<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a well-established <strong>Registered Investment Advisory (RIA) firm</strong> in <strong>Palo Alto</strong> seeking a <strong>Client Service Associate</strong> to support advisors and service high-net-worth clients. This role is ideal for someone who enjoys being client-facing, detail-oriented, and deeply involved in the day-to-day servicing of investment portfolios. You will play a key role in maintaining strong client relationships while supporting advisors with operational and administrative needs.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, delivering a high level of service and responsiveness</li><li>Support Financial Advisors with <strong>account onboarding, maintenance, and asset transfers</strong></li><li>Prepare and process custodial paperwork across platforms such as <strong>Schwab, Fidelity, and Pershing</strong></li><li>Coordinate client meeting preparation, including reports, performance summaries, and presentation materials</li><li>Process daily transactions including <strong>wires, ACHs, journals, and account updates</strong></li><li>Monitor account activity and follow up on outstanding items to ensure timely resolution</li><li>Liaise with custodians and internal teams to resolve operational or client-related inquiries</li><li>Maintain accurate client records and documentation in CRM and portfolio management systems</li><li>Assist with compliance-related tasks, audits, and regulatory documentation as needed</li><li>Identify opportunities to improve client service workflows and operational efficiency</li></ul><p><br></p>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Client Service Associate (CSA) / Senior Client Service Associate</strong></p><p><strong>Boutique Wealth Management | UHNW Clients | High‑Touch Service</strong></p><p><strong>About the Firm</strong></p><p>A boutique wealth management firm serving ultra‑high‑net‑worth families and private foundations is seeking a Client Service Associate to join its close‑knit, growing team. The firm delivers institutional‑level investment guidance and a virtual family office experience to a select group of clients. With a small, collaborative team and a highly personalized service model, this role is essential in ensuring a seamless, detail‑driven client experience.</p><p>This opportunity is ideal for someone who thrives in a high‑integrity environment and enjoys combining client relationship support with operational problem‑solving.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate (or Senior CSA, depending on experience) plays a pivotal role in client service, account administration, and operational support. You will work closely with advisors and clients to ensure smooth daily operations, exceptional responsiveness, and precise handling of all client needs. Because of the lean team structure, this role also supports compliance, reporting, and general business operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Support</strong></p><ul><li>Serve as a primary point of contact for client service requests</li><li>Manage onboarding, money movement (wires, ACH, RMDs, transfers), and account maintenance</li><li>Prepare materials for client meetings and support follow‑up execution</li><li>Maintain accurate and organized client records and documentation</li></ul><p><strong>Custodial & Operational Support</strong></p><ul><li>Coordinate with custodians (e.g., Schwab) to process forms and resolve issues</li><li>Monitor daily workflows and transactions for accuracy and timely completion</li><li>Assist with compliance procedures and documentation management</li></ul><p><strong>Internal Team Support</strong></p><ul><li>Prepare client reports and support CRM updates and task tracking</li><li>Collaborate with advisory and investment teams on planning and portfolio initiatives</li><li>Work with compliance consultants to ensure regulatory alignment</li><li>Contribute to efficient, high‑quality daily office operations</li></ul><p><strong>Who Will Thrive in This Role</strong></p><ul><li>Service‑driven professionals who value precision and consistency</li><li>Individuals who enjoy being trusted partners to both clients and advisors</li><li>Those who perform well in a boutique, collaborative, and highly professional setting</li><li>Candidates who appreciate a role where accuracy, responsiveness, and exceptional client care are paramount</li></ul>
We are looking for a Patient Administrative Specialist to join our team in Palo Alto, California. In this role, you will play a vital part in ensuring smooth administrative operations within the outpatient clinical setting. This is a long-term contract position, offering the opportunity to support patients and healthcare providers through effective coordination and communication.<br><br>Responsibilities:<br>• Manage front desk operations, including patient check-in and check-out processes.<br>• Welcome patients, addressing their inquiries regarding appointments, payments, and schedules.<br>• Coordinate with healthcare providers to manage scheduling preferences and respond to urgent patient needs.<br>• Maintain clinic databases, including information and paging directories, while processing internal forms.<br>• Provide support to doctors and patients by utilizing reference tools and documentation.<br>• Handle non-clinical patient messages and CRMs, escalating concerns when necessary.<br>• Organize and distribute incoming faxes, mail, and clinic-specific documentation.<br>• Ensure compliance with organizational service standards and department expectations.<br>• Assist with surgery scheduling and other administrative tasks related to daily clinic operations.<br>• Deliver exceptional customer service while managing multiple priorities effectively.
