We are looking for a dedicated Customer Experience Specialist to join our team in San Jose, California. In this contract role within the medical devices industry, you will play a key part in ensuring a seamless onboarding experience for customers, from the point of sale to full system integration. This position involves coordinating installations, managing schedules, and resolving customer concerns while maintaining high standards of service excellence.<br><br>Responsibilities:<br>• Coordinate the delivery, installation, and clinical scheduling processes to ensure customers experience a smooth onboarding journey.<br>• Manage sales orders, track progress, and provide timely updates to customers regarding the status of their orders.<br>• Collaborate with cross-functional teams, including sales, finance, logistics, and engineering, to meet customer needs efficiently and accurately.<br>• Address and resolve customer issues related to shipping, installation, or clinical training, ensuring minimal disruptions.<br>• Proactively identify potential delays and implement solutions to maintain the flow of operations.<br>• Maintain and update detailed records of customer interactions, onboarding statuses, and feedback within the CRM system.<br>• Contribute to continuous improvement efforts by suggesting process optimizations based on customer feedback and operational insights.<br>• Coordinate schedules for Customer Engineers and Clinical Trainers to ensure timely installations and training sessions.<br>• Escalate complex issues to management as needed to achieve swift resolutions.<br>• Uphold company standards and policies while delivering exceptional customer service.
<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening their pop-up store in Burlingame starting Mid September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience, volunteer experience, or worked on a team in a work, extracurricular, or recreational capacity. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP</p><p> </p><p><strong><u>**Please note that our client is looking for candidates with open availability to fit the store schedule. They are also asking for limited time off request during these three weeks. Open availability is best**</u></strong></p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September 10th / September 15th – Mid January</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00</p><p><strong> </strong></p><p><strong> Sales Associate </strong></p><ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul>
<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening their pop-up store in Burlingame starting Mid September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience, volunteer experience, or worked on a team in a work, extracurricular, or recreational capacity. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP</p><p> </p><p><strong><u>**Please note that our client is looking for candidates with open availability to fit the store schedule. They are also asking for limited time off request during these three weeks. Open availability is best**</u></strong></p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September September 15th – Mid January </p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00</p><p><strong> </strong></p><p><strong> Sales Associate </strong></p><ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul>
<p><strong>Contract Administrative & Accounting Specialist with Customer Service Focus</strong></p><p><strong>Location:</strong> Millbrae, CA</p><p><strong>Duration:</strong> Contract Position (Possible Contract to Hire)</p><p><br></p><p>Are you an organized, detail-oriented professional with a passion for customer service and strong administrative skills? Our client, a small manufacturing business located in Millbrae, CA, is seeking a skilled Administrative Specialist to join their team on a contract basis. This role offers an exciting opportunity to directly contribute to the success of a growing company by ensuring smooth administrative operations and providing excellent service to customers.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Customer Service:</strong> Act as the first point of contact for customers, providing exceptional support via phone, email, and in person.</li><li><strong>Administrative Support:</strong> Assist with general office duties, such as filing, organizing, and managing correspondence.</li><li><strong>QuickBooks Data Entry:</strong> Accurately input data into QuickBooks to maintain financial records and support invoicing.</li><li><strong>Accounts Receivable:</strong> Perform light accounts receivable functions, including payment tracking and follow-ups.</li><li><strong>Excel Support:</strong> Create and maintain spreadsheets for reporting and data tracking purposes using advanced Excel functions.</li><li><strong>Document Management:</strong> Maintain and update company records and ensure accurate system documentation.</li></ul><p><br></p><p><br></p>
<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening their pop-up store in Burlingame starting Mid September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience, volunteer experience, or worked on a team in a work, extracurricular, or recreational capacity. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP</p><p> </p><p><strong><u>**Please note that our client is looking for candidates with open availability to fit the store schedule. They are also asking for limited time off request during these three weeks. Open availability is best**</u></strong></p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September 15th to Mid January </p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00</p><p><strong> </strong></p><p><strong> Sales Associate </strong></p><ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul>
