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

Client Services Financial Manager

Santa Rosa, CA
onsite
Temporary / Contract
35 - 44 USD / Hourly
Robert Half is partnering with a respected nonprofit organization seeking a Client Services Financial Manager to oversee financial management services for clients and support trust and estate accounting activities. This position combines financial stewardship, client advocacy, and fiduciary support to help ensure the financial well-being of individuals and families served by the organization.Key Responsibilities<ul><li>Manage client financial resources, including banking relationships, cash management, bill payment, budgeting, and account monitoring.</li><li>Oversee trust and estate accounting activities, maintaining accurate records, reconciliations, and documentation in compliance with fiduciary and regulatory requirements.</li><li>Prepare financial reports, accountings, and supporting schedules for clients, trustees, beneficiaries, courts, and other stakeholders as required.</li><li>Coordinate with attorneys, financial advisors, family members, social service providers, and banking institutions regarding client financial matters.</li><li>Monitor client income, expenses, benefits, investments, and assets to ensure appropriate utilization of funds and long-term financial stability.</li><li>Reconcile bank, trust, and investment accounts while researching and resolving discrepancies in a timely manner.</li><li>Maintain detailed client records, financial files, and supporting documentation while safeguarding confidential information.</li><li>Assist with estate administration activities, including asset tracking, disbursements, financial reporting, and compliance-related requirements.</li><li>Ensure adherence to organizational policies, fiduciary standards, nonprofit regulations, and applicable state and federal guidelines.</li><li>Provide exceptional client service while supporting vulnerable populations with professionalism, empathy, and financial expertise.</li></ul>
2026-07-07T00:00:00Z

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.
2026-06-25T00:00:00Z

Client Services Coordinator

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
We are looking for a Client Services Coordinator to support a high-touch wealth management environment in Walnut Creek, California. This role is ideal for someone who enjoys building strong client relationships, coordinating detailed account activity, and ensuring a seamless service experience for high-net-worth individuals and families. The position works closely with advisors and operational partners to keep client requests moving efficiently and accurately. Responsibilities: • Work alongside Wealth Advisors to deliver responsive, personalized support for high-net-worth clients and their households. • Coordinate new client setup, account establishment, and ongoing updates for a range of account structures, including retirement and trust accounts. • Handle transfer requests, cash disbursements, required minimum distributions, and charitable distribution activity in a timely manner. • Prepare, review, and submit custodian forms and client documents while maintaining strong attention to detail throughout each transaction. • Support advisor meetings by assembling portfolio materials, organizing performance information, and helping produce quarterly client reporting. • Keep client information current in Salesforce and contribute to accurate recordkeeping across service and account data. • Partner with advisors, custodians, and internal support teams to resolve service requests and maintain a smooth client experience.
2026-07-10T00:00:00Z

Customer Service Admin

Oakland, CA
onsite
Temporary / Contract
23 - 27 USD / Hourly
Customer Service AdminJob Description:We are hiring a Customer Service Admin to provide administrative and customer support to ensure efficient daily operations. This position combines customer communication with clerical and scheduling responsibilities.Responsibilities:<ul><li>Respond to customer inquiries via phone and email</li><li>Maintain customer records, files, and service documentation</li><li>Assist with scheduling, reporting, and data entry tasks</li><li>Support order tracking, invoicing, and issue resolution</li><li>Collaborate with internal departments to ensure customer satisfaction</li></ul>
2026-07-02T00:00:00Z

Client Service Associate, Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | 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.
2026-07-10T00:00:00Z