<p><strong>Investor Services Specialist – Premier Private Equity Firm</strong></p><p><br></p><p><strong>Interested? Let’s Connect!</strong></p><p>If this opportunity aligns with your background, apply today and send your résumé to <strong>JC del Rosario</strong> via LinkedIn—I’d love to connect and learn more about you.</p><p><br></p><p><strong>About the Role</strong></p><p>A well‑established and highly respected private equity firm is seeking an <strong>Investor Services Specialist</strong> to join their growing team. This role is ideal for someone who thrives in a dynamic environment, enjoys solving problems, and excels at managing multiple priorities with accuracy and confidence. You’ll play a key role in supporting investor operations, communications, data integrity, and process enhancements across the platform while collaborating closely with internal and external partners.</p><p><br></p><p><strong>What You’ll Do</strong></p><p><strong>Investor Reporting</strong></p><ul><li>Prepare and distribute quarterly/annual reports, capital account statements, and other fund‑related financial materials.</li></ul><p><strong>Operations & Communication</strong></p><ul><li>Manage shared inboxes and deliver timely, high‑quality investor communications.</li><li>Support onboarding processes for new funds and investor relationships.</li></ul><p><strong>Data & Systems</strong></p><ul><li>Maintain accurate investor data across CRM and fund accounting platforms.</li><li>Contribute to system upgrades and implementations, including tools such as Investorflow, Allvue, and Sensr.</li></ul><p><strong>Cross‑Functional Collaboration</strong></p><ul><li>Work closely with Investor Relations, Finance, and third‑party consultants on strategic and ad hoc initiatives.</li></ul><p><strong>Compliance</strong></p><ul><li>Coordinate AML/KYC documentation and tax form collection with external service providers.</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Recommend and implement enhancements to reporting templates, workflows, and the investor portal experience.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive base salary + annual performance bonus</li><li>100% employer‑paid medical, dental, and vision coverage</li><li>Strong retirement contributions and valuable firmwide perks</li><li>Supportive, organized, and hands‑on manager who provides structure and clarity</li><li>Free meals and a highly collaborative, team‑focused culture</li></ul>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A rapidly growing Registered Investment Advisory firm is seeking a <strong>Client Service Associate</strong> to join its team. This role is ideal for someone who wants to deepen their expertise in wealth management, work closely with senior advisors, and build a long‑term career in a collaborative, high‑performing environment.</p><p><br></p><p>The firm has grown significantly through client referrals, maintains strong retention, and offers a highly educational workplace with training in industry‑leading technologies such as FactSet, Bloomberg, and Morningstar tools. You will receive hands‑on development in portfolio operations, client service, compliance processes, and performance reporting.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will play a critical role in delivering a high level of service to sophisticated clients and supporting advisors across all aspects of operations and client management. You’ll be deeply involved in both client‑facing tasks and back‑office responsibilities, ensuring a smooth and accurate client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high‑touch service to sophisticated clients </li><li>Prepare and process account paperwork, transfers, new accounts, and trade requests in a timely manner </li><li>Assist with client meetings by preparing performance, attribution, and investment reports </li><li>Maintain and organize confidential client documentation, legal and financial records, and correspondence </li><li>Handle ongoing compliance tasks in accordance with firm policies </li><li>Reconcile client portfolio accounts against custodial records to ensure accuracy </li><li>Monitor client emails, prepare meeting notes, and track scheduling and follow‑up items </li><li>Support back‑office reconciliation, portfolio monitoring, and operational processes</li><li>Assist with performance reporting, including contribution and attribution analysis</li><li>Support web‑based client meetings and operational workflows</li><li>Provide assistance with international banking logistics and asset movement</li></ul><p><strong>What Makes This Opportunity Stand Out</strong></p><ul><li>Clear career path with potential advancement into leadership roles</li><li>Low‑turnover environment with strong mentorship and internal development</li><li>Access to industry‑leading technology and ongoing training</li><li>Excellent work‑life balance within a stable and growing firm</li><li>Highly client‑focused culture with strong referral‑based growth</li><li>Firm supports professional designations (e.g., Series 65, CFP)</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><br></p><p><strong>Walnut Creek, CA | Onsite</strong></p><p><strong>$90–120K Base + Bonus</strong></p><p>A growing wealth management firm is seeking a <strong>Senior Client Service Associate</strong> to partner closely with a Senior Financial Advisor and support a high‑touch, relationship‑driven client experience. This is an onsite role in newly built, modern office space and offers strong visibility, meaningful client interaction, and opportunities to contribute across both client service and financial planning functions.