<p>Robert Half's client in Livermore, CA is looking for an onsite contract-to-hire Customer Service/Sales Support Representative to join their team.</p><p></p><p>In this Customer Service/Sales Support role, you will be responsible for the following:</p><p><br></p><p>Daily interaction with other support departments, including Finance, Sales, Purchasing, Engineering and Product Management.</p><p><br></p><p>Responsibilities:</p><p>• Direct general customer service- for both end-users and distribution partners via lite phones, primarily email.</p><p>• Respond to Sales inquiries, expectations, and delivery management. Attend District Sales Mgr meetings and take notes</p><p>• Prepare quotes in Epicor and submit them directly to the customer or as directed by sales.</p><p>• Process customer Purchase Orders in Epicor upon receipt from customer (email or customer web portal) or when forwarded from sales. Attend daily meetings.</p><p>o Convert existing quotes in Epicor.</p><p>o Identify account based, or transaction based special instructions.</p><p>o Alert sales when customer need by dates or on the PO are not achievable prior to finalizing Sales Order.</p><p>o Audit Sales Order for accuracy – ship to address, need by dates, order price, customer part number, and quantity.</p><p>o Acknowledge directly to the customer that their purchase order has been processed and our commit/promise dates via email. If commit date is not yet available, confirm and update when it becomes available.</p><p>• Order Management- utilize Production Report, Epicor, and order status tools to:</p><p>o Monitor orders daily for on-time ship date or promised delivery. Raise any issues to the corresponding DSM.</p><p>o Communicate with DSM daily to understand priority and manage customer ship/need by dates.</p><p>• Return Management Duties.</p><p>o Create and send out return documents to customers as needed.</p><p>o Track returns through the complete process and ensure credit memos are sent to customers.</p><p>• Awareness and adherence to all documented sales operations processes.</p><p>• Open corrective action cases in Epicor on every opportunity for process improvement.</p><p>• Performs other related duties as assigned by management.</p><p><br></p><p>Submit your resume today for immediate consideration!</p>
<p>Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening their pop-up store in Burlingame starting Mid September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience, volunteer experience, or worked on a team in a work, extracurricular, or recreational capacity. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP</p><p> </p><p><strong><u>**Please note that our client is looking for candidates with open availability to fit the store schedule. They are also asking for limited time off request during these three weeks. Open availability is best**</u></strong></p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September 15th to Mid January</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00</p><p><strong> </strong></p><p><strong> Sales Associate </strong></p><ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul><p><br></p>
We are looking for a dedicated Customer Service Representative to join our team in Tracy, California. In this role, you will play a vital part in ensuring customer satisfaction by managing orders, responding to inquiries, and maintaining accurate documentation. This is a long-term contract position offering the opportunity to grow and contribute within a collaborative team environment.<br><br>Responsibilities:<br>• Process and manage customer orders accurately using word processing and spreadsheet tools.<br>• Ensure timely order fulfillment and monitor delivery schedules to meet customer expectations.<br>• Address customer inquiries and provide clear and thoughtful responses to requests.<br>• Prepare detailed reports and correspondence for internal and external stakeholders.<br>• Collaborate with team members to maintain efficient account coverage and resolve issues.<br>• Maintain accurate records and documentation related to customer accounts and transactions.<br>• Book orders promptly while adhering to company guidelines and processes.<br>• Support the team by participating in group activities and contributing to shared goals.<br>• Assist in resolving order-related concerns under the guidance of supervisors and experienced colleagues.
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p><strong>Compensation:</strong> $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Service Associate</strong> to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development.</p><p> </p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul><p><br></p>
We are looking for a dedicated and detail-oriented Sales Support team member to join our team in Fremont, California. In this role, you will collaborate closely with customers and Account Managers to address inquiries, manage orders, and provide solutions tailored to client needs. This is a long-term contract position offering an opportunity to grow within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Respond to customer inquiries promptly, providing accurate quotes and processing orders efficiently.<br>• Expedite orders and manage returns to ensure customer satisfaction.<br>• Source parts and products to meet client requirements effectively.<br>• Assist in driving sales by supporting Account Managers and identifying opportunities for growth.<br>• Contribute to stockroom operations when necessary, ensuring inventory is organized and accessible.<br>• Maintain attention to detail when entering orders and managing customer information.<br>• Build and nurture strong business relationships with clients to foster long-term partnerships.<br>• Collaborate with team members to streamline processes and improve overall efficiency.<br>• Utilize Microsoft tools to manage sales data, track orders, and monitor performance.