Mail Svcs Associate

San Francisco, CA
onsite
Temporary / Contract
20.9 - 23 USD / Hourly
We are looking for a dependable Mail Services Associate to support daily mailroom activities at a client site in San Francisco, California. This Contract position is ideal for someone who enjoys hands-on operational work, stays organized in a fast-paced environment, and takes pride in providing reliable internal service. The individual in this role will help keep incoming and outgoing mail processes running smoothly while maintaining accuracy, timeliness, and professionalism. Responsibilities: • Manage day-to-day mailroom operations for a building or campus, ensuring consistent and efficient service delivery. • Receive, sort, and distribute incoming mail, packages, and interoffice correspondence to the appropriate recipients. • Prepare outgoing shipments by organizing materials, applying proper postage or courier documentation, and coordinating pickups. • Maintain an orderly mailroom environment and monitor supplies, equipment, and workflow needs to support uninterrupted operations. • Track package activity and delivery status, resolving routine issues and escalating exceptions when needed. • Provide courteous assistance to employees, visitors, and delivery personnel regarding mail and package inquiries.
2026-07-01T00:00:00Z

Customer Service Representative

Santa Clara, CA
onsite
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Customer Service Representative to support lot operations and deliver a positive experience for every visitor. This Contract position combines customer-facing service with day-to-day coordination of vehicle flow, lot presentation, and team support. The ideal candidate is comfortable working in an active outdoor environment, communicates clearly, and helps maintain a safe and orderly site. Responsibilities: • Coordinate daily lot activity by guiding staff assignments, overseeing vehicle movement, and helping keep the area clean and well organized. • Welcome customers upon arrival, provide clear directions, respond to questions, and create a detail-focused and friendly experience. • Promote a safe environment by following site procedures, reinforcing operating standards, and addressing issues as they arise. • Manage parking availability and traffic patterns to support efficient entry, exit, and overall lot flow. • Handle customer concerns effectively, using sound judgment to resolve issues quickly. • Inspect lot equipment and surrounding areas regularly, reporting maintenance needs or safety concerns promptly. • Support onboarding and coaching for new team members to encourage consistent service and operational practices. • Maintain accurate daily records related to lot usage, attendance, and other operational activities.
2026-07-10T00:00:00Z

Customer Service Representative

San Mateo, CA
onsite
Temporary / Contract
22 - 23 USD / Hourly
Robert Half is working to support our client with an exciting event at Coyote Point. This is a one day event for 4.5 hours starting at 2:30PM. Your job is to ensure a smooth registration process for guests. Personability is huge! The goal is to have the guests from start to finish have a great experience. If interested, apply now! No interview process! Duties: Greeting guests, scanning tickets, selling tickets via box office, etc. Candidates will be using iPhone scanners. Overall, very simple role!
2026-07-08T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary / Contract
24 - 28 USD / Hourly
Customer Service RepresentativeJob Description:We are looking for a Customer Service Representative to serve as the primary point of contact for customers, providing product or service information and resolving issues efficiently. This role is ideal for someone who is empathetic, solutions-oriented, and service-driven.Responsibilities:<ul><li>Answer incoming calls, emails, and chat inquiries from customers</li><li>Resolve customer concerns related to orders, billing, accounts, or services</li><li>Document interactions in CRM or ticketing systems</li><li>Escalate complex issues to the appropriate team members</li><li>Maintain a high level of professionalism and customer satisfaction</li></ul>
2026-07-02T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
20.9 - 24.2 USD / Hourly
We are looking for a Customer Service Representative to support a busy sales and client service operation in San Francisco, California. This Long-term Contract position is ideal for someone who communicates clearly, stays organized under pressure, and enjoys helping both customers and internal teams in a fast-moving environment. The role focuses on order coordination, customer updates, and day-to-day sales support, making it a strong fit for someone who can manage competing priorities while maintaining accuracy and professionalism. Responsibilities: • Prepare pricing information and quotations for the sales team, ensuring details are accurate and delivered in a timely manner. • Track customer orders and vendor commitments closely to help maintain smooth fulfillment and availability. • Provide clients with timely updates regarding order progress, delivery timing, and related service questions. • Address order discrepancies and shipping concerns by coordinating with sales partners, vendors, and leadership to reach effective solutions. • Enter and maintain order information within company systems with a strong focus on accuracy and completeness. • Respond to inbound customer inquiries professionally and assist with outbound follow-up as needed to support service and sales activities. • Prioritize multiple requests at once while keeping tasks organized and moving them through completion. • Contribute to a team-oriented workplace by sharing responsibilities and adapting to changing workload demands.
2026-07-10T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary / Contract
28.5 - 33 USD / Hourly
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Contract assignment in San Leandro, California. This short-term opportunity is ideal for someone who is organized, adaptable, and comfortable working onsite in a manufacturing environment. In this role, you will help keep daily department activities running smoothly so core team members can stay focused on priority initiatives. Responsibilities: • Support day-to-day office and customer service activities by managing routine administrative work and maintaining organized records. • Prepare, update, and format business documents, emails, and spreadsheets using Microsoft Outlook, Word, and Excel. • Assist the customer service team with overflow assignments and follow-up tasks to improve response times and workflow efficiency. • Enter and maintain accurate information in department files, trackers, and other internal documentation. • Coordinate communications with internal contacts and external parties as needed to keep requests moving forward. • Contribute to a cooperative team environment by stepping in where needed and adjusting to changing daily priorities.
2026-06-29T00:00:00Z