</p><p><br></p><p><strong>Position Summary</strong></p><p>The Senior Client Service Associate will support advisory teams with client onboarding, meeting preparation, financial planning data gathering, account management, and ongoing service needs. This role also includes opportunities to lead client review meetings, present financial plans, and serve as a secondary advisor to select client relationships.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client & Account Management</strong></p><ul><li>Support smooth onboarding for new clients</li><li>Schedule and prepare for client/prospect meetings; manage follow‑ups</li><li>Maintain accurate client and prospect data in the CRM</li><li>Serve as a “second chair” advisor and independently lead select client meetings</li><li>Present financial plans and assist with review discussions</li></ul><p><strong>Administrative & Operational Support</strong></p><ul><li>Complete client service tasks, including data gathering, account setup, maintenance, and general inquiries</li><li>Document all interactions and service tasks within the CRM</li><li>Provide general support for departmental projects as needed</li></ul><p><strong>Client Communication</strong></p><ul><li>Act as the primary point of contact for account servicing and transaction inquiries</li><li>Proactively engage clients to ensure needs are met and questions are addressed promptly</li></ul><p><strong>Compliance</strong></p><ul><li>Follow established procedures to ensure compliance with firm policies and regulatory requirements</li><li>Monitor client account activity and escalate potential issues</li></ul><p><strong>Team Collaboration</strong></p><ul><li>Perform foundational advisory functions and support a small set of clients as needed</li><li>Collaborate with the investment team on strategy recommendations and execution</li><li>Participate in team and staff meetings to support consistent service delivery</li><li>Assist with firmwide projects assigned by leadership</li></ul>
<p><strong>Client Associate / Client Service Associate</strong></p><p>A reputable and growing wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch client experience for high‑net‑worth households. This role blends client service, operational support, relationship management, and light financial planning tasks—ideal for someone who enjoys being client‑facing, detail‑oriented, and a key part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Associate will work closely with financial advisors, serving as a primary point of contact for clients and helping manage day‑to‑day account activity. You’ll assist with onboarding, account maintenance, financial documentation, meeting preparation, and ongoing service needs. The ideal candidate is proactive, and eager to grow within the wealth management industry.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a primary contact for client inquiries, account activity questions, online access, and service needs</li><li>Support client onboarding, account opening, transfers, and ongoing account maintenance</li><li>Assist with financial planning data gathering and client meeting preparation</li><li>Attend client meetings and help present relevant materials when needed</li><li>Manage life‑event updates and ensure all client information is current and accurate</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, checks, deposits, redemptions)</li><li>Complete subscription documents, cash management tasks, and RMD support</li><li>Reconcile account activity, transfers, and daily transactions for accuracy</li><li>Maintain client files and documentation in accordance with compliance standards</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Assist with internal projects, marketing initiatives, and event support</li><li>Provide general administrative assistance to the advisory team</li><li>Participate in required compliance and continuing‑education sessions</li></ul><p><strong>Skills & Key Attributes</strong></p><ul><li>Exceptional communication and relationship‑building skills</li><li>Highly analytical, organized, and detail‑oriented</li><li>Professional presence and strong client‑facing demeanor</li><li>Friendly telephone manner and strong service orientation</li><li>Self‑motivated, flexible, reliable, and eager to learn</li><li>Able to handle confidential information with discretion</li><li>Thrives in a fast‑paced, dynamic work environment</li></ul>
<p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p><br></p><p><strong>Jennifer Fukumae with Robert Half</strong> is working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence. If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Associate / Client Service Associate</strong></p><p>A growing and reputable wealth management firm is seeking a <strong>Client Associate</strong> to support advisory teams and deliver a high‑touch experience to high‑net‑worth clients. This role blends client service, operational support, relationship management, and light financial planning—perfect for someone who enjoys being client‑facing, detail‑oriented, and an integral part of a collaborative team.