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15 results for Client Service Associate Wealth Management in San Francisco, CA

Operations Manager - Client Service Wealth Management

Concord, CA
onsite
Permanent
130000 - 175000 USD / Yearly
Operations Manager – $4B+ East Bay RIAJennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA managing over $4B in AUM to hire an Operations Manager to lead a team of talented Client Service Associates.This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm.Responsibilities<ul><li>Oversee day-to-day operations supporting advisors and high-net-worth clients</li><li>Manage and mentor a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountability</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting</li><li>Identify and implement process improvements to support the firm’s continued growth</li><li>Oversee client onboarding, account administration, and account transfers</li><li>Ensure operations adhere to regulatory and internal compliance standards</li><li>Manage and optimize CRM, portfolio reporting, and workflow automation systems</li><li>Drive system integrations, automation initiatives, and implementation of AI tools where applicable</li></ul>
2026-04-04T00:00:00Z

Client Service Associate

San Mateo, 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 bonusA 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>
2026-04-04T00:00:00Z

Client Service Associate - RIA Firm

San Mateo, 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 Jennifer Fukumae with Robert Half's Financial Services Division is partnering with 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>
2026-03-31T00:00:00Z

Account Service Associate

Sunnyvale, CA
onsite
Temporary
27.3315 - 31.647 USD / Hourly
We are looking for a dedicated Account Service Associate to join our team in Sunnyvale, California. In this long-term contract position, you will play a pivotal role in maintaining accurate financial records, ensuring compliance, and delivering excellent service to members and staff. This opportunity is ideal for someone with strong analytical skills and a passion for supporting operational efficiency within the accounting domain. Responsibilities: • Conduct daily operational and account audits to ensure accuracy and compliance. • Respond to member inquiries regarding account eligibility, documentation, and general information. • File Adult Protective Services reports in adherence to regulatory requirements. • Support the escheatment process by updating property records and utilizing escheatment software. • Assist with decedent case management, including account ownership updates and closures. • Process contributions, withdrawals, and withholding election changes accurately. • Prepare weekly rate and fee schedules for review and distribution. • Collaborate on special projects to enhance processes and workflows. • Update and maintain job aids and procedural documents in collaboration with management and staff.
2026-04-14T00:00:00Z

Associate Advisor at Thriving Wealth Management Firm

San Ramon, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Associate Advisor | Thriving Wealth Management Firm | Danville| Hybrid This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities. The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also offering mentorship, a collaborative culture, and a strong commitment to work-life balance. Responsibilities<ul><li>Act as a high-level project manager and strategic partner</li><li>Join client meetings, take notes, and follow up on action items.</li><li>Manage client communication and provide high-level support.</li><li>Help onboard new clients and strengthen relationships</li><li>Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact.</li><li>Manage the CRM and track client interactions.</li><li>Communicate with custodians, Broker-Dealers, and partners.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-03-27T00:00:00Z

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

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent
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>
2026-03-31T00:00:00Z

Senior Client Service Associate | East Bay RIA Firm!

Concord, CA
onsite
Permanent
90000 - 120000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services Division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practic</li></ul>
2026-03-27T00:00:00Z

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

Foster City, CA
onsite
Temporary
23 - 26 USD / Hourly
Our client, a healthcare company, is hiring 2-3 customer service professionals to join their team! If you have 2+ years of experience and enjoy creating and building relationships, apply today! Key Responsibilities:<ul><li>Coordinate and accept all patient orders, ensuring financial and therapy qualifications</li><li>Provide exceptional customer service with professional phone etiquette</li><li>Review and qualify orders according to Medicare, Medi-Cal, and contracted payer guidelines</li><li>Collaborate with clinical staff for complex patient orders</li><li>Work with Distribution Manager to ensure timely deliveries and address service failures</li><li>Support departments with strong communication skills and accurate documentation</li><li>Monitor daily and weekly intake reports, open order reports, and participate in Performance Improvement activities</li><li>Respond to customer complaints and track for quality improvement</li><li>Support organizational goals, policies, and shipping processes for medical supplies</li></ul>
2026-04-03T00:00:00Z

Customer Service Representative

Cupertino, CA
onsite
Temporary
19 - 19.5 USD / Hourly
We are looking for a Parking Attendant to join our team for a weeklong assignment in Lafayette, California. This role involves managing daily operations, ensuring a safe and organized environment, and delivering exceptional service to customers. The position combines hands-on responsibilities with supervisory tasks, making it an excellent opportunity for those who thrive in dynamic settings. Parking Attendant Responsibilities:• Oversee daily activities, including directing attendants, managing traffic flow, and ensuring the lot remains organized and presentable.• Provide outstanding customer service by greeting visitors, answering inquiries, and offering assistance as needed.• Enforce safety protocols and ensure compliance with company policies to maintain a secure environment.• Coordinate vehicle parking and monitor the flow of incoming and outgoing traffic to ensure efficiency.• Address customer concerns promptly and professionally, striving for satisfactory resolutions.• Inspect and monitor lot equipment, reporting any maintenance needs or safety hazards.• Train and mentor new team members, fostering a productive and supportive work environment.• Maintain accurate records of lot occupancy and staff attendance for reporting purposes. If you are interested in this Parking Attendant position, please apply today!
2026-04-14T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary
25 - 27 USD / Hourly
Customer Service RepresentativeAbout the Role:Join our team as a Customer Service Representative and be the first point of contact for our valued customers.Responsibilities:<ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Provide product/service information</li><li>Process orders and resolve customer issues</li><li>Maintain accurate records of customer interactions</li></ul>
2026-04-01T00:00:00Z

Customer Service Representative

Mountain View, CA
onsite
Temporary
27.7115 - 32.087 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team on a l9 month contract basis in Mountain View, California. In this role, you will support nonprofit organizations by managing their registration processes and addressing inquiries related to payments. This position offers the opportunity to work in a collaborative environment focused on philanthropy and community engagement. Responsibilities:• Assist nonprofit organizations with completing their PaymentWorks registration to ensure smooth transactions.• Respond promptly to customer inquiries regarding registration processes and payment-related questions.• Enter and maintain accurate documentation and data records.• Utilize Excel and Outlook to manage and track communications and workflows effectively.• Collaborate with the Grants Processing Team to ensure alignment and efficiency in service delivery.• Provide detailed follow-ups with nonprofits to resolve any registration or payment issues.• Maintain a detail-oriented and courteous demeanor in all communications, both written and verbal.• Participate in team meetings twice per month to discuss progress and address challenges.• Leverage Salesforce if applicable to streamline customer service processes.
2026-04-10T00:00:00Z

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>
2026-04-07T00:00:00Z

Customer Service Specialist

Oakland, CA
onsite
Temporary
22 - 24 USD / Hourly
Customer Service SpecialistServe as a primary contact for clients, assisting with orders, inquiries, and issue resolution to ensure an excellent customer experience.Job Responsibilities:<ul><li>Handle inbound and outbound customer calls.</li><li>Resolve customer complaints and track cases.</li><li>Document customer interactions in CRM software.</li><li>Collaborate with team members to achieve service goals.</li></ul>
2026-04-10T00:00:00Z