oversees daily billing, collections, A/R, and A/P activities.</li><li>Supports the Controller and ensures deadlines and quality standards are met.</li><li>Creates a positive, team-focused work environment and coordinates staff matters with HR.</li><li>Maintains and improves accounting policies, procedures, and internal controls.</li><li>Trains staff firm-wide on accounting processes and systems.</li><li>Handles daily banking activities, including deposits, transfers, and wires.</li><li>Assists with reconciliations, journal entries, and month-end and year-end close.</li><li>Provides hands-on support, resolves system issues, and helps with software upgrades and automation.</li></ul>
2026-03-11T00:00:00Z

Accounting Manager

Oakland, CA
onsite
Permanent
125000 - 135000 USD / Yearly
We are looking for an experienced Accounting Manager to join our team in Oakland, California. In this role, you will oversee key financial operations, ensuring accuracy and compliance in all accounting activities. The ideal candidate brings strong expertise in managing month-end processes, reconciling accounts, and preparing financial statements. Responsibilities:• Oversee month-, quarter-, and year-end closes, ensuring timely, accurate reporting and continuous process improvements. • Prepare financial statements and reports in compliance with accounting standards, providing actionable insights to management. • Manage inventory accounting, costing, and valuation; lead counts, reconcile variances, and ensure effective inventory controls. • Lead and mentor AP/AR teams, setting KPIs, fostering collaboration, and supporting training and development. • Optimize NetSuite ERP and integrated systems to enhance reporting accuracy, efficiency, and business alignment.
2026-03-20T00:00:00Z

Accounting Manager

San Francisco, CA
remote
Temporary
60 - 65 USD / Hourly
We are looking for an experienced Accounting Manager to assist our client in San Francisco. In this long-term contract role, you will oversee key financial areas such as inventory management, revenue accounting, and contract review. This position requires a proactive individual with strong attention to detail who excels in improving processes, analyzing data, and collaborating across departments. Responsibilities:• Manage inventory accounting processes, including tracking movements and reconciling discrepancies.• Oversee revenue accounting tasks, ensuring compliance with ASC 606 standards and accurate contract reviews.• Prepare and post journal entries while maintaining the general ledger for month-end close activities.• Analyze financial data to identify trends, develop reports, and highlight discrepancies in large data sets.• Collaborate cross-functionally to improve accounting operations and streamline workflows.• Review and set up accounting treatments for new contracts, partnering with stakeholders to ensure clarity.• Conduct detailed daily analyses of inventory, receipts, and purchase orders to reconcile quantities.• Develop and maintain a repository of financial reports to support decision-making.• Participate in complex cycle counts and provide actionable insights for inventory management.• Take an active leadership role in identifying areas for improvement and implementing better tracking systems.
2026-03-24T00:00:00Z

Accounting Manager

Napa, CA
onsite
Permanent
115000 - 140000 USD / Yearly
Position Summary: The Accounting Manager will oversee core accounting processes while supporting the financial infrastructure of winery operations, including financial reporting, operational accounting and ERP oversight. This role will serve as the internal expert on the company’s ERP environment, with a focus on Vintrace winery management software, Microsoft Business Central (BC) Cloud and Power BI. The Accounting Manager will serve as a key member of the team and will work closely with the VP of Finance to ensure financial accuracy across production, bottling, and sales activities. Positions Supervised: Staff Accountant & AP/AR Functions Essential Duties & Responsibilities:Support VP of Finance with Overall Accounting & Finance Functions• Support month-end and year-end close processes• Trial balance & G/L ownership• Review journal entries, account reconciliations, and inventory adjustments• Assist in preparation of financial statements and operational reporting• Contribute to budgeting & forecasting functions• Execute Ad hoc analysis and projects as directed• Manage and maintain Fixed Assets list and related depreciation schedules• Document and maintain system structure, workflows, and accounting processes across all financial systems and ensure accounting processes align with GAAP and internal controls• Identify opportunities to improve accounting processes, reporting accuracy, and operational efficiency• Assist with and act as a company representative for annual CPA and bank audits• Manage activities of Staff Accountant and AP/AP accountants Cost Accounting• Manage and maintain updated inventory accounting for bulk wine, dry goods, and finished goods• Review costing models within BC to ensure accurate allocation of production costs• Ensure accurate tracking of bulk wine movements, production costs, and inventory valueso Maintain overhead allocations per company guidelines, cost of manufactured goods and cost of goods sold on a unit (SKU) basis• Maintain inventory reconciliations between Vintrace operational records and BC financial records• Work closely with winery production and procurement team to ensure accurate inventory tracking, including annual physical inventory
2026-03-18T00:00:00Z