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Associate, you’ll partner closely with financial advisors and serve as a primary point of contact for clients. You’ll assist with onboarding, account maintenance, meeting preparation, and day‑to‑day service needs. The ideal candidate is proactive, professional, and eager to grow within the wealth management field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Service & Relationship Support</strong></p><ul><li>Serve as a main point of contact for client inquiries and service needs</li><li>Support onboarding, account opening, transfers, and maintenance</li><li>Assist with financial planning data gathering and meeting preparation</li><li>Attend client meetings and help prepare or present supporting materials</li><li>Manage life‑event updates and ensure accurate, up‑to‑date client information</li></ul><p><strong>Account Operations</strong></p><ul><li>Process cashiering requests (wires, journals, deposits, redemptions)</li><li>Handle subscription documents, cash management, and RMD support</li><li>Reconcile daily transactions and account activity for accuracy</li><li>Maintain compliant, organized client records and documentation</li></ul><p><strong>Administrative & Team Support</strong></p><ul><li>Prepare reports, presentations, and client correspondence</li><li>Support internal projects, marketing efforts, and client events</li><li>Provide general administrative support to the advisory team</li><li>Participate in compliance and continuing‑education activities</li></ul><p><br></p><p><strong>Skills & Attributes</strong></p><ul><li>Strong communication and relationship‑building skills</li><li>Highly organized, analytical, and detail‑oriented</li><li>Professional presence with a strong client‑facing demeanor</li><li>Friendly phone manner and strong service orientation</li><li>Self‑motivated, reliable, and adaptable in a fast‑paced environment</li><li>Ability to handle confidential information with discretion</li></ul>
<p>Are you looking for an well-established wealth management firm with team values collaboration, thoughtful problem solving, and long-term client success?</p><p> </p><p>Interested in joining a collaborative wealth management team where problem-solving is thoughtful and client relationships are built for the long term?</p><p>I’m working with an established advisory firm in the Bay Area that has been guiding clients for decades, supporting individuals, families, business owners, and institutions. Their approach centers on bringing clarity to complex financial lives and delivering personalized strategies that help clients grow, protect, and transfer wealth with confidence.</p><p>If you value a team-driven environment and meaningful, long-term client impact, this could be a great firm to explore.</p><p> </p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Serve as a primary service contact for a group of high-net-worth and ultra-high-net-worth clients and families</li><li>Proactively manage client relationships by anticipating needs, resolving issues, and delivering timely, high-touch service</li><li>Lead and coordinate the end-to-end client onboarding process, including account setup, documentation, and custodial coordination</li><li>Partner with clients’ external advisors (CPAs, attorneys, trustees, etc.) to support holistic wealth management needs</li><li>Assist with complex planning scenarios such as equity compensation/10b5-1 plans, concentrated stock management, life transitions (e.g., divorce), philanthropic strategies, and estate planning coordination</li><li>Prepare portfolio analysis, performance materials, and client-ready reports to support investment reviews and relationship management</li><li>Support ongoing client communications, meeting preparation, and follow-up action items</li><li>Contribute to internal projects and process improvements to enhance client experience and operational efficiency</li><li>Collaborate cross-functionally with investment, operations, and planning teams to ensure seamless service delivery</li></ul><p><br></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm seeking a <strong>Senior Client Service Associate. </strong>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about you.</p><p><br></p><p><strong>Relationship Manager / Client Service Associate</strong></p><p><strong>About the Firm</strong></p><p>A well‑respected boutique Registered Investment Advisor (RIA) with roughly half a billion dollars under management is seeking a Relationship Manager / Client Service Associate to join its close‑knit team. The firm is recognized for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are truly valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This position blends detail orientation with strong relationship‑building skills. You will play a key role in onboarding new clients, preparing documentation, maintaining client accounts, and supporting advisors across all areas of client service.</p><p>You will also serve as a primary liaison between the firm and its custodial partners, ensuring seamless operations and delivering an exceptional client experience. This is an excellent opportunity for someone who wants mentorship from an experienced advisor, long‑term stability, and the ability to grow within the role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors with onboarding and client transition activities</li><li>Coordinate account openings and asset transfers</li><li>Process distributions, including RMDs, and maintain annual RMD tracking</li><li>Partner with custodians to complete account service requests</li><li>Document all client interactions and follow‑ups in the CRM</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Excellent work‑life balance</li><li>Competitive base salary with annual reviews and merit‑based increases</li><li>Strong retirement offering (safe harbor + profit sharing)</li><li>Employer‑covered parking or transit pass</li><li>Discretionary bonuses</li><li>4 weeks of PTO from day one</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long‑tenured staff</li></ul>