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

Client Service Associate | White-Glove Client Experience Mee

Oakland, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Looking to take your wealth management career beyond the traditional client service role? This is an opportunity to join a highly respected boutique advisory firm that partners with founders, elite investors, and billionaire multi-generational families to build and operate sophisticated single-family offices. 100% Remote (Hybrid office option available in San Francisco)Competitive Base + Discretionary Bonus (15–30%)Unlimited PTO | 401(k) Match | Excellent Benefits This isn't just another client service position.You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.
2026-06-26T00:00:00Z

Multi Family Office, Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Analyst | Multi Family Office | SF Bay Area | Mostly Remote 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.
2026-07-03T00:00:00Z

Client Service Associate | Join a Boutique Family Office Ser

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA Looking to take your wealth management career beyond the traditional client service role? This is an opportunity to join a highly respected boutique advisory firm that partners with founders, elite investors, and billionaire multi-generational families to build and operate sophisticated single-family offices. 100% Remote (Hybrid office option available in San Francisco) Competitive Base + Discretionary Bonus (15–30%) Unlimited PTO | 401(k) Match | Excellent Benefits This isn't just another client service position.You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.
2026-06-26T00:00:00Z

Client Operations Specialist

San Francisco, CA
onsite
Permanent / Full Time
75000 - 85000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Job Title: Client Operations Specialist Location: San Francisco; HybridSalary: $75-80k + Bonus Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role, this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and offers real potential for career advancement. Responsibilities:<ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
2026-07-11T00:00:00Z

VP of Client Services

San Francisco, CA
onsite
Permanent / Full Time
130000 - 180000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. VP of Client Services | Wealth Management Firm | San Francisco; Hybrid Our client is a rapidly growing global financial services firm seeking an experienced leader to oversee and elevate its client service organization. This is a highly visible opportunity to lead high-performing teams, partner with senior leadership, and drive operational excellence across a sophisticated, client-focused business. This is a unique opportunity to step into a highly visible leadership role with a rapidly growing financial services firm where you'll have the ability to shape the client service organization, influence firmwide initiatives, and work closely with senior leadership. The firm offers a collaborative, people-first culture, competitive compensation and bonus, comprehensive benefits, a 401(k) match, generous PTO, and strong long-term career growth. Responsibilities<ul><li>Lead and develop managers and client service teams across multiple locations </li><li>Establish and maintain best-in-class service standards </li><li>Partner with advisors and cross-functional teams to deliver an exceptional client experience </li><li>Drive process improvements, operational efficiency, and strategic initiatives </li><li>Oversee client onboarding, money movement, custodial operations, and escalated service matters </li><li>Manage alternative investment subscription processes </li><li>Develop scalable workflows, reporting, training, and performance metrics </li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-01T00:00:00Z