Accounting Manager

South San Francisco, CA
onsite
Permanent
170000 - 185000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ACCOUNTING MANAGER - TOTAL COMP CAN BE 230K+ Exciting biotech company is seeking an Accounting Manager to join their dynamic expanding team. This position will be responsible for operational accounting and clinical accounting. This is a high visibility position with an opportunity to make an impact within the organization. Company also offers amazing benefits! Responsibilities:-Oversee the month-end, quarter-end and year-end financial close process-Prepare journal entries, balance sheet and income statement account reconciliations.-Responsible for the fixed asset function, including fixed asset additions, deletions and depreciations-Analyze and explain fluctuations in account balances as needed-Assist in the preparation of quarterly financial statements.-Lead clinical trial expense accruals, working closely with Clinical Operations to ensure accuracy and transparency in accounting-Review and approve invoices entered by AP contractor & correct GL/Dept/Class coding as appropriate.-Document and maintain effective internal controls, ensuring compliance with company policies and SOX requirements-Assist with various tax and regulatory reporting and filings.-Assist with ad hoc/special projects, as needed.
2026-03-15T00:00:00Z

Accounting Manager

Menlo Park, CA
onsite
Permanent
125000 - 140000 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE DETAILS ACCOUNTING MANAGER OR CONTROLLER Growing real estate company (recently doubled in size) is adding a new Accounting Manager/Controller to join their expanding team. This position will manage a team in their property accounting department.Responsibilities:-Review reconciliation of all balance sheet accounts and applicable schedules to ensure accurate reporting.-Supervise the month-end close process, bank reconciliations, A/R and A/P review and preparation of financial packets.-Experience with general ledger and journal entries-Prepare and review monthly and quarterly financial statements.-Prepare owner distributions (monthly, semi- monthly, quarterly and annually; mortgage payments).-Oversee Capex lender reserve draws.-File and pay all Personal Property taxes and franchise tax-Review & approve Accounts Payable weekly processing-Manage and mentor staff
2026-03-11T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary
20 - 22 USD / Hourly
Acts as the primary point of contact for clients, resolving inquiries and ensuring positive customer experiences.Key Responsibilities:<ul><li>Handle incoming calls, emails, or chats</li><li>Address questions, complaints, and issues</li><li>Process orders, returns, or service requests</li><li>Maintain updated customer records</li><li>Escalate complex cases to supervisors</li></ul>
2026-03-06T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary
24.7 - 28.6 USD / Hourly
We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired. Key Responsibilities:<ul><li>Order Processing: Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li>Customer Experience: Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li>Issue Resolution: Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li>Attention to Detail: Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li>Reliability: Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
2026-03-21T00:00:00Z

Customer Service Representative

San Francisco, CA
remote
Temporary
20 - 21 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team on a contract basis. This short-term position involves supporting a high-volume outreach project aimed at gathering essential identification data from a global customer base. This is a remote role requiring exceptional communication skills and the ability to meet performance targets in a fast-paced environment. Responsibilities: • Conduct outbound calls to customers, following established scripts and communication guidelines. • Request and gather identification numbers from customers with accuracy and professionalism. • Record collected data into designated tracking systems or forms. • Maintain detailed and organized logs of daily call activities. • Achieve daily outreach volume goals while ensuring quality interactions. • Adapt to the needs of a global customer base, maintaining professionalism and cultural sensitivity. • Collaborate with team members to meet project deadlines and objectives. • Ensure compliance with company protocols and standards during customer interactions. • Utilize provided tools and resources effectively to streamline outreach activities.
2026-03-16T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary
19 - 21 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team in Oakland, California. This long-term contract position involves providing exceptional support to restaurant and grocery partners, ensuring smooth onboarding, and fostering product adoption through consultative conversations. The role requires someone who excels in video-based customer interactions and thrives in a fast-paced, client-facing environment. Responsibilities: • Conduct a high volume of video calls daily, managing up to 16–20 calls lasting 20–30 minutes each, with some extended calls as needed. • Handle a mix of inbound and outbound calls, including assisting grocery partners and following up with clients. • Guide new customers through onboarding processes, including account setup, navigation of the ordering platform, and resolving order-related inquiries. • Provide clear explanations of program details, invoices, and other materials to ensure clients have a thorough understanding. • Engage in consultative conversations to identify client needs and recommend suitable package options. • Deliver excellent customer service by addressing questions, offering solutions, and enhancing customer satisfaction. • Adhere to established workflows for callback schedules and maintain detailed records in internal systems. • Ensure all follow-up tasks are completed in a timely and organized manner. • Collaborate with clients to increase adoption of platform features and maximize their experience.
2026-03-03T00:00:00Z