<p><strong>Job Description: Collections Specialist</strong></p><p>The Collections Specialist is responsible for managing and resolving overdue accounts to maintain an organization’s financial health. This role involves contacting clients to secure payments, negotiating payment plans, and ensuring timely resolution of outstanding balances while maintaining positive customer relationships. The Collections Specialist collaborates with internal teams to address billing discrepancies and provide excellent customer service, helping to maximize cash flow and reduce bad debt.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Contact Clients</strong>: Proactively reach out to clients to communicate regarding outstanding balances or past-due invoices.</li><li><strong>Maintain Records</strong>: Accurately document all customer interactions and payment activities to ensure records are up to date.</li><li><strong>Negotiate Payment Plans</strong>: Work with customers to develop feasible payment plans to resolve outstanding debts while adhering to organizational policies.</li><li><strong>Resolve Disputes</strong>: Research and resolve billing discrepancies or disputes, ensuring customer satisfaction and the timely collection of payments.</li><li><strong>Monitor Accounts</strong>: Track overdue accounts, prioritize collection efforts, and recommend actions to resolve unpaid balances.</li><li><strong>Provide Reporting</strong>: Prepare and present regular collection activity and aging reports to management to showcase progress and identify trends.</li><li><strong>Ensure Compliance</strong>: Adhere to debt collection regulations and company policies regarding customer communication and collection practices.</li><li><strong>Collaborate with Teams</strong>: Coordinate with the accounting or billing teams to clarify payment applications or disputes.</li><li><strong>Assess Credit Worthiness</strong>: Assist in analyzing customer payment trends and credit histories to minimize future payment risks.</li><li><strong>Maintain Customer Relationships</strong>: Handle payment challenges professionally, aiming to maintain positive client relationships while ensuring timely debt resolution.</li></ol>
We are looking for a detail-oriented Administrative Assistant to join our team in San Francisco, California. This Contract to permanent position offers an exciting opportunity to provide essential support to managers and senior operations leaders in a fast-paced environment. The role requires exceptional organizational skills, strong communication abilities, and a proactive approach to managing administrative tasks efficiently.<br><br>Responsibilities:<br>• Provide high-level administrative support to managers and senior operations staff, ensuring seamless coordination of schedules and priorities.<br>• Handle client-related administrative tasks, including preparing engagement letters, scheduling meetings, and managing electronic signatures.<br>• Organize and maintain accurate document management systems to ensure efficient information retrieval and reporting.<br>• Collaborate with the administrative team to assess and improve workflows, enhancing internal processes for greater efficiency.<br>• Serve as backup support for general office operations, assisting with mail distribution, courier services, and document processing.<br>• Facilitate office visits by greeting guests, directing them to meeting locations, and ensuring a welcoming environment.<br>• Coordinate conference room usage and maintain orderly meeting spaces to support office operations.<br>• Respond to incoming calls and inquiries, routing them appropriately and providing excellent customer service.<br>• Prepare specialized reports and assist managers with data analysis based on specific requirements.<br>• Contribute to team efforts by supporting additional administrative tasks as needed.
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about your background.</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA) to join its high‑performing, collaborative team. This role is ideal for someone who wants to put down long‑term roots, partner closely with experienced advisors, and thrive in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has supported high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep Bay Area roots and a commitment to personalized, relationship‑driven guidance, the team delivers highly tailored wealth planning and investment support.