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13 results for Client Service Manager Ria Sf in San Francisco, CA

Client Services Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-31T00:00:00Z

Sr. Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
25 - 26 USD / Hourly
We are looking for an experienced Sr. Customer Service Representative to join an onsite team in San Francisco, California, supporting members with complex banking and account-related concerns. This is a Long-term Contract position suited for someone who can navigate sensitive situations with professionalism, sound judgment, and a strong service mindset. The role focuses on resolving challenging issues involving cards, transfers, account activity, and digital banking tools while delivering clear and empathetic communication. The ideal candidate brings strong banking support experience and the confidence to make fair, thoughtful decisions within established guidelines. Responsibilities: • Resolve advanced member concerns involving digital banking access, debit and credit card activity, money movement, and account-related questions. • Manage escalated interactions with calm professionalism, especially when assisting members who are upset, confused, or facing financial impact. • Review account details and available information to identify root causes, determine next steps, and provide accurate resolutions. • Apply established policies and service guidelines to decide when credits, adjustments, or exception-based resolutions are appropriate. • Partner closely with onsite leadership and internal support teams to address issues efficiently and maintain a high standard of service. • Record conversations, investigative findings, actions taken, and final outcomes with accuracy and attention to detail. • Communicate decisions clearly and confidently while balancing member satisfaction with risk awareness and operational standards. • Support ongoing service continuity by adapting to internal tools, workflows, and process updates as needed.
2026-07-31T00:00:00Z

Tax Manager | RIA Firm

Concord, CA
onsite
Permanent / Full Time
150000 - 200000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and rapidly growing Registered Investment Advisory (RIA) firm in the East Bay that is investing in its next phase of growth. Located just steps from BART, the firm is building out its in-house Tax & Estate Planning team to deliver a fully integrated wealth management experience. This is an exceptional opportunity for a Tax Manager to play a key role in developing this growing practice while working alongside a collaborative team dedicated to serving high-net-worth clients. Key Responsibilities<ul><li>Partner with Wealth Advisors to integrate tax strategies into clients' overall financial and estate plans. </li><li>Prepare and review complex federal and state tax returns for high-net-worth individuals. </li><li>Review trust, partnership, and S corporation tax returns for accuracy and compliance. </li><li>Identify tax planning opportunities, potential issues, and areas requiring follow-up. </li><li>Respond to tax-related questions from clients and advisory teams throughout the year. </li><li>Maintain accurate documentation while supporting efficient tax processes and quality standards. </li><li>Mentor and support junior team members as the tax department continues to grow.</li></ul> For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.
2026-07-21T00:00:00Z

Operations Lead | RIA Firm

San Ramon, CA
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Robert Half is partnering with a well-established Registered Investment Firm in the East Bay. They are looking for an Operations Lead to support business operations while partnering closely with senior leadership to keep priorities moving efficiently across the organization. This position plays a central role in improving internal processes, guiding cross-functional initiatives, and providing operational support across administrative, human resources, and compliance-related activities. The ideal candidate brings a practical, organized approach, strong communication skills, and the ability to manage multiple projects in a services environment. This is a great opportunity if you're early in your career and looking to step into a broader operations leadership role, or if you're an experienced operations professional seeking a long-term opportunity with a well-established, team-oriented firm. Responsibilities:• Work closely with the Office Manager and Chief Operating Officer to maintain effective daily business operations and address evolving organizational needs.• Direct operational initiatives from initial planning through execution, ensuring milestones are met and stakeholders remain informed.• Review existing workflows, identify inefficiencies, and recommend practical improvements that strengthen overall productivity.• Coordinate projects that involve multiple teams, helping departments stay aligned on timelines, deliverables, and implementation steps.• Provide support for technology rollouts, process updates, and operational enhancements that improve how the firm functions.• Assist leadership with broader company initiatives by organizing tasks, tracking progress, and helping drive strategic operational priorities.• Act as an internal point of contact for staff who need guidance on operational procedures, tools, and best practices.• Partner with human resources efforts by supporting employee relations documentation, manager coaching processes, compensation communications, and employee lifecycle activities.• Work alongside compliance professionals and internal teams to help carry out compliance-related projects, communicate updates, and reinforce adherence to established procedures.
2026-07-22T00:00:00Z

Client Service Associate - Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-20T00:00:00Z

Customer Service Administrator

Oakland, CA
onsite
Temporary / Contract
26 - 29 USD / Hourly
Customer Service AdministratorJob Description:Seeking a Customer Service Administrator to support customer inquiries, process orders, and maintain positive client relationships.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Process orders and service requests</li><li>Update customer records</li><li>Track customer issues and resolutions</li><li>Generate customer reports</li><li>Support cross-functional teams</li></ul>
2026-07-17T00:00:00Z

Customer Service Administrator

Oakland, CA
onsite
Temporary / Contract
28 - 30 USD / Hourly
The Customer Service Administrator serves as the primary point of contact for residents, applicants, and visitors while supporting office operations.Responsibilities<ul><li>Answer phones and respond to inquiries</li><li>Provide administrative support to various departments</li><li>Track requests and follow up with customers</li><li>Maintain records and databases</li><li>Assist with special projects</li></ul>
2026-07-24T00:00:00Z

