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13 results for Client Service Associate Ria in San Francisco, CA

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent / Full Time
80000 - 110000 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>
2026-05-01T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
80000 - 125000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-07T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent / Full Time
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.
2026-04-17T00:00:00Z

Client Service Associate | 2 days onsite

San Carlos, CA
onsite
Permanent / Full Time
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>
2026-05-08T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
26 - 28 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>
2026-04-24T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
Provide customer support across phone, email, and chat channels while ensuring a positive customer experience. Responsibilities:<ul><li>Respond to customer inquiries and resolve issues</li><li>Track service requests and maintain records</li><li>Escalate complex matters as needed</li><li>Support customer satisfaction initiatives</li><li>Collaborate with internal teams on issue resolution</li></ul>
2026-04-24T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary / Contract
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>
2026-05-01T00:00:00Z

Customer Service Representative

Livermore, CA
onsite
Temporary to Hire
23 - 24 USD / Hourly
Robert Half's client is seeking a Customer Service Representative to join our team onsite in Livermore, California. This contract opportunity with potential for permanent employment is ideal for someone who enjoys supporting customers, coordinating with internal teams, and keeping orders moving accurately from quote to delivery. In this role, you will handle a mix of customer communication, order administration, and return processing while using business systems and reporting tools to maintain service quality and follow-through. Customer Service Representative Duties:• Partner with teams such as Finance, Sales, Purchasing, Engineering, and Product Management to resolve customer needs and support day-to-day service operations.• Respond to sales-related questions, help manage delivery expectations, and participate in district sales meetings by capturing key discussion points and follow-up items.• Create customer quotations in Epicor, update existing quotes as needed, and distribute pricing details directly to customers or through the sales team.• Review special account instructions and validate order details, including shipping information, requested dates, pricing, customer part numbers, and quantities before final processing.• Track open orders using Epicor, production reporting, and status tools to help maintain on-time shipment and proactively raise concerns when commitments may be at risk.• Communicate regularly with internal contacts to clarify priorities, align on scheduling, and manage customer-requested ship and delivery dates.• Process product returns by preparing return documentation, sending required forms to customers, and monitoring each case through completion, including credit memo follow-up.• Follow established sales operations procedures and document opportunities for improvement by opening corrective action cases in Epicor when needed.• Support additional customer service and administrative tasks assigned by management to help meet department goals.• Use Microsoft Office, Power BI, and web-based portals to maintain records, communicate updates, and support reporting needs. If you are interested in this Customer Service Representative opportunity, please submit your resume today!
2026-05-12T00:00:00Z

Customer Service Specialist

Oakland, CA
onsite
Temporary / Contract
23 - 26 USD / Hourly
We are seeking a Customer Support / Escalations Specialist to handle complex customer issues, ensure timely resolutions, and provide a high level of service.Job Description<ul><li>Respond to escalated customer concerns via phone, email, or chat</li><li>Investigate issues and coordinate with internal departments for resolution</li><li>Maintain detailed documentation of customer cases and outcomes</li><li>Identify recurring issues and recommend process improvements</li><li>Provide support to frontline team members on escalated matters</li><li>Ensure customer concerns are resolved in a timely and professional manner</li></ul>
2026-05-08T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
25 - 27 USD / Hourly
We are looking for a Customer Service Administrator to support customer service operations through order processing, issue resolution, and administrative coordination. This role combines customer support and administrative duties, including responding to inquiries, maintaining customer records, processing orders, and assisting internal teams. The ideal candidate has strong communication skills and a customer-focused mindset. Responsibilities<ul><li>Respond to customer inquiries by phone and email</li><li>Process orders, service requests, and account updates</li><li>Maintain accurate customer records and documentation</li><li>Coordinate with internal teams to resolve issues</li><li>Track service metrics and prepare reports</li><li>Provide general administrative support to the customer service team</li></ul>
2026-05-01T00:00:00Z

Customer Experience Specialist

San Francisco, CA
onsite
Temporary / Contract
19.95 - 23.1 USD / Hourly
We are looking for a customer-focused team member to support a graduation event in San Francisco, California as part of a Contract position. This opportunity is ideal for someone who enjoys creating an organized, welcoming experience in a fast-paced live event setting. The person in this role will help guide attendees through photo-related processes while maintaining an experienced and attentive presence throughout the event. Responsibilities:• Welcome graduates and provide clear direction so they can reach the correct photo area efficiently.• Monitor guest flow and keep lines moving in an orderly manner to support a smooth event experience.• Use a QR code scanner to confirm participant information accurately during check-in and photo coordination.• Prepare, sort, and maintain index cards in the proper sequence, securing grouped sets as needed for easy handling.• Interact with students and attendees in a courteous, attentive, and respectful manner at all times.• Support on-site event logistics by staying alert to changing line volume and adjusting guidance as needed.• Help maintain an organized event environment that reflects high service standards and positive guest engagement. ** If you're interested in this position, please apply to this position and contact Baylee Burke at baylee.burke - at - roberthalf - .com with your word resume and reference job ID#00410-0013435607**
2026-05-12T00:00:00Z

Customer Experience Specialist

Oakland, CA
onsite
Temporary / Contract
23 - 26 USD / Hourly
We are hiring a Customer Experience Specialist to help deliver outstanding service and build positive relationships with customers throughout their journey.Job Description<ul><li>Serve as a primary point of contact for customer questions and concerns</li><li>Resolve service issues promptly and professionally</li><li>Monitor customer feedback and identify opportunities to improve satisfaction</li><li>Collaborate with internal teams to enhance the customer experience</li><li>Document interactions and maintain accurate customer records</li><li>Support retention efforts through proactive communication and follow-up</li></ul>
2026-05-08T00:00:00Z

Customer Experience Specialist

San Francisco, CA
onsite
Temporary / Contract
19.95 - 23.1 USD / Hourly
We are looking for a Customer Experience Specialist to provide on-site support during a graduation event in San Francisco, California. This is a Contract position focused on creating an organized, welcoming experience for graduates as they move through the event photo process. The ideal candidate brings strong event awareness, professionalism, and the ability to keep activities running efficiently in a fast-paced setting. Responsibilities:• Guide graduates to the appropriate photo area and answer basic directional questions throughout the event.• Maintain an orderly flow in the photo queue so participants move through the process without unnecessary delays.• Use handheld scanning tools to verify QR codes and confirm student information accurately.• Distribute index cards to participants and keep them arranged in the correct sequence using rubber bands for organization.• Provide courteous, attentive support to graduates while representing the event team with a detail-oriented and attentive presence.• Monitor the photo line and surrounding area to help prevent confusion and resolve minor issues in real time. ** If you're interested in this position, please apply to this position and contact Baylee Burke at baylee.burke- at - roberthalf - .com with your word resume and reference job ID#00410-0013435626**
2026-05-12T00:00:00Z