</p><p><br></p><p><strong>About the Role</strong></p><p>As a CSA, you will support a portfolio of HNW clients and serve as an essential member of the client service team. You’ll collaborate with advisors, coordinate across internal and external partners, and ensure clients receive exceptional service from onboarding through ongoing relationship management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Strengthen client relationships by anticipating needs and delivering timely, proactive support</li><li>Lead and manage the end‑to‑end new client onboarding process</li><li>Coordinate with attorneys, accountants, and external client partners</li><li>Support planning initiatives, including equity compensation strategies and estate/legacy planning workflows</li><li>Prepare portfolio reports, research materials, and meeting deliverables</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear pathway for long‑term growth within a respected wealth management organization</li><li>Strong mentorship and exposure to sophisticated planning strategies</li><li>Hybrid schedule (onsite Tue/Thu + flexible third day)</li><li>Supportive, people‑first culture where collaboration is highly valued</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and phone stipend</li><li>Casual dress when not meeting with clients</li><li>Financial support for CFP® or CFA certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Senior Client Associate</strong></p><p>A highly respected multi‑family office is seeking a <strong>Senior Client Associate</strong> to support ultra‑high‑net‑worth client relationships and partner closely with senior leadership on complex planning and service initiatives. This is an opportunity to join a sophisticated, client‑centric firm that values excellence, collaboration, and long‑term relationship building.</p><p><br></p><p><strong>About the Firm</strong></p><p>This multi‑family office provides comprehensive wealth management services, including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The culture is collaborative, innovative, and grounded in delivering exceptional service through deep, multi‑generational client relationships. The team values proactive problem solvers, continuous learners, and professionals who thrive in a high‑touch environment.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Senior Client Associate, you will serve as a primary point of contact for designated client relationships and play a critical role in executing complex client requests. You’ll collaborate closely with senior management, partner with internal teams, and help support planning, investment, and family office activities. This role is ideal for someone who enjoys being a trusted resource, solving problems with precision, and contributing to a strong, supportive team culture.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the main contact for client service needs across assigned relationships</li><li>Execute requests with accuracy, urgency, and a high level of professionalism</li><li>Partner with senior leadership on strategic client initiatives and firm-wide projects</li><li>Build strong relationships by understanding client preferences and anticipating needs</li><li>Lead and mentor team members, providing guidance and oversight</li><li>Assist clients and their tax/estate advisors with wealth transfer, philanthropic, and tax-advantaged planning projects</li><li>Maintain strong relationships with clients’ extended professional teams (executive assistants, personal CFOs, chiefs of staff, etc.)</li><li>Work with investment teams on cash deployment, portfolio construction, and transaction support</li><li>Contribute to special internal projects and operational improvements</li></ul>
<p><strong>Job Summary</strong></p><p>The Dispatcher plays a critical role in coordinating efficient and safe transportation operations. This position serves as the central communication hub between drivers, customers, and internal teams, ensuring on-time deliveries/pickups, quick resolution of issues, and optimal routing. The ideal candidate thrives in a fast-paced environment, excels at multitasking, and maintains calm, professional communication under pressure.</p><p><strong>Key Responsibilities</strong></p><ul><li>Receive, prioritize, and assign service requests, delivery orders, or transportation jobs to drivers in real-time</li><li>Monitor driver locations, vehicle status, and route progress using GPS and fleet-management software</li><li>Communicate clearly and frequently with drivers via phone, radio, and messaging apps regarding route changes, traffic conditions, delays, or customer requirements</li><li>Proactively resolve issues such as vehicle breakdowns, traffic delays, customer complaints, or schedule conflicts</li><li>Optimize routes and loads to improve efficiency, reduce costs, and meet delivery windows</li><li>Maintain accurate records of driver logs, delivery statuses, proof of delivery, and incident reports</li><li>Coordinate with customers to confirm appointments, provide ETA updates, and handle special instructions</li><li>Ensure compliance with DOT regulations, hours-of-service rules, safety protocols, and company policies</li><li>Assist with emergency response and after-hours/on-call coverage as needed</li><li>Prepare daily, weekly, and monthly reports on performance metrics (on-time percentage, miles driven, etc.)</li></ul><p><br></p>
<p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Resolve issues and ensure customer satisfaction</li><li>Maintain accurate customer records and documentation</li><li>Collaborate with other teams to address customer needs</li><li>Provide product or service information as needed</li><li>Identify and escalate complex issues to appropriate staff</li></ul><p><br></p>
