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17 results for Client Services Manager in San Francisco, CA

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 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

Client Service Coordinator - Associate

Redwood City, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
POSITION: Client Service Coordinator - Associate (Contract)Location: Redwood City, CA (Onsite)Schedule: 100% ONSITE from Monday–Friday, 8:00 AM – 4:30 PMAssignment Type: Contract (Temp)Tentative Pay: $21 per hour OverviewWe are partnering with a leading organization to identify a Client Service Coordinator - Associate to provide essential administrative support and help ensure smooth day-to-day operations. This role is ideal for someone early in their career who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment. Key Responsibilities<ul><li>Manage phone calls, emails, and correspondence in a professional manner</li><li>Schedule meetings, coordinate conferences, and maintain calendars</li><li>Maintain filing systems, sort/distribute mail, and order office supplies</li><li>Assist with financial record keeping and expense tracking</li><li>Support special projects and team initiatives as needed</li><li>Maintain cleanliness and organization in shared office spaces (kitchen and common areas)</li></ul>
2026-05-15T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
21 - 23 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.
2026-05-29T00:00:00Z

Customer Service Representative

Menlo Park, CA
onsite
Temporary / Contract
22 - 27 USD / Hourly
Customer Service Representative Job DescriptionWe’re seeking a customer-focused Customer Service Representative to support clients and ensure a positive experience across all interactions. This role handles inquiries, resolves issues, and builds strong relationships with customers in a fast-paced environment. 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>
2026-05-15T00:00:00Z

Service Coordinator

Livermore, CA
onsite
Temporary to Hire
29 - 32 USD / Hourly
We are looking for a Service Coordinator to support daily dispatch and service operations for a busy team in Livermore, California. This contract position offers a path to a permanent role and is ideal for someone who can keep schedules organized, communicate clearly with customers and technicians, and stay composed while balancing changing priorities. The role serves as a central point of coordination across the office and field, helping ensure service calls are handled efficiently and records remain accurate. Success in this position requires strong follow-through, a collaborative mindset, and comfort working with service software and administrative processes. Service Coordinator Responsibilities:• Organize and adjust technician schedules for routine service visits, preventive maintenance, and urgent callouts to keep response times on track.• Act as the primary communication link between office staff, field technicians, and customers, ensuring updates are shared clearly and professionally.• Support the rollout and day-to-day use of updated service software by assisting with setup, data input, testing, and basic user guidance.• Communicate with customers regarding new requests, appointment timing, service updates, and follow-up needs after work is completed.• Open, revise, and finalize work orders in the service management system with a high level of accuracy and attention to detail.• Prepare technicians with the job information, supporting documents, and parts-related details needed for efficient service completion.• Monitor parts requests and help coordinate supply ordering and organization to avoid delays in scheduled work.• Maintain complete service documentation, including job notes, equipment records, and status updates for reporting and historical reference.• Partner with accounting and internal team members to support accurate billing, smoother workflows, and stronger overall service performance. If you are interested in this Service Coordinator position, please submit your resume today!
2026-05-29T00:00:00Z

Client Accounts Specialist

San Francisco, CA
onsite
Permanent / Full Time
90000 - 100000 USD / Yearly
We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. For immediate consideration, please contact Leon Chang directly via Linked-In. Responsibilities:Invoice Management: Prepares and posts client invoices per attorney revisions and client guidelines.Cash Application: Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.Bank Deposits: Organizes and deposits checks into correct accounts.Trust Accounts: Records deposits, transfers, and withdrawals for client and state bar trust accounts.Recordkeeping: Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.Reporting: Provides accrual, budget, and rate data to attorneys/clients as requested.Expense Processing: Records third-party expenses and disbursements in expense systems.Account Management: Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.Collections Support: Assists with collection efforts when needed.
2026-05-01T00:00:00Z

Client Relationship Associate

San Ramon, CA
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
Client Relationship Associate– Growing RIA | San Ramon | Onsite DayJennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established and expanding RIA in San Ramon that is seeking a Client Relationship Associate to support their advisory and investment teams.This is a great opportunity for someone who thrives in a fast-paced, detail-driven environment, enjoys working behind the scenes to keep operations running smoothly, and wants to be part of a firm that offers strong mentorship and long-term stability. What You’ll Do<ul><li>Act as the central hub for trade execution, processing advisor-submitted requests with accuracy and speed</li><li>Manage and execute 40–80 trades daily across platforms such as Schwab and Fidelity</li><li>Ensure data accuracy and clean trade entry across all transactions</li><li>Collaborate directly with custodians’ trading desks to resolve discrepancies and execution issues</li><li>Monitor daily trading activity and escalate any operational or risk-related concerns</li><li>Partner with the investment team on reporting, ad hoc analysis, and process improvements</li><li>Help enhance and streamline trading workflows as the firm continues to scale</li></ul>
2026-05-15T00:00:00Z

Client Service Associate at Thriving Wealth Management Firm

Palo Alto, CA
onsite
Permanent / Full Time
80000 - 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.
2026-05-22T00:00:00Z

