16 results for Client Solutions Manager in San Francisco, CA

Client Services Representative

San Francisco, CA
onsite
Permanent
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.
2026-03-13T00:00:00Z

Client Service Associate

San Mateo, CA
onsite
Permanent
75000 - 115000 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonusA growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment.What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-04-04T00:00:00Z

Client Accounts Specialist

San Francisco, CA
onsite
Permanent
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.
2026-03-27T00:00:00Z

Client Intake Specialist

San Jose, CA
onsite
Temporary
22 - 32 USD / Hourly
OverviewThe Client Intake Specialist supports attorneys by serving as a primary point of contact for new and existing clients while providing general legal administrative support. This Client Intake Specialist role focuses on managing client communications, coordinating intake and matter setup, maintaining case information, and supporting smooth information flow across legal teams in a fast‑paced law firm environment. Responsibilities• Serve as first point of contact for clients by answering, screening, and directing incoming calls and inquiries• Coordinate client intake and new matter setup, working with internal intake and conflicts teams• Collect, organize, and maintain client and matter information in electronic and paper files• Assist attorneys with calendars, deadlines, scheduling, and basic document preparation• Prepare, edit, and transmit correspondence and legal documents with accuracy and attention to detail• Maintain deadlines and key dates in calendaring systems and support workflow tracking• Collaborate with attorneys and support staff to ensure timely follow‑through and consistent client service• Handle confidential information with professionalism and discretion
2026-03-27T00:00:00Z

Operations Manager - Client Service Wealth Management

Concord, CA
onsite
Permanent
130000 - 175000 USD / Yearly
Operations Manager – $4B+ East Bay RIAJennifer Fukumae with Robert Half’s Financial Services Division is partnering with an established East Bay RIA managing over $4B in AUM to hire an Operations Manager to lead a team of talented Client Service Associates.This is an excellent opportunity for an experienced Operations Manager or Lead CSA with prior management experience who enjoys building efficient processes, leading teams, and supporting a growing wealth management firm.Responsibilities<ul><li>Oversee day-to-day operations supporting advisors and high-net-worth clients</li><li>Manage and mentor a team of Client Service Associates, fostering a culture of accuracy, efficiency, and accountability</li><li>Streamline, document, and maintain workflows for client service, onboarding, and reporting</li><li>Identify and implement process improvements to support the firm’s continued growth</li><li>Oversee client onboarding, account administration, and account transfers</li><li>Ensure operations adhere to regulatory and internal compliance standards</li><li>Manage and optimize CRM, portfolio reporting, and workflow automation systems</li><li>Drive system integrations, automation initiatives, and implementation of AI tools where applicable</li></ul>
2026-04-04T00:00:00Z

Case Manager

San Francisco, CA
onsite
Temporary
25 - 25 USD / Hourly
We are looking for a dedicated Case Manager to join our team in San Francisco, California. In this role, you will provide essential case management services to formerly homeless individuals, assisting with housing retention, benefits access, and community engagement. This is a long-term contract position offering the opportunity to make a meaningful impact on the lives of those in need. Responsibilities: • Manage a caseload of 60-90 units, supporting formerly homeless individuals with diverse needs, including mental health challenges, substance use, and medical concerns. • Conduct outreach visits upon tenant entry, provide ongoing assessments, and deliver tailored case management services focused on housing retention and quality-of-life improvements. • Assist tenants in maintaining housing by fostering relationships, addressing challenges, and implementing effective intervention strategies. • Support tenants in accessing and managing benefits, including rent payments, while addressing unit habitability concerns and participating in regular inspections. • Refer tenants to employment programs, community services, and other resources, ensuring successful follow-through and connection. • Organize and lead tenant-focused events and activities to foster a supportive community environment. • Respond to tenant crises with de-escalation strategies and provide necessary interventions. • Maintain accurate case files and records, ensuring confidentiality and compliance with organizational standards. • Collaborate with internal teams and external service providers to advocate for tenant needs and deliver comprehensive support. • Participate in agency-wide initiatives, including annual recertification processes, and support administrative tasks such as check disbursement days.
2026-04-01T00:00:00Z

Client Service Associate - RIA Firm

San Mateo, CA
onsite
Permanent
75000 - 115000 USD / Yearly
Client Service Associate – Wealth Management📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)💰 $75K–$115K base + discretionary bonus Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing boutique wealth management firm is looking to add a Client Service Associate to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to grow long-term within a successful RIA and be part of a high-touch client service environment. What you’ll do:<ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul>
2026-03-31T00:00:00Z

Client Services Associate at Boutique Wealth Management Firm

Mill Valley, CA
onsite
Permanent
80000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus Our client is a boutique wealth management firm known for white-glove service and trusted guidance to ultra-high-net-worth families and private foundations. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience. This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a high-caliber client base. You’ll work closely with advisors and internal partners in an environment that values quality, accountability, and balance. Responsibilities<ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-04-03T00:00:00Z