<p>Robert Half is working with a reputable kitchenware distributing company in Burlingame. They distribute Wolf, Sub-Zero, and Cove appliances through Northern California. They are looking for a customer service oriented and personable Receptionist to assist with a temp to hire opening!. The ideal candidate will deliver exceptional customer service while efficiently managing front desk operations and administrative tasks. This position requires excellent communication skills, reliability, and a proactive approach to maintaining a welcoming and organized workspace.</p><p><br></p><p>Please find the details below and if interested, apply now! Do not wait! We are looking to potentially start someone tomorrow.</p><p><br></p><p><strong><em>Providing the highest level of concierge style customer service to all clients and guests</em></strong></p><ul><li>Answering daily phone calls and routing to specific individuals within the company</li><li>Being an effective communicator who speaks clearly and is personable and welcoming when answering incoming calls</li><li>Providing excellent customer service to all</li><li>Maintaining a friendly and outgoing demeanor</li><li>Setting the example for others by being reliable and maintaining a clean and professional workspace</li><li>Being able to put people at ease when they are on the phone or speaking one-on-one with other staff members or customers</li><li>Receiving and sorting incoming mail and delivering to each department. Outgoing mail: Coordinate pick-up and delivery of express packages (FedEx, UPS, and others) </li><li>Maintaining and managing inventory of office supplies as needed.</li><li>Updating and maintaining reception procedures, inventory list, reception area, kitchen, and conference rooms</li><li>Following office workflow procedures to ensure maximum efficiency</li></ul>
<p>We are looking for a dedicated Customer Navigator to join our team in Palo Alto, California. In this role, you will serve as a vital point of contact for patients, assisting them with navigating healthcare services and ensuring a seamless experience. This long-term contract position requires a strong commitment to delivering exceptional service and maintaining high standards of attention to detail.</p><p><br></p><p><strong>This is a part-time position, Monday, Tuesday and Fridays 3:30p – 12a</strong></p><p><br></p><p>Responsibilities:</p><p>• Act as a non-clinical liaison to support patients before, during, and after their interactions with medical facilities.</p><p>• Assist patients and guests with transportation information, including details about campus shuttles.</p><p>• Coordinate and schedule physician appointments and care for both inpatient and outpatient services.</p><p>• Facilitate communication between patients, guests, and departments to address concerns and ensure proper follow-up.</p><p>• Provide guidance to patients navigating the healthcare system, ensuring clarity and ease during their experience.</p><p>• Uphold safety and quality standards while maintaining sensitivity to cultural diversity and patient rights.</p><p>• Support compliance with National Patient Safety Goals and participate in ongoing education and training.</p><p>• Execute patient care practices aligned with organizational standards and frameworks.</p><p>• Maintain accurate records and summaries of patient interactions to ensure seamless communication.</p><p>• Promote teamwork and respect within all interactions to enhance the patient and guest experience.</p>
Our well-established healthcare finance client is seeking an Accounts Payable Specialist to support them for the next 10-12 months to assist with their data migration to Workday.<br><br>This Accounts Payable Specialist must have prior experience with Workday data migration to be considered.<br><br>Job Title: Accounts Payable Specialist<br><br>Job Description: Our healthcare organization is seeking a highly meticulous and organized Accounts Payable Specialist who can join our dynamic finance team to help in the smooth operation of accounting functionalities. As we are dealing with a large invoice backlog and data migration due to a recent systems change, the ideal candidate must have a profound understanding of the accounts payable process and be comfortable processing over 500+ invoices per week.<br><br>Key Responsibilities:<br><br>Process and handle 500+ invoices weekly, following company policies and procedures.<br>Assist with accounts payable data migration from old to new systems.<br>Review and verify invoices, analyze discrepancies and unpaid invoices, and make necessary corrections.<br>Maintain and reconcile accounts payable ledger to ensure that all payments are accounted for correctly.<br>Prepare and process electronic transfers and payments.<br>Post transactions to journals, ledgers, and other records.<br>Correspond with vendors and respond to inquiries.<br>Produce monthly reports and assist with month-end closing.<br>Maintain vendor files and documentation thoroughly and accurately, in accordance with company policy.<br>Assist in streamlining and improving the accounts payable process.<br>Requirements:<br><br>Bachelor's degree in Accounting, Finance, or a related field preferred.<br>Minimum of 2 years in an Accounts Payable position or similar role.<br>Proficiency in Microsoft Office Suite, especially in Excel.<br>Understanding of basic bookkeeping and account payable principles.<br>High degree of accuracy and attention to detail.<br>Strong time management and organizational skills.<br>Practical knowledge of data entry along with a knack for numbers.<br>Familiarity with systems migrations is a definite plus.<br>Excellent communication skills, both written and verbal.<br>Ability to meet tight deadlines and work under pressure.<br>Ability to maintain high levels of confidentiality.<br>The successful candidate will have a "can-do" attitude, be able to hit the ground running, and be prepared to dive into resolving the backlog quickly and efficiently.