<p>Position Summary:</p><p>We are seeking a detail-oriented Accounts Receivable Specialist to join our team on a contract basis. This onsite role will be responsible for managing invoicing, collections, and payment processing, while maintaining accurate records and ensuring timely follow-up with customers.</p><p>Key Responsibilities:</p><ul><li>Generate and send customer invoices</li><li>Monitor aging reports and follow up on outstanding balances</li><li>Apply payments and reconcile customer accounts</li><li>Communicate with internal teams and clients regarding billing issues</li><li>Assist with month-end close and reporting</li></ul>
<p>Position Summary:</p><p>We are seeking a detail-oriented Accounts Receivable Specialist to join our team on a contract basis. This onsite role will be responsible for managing invoicing, collections, and payment processing, while maintaining accurate records and ensuring timely follow-up with customers.</p><p>Key Responsibilities:</p><ul><li>Generate and send customer invoices</li><li>Monitor aging reports and follow up on outstanding balances</li><li>Apply payments and reconcile customer accounts</li><li>Communicate with internal teams and clients regarding billing issues</li><li>Assist with month-end close and reporting</li></ul>
We are looking for an Operations Specialist to join our team in Berkeley, California, on a long-term contract basis. This role offers an exciting opportunity to lead and optimize operational processes while managing key systems and platforms. The ideal candidate will bring expertise in order fulfillment, team leadership, and customer service excellence.<br><br>Responsibilities:<br>• Supervise and guide the Dealer and Customer Service Team to ensure exceptional service delivery.<br>• Manage order processing workflows, outbound logistics, and related operational systems.<br>• Utilize platforms such as Amazon Vendor Central and Walmart Supplier Link to oversee B2B operations.<br>• Collaborate with Sales, Marketing, and Operations teams to address and resolve order-related challenges.<br>• Develop team capabilities to handle complex customer and dealer requirements effectively.<br>• Drive process improvements to enhance efficiency and accuracy in operations.<br>• Maintain and update order management systems, ensuring data integrity and seamless operations.<br>• Monitor team performance metrics and implement strategies for continuous improvement.<br>• Coordinate with stakeholders to ensure timely resolution of customer inquiries and issues.<br>• Ensure compliance with company policies and industry standards in all operational activities.
<p><strong>About the Role:</strong></p><p>We are seeking a detail-oriented and deadline-driven <strong>Accounts Receivable (AR) Specialist</strong>. As an AR Specialist, you will play a key role in the financial operations of our organization by ensuring accurate and timely processing of receivables, maintaining customer accounts, and monitoring collections activities. The ideal candidate is a team player with excellent communication skills and a strong background in accounting or finance.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee the full accounts receivable process, including processing, verifying, and reconciling customer invoices.</li><li>Monitor customer payment activity, follow up on outstanding balances, and resolve discrepancies in a timely manner.</li><li>Prepare and deliver regular AR aging reports and collections updates to management.</li><li>Maintain accurate customer account records, ensuring all payments and adjustments are applied correctly.</li><li>Collaborate with internal teams to research and resolve billing issues or disputes.</li><li>Provide top-notch customer service to clients by addressing inquiries and resolving account questions.</li><li>Ensure compliance with company policies and applicable regulations related to AR processes.</li><li>Assist with month-end and year-end close activities as they pertain to accounts receivable.</li></ul>
<p><strong>Job Opportunity: Senior Client Service Associate – Multi-Family Office</strong></p><p>A prestigious, forward-thinking multi-family office based in San Francisco is seeking a <strong>Senior Client Service Associate</strong> to join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services.</p><p><br></p><p><strong>About the Firm</strong></p><p>Rooted in collaboration, innovation, and long-term client relationships, the firm fosters a culture of professional excellence and continuous learning. Technology is leveraged to enhance the client experience, and the team thrives in a supportive, high-performance environment.