<p><strong>Position Summary</strong></p><p>The Office Services Associate is responsible for delivering high-quality back office support to internal teams. Core services include reprographics, copy and mail handling in both physical and digital formats, with additional support across hospitality, facilities, audio/visual, reception, and other service lines as needed.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. </p><p> </p><p>You’ll join a collaborative<strong>, low‑turnover team</strong> with <strong>real growth potential</strong>, <strong>full remote flexibility</strong>, strong benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p><br></p><p>They are seeking a Senior Client Service Associate to join their collaborative team in San Francisco on a hybrid basis. </p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the <strong>primary point of contact</strong> for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li><strong>Collaborate with senior leadership</strong> to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by <strong>understanding client preferences</strong>, anticipating needs, and exceeding expectations</li><li><strong>Guide and support junior team members</strong>, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to <strong>implement complex wealth planning strategies</strong>, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with <strong>clients’ extended professional teams</strong>, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a <strong>mentor and subject matter resource</strong> for new team members</li><li>Partner with internal investment professionals to assist in <strong>cash deployment and portfolio implementation</strong></li><li>Provide cross-functional support on <strong>internal projects and firm priorities</strong> as needed</li></ul>
<p><strong>Senior Client Associate</strong></p><p><strong>Location:</strong> San Francisco, CA (Montgomery BART)</p><p><strong>Industry:</strong> Wealth Management / Multi-Family Office</p><p><strong>Compensation:</strong> $100,000–$115,000 base (stretch to $120,000 DOE) + Bonus</p><p><br></p><p>A dynamic and highly regarded multi-family office is seeking a polished and proactive <strong>Senior Client Associate</strong> to join its San Francisco-based team. This is a high-impact role supporting ultra-high-net-worth clients through a comprehensive suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm is known for its long-term client relationships, collaborative culture, and commitment to professional excellence. With a focus on innovation and continuous learning, the team leverages technology to deliver a seamless and elevated client experience.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Senior Client Associate will serve as a key point of contact for designated client relationships, executing requests with precision and partnering with senior leadership on strategic initiatives. This role is ideal for someone who thrives in a fast-paced, client-first environment and enjoys mentoring junior team members while contributing to firm-wide growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary contact for client service requests</li><li>Execute client transactions and requests with accuracy and efficiency</li><li>Partner with senior management on bespoke strategies and firm initiatives</li><li>Build deep client relationships by understanding preferences and exceeding expectations</li><li>Guide and support junior client service associates and analysts</li><li>Assist clients and their advisors with complex planning initiatives (e.g., wealth transfer, philanthropy, tax strategies)</li><li>Maintain relationships with clients’ professional teams (e.g., executive assistants, personal CFOs)</li><li>Collaborate with investment teams on cash deployment and portfolio creation</li><li>Support internal teams on special projects as needed</li></ul><p><strong>Benefits</strong></p><ul><li>Competitive compensation and bonus structure</li><li>Comprehensive medical, dental, and vision coverage</li><li>401(k) with employer match</li><li>Flexible vacation policy and sabbatical program</li><li>Hybrid work structure supporting work-life balance</li><li>Equal opportunity employer and SEC-registered investment advisor</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><strong>Senior Client Service Associate or Associate Director of Client Service</strong></p><p><strong>Location:</strong> 100% Remote (Optional hybrid from San Francisco office)</p><p><strong>Industry:</strong> Wealth Management / Family Office</p><p><strong>Compensation:</strong> $90,000–$110,000 base (flexible DOE) + Discretionary Bonus (15–30%)</p><p><br></p><p>A boutique wealth advisory firm is seeking a highly capable and polished <strong>Senior Client Service Associate</strong> or <strong>Associate Director of Client Service</strong> to join its elite team. This is a rare opportunity to work with ultra-high-net-worth individuals and families in a fully remote role, supporting the design and management of sophisticated single-family office structures.</p><p><br></p><p><strong>About the Firm</strong></p><p>Founded in 2012, the firm partners with a select global client base of founders, investors, and multi-generational families. Unlike traditional multi-family offices, this team builds and manages fully customized single-family offices, integrating wealth strategy, portfolio management, financial operations, and family office services. Their approach is deeply personalized, with a focus on depth of relationship rather than volume of clients.</p><p><br></p><p><strong>Position Overview</strong></p><p>This role sits between junior client service staff and senior directors, supporting high-touch operational needs for ultra-wealthy clients. You’ll work directly with leadership and contribute to a best-in-class service model, while helping shape internal processes and scalability. The ideal candidate is entrepreneurial, mature, curious, and team-oriented—with the operational sharpness and discretion required to serve billionaire clients.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Own the end-to-end client experience across onboarding, subscriptions, redemptions, money movements, and reporting</li><li>Coordinate wires, funding requests, and operational workflows for family office clients</li><li>Support philanthropic entities and foundation-related operations</li><li>Monitor tax-related workflows and liaise with external accountants</li><li>Review investment performance reports for accuracy (Addepar)</li><li>Maintain CRM systems and organize client documentation</li><li>Partner with leadership on client service initiatives and process improvements</li><li>Communicate professionally with clients, their family offices, and allied professionals</li><li>Assist with KYC documentation, custodial paperwork, and entity setup</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>100% remote flexibility (with optional office access)</li><li>Low turnover and strong team stability</li><li>Quarterly offsites with team-building and strategic sessions</li><li>Collaborative culture focused on building something meaningful</li><li>Health, dental, and vision insurance (100% employer-paid for employees)</li><li>Paid parental leave</li><li>401(k) with employer match</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><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>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> </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><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><br></p>