Customer Service Representative

Fremont, CA
onsite
Contract / Temporary to Hire
26.125 - 30.25 USD / Hourly
We are looking for a motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will play a key part in guiding prospective students through the admissions process by providing accurate information about programs, entrance requirements, and academic standards. This is a contract-to-permanent position located in Fremont, California, offering the opportunity to make a meaningful impact on students' educational journeys. Responsibilities: • Respond promptly to inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards. • Conduct follow-up with potential students who have expressed interest but have not scheduled or attended interviews. • Initiate outreach to generate new leads and build relationships with prospective students. • Schedule and lead interviews with students, ensuring adherence to company policies and procedures. • Match program offerings to students’ goals, qualifications, and aspirations, while explaining the benefits and advantages of the institution. • Act as a liaison between students and campus departments, assisting with enrollment forms and ensuring smooth transitions. • Collaborate with admissions management to address student concerns and motivations effectively. • Provide basic guidance and advice to students regarding program eligibility and admissions processes. • Mentor students to help them identify their interests and strengths, supporting their educational decision-making. • Address routine questions and concerns from students, ensuring resolution in compliance with policies and procedures.
2026-03-03T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary
20 - 21 USD / Hourly
We are looking for a success-driven and attentive Customer Service Representative to join our team on a contract basis in San Rafael, California. In this role, you will act as a key liaison between customers and showroom staff, ensuring a seamless experience for all visitors and inquiries. If you thrive in a dynamic retail environment and enjoy providing exceptional service, this position is an excellent opportunity to showcase your skills. Responsibilities:<ul><li>Serve as the primary point of contact for customers via phone, email, and chat, addressing inquiries and resolving concerns promptly</li><li>Handle customer orders, process returns and exchanges, and provide information about products and services</li><li>Resolve customer complaints with patience and professionalism, ensuring customer satisfaction</li><li>Document customer interactions and maintain accurate records in customer management systems</li><li>Collaborate with internal teams to address customer needs and escalate issues when necessary</li><li>Identify opportunities to enhance customer experience and provide feedback to management</li><li>Uphold the company’s values and maintain a high standard of customer care</li><li>Stay up to date with company products, services, and policies</li></ul>
2026-03-20T00:00:00Z

Client Service Associate – Wealth Management

San Carlos, CA
onsite
Permanent
75000 - 115000 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus A growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-03-16T00:00:00Z

Customer Care Specialist

Palo Alto, CA
onsite
Temporary
25 - 29 USD / Hourly
We are looking for a dedicated Part-Time Customer Care Specialist to join our team in Palo Alto, California. In this long-term contract position, you will play a key role in delivering exceptional service to patients, families, and staff members at our clients Care Gift Shops. Your contributions will enhance the overall customer experience by assisting with sales, inventory management, and merchandising while maintaining high attention to detail. Responsibilities:• Provide outstanding customer service by assisting clients in finding and purchasing retail items, offering product recommendations, and emphasizing quality and utility.• Process sales transactions efficiently, including handling cash, issuing change, and managing credit card payments using Point of Sale systems.• Ensure incoming shipments are accurately received, inspected, tagged, and displayed appropriately within retail locations.• Maintain inventory by fulfilling stock requests, organizing merchandise, and monitoring inventory levels in assigned zones.• Collaborate with leadership to implement merchandising strategies, offering creative ideas to enhance the shop’s aesthetic and customer appeal.• Conduct regular inventory cycle counts, compare results with system data, and work with the coordinator to address discrepancies.• Participate in physical inventory checks, assist with stock receiving, and maintain accurate inventory records.• Uphold the shop’s appearance by cleaning shelves, organizing fixtures, and replenishing merchandise as needed.• Adapt to a fast-paced environment, taking initiative and working effectively both independently and as part of a team.• Provide exceptional support to a diverse range of individuals, including patients, families, and executive leaders, while managing varying personalities and situations.
2026-03-06T00:00:00Z

Client Services Associate at Boutique Wealth Management Firm

Mill Valley, CA
onsite
Permanent
80000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus Our client is a boutique wealth management firm known for white-glove service and trusted guidance to ultra-high-net-worth families and private foundations. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience. This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a high-caliber client base. You’ll work closely with advisors and internal partners in an environment that values quality, accountability, and balance. Responsibilities<ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z