</p><p><br></p><p><strong>Role Overview</strong></p><p>As a Senior Client Service Associate, you’ll be the primary point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You’ll lead service delivery, mentor junior team members, and contribute to firm-wide initiatives that elevate the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the lead contact for all service-related needs across assigned client relationships</li><li>Execute client requests with precision, professionalism, and a proactive mindset</li><li>Collaborate with senior leadership to deliver tailored solutions and strategic initiatives</li><li>Build deep client relationships by understanding preferences and consistently exceeding expectations</li><li>Guide and support Client Service Associates and Analysts on shared accounts</li><li>Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies</li><li>Maintain strong relationships with clients’ external teams (e.g., executive assistants, personal CFOs)</li><li>Mentor new hires and serve as a technical resource within the Client Service team</li><li>Partner with investment teams on portfolio construction and cash deployment strategies</li><li>Contribute to internal projects and cross-functional initiatives</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a respected firm serving some of the most sophisticated clients in the industry</li><li>Be part of a collaborative, mission-driven culture that values innovation and continuous improvement</li><li>Enjoy a flexible hybrid work structure, generous vacation policy, and sabbatical program</li><li>Receive competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching</li></ul><p><strong>Interested in learning more?</strong></p><p>Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect and explore how this opportunity could be the perfect next step in your career.</p>
<p><strong>Job Posting: Senior Client Service Associate– Multi-Family Office</strong></p><p>A prestigious and forward-thinking multi-family office headquartered in San Francisco is seeking a highly motivated <strong>Senior Client Service Associate </strong>to join its growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services.</p><p><br></p><p><strong>About the Firm</strong></p><p>With a culture rooted in collaboration, innovation, and long-term client partnerships, these firm values professional excellence, continuous learning, and the use of technology to enhance the client experience. The team is composed of dedicated professionals who thrive in a supportive, high-performance environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Senior Client Service Associate </strong>will serve as a trusted advisor and primary point of contact for a select group of clients. This role requires a proactive problem solver who is detail-oriented, resourceful, and committed to delivering exceptional service. The ideal candidate will be a natural leader, capable of mentoring junior team members and contributing to firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the lead contact for all service-related needs for designated client relationships.</li><li>Execute client requests with precision, efficiency, and a high level of professionalism.</li><li>Collaborate with senior leadership on strategic initiatives and customized client solutions.</li><li>Build deep relationships by understanding client preferences and consistently exceeding expectations.</li><li>Guide and support Client Service Associates and Analysts on shared client accounts.</li><li>Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies.</li><li>Maintain strong relationships with clients’ external teams (e.g., executive assistants, personal CFOs).</li><li>Mentor new hires and serve as a technical resource within the Client Service team.</li><li>Partner with investment teams on portfolio creation and cash deployment strategies.</li><li>Contribute to internal projects and cross-functional initiatives as needed.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a respected firm serving some of the most sophisticated clients in the industry.</li><li>Be part of a collaborative, mission-driven culture that values innovation and continuous improvement.</li><li>Enjoy a flexible hybrid work structure, generous vacation policy, and a sabbatical program.</li><li>Competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>Our well-established healthcare client is seeking an Accounts Payable Specialist to support them for the next 10-12 months to assist with their Accounts Payable functions in Workday Financials.</p><p><br></p><p><strong>Title: </strong>AP Specialist</p><p><strong>Location:</strong> Remote (Must be willing to work PST hours)</p><p><strong>Job status:</strong> Full-time, 40 hrs/ week</p><p><br></p><p><strong>Job Description</strong></p><p>• Handle the processing of all invoices received for payment in an accurate, efficient and timely manner (high-volume).</p><p>• Manage vendor relationships and build effective partnerships.</p><p>• Perform monthly reconciliations of assigned accounts.</p><p>• Assist in the migration of data to Workday Financials, ensuring accuracy and efficiency.</p><p>• Use your skills in Accounts Payable (AP), Month End Close, and Vendor Account management to enhance the efficiency of our operations.</p><p>• Collaborate with other team members to complete duties as needed.</p><p>• Help the team with the month-end and year-end close process.</p><p>• Maintain accurate historical records by filing documents physically and digitally.</p><p>• Prepare reports detailing accounts payable status.</p><p>• Assist in streamlining and improving the accounts payable process.</p>