<p>Robert Half's client in San Ramon is in need of a contract to hire administrative assistant.</p><p><br></p><p>ESSENTIAL DUTIES AND RESPONSIBILITIES:</p><p>• Handle administrative tasks for Accounts Payable and Accounting Department.</p><p>• Provide excellent day-to-day customer service to tenants, owners, team members and management.</p><p>• Competent computer skills including MS Office (Outlook, Work & Excel); Yardi Voyager a plus</p><p>• Answering incoming calls on a multi-line telephone system; route appropriately in a courteous, timely and professional manner.</p><p>• Open, organize and distribute company mail.</p><p>• Sort and process Accounts Payable mail on a daily basis.</p><p>• Accept and distribute deliveries.</p><p>• Assist with verifying appropriate backup for each invoice to be paid before processing payments.</p><p>• Work with field to approve invoices for payment in a timely manner.</p><p>• Assist in processing Security Deposit Accounting within legally mandated timeline.</p><p>• Sorting and distribution of outgoing bill payments and related tasks.</p><p>• Administrative duties to support community managers and remote staff.</p><p>• Communicate with vendor regarding invoice inquiries, discrepancies, copies or confirmations.</p><p>• Data entry invoices and follow up with vendors to as needed for any billing updates.</p><p>• Assist in tracking certificates of insurance for owners, commercial tenants and vendors.</p><p>• General administrative and clerical support including photocopying, scanning, faxing, sorting and mailing of documents.</p><p>• Assist in updating/maintenance of various spreadsheets.</p><p>• Assist with maintaining office supply inventory.</p><p>• Maintain files in a neat and organized fashion</p><p>• Copy monthly bills for owners/properties who request to receive in the monthly reports.</p><p>• Special Project invoice/expense tracking.</p><p>• Assist in processing the annual reporting of 1099 Miscellaneous tax forms for vendors.</p><p>• Prepare monthly Form 542.</p><p>• Assist with annual purge in January (Boxing Day) & as needed during the year.</p><p>• Box up files and label at the end of the year.</p><p>• Create all new file folder labels each calendar year.</p><p>• Support staff in covering workload during employee vacations and absences.</p><p><br></p><p>• Those duties as outlined further in Detail of Duties and Responsibilities attached.</p><p>• Other duties/projects as needed to support the operations as assigned.</p><p>• Possess reliable vehicle and maintain good driving record for bank runs and office supply purchases.</p><p><br></p><p>If you are interested in this administrative assistant role, submit your resume today!</p>
<p>Operations Associate (Administrative Assistant)</p><p><br></p><p>• Excellent Administrative Assistant ready to support Tax team! Will teach everything needed</p><p>• Assemble copies of Tax returns, assists with IRS notices.</p><p>• Provides input on evaluating and enhancing tax procedures.</p><p>• Prepare extensions for filing.</p><p>• Tax return preparation assistance</p><p>• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).</p><p>• Manage client document process.</p><p>• Scan tax returns and uploads to CCH Document and SurePrep.</p><p>• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).</p><p>• Manage client/entities organizational charts.</p><p>• Maintains PTIN and CAF numbers.</p><p>• Orders annual tax guides.</p><p>• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).</p><p>• Client Interaction (sign documents and notarize, which may require travel to client home/office).</p><p>• Maintain compliance logs (Officer/Manager designation for respective clients).</p><p>• Travel arrangement as requested.</p><p><br></p><p>Qualifications</p><p>• Bachelor’s degree.</p><p>• Proficiency in word, excel, power point and outlook.</p><p>• Strong organizational, time management and customer service skills.</p><p>• Detail-oriented.</p><p>• Demonstrate analytical and problem-solving abilities.</p><p>• Ability to demonstrate a high level of professionalism.</p><p>• Ability to multi-task and work in a fast paced environment with tight deadlines.</p><p>• Excellent verbal and written communication skills.</p><p>• Ability to meet deadlines and manage time effectively.</p><p>• Notary not required, but preferred.</p><p><br></p><p>Full-time on-site.</p>
<p>A global travel documentation provider is seeking a Travel Documentation Specialist to support high-volume visa, passport, and travel document processing on a full-time, onsite, temp-to-hire basis. This team provides technology-driven solutions that guide travelers through the documentation process, from initial request through completion. This role is best suited for individuals who enjoy structured, repetitive administrative work, communicate clearly with customers, and thrive in a fast-paced, accuracy-driven environment. This is not a legal role and is not aligned with paralegal or law school career paths. The Travel Documentation Specialist will prepare, review, and process travel documentation requests, update internal systems, track application progress, and provide step-by-step guidance to travelers. The Supervisor is based remotely, and the onsite team in San Franscisco is small, collaborative, and low-turnover. Candidates with experience in passport offices, consulates, visa processing companies, or other regulated administrative environments are strongly encouraged to apply.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare, review, and process visa, passport, and travel document applications following established workflows and service-level agreements (SLAs).</li><li>Maintain accurate, timely updates within internal CRM and technology platforms, ensuring all benchmarks and milestones are completed within required timelines.</li><li>Respond to traveler inquiries by phone and email with professionalism, clarity, and strong customer-service skills.</li><li>Monitor case progress, resolve routine documentation questions through research, and escalate issues when needed.</li><li>Conduct research on country-specific travel requirements and other related documentation processes.</li><li>Invoice completed cases accurately and within required timeframes.</li><li>Provide coverage for team members during planned absences.</li><li>Collaborate with the onsite team and cross-functional operational teams to support ongoing workflow improvements.</li><li>Follow structured processes, office workflows, and internal quality standards to ensure consistent and timely service delivery.</li></ul><p><br></p>