Case Manager

San Francisco, CA
onsite
Temporary / Contract
27 - 27 USD / Hourly
We are looking for a compassionate and organized Case Manager to support formerly homeless adults in San Francisco, California. This Long-term Contract position focuses on helping residents maintain stable housing, access essential services, and improve overall well-being through consistent, person-centered support. The ideal candidate brings strong case coordination skills, sound judgment in crisis situations, and the ability to build trusting relationships with tenants, property staff, and community providers. Responsibilities: • Oversee a high-volume portfolio of residents, providing individualized case management that promotes housing stability and improved quality of life. • Meet with tenants regularly through outreach, intake discussions, follow-up appointments, and ongoing assessments to identify needs and adjust support plans. • Help residents secure and maintain public benefits, stay current with rent obligations, and address barriers that may affect successful tenancy. • Partner with property management during unit walkthroughs, habitability reviews, and pest control visits to support safe and stable living conditions. • Connect tenants with community-based resources, including healthcare, behavioral health, recovery support, and employment services, and monitor follow-through on referrals. • Foster a supportive residential environment by organizing tenant meetings, group activities, and community events in collaboration with colleagues and onsite staff. • Respond to urgent tenant situations with calm de-escalation, appropriate intervention, and timely coordination with internal teams or outside providers. • Maintain accurate case notes, tenant files, and service documentation while protecting confidentiality and meeting reporting expectations. • Assist with site-based administrative activities such as check distribution support, recertification efforts, mandated reporting, and participation in scheduled meetings.
2026-05-29T00:00:00Z

Case Manager

San Francisco, CA
onsite
Temporary / Contract
27 - 27 USD / Hourly
We are looking for a compassionate and organized Case Manager to support formerly homeless adults in maintaining stable housing and improving overall well-being in San Francisco, California. This Long-term Contract position focuses on delivering tenant-centered case management, conducting regular outreach, and coordinating access to community resources for individuals facing mental health, substance use, and medical challenges. The ideal candidate brings strong administrative skills, sound judgment in crisis situations, and a commitment to helping residents build long-term stability and quality of life. Responsibilities: • Oversee a high-volume caseload of residents in supportive housing, providing consistent guidance tailored to each tenant’s goals and service needs. • Meet with tenants at move-in and on an ongoing basis to evaluate needs, monitor progress, and adjust support plans to encourage housing stability. • Develop strong working relationships with residents through regular contact, proactive engagement, and timely intervention when concerns arise. • Help tenants secure and maintain public benefits, stay current with rent obligations, and address barriers that may affect successful tenancy. • Coordinate with property staff during unit checks, pest control visits, and habitability follow-up to help resolve housing-related issues. • Connect residents with employment resources, health services, behavioral health support, and other community-based programs, while encouraging follow-through with referrals. • Organize tenant meetings, community activities, and group events that foster connection, participation, and a supportive living environment. • Respond appropriately to urgent tenant situations by using de-escalation techniques, documenting incidents, and involving internal teams or outside providers when needed. • Maintain accurate case records, service notes, files, and related documentation while protecting confidentiality and meeting reporting expectations. • Work closely with colleagues, hotel staff, and partner agencies, including support for recurring tenant recertification efforts and scheduled resident service activities.
2026-05-29T00:00:00Z

Case Intake Manager

San Francisco, CA
remote
Permanent / Full Time
90000 - 130000 USD / Yearly
AI legal start up is looking for an experienced Case Manager to join the team. Responsibilities:<ul><li>Design and implement intake workflows for various litigation initiatives, from initial outreach and lead qualification to signed engagement and CRM integration. </li><li>Manage day-to-day intake activities, including lead triage, eligibility screening, client follow-ups, retainer execution, and data integrity.</li><li>Ensure all intake activities comply with relevant legal and regulatory requirements (e.g., advertising rules, privacy standards). Maintain clear records and audit trails.</li><li>Develop reporting dashboards to track funnel performance metrics such as lead conversion, engagement rates, and response times.</li><li>Train and manage support staff or external vendors. Continuously refine scripts, workflows, and knowledge resources to improve efficiency and client experience.</li></ul>
2026-05-05T00:00:00Z

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

Client Service Associate - Beautiful Office on the Peninsula

Palo Alto, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
If interested, please reach out to Jennifer Fukumae on LinkedIn for quickest consideration! Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment. Responsibilities<ul><li>Support and maintain relationships with high-net-worth clients </li><li>Coordinate and execute new client onboarding </li><li>Partner with attorneys, accountants, and other client advisors </li><li>Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans </li><li>Provide portfolio reporting, analytical, and relationship management support </li><li>Collaborate across teams to deliver a high-touch client experience </li></ul>
2026-05-16T00:00:00Z

Client Service Associate - Unlimited PTO!

Palo Alto, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
If interested, please reach out to Jennifer Fukumae on LinkedIn for quickest consideration! Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment. Responsibilities<ul><li>Support and maintain relationships with high-net-worth clients </li><li>Coordinate and execute new client onboarding </li><li>Partner with attorneys, accountants, and other client advisors </li><li>Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans </li><li>Provide portfolio reporting, analytical, and relationship management support </li><li>Collaborate across teams to deliver a high-touch client experience </li></ul>
2026-05-19T00:00:00Z

Facilities Call Center Specialist

Menlo Park, CA
onsite
Temporary / Contract
29 - 39 USD / Hourly
We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position is ideal for someone who can manage emergency and routine calls with accuracy, sound judgment, and a calm, detail-oriented approach. The role serves as a central point of communication for facilities and security-related requests, ensuring timely dispatch, clear documentation, and consistent shift-to-shift coordination. Responsibilities:• Monitor incoming radio and phone communications, assess urgency, and coordinate the appropriate response when safety or operational issues arise.• Gather complete details from callers, including location, incident type, and relevant conditions, and document the information accurately in the designated work order system.• Dispatch facilities, security, or other response teams based on the nature of each request and follow through to support timely resolution.• Maintain precise service records, log updates, and work order notes to ensure all activity is tracked clearly and consistently.• Review active workflows throughout the shift to confirm that emergency and non-emergency requests are handled efficiently and according to established procedures.• Prepare routine operational reports using standard office software such as Microsoft Word and Excel.• Communicate important updates, unresolved issues, and emerging concerns to incoming team members during shift handoff.• Work closely with supervisors, responders, and partner departments to support coordinated action and effective communication across operations.
2026-05-29T00:00:00Z

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