<p>We are seeking a <strong>Patient Administrative Specialist</strong> to join our front office team in an outpatient clinic environment. As a <strong>Patient Administrative Specialist</strong>, you will play a vital role in ensuring smooth daily operations through coordination of new patients, surgery scheduling, and administrative support. This <strong>Patient Administrative Specialist</strong> position is ideal for someone who excels in communication, multitasking, and thrives in a patient-centered setting.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Serve as the first point of contact at the front desk for patient check-in and check-out.</li><li>Welcome and assist patients with appointment-related inquiries, payments, and schedules.</li><li>Answer and manage multi-line phone system; direct calls, take messages, and route appropriately.</li><li>Confirm that insurance verifications and authorizations are completed before appointments.</li><li>Coordinate with providers to manage scheduling preferences and urgent patient requests.</li><li>Support provider-patient interactions using internal reference materials.</li><li>Perform administrative tasks such as updating databases, maintaining directories, and processing forms.</li><li>Operate electronic medical records and phone systems efficiently.</li><li>Uphold high standards of service and meet departmental expectations.</li><li>Respond to non-clinical CRMs and escalate when necessary.</li><li>Handle incoming faxes, mail distribution, and filing of clinic documentation.</li></ul>
<p><strong>Job Summary:</strong></p><p> The Accounts Receivable Specialist will manage the end-to-end accounts receivable process, including billing, collections, and reconciliation of customer accounts. The ideal candidate is highly organized, detail-focused, and able to collaborate with both internal teams and external clients.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare and send accurate invoices to clients in a timely manner.</li><li>Monitor accounts receivable and follow up on overdue invoices.</li><li>Reconcile customer accounts and resolve discrepancies.</li><li>Maintain detailed records of all transactions.</li><li>Support month-end and year-end close processes.</li><li>Assist with reporting and provide analysis of receivables trends.</li><li>Collaborate with sales and customer service teams to resolve billing issues.</li><li>Support internal and external audits as needed.</li></ul><p><br></p>
<p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a dedicated and personable<strong> Client Service Associate </strong>to join its growing team. This firm is known for delivering highly personalized financial advice to a select group of clients, with a strong emphasis on relationship-building, integrity, and long-term success. With over 15 years of experience in the advisory space, the team is people-first, client-focused, and driven by referrals and reputation.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will serve as a key liaison between clients and advisors, ensuring a seamless and exceptional client experience. This role is ideal for someone who thrives in a fast-paced, service-oriented environment and is passionate about helping others. The successful candidate will be proactive, detail-oriented, and capable of managing multiple tasks while maintaining a high level of professionalism.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist clients with beneficiary updates, wire transfers, and rollover requests.</li><li>Respond promptly to client inquiries and provide support across a range of financial services.</li><li>Facilitate smooth onboarding for new clients and maintain strong, ongoing relationships with existing ones.</li><li>Prepare and process client transactions, including deposits, withdrawals, and account updates.</li><li>Collaborate with financial advisors to ensure client needs are met and aligned with their financial plans.</li><li>Maintain accurate and up-to-date client records in the firm’s CRM system (Salesforce).</li><li>Follow up on pending client requests and ensure timely resolution.</li><li>Uphold confidentiality and security of client information.</li><li>Provide administrative support, including preparing reports, presentations, and client-facing materials.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Be part of a close-knit, collaborative team that values personal and professional growth.</li><li>Work in a firm that prioritizes people, relationships, and long-term success.</li><li>Enjoy a dynamic role with variety, responsibility, and the opportunity to make a meaningful impact.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
We are looking for a detail-oriented Administrative Assistant/Office Services specialist to join our team in San Francisco, California. This role involves providing essential front desk support, managing office operations, and assisting with employee and client needs. The ideal candidate will bring strong organizational skills and a customer-focused attitude to ensure the smooth functioning of our office environment.<br><br>Responsibilities:<br>• Manage visitor office requests and coordinate security access, including issuing building security cards.<br>• Handle mail collection, package deliveries, and liaise with vendors such as FedEx.<br>• Perform administrative tasks such as photocopying, scanning, faxing, and filing.<br>• Welcome clients, arrange meetings, and oversee setup for food, beverages, and audiovisual requirements.<br>• Maintain kitchen and snack areas by ordering and stocking food, beverages, and cleaning supplies.<br>• Oversee office supply inventory and place orders as needed to ensure proper stock levels.<br>• Coordinate courier services and arrange shredding services for sensitive documents.<br>• Assist employees with office maintenance requests, access card issues, and workspace moves or departures.<br>• Set up and clean up catering events for on-site meetings and internal office gatherings.<br>• Support building repair requests and collaborate on internal/external office events.
