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

Client Service Associate | Reputable Firm in SF

San Francisco, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
🚨 Client Service Associate | Wealth Management | San Francisco, CAIf interested, please connect and send a message to Jennifer Fukumae on LinkedIn. Jennifer Fukumae with Robert Half is partnering with a highly reputable Wealth Management firm overseeing $70B+ in client assets to identify a Client Service Associate for their growing San Francisco office.This is an exceptional opportunity for early-career professionals in financial services who are looking to build a long-term career in wealth management within a high-growth, client-centric environment.This role is designed for individuals who want exposure to the full client lifecycle, strong operational depth, and a clear path for professional development within advisory services. Key Responsibilities:• Provide daily client service and operational support across a high-net-worth client base• Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients• Open and maintain client accounts, including documentation, ACATS/DTC transfers, billing, and account updates• Manage client transactions including wires, disbursements, trade requests, and account maintenance• Monitor account activity across trades, cash flow, performance, fees, and allocations• Support client communication related to account activity, performance, reporting, and service inquiries• Maintain accurate records and pipeline tracking within Salesforce• Assist with reporting, analysis, and ad hoc client requests
2026-06-01T00:00:00Z

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.
2026-05-28T00:00:00Z

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>
2026-06-05T00:00:00Z

Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
80000 - 100000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match. Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Service Associate

San Jose, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Service Associate

Foster City, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Client Associate / Sr. Client Associate | High-Growth Wealth Management Opportunity $80K–$100K Base + Bonus + Exceptional Benefits Including a jaw-dropping 15% 401(k) contribution on TOTAL compensation — not a match.Looking for more than just another client service role?What if your next move gave you exposure to a nearly $2B book of business, ultra-high-net-worth clients, elite investment professionals, and a clear runway for long-term growth inside one of the most respected names in wealth management?A premier private wealth platform managing $70B+ in client assets is looking for a Client Associate / Sr. Client Associate to join a highly collaborative advisory team supporting sophisticated high-net-worth relationships. This is not a transactional service role—it’s a seat at the table.You’ll become a trusted partner to Wealth Advisors and clients alike, helping drive a world-class client experience while gaining hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management. Why This Role Stands Out✔ Support an experienced Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships ✔ Join a high-growth office where learning, mentorship, and career progression are strongly encouraged ✔ Work alongside a friendly, highly collaborative bi-coastal team ✔ Beautiful Financial District office and a culture that genuinely invests in its people
2026-05-31T00:00:00Z

Client Services Associate

Palo Alto, CA
onsite
Permanent / Full Time
90000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Thriving Wealth Management Firm | Palo Alto Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks! Join a well-established wealth management firm supporting high-net-worth and ultra-high-net-worth individuals, families, and institutions. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships. The role offers a competitive compensation package with strong benefits, including a generous 401(k) match, comprehensive health coverage, unlimited PTO, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities. Responsibilities<ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-27T00:00:00Z

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.
2026-05-19T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a Customer Service Representative to support sales operations and deliver responsive service to clients in San Francisco, California. This Long-term Contract position is ideal for someone who enjoys a fast-moving workplace, communicates clearly, and can manage several priorities at once. The role combines customer interaction, order coordination, and administrative support, making it a strong fit for someone who is organized, proactive, and comfortable working across teams. Responsibilities: • Prepare pricing information and customer quotations in partnership with the sales team to support timely responses to client requests. • Track purchase activity and vendor commitments to help ensure orders move forward accurately and on schedule. • Communicate with customers regarding order progress, expected delivery timing, and any updates that may affect fulfillment. • Resolve shipping or order-related concerns by coordinating with internal team members and external partners to reach practical solutions. • Enter and maintain order details in company systems with a high level of accuracy and attention to detail. • Handle inbound customer inquiries professionally while providing clear information and dependable follow-up. • Support a collaborative office environment by assisting with shared priorities as workload shifts throughout the day.
2026-06-05T00:00:00Z

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>
2026-06-05T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
19 - 19 USD / Hourly
We are looking for a Customer Service Representative for a Contract position based in San Francisco, California. In this role, you will engage directly with business owners through a high volume of conversations, uncover meaningful trends, and turn those insights into clear documentation that supports service quality and AI-driven process improvement. This opportunity is ideal for someone who communicates with confidence, stays composed in fast-moving environments, and enjoys blending customer interaction with analytical thinking. Responsibilities: • Handle a steady stream of inbound and outbound conversations with business owners, gathering accurate information while maintaining a detail-focused and calm customer experience. • Ask thoughtful questions that uncover customer needs, surface relevant business details, and support strong performance against service and outreach goals. • Recognize recurring themes, unusual situations, and service gaps across calls, then organize findings into structured notes that can inform operational decisions. • Classify call outcomes, edge cases, and customer scenarios in a consistent way so teams can use the information for training data and process refinement. • Review AI-assisted or automated call interactions, identify where responses fall short of real-world expectations, and document corrective feedback for improvement. • Partner with sales, operations, and engineering teams to share frontline insights that influence workflow enhancements and future automation priorities. • Create clear reference materials, call guidance, and knowledge resources based on firsthand customer interactions to improve consistency across the team. • Support a fast-paced service and sales environment by balancing customer de-escalation, accurate data capture, and KPI-focused call handling. • Perform order entry and related follow-up tasks as needed to ensure customer information is complete and properly recorded.
2026-06-05T00:00:00Z

Customer Service Representative

Menlo Park, CA
onsite
Temporary / Contract
22 - 27 USD / Hourly
Key Responsibilities:<ul><li>Respond to customer inquiries via phone, email, or chat in a timely manner</li><li>Resolve issues, complaints, and requests with professionalism and accuracy</li><li>Maintain detailed records of interactions and follow-up actions</li><li>Collaborate with internal teams to address customer needs</li><li>Identify opportunities to improve customer experience and processes</li></ul>
2026-06-05T00:00:00Z

Patient Service Representative II

Newark, CA
onsite
Temporary / Contract
28.34 - 28.34 USD / Hourly
We are offering a long-term contract employment opportunity for a Patient Service Representative in Newark, CA. This role is in the healthcare industry where you will be interacting with customers and patients, managing their accounts, and handling their scheduling inquiries. What you will do: - Responds to a high-volume of incoming and outgoing telephone calls and faxed referral - Coordinates care by scheduling editing and maintaining routine patient physician appointments for new and returning patients. - Facilitates communication between the patient and the physician or clinic - Delivers expert knowledge regarding clinic-specific processes - Accurately documents and routes calls to the proper department - Identifies urgent customer needs or operational issues and escalates appropriately - Works with care teams patients and outside facilities to obtain necessary information required for care. - Communicates with the care team and support staff on various patient issues. - Obtains and updates insurance information. - Meets all regulatory and compliance standards - Delivers high-level of customer service - Follows documented protocols and guidelines - Meets and exceeds departmental quality assurance standards - Uses reference documents and online knowledgebase tools to clearly articulate accurate information regarding services - Uses functionality of the telephone system as required - Other departmental duties as assigned
2026-05-21T00:00:00Z