Customer Service Representative

San Leandro, CA
onsite
Temporary
24.7 - 28.6 USD / Hourly
We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired. Key Responsibilities:<ul><li>Order Processing: Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li>Customer Experience: Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li>Issue Resolution: Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li>Attention to Detail: Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li>Reliability: Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
2026-03-21T00:00:00Z

Customer Service Representative

Foster City, CA
onsite
Temporary
23 - 26 USD / Hourly
Our client, a healthcare company, is hiring 2-3 customer service professionals to join their team! If you have 2+ years of experience and enjoy creating and building relationships, apply today! Key Responsibilities:<ul><li>Coordinate and accept all patient orders, ensuring financial and therapy qualifications</li><li>Provide exceptional customer service with professional phone etiquette</li><li>Review and qualify orders according to Medicare, Medi-Cal, and contracted payer guidelines</li><li>Collaborate with clinical staff for complex patient orders</li><li>Work with Distribution Manager to ensure timely deliveries and address service failures</li><li>Support departments with strong communication skills and accurate documentation</li><li>Monitor daily and weekly intake reports, open order reports, and participate in Performance Improvement activities</li><li>Respond to customer complaints and track for quality improvement</li><li>Support organizational goals, policies, and shipping processes for medical supplies</li></ul>
2026-04-03T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary
25 - 27 USD / Hourly
Customer Service RepresentativeAbout the Role:Join our team as a Customer Service Representative and be the first point of contact for our valued customers.Responsibilities:<ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Provide product/service information</li><li>Process orders and resolve customer issues</li><li>Maintain accurate records of customer interactions</li></ul>
2026-04-01T00:00:00Z

Customer Service Representative

San Rafael, CA
onsite
Temporary
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>
2026-03-26T00:00:00Z

Customer Service Representative

Mountain View, CA
onsite
Temporary
27.7115 - 32.087 USD / Hourly
We are looking for a dedicated Customer Service Representative to join our team on a l9 month contract basis in Mountain View, California. In this role, you will support nonprofit organizations by managing their registration processes and addressing inquiries related to payments. This position offers the opportunity to work in a collaborative environment focused on philanthropy and community engagement. Responsibilities:• Assist nonprofit organizations with completing their PaymentWorks registration to ensure smooth transactions.• Respond promptly to customer inquiries regarding registration processes and payment-related questions.• Enter and maintain accurate documentation and data records.• Utilize Excel and Outlook to manage and track communications and workflows effectively.• Collaborate with the Grants Processing Team to ensure alignment and efficiency in service delivery.• Provide detailed follow-ups with nonprofits to resolve any registration or payment issues.• Maintain a detail-oriented and courteous demeanor in all communications, both written and verbal.• Participate in team meetings twice per month to discuss progress and address challenges.• Leverage Salesforce if applicable to streamline customer service processes.
2026-04-01T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary
22.14 - 22.14 USD / Hourly
We are looking for a skilled Customer Service Representative to join our team in San Francisco, California. This is a contract position requiring attention to detail, with a strong ability to manage high-volume calls and deliver exceptional customer service. The role involves working on-site Monday through Friday, with flexibility for phased eight-hour shifts. Responsibilities: • Handle a high volume of inbound calls from business owners across various industries with efficiency and courtesy. • Collect and record detailed business and risk-related information accurately during customer interactions. • Identify and escalate unique cases or exceptions to ensure proper resolution and process improvement. • Document insights gathered during calls to support sales, service, and AI model development. • Utilize MacOS, Slack, and Adobe Acrobat Pro to manage workflows and maintain communication. • Work collaboratively with the team to meet customer needs and address inquiries effectively. • Maintain a high level of adaptability during extended shifts and possible overtime.
2026-04-02T00:00:00Z

Case Intake Manager

San Francisco, CA
remote
Permanent
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>
2026-03-24T00:00:00Z

Account Service Associate

Sunnyvale, CA
onsite
Temporary
27.3315 - 31.647 USD / Hourly
We are looking for a dedicated Account Service Associate to join our team in Sunnyvale, California. In this long-term contract position, you will play a pivotal role in maintaining accurate financial records, ensuring compliance, and delivering excellent service to members and staff. This opportunity is ideal for someone with strong analytical skills and a passion for supporting operational efficiency within the accounting domain. Responsibilities: • Conduct daily operational and account audits to ensure accuracy and compliance. • Respond to member inquiries regarding account eligibility, documentation, and general information. • File Adult Protective Services reports in adherence to regulatory requirements. • Support the escheatment process by updating property records and utilizing escheatment software. • Assist with decedent case management, including account ownership updates and closures. • Process contributions, withdrawals, and withholding election changes accurately. • Prepare weekly rate and fee schedules for review and distribution. • Collaborate on special projects to enhance processes and workflows. • Update and maintain job aids and procedural documents in collaboration with management and staff.
2026-04-01T00:00:00Z