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients.</p><p><br></p><p><strong>Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p> </p><p>📩 Interested? Let’s connect. Reach out to <strong>Jennifer Fukumae</strong> on LinkedIn to explore this role or other finance leadership opportunities in my network.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office.</p><p><br></p><p><strong>Senior Client Service Associate</strong></p><p><strong>$90,000–$110,000 base + 15–30% discretionary bonus</strong></p><p><strong>100% Remote (Optional SF Office Access)</strong></p><p><br></p><p><strong>What You’ll Do:</strong></p><ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
<p>Are you looking for an exciting opportunity to grow your accounting career while working with a variety of industries? At Robert Half, we don’t just connect talented professionals with leading organizations – we offer opportunities to build rewarding careers. Our Full-Time Engagement Professionals (FTEP) program is tailored for accounting professionals who want the security of full-time employment while gaining exposure to diverse roles and challenges across different companies.</p><p><br></p><p><strong>Job Summary:</strong></p><p>We are currently hiring <strong>Accounting Specialists</strong> to join our FTEP program. This role is perfect for early-career accountants or those with growing experience in the field who are ready to take their career to the next level. As an FTEP Accounting Specialist, you’ll work as a full-time employee of Robert Half, assigned to exciting and varied roles across a wide range of clients. Along the way, you’ll enhance your skills in accounting, financial reporting, and team collaboration while being supported in a proven career development program.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform general accounting duties, including journal entries, account reconciliations, and assisting with month-end closings.</li><li>Support accounts payable (AP) and accounts receivable (AR), including processing invoices, posting payments, and managing collections.</li><li>Assist in analyzing financial data to identify discrepancies and ensure entries are accurate.</li><li>Prepare financial reports and summaries under the guidance of senior team members.</li><li>Collaborate with client teams to streamline accounting processes and ensure compliance with policies.</li><li>Support audits and provide requested documentation as needed.</li><li>Take on additional ad hoc accounting tasks and projects to broaden your expertise.</li></ul><p><br></p>
<p>Are you looking for an exciting opportunity to grow your accounting career while working with a variety of industries? At Robert Half, we don’t just connect talented professionals with leading organizations – we offer opportunities to build rewarding careers. Our Full-Time Engagement Professionals (FTEP) program is tailored for accounting professionals who want the security of full-time employment while gaining exposure to diverse roles and challenges across different companies.</p><p><br></p><p><strong>Job Summary:</strong></p><p>We are currently hiring <strong>Accounting Specialists</strong> to join our FTEP program. This role is perfect for early-career accountants or those with growing experience in the field who are ready to take their career to the next level. As an FTEP Accounting Specialist, you’ll work as a full-time employee of Robert Half, assigned to exciting and varied roles across a wide range of clients. Along the way, you’ll enhance your skills in accounting, financial reporting, and team collaboration while being supported in a proven career development program.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform general accounting duties, including journal entries, account reconciliations, and assisting with month-end closings.</li><li>Support accounts payable (AP) and accounts receivable (AR), including processing invoices, posting payments, and managing collections.</li><li>Assist in analyzing financial data to identify discrepancies and ensure entries are accurate.</li><li>Prepare financial reports and summaries under the guidance of senior team members.</li><li>Collaborate with client teams to streamline accounting processes and ensure compliance with policies.</li><li>Support audits and provide requested documentation as needed.</li><li>Take on additional ad hoc accounting tasks and projects to broaden your expertise.</li></ul>