Customer Service Representative

Burlingame, CA
onsite
Temporary / Contract
22 - 23 USD / Hourly
Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening up their pop-up store in Burlingame mid-September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP Shift Schedule: Looking for candidates who are openly available Monday through Sunday from 9AM – 7PMDuration: September 21 – Mid JanuaryLocation: Burlingame (1.2 Miles from Bart Customer Experience & Sales<ul><li>Deliver a warm, welcoming, and high-touch customer experience</li><li>Greet and engage customers promptly upon entering the store</li><li>Assess customer familiarity with Balsam Hill products and tailor the interaction to their needs</li><li>Provide thoughtful product recommendations and styling guidance based on customer preferences and space</li><li>Maintain strong product knowledge across trees, greenery, décor, and seasonal assortments</li><li>Support customers throughout the shopping journey with professionalism, attentiveness, and urgency</li><li>Assist customers with both in-store purchases and online orders placed within the store environment</li><li>Support overall sales goals and store performance</li></ul> Sales Floor Operations<ul><li>Maintain a clean, organized, and visually elevated sales floor environment</li><li>Support replenishment, merchandising, recovery, and display maintenance throughout the day</li><li>Assist with maintaining presentation standards across displays and seasonal features</li><li>Support customer flow and floor coverage during peak business periods</li></ul> Team & Operational Support<ul><li>Communicate effectively with store leadership and fellow associates</li><li>Support operational tasks and store priorities as assigned by leadership</li><li>Assist with customer pickups, carry-outs, and service-related support as needed</li><li>Maintain professionalism, presentation standards, and attention to detail throughout the shift</li><li>Adhere to company appearance, safety, and dress code standards</li><li>Contribute to a collaborative, customer-first team environment</li></ul>
2026-07-22T00:00:00Z

Customer Service Representative

Hayward, CA
remote
Temporary / Contract
20 - 20.5 USD / Hourly
About the CompanyThe organization is a boutique importing company that has served customers for over 15 years. The company imports specialized consumable products for customers in the science, technology, electronics, pharmaceutical, and biotech sectors. With a small, collaborative team, the organization manages the import process from overseas suppliers through final delivery to customers across the U.S. Position Overview We are seeking a detail-oriented and customer-focused Customer Service Representative to support order processing, customer communication, and daily operational coordination. This role is ideal for someone who enjoys a fast-paced environment, learns new processes quickly, and is comfortable working across customers, vendors, and warehouse operations.This is a part-time remote contract opportunity with the potential for extension and possible longer-term opportunities based on business needs and performance. Key Responsibilities<ul><li>Process and enter customer orders received via email. </li><li>Serve as the primary point of contact for customer inquiries related to orders, shipments, and backorders. </li><li>Coordinate with warehouse staff to support timely and accurate order fulfillment. </li><li>Monitor open orders, backorders, and shipment updates. .</li><li>Assist with logistics coordination and trucking arrangements as needed.</li><li>Maintain accurate order records, tracking logs, and reporting.</li><li>Communicate professionally with customers, vendors, and internal team members. </li><li>Support day-to-day customer service and order operations in a collaborative small-team environment.</li></ul> Required Qualifications<ul><li>Previous experience in customer service, customer support, order entry, or order processing. </li><li>Strong written and verbal communication skills.</li><li>Strong attention to detail and organizational skills. </li><li>Ability to learn new systems and processes quickly.</li><li>Proficiency with Microsoft Outlook, Excel, and Word. </li><li>Experience using Google Sheets.</li><li>Ability to work independently in a remote environment. </li></ul> <ul><li>Preferred Qualifications</li><li>Experience in logistics, shipping, supply chain, import/export, or distribution.</li><li>Experience supporting warehouse-related order fulfillment processes.</li><li>They use QuickBooks. Relevant Experience is a plus but not required </li></ul>
2026-07-22T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
25 - 26 USD / Hourly
Position SummarySeeking a customer-focused professional to provide exceptional service by handling inquiries, resolving issues, and supporting customers through phone, email, and online communication channels.Responsibilities<ul><li>Respond to customer inquiries and requests.</li><li>Resolve complaints and service issues.</li><li>Maintain accurate customer records.</li><li>Process orders, forms, and requests.</li><li>Escalate complex issues as needed.</li></ul>
2026-07-31T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
22 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers from our San Francisco, California location in a Contract position. In this role, you will provide clear, timely assistance, help individuals complete required forms accurately, and create a positive experience that feels helpful rather than hurried. The ideal candidate is dependable during scheduled hours, responsive to feedback, and confident handling a steady flow of customer inquiries across phone-based channels. Responsibilities: • Handle incoming customer calls professionally, offering clear guidance and thoughtful support throughout each interaction. • Place outbound calls as needed to follow up on open matters, gather missing information, and help move requests toward completion. • Assist customers with form completion and order-related questions, ensuring details are accurate and responses are thorough on the first submission. • Monitor assigned applications and take timely action to reduce delays, unresolved items, and pending follow-ups. • Maintain consistent on-queue availability during scheduled working hours and support service levels through reliable attendance. • Document customer interactions carefully and update records so that account details and next steps are captured correctly. • Apply coaching and feedback to improve call quality, accuracy, and overall customer service performance.
2026-07-31T00:00:00Z

Client Services & Operations Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-07-02T00:00:00Z