<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> </p><p>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> </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>Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Jose, 100% onsite</p><p><strong>Comp</strong>: $88-120k + Bonus</p><p> </p><p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team! This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth. If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you. <strong>Apply now</strong> to take the next step in your career and please ping <strong>Jennifer Fukumae </strong>on LinkedIn to have a conversation about the role!</p><p> </p><p> <strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul>
<p><b>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </b></p><p><br></p><p><b>Our client </b>is recruiting for a <strong>Client Service Associate </strong>at a growing<strong>, </strong>client-focused<strong> Registered Investment Advisor (RIA)</strong>. This is a full-time permanent role based in <strong>San Mateo County </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA helps individuals and families reach financial wellness with care and clarity. This role is perfect for someone who enjoys building relationships and wants to make a real impact in people’s financial lives.</p><p> </p><p>You'll be part of a collaborative, high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent work-life balance. With strong growth, consistent investment performance, and profit-sharing opportunities, this is a great place to build a lasting career.</p><p> </p><p><strong>What You’ll Do:</strong></p><ul><li>Serve as the first point of contact for clients with professionalism and warmth</li><li>Manage client service requests and support Wealth Advisors</li><li>Prepare and process account paperwork accurately and on time</li><li>Handle account maintenance (transfers, RMDs, client instructions)</li><li>Monitor daily custodian alerts and follow up as needed</li><li>Support client onboarding, account setup, and CRM updates</li><li>Help coordinate meetings and maintain service calendars</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Our client</strong> is recruiting for a<strong> Junior Client Services Associate</strong> at a growing wealth management firm. This is a full-time permanent role based in <strong>San Mateo County</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>The firm provides tailored financial solutions to professionals, business owners, and families—and offers a strong mix of stability, growth, and a supportive culture. This is a great opportunity to be part of a collaborative, people-first team. Enjoy a firm-wide profit sharing and bonuses, and a “work hard, play hard” environment with high employee retention and consistent growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Schedule and coordinate client meetings</li><li>Maintain and improve admin processes; update CRM regularly</li><li>Support advisors and executives with day-to-day tasks</li><li>Greet clients and visitors; serve as the main point of contact</li><li>Answer and direct phone calls; manage follow-ups</li><li>Send cards, gifts, and other client touches</li><li>Help organize team events and client gatherings</li><li>Coordinate meeting logistics, lunches, and programs</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p>We are looking for a meticulous Data Entry Clerk to join our team, based in San Francisco, California. The role will primarily involve analyzing and processing large amounts of data, with a focus on security-related information. This is a remote position, so applicants can be based anywhere, although they should be prepared to work within the Pacific Standard Time zone.</p><p><br></p><p>Responsibilities:</p><p>• Analyzing and processing large volumes of data accurately and efficiently</p><p>• Performing critical thinking tasks to understand the objective of the data and ensure the accuracy of entries</p><p>• Communicating effectively with team members and superiors, especially when needing assistance</p><p>• Utilizing strong English skills to comprehend and respond to complex data-related questions</p><p>• Demonstrating a high level of reading proficiency to manage high volumes of reading, reviewing, and data entry tasks</p><p>• Displaying strong analytical skills to review and analyze data on intake</p><p>• Maintaining a consistent work schedule for tracking purposes</p><p>• Adapting to repetitive work involving a high volume of reading, reviewing, and data processing.</p><p><br></p><p><br></p>
<p><strong>Associate – Client Services Accounting</strong></p><p>Join a well-established private investment firm that provides comprehensive financial services to multi-generational clients. This role offers the opportunity to work in a collaborative environment, supporting high-net-worth individuals and families with accounting, reporting, and financial operations.</p><p><br></p><p><strong>The Role</strong></p><p>As an Associate in Client Services Accounting, you’ll play a key role in managing day-to-day transactions, financial reporting, and client communications. You’ll support a wide range of accounting functions while partnering with internal teams to deliver high-quality service and insights.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Enter journal entries, reconcile accounts, and prepare financial statements</li><li>Manage accounts payable and anticipate client liquidity needs</li><li>Review investment valuations and balance sheet items</li><li>Interface with clients, estate managers, and vendors for payment and reporting</li><li>Collaborate across departments on client reporting and forecasting</li><li>Support process improvements and technology integration</li></ul><p><strong>Why Join</strong></p><ul><li>Competitive compensation and benefits</li><li>401(k) with 5% match + annual contribution</li><li>Generous paid time off, parental leave, and child care stipend</li><li>Health, dental, vision, and disability coverage</li><li>Volunteer time off and donation matching</li><li>In-person work schedule: Tuesday–Thursday in San Francisco</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><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a<strong> Client Service Accounting Associate</strong> for a <strong>family office</strong>. This is a full-time, permanent role based in San Francisco with a hybrid schedule.</p><p> </p><p>The company offers a full range of services from investment management and financial planning to tax and philanthropic support while building long-term client relationships.</p><p> </p><p>This role provides a collaborative environment with mentorship and growth opportunities, excellent benefits including full medical, dental, and vision coverage, 401k match, profit-sharing, unlimited PTO, generous parental leave, and flexible remote work. You’ll also have access to paid courses and certifications and the chance to work on meaningful, high-impact projects.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage accounts payable, coding, approvals, and high-volume payments</li><li>Handle monthly reconciliations, month-end close, and client reporting</li><li>Collaborate with vendors and estate managers to ensure smooth operations</li><li>Support quarterly accounting, cash flow analysis, trial balances, and investor reporting</li><li>Assist with philanthropic payