<p>Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Client Services Manager | Wealth Management Firm | Walnut Creek </strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the <strong>Client Service team</strong>, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth.</p><p> </p><p>This is an ideal opportunity for someone who enjoys <strong>leading and developing people while staying hands-on</strong>. You'll have ownership over <strong>client service, onboarding, workflows, technology, and process improvement</strong>, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers <strong>strong compensation + bonus potential</strong>, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead, mentor, and develop the <strong>Client Service Associate team </strong></li><li>Oversee day-to-day <strong>client service and operational workflows </strong></li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve <strong>scalable processes, procedures, and controls </strong></li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including <strong>CRM, reporting, and workflow platforms </strong></li><li>Drive <strong>automation, systems improvements, and AI-enabled initiatives </strong></li><li>Help build the operational infrastructure to support continued firm growth </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Anisa Henry is partnered with a growing wealth management firm is seeking a highly organized and detail-oriented <strong>Client Services Leader </strong>to oversee and continuously enhance the client service and operational infrastructure of the business. Reporting to senior operations leadership, this role will manage a team of Client Service Associates while supporting advisors, driving operational excellence, and ensuring a seamless client experience.</p><p><br></p><p>The position is responsible for overseeing daily client service operations, managing and developing team members, maintaining efficient workflows, and ensuring adherence to regulatory and compliance requirements. The successful candidate will play a key role in improving internal processes, implementing operational best practices, and supporting the firm's continued growth through scalable service and operational solutions. This is an excellent opportunity for a collaborative, service-oriented leader who enjoys building teams, improving processes, and creating a high-performing operational environment within a dynamic and growing wealth management organization.</p><p><br></p><p>The ideal candidate combines strong operational leadership and client service experience with an entrepreneurial mindset, balancing day-to-day execution with the ability to build scalable processes that support future growth. This individual will serve as a key partner across the organization, working closely with advisors, clients, and internal teams to ensure a seamless, efficient, and high-quality service experience.</p><p><br></p><p><strong>Benefits</strong>:</p><ul><li>Company-paid health and dental insurance.</li><li>Paid time off (PTO) and holidays.</li><li>Professional development opportunities to support ongoing learning and growth.</li><li>401(k) Plan available, employer contributions are offered.</li></ul><p><br></p>
We are looking for a Marketing Communications Coordinator to support brand messaging and audience engagement initiatives in San Francisco, California. This Long-term Contract position is ideal for someone who enjoys creating compelling content, managing digital outreach, and helping execute multi-channel communication strategies. The role will contribute to email marketing, social media activity, and written communications that strengthen visibility and connect with target audiences.<br><br>Responsibilities:<br>• Develop and coordinate email marketing initiatives, including content drafting, scheduling, and performance tracking.<br>• Create written materials that align with brand voice across digital and marketing communication channels.<br>• Manage day-to-day social media content planning, posting, and audience engagement activities.<br>• Partner with internal stakeholders to support campaigns that promote programs, services, or brand awareness.<br>• Use HubSpot to organize marketing workflows, maintain campaign assets, and monitor communication efforts.<br>• Edit and refine copy for clarity, consistency, and effectiveness across outreach materials.<br>• Track campaign results and provide insights to improve future marketing communications.<br>• Help maintain an organized content calendar to ensure timely delivery of communication initiatives.
<p>We are looking for a Content Specialist to support large-scale content conversion and migration initiatives. This is a high-volume, execution-focused role that requires exceptional organization, accuracy, and consistency. This Long-term Contract position will work across member-facing help content and internal knowledge resources, applying established content standards, style guidelines, and formatting requirements while helping improve content accessibility and usability. </p><p><br></p><p>Responsibilities:</p><ul><li>Convert process workflows from a decision-tree format into clear, structured wiki documentation while maintaining logical accuracy.</li><li>Review and quality-check content migrated into a new CMS, validating formatting, metadata, links, and overall content integrity.</li><li>Perform manual content migration when needed, ensuring accuracy and consistency.</li><li>Organize content within libraries and folders to improve discoverability, governance, and reuse.</li><li>Develop reusable content components, templates, and modules to streamline future content updates.</li><li>Apply established style, voice, and formatting standards consistently across all content.</li><li>Utilize AI and generative tools to support content conversion and QA activities, while maintaining ownership of final quality.</li><li>Collaborate with content strategists and cross-functional stakeholders to resolve questions regarding content accuracy, structure, and scope.</li><li>Exercise sound judgment when handling complex or non-standard content and provide recommendations for future content management approaches.</li><li>Track project milestones, monitor progress, and proactively identify risks or blockers.</li></ul>
<p>We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements.</p><p><br></p><p>Responsibilities:</p><p>• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.</p><p>• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.</p><p>• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.</p><p>• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.</p><p>• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.</p><p>• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.</p><p>• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.</p><p>• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health</p>
