Digital Content Associate Jobs in San Francisco, CA

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Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000.00 - 90000.00 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Client Service Associate📍 Remote🏢 Growing & Independent Wealth Management Firm💰 Base + Bonus Looking for a role where you can make a real impact on the client experience? A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth. What You'll Be DoingAs the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:<ul><li>Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.</li><li>Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.</li><li>Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.</li><li>Maintaining accurate client records and workflow tracking within CRM and financial planning systems.</li><li>Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.</li><li>Coordinating advisor calendars and scheduling client meetings.</li><li>Monitoring operational workflows, compliance requirements, and regulatory documentation.</li><li>Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.</li><li>Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.</li><li>Assisting with social media content and digital engagement efforts across multiple platforms.</li><li>Providing ongoing operational support and helping drive process improvements across the practice</li></ul>Why Candidates Are Excited About This Opportunity✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work.✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management.✅ High-impact role where your contributions will be visible and appreciated.✅ Stable and established practice with a strong reputation and long-term growth outlook.✅ Collaborative team environment that values professionalism, flexibility, and work-life balance.✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.
2026-10-26T18:18:46Z

Compliance Specialist

San Francisco, CA
remote
Temporary / Contract
45.00 - 60.00 USD / Hourly
Robert Half Legal is partnering with a technology company operating in the cryptocurrency and financial services space to identify an experienced Compliance Specialist for a short-term (~1 month) contract assignment supporting its legal and compliance team during a parental leave.The ideal candidate will have a strong foundation in financial services regulatory compliance, with hands-on experience supporting multiple compliance functions, including sanctions, marketing and communications review, and regulatory advisory matters.This position is best suited for a versatile, adaptable compliance professional who is comfortable operating as an individual contributor, can quickly familiarize themselves with existing programs, and independently manage day-to-day compliance responsibilities with minimal ramp-up time.While direct cryptocurrency experience is preferred, candidates with relevant fintech, banking, payments, broker-dealer, or other regulated financial services experience are encouraged to apply.Key Responsibilities<ul><li>Maintain day-to-day regulatory compliance operations for existing financial products and services, including U.S. derivatives and prediction market products operating under applicable regulatory guidance and no-action relief.</li><li>Review marketing materials, promotional content, and external communications to identify potential regulatory compliance concerns and ensure alignment with applicable requirements.</li><li>Support compliance activities associated with third-party financial product integrations, including coordination with internal stakeholders and external partners.</li><li>Administer and maintain the company's existing sanctions compliance program, including monitoring ongoing obligations and addressing compliance-related issues.</li><li>Support oversight of U.K. financial promotions compliance requirements, including reviewing applicable communications and maintaining established compliance procedures.</li><li>Provide practical regulatory compliance guidance to internal business teams regarding existing products, services, and operational activities.</li><li>Monitor geographic restrictions, jurisdiction-specific regulatory requirements, and product availability considerations to support ongoing compliance.</li><li>Collaborate with legal, product, and business stakeholders to address emerging compliance questions and maintain continuity of existing compliance programs.</li></ul>
2026-11-05T23:18:40Z

Technical Program Manager

Sunnyvale, CA
onsite
Temporary to Hire
55.00 - 65.00 USD / Hourly
We are looking for a Technical Program Manager to lead web-focused initiatives. This contract opportunity is on-site in the San Francisco Bay Area, and ideal for someone who can bring structure to complex digital work, guide cross-functional teams, and keep programs moving from concept through launch. The role calls for a strong operational mindset, excellent stakeholder communication, and the ability to tailor delivery approaches to meet evolving project needs. Responsibilities:• Oversee the full delivery cycle for web initiatives, guiding work from intake and scoping through execution, validation, and release.• Partner with engineering, design, content, marketing, and web strategy stakeholders to define priorities, clarify requirements, and maintain alignment on timelines and outcomes.• Apply a flexible project delivery approach by selecting and refining Scrum, Kanban, and Waterfall practices based on project scope and team needs.• Administer and optimize project management platforms such as Jira and ClickUp, including workflow setup, dashboard creation, and usage guidance for team members.• Establish and enhance governance standards for web operations to improve consistency, accountability, and delivery quality across projects.• Manage the web roadmap by balancing priorities, coordinating resources, and ensuring work supports broader business objectives.• Facilitate agile team routines such as sprint planning, daily check-ins, retrospective sessions, and backlog refinement meetings.• Track program metrics and analyze delivery performance to identify bottlenecks, improve efficiency, and support data-informed decisions.
2026-10-08T20:53:45Z

3 results for Digital Content Associate in San Francisco, CA