<p><strong>Job Title</strong></p><p>Product Manager, Trust & Assurance</p><p><br></p><p><strong>Company Overview</strong></p><p>A leading technology organization is building advanced platforms that enable organizations to operate more intelligently and securely in complex environments. Focused on integrating data, systems, and emerging AI capabilities, the company serves enterprise and highly regulated sectors that require reliability, transparency, and strong governance. Their mission centers on enabling scalable, responsible innovation while maintaining rigorous standards for trust and performance.</p><p><br></p><p><strong>Role Summary</strong></p><p>The Product Manager, Trust & Assurance will own critical systems that define how secure, reliable, and auditable the platform operates. This role is central to ensuring that organizations in regulated environments can confidently deploy advanced technologies by establishing robust controls around identity, permissions, governance, and system behavior. Based in Los Angeles, CA, this position plays a key role in shaping foundational product capabilities that directly impact enterprise adoption and long-term growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Define and own the product strategy for identity, access management, and permissions frameworks</li><li>Develop guardrails and approval workflows that govern system actions and enforce responsible usage</li><li>Build and manage audit and traceability features, ensuring complete visibility into system behavior and user interactions</li><li>Lead the development of evaluation and monitoring tools that validate system performance and consistency over time</li><li>Translate regulatory and compliance requirements into scalable, productized solutions</li><li>Partner closely with engineering, design, and leadership to drive product direction and execution</li><li>Establish frameworks for secure deployment across various environments, including restricted or isolated systems</li><li>Drive roadmap prioritization for trust and assurance features that influence enterprise adoption</li><li>Communicate product vision, trade-offs, and progress clearly to cross-functional stakeholders</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>$150,000-$200,000</li><li>Comprehensive benefits package</li><li>Health, dental, and vision coverage</li><li>Performance-based incentives and potential equity participation</li></ul><p><strong>Additional Details</strong></p><ul><li>Work model: On-site</li><li>Collaborative, small-team environment with high ownership and impact</li><li>Emphasis on thoughtful product development and long-term value creation</li></ul>
<p>Robert Half is seeking a <strong>Product Manager / Senior Product Manager</strong> to support a critical product area within our client's <strong>Marketplace platform</strong>. This role will focus on enhancing the customer experience and evolving customer-facing workflows that support private markets investing and trading activities.</p><p><br></p><p>The ideal candidate will balance customer needs, business objectives, technical feasibility, and regulatory requirements while partnering closely with Engineering, Design, QA, Compliance, and business stakeholders. This individual will operate as a Product Owner within an Agile environment, owning roadmap execution, backlog prioritization, and feature delivery.</p><p><br></p><p>If interested, please apply to the job post for Suman Sandhu to review.</p>
<p>Robert Half is currently seeking a <strong>Senior Web Designer</strong> to help create compelling digital experiences that support product launches, marketing campaigns, and customer engagement initiatives.</p><p><br></p><p>This role is ideal for someone who blends strong visual design skills with an understanding of how modern websites are built. You'll work closely with cross-functional teams to design high-performing landing pages and digital experiences while leveraging design systems, reusable components, and content management platforms.</p><p><br></p><p>Title: Web Designer</p><p>Employment Type: Contract- 3 months to start, with long term opportunity</p><p>Pay: $50-60/hour on W2</p><p>Location: Remote</p><p>Time Zone: EST Preferred, ability to work on global time zones</p><p>Schedule: M-F, 40 hours a week</p>
<p><strong>Job Summary:</strong></p><p>The Client Services Coordinator manages client communications, supports service delivery, and helps ensure a high level of customer satisfaction. This role works closely with internal teams and clients to coordinate requests, resolve issues, and maintain strong business relationships.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for client questions and service needs</li><li>Coordinate client requests with internal departments to ensure timely resolution</li><li>Maintain client records, account details, and service documentation</li><li>Prepare reports, presentations, and correspondence for clients and leadership</li><li>Monitor service quality and follow up on outstanding issues</li><li>Assist with onboarding new clients and maintaining existing accounts</li><li>Support process improvements to enhance the client experience</li></ul>
<p>We are looking for a skilled Marketing/Communications Coordinator to support a government organization in California. This long-term contract position will focus on strengthening public awareness of related programs, policies, and services through clear, effective communication across print, digital, and social channels. The role is ideal for a communications specialist who can balance content development, brand consistency, vendor coordination, and audience engagement in a highly structured environment.</p><p><br></p><p>Responsibilities:</p><p>• Lead the development and execution of communication initiatives that improve understanding of benefits, procedures, and policy information.</p><p>• Maintain a consistent organizational voice and visual identity across publications, outreach materials, reports, and public-facing messaging.</p><p>• Produce, revise, and manage written and visual content such as forms, brochures, newsletters, flyers, and other marketing collateral.</p><p>• Update and maintain website content to ensure information remains accurate, current, and accessible to target audiences.</p><p>• Plan, create, and publish social media content for platforms such as LinkedIn and Facebook in alignment with communication goals.</p><p>• Coordinate the creation of video and multimedia assets by working closely with graphic design and audio-visual resources.</p><p>• Oversee external vendor engagements, including contract administration, request-for-proposal activities, deliverable review, and budget compliance.</p><p>• Build productive relationships with internal and external stakeholders to identify opportunities for stronger outreach and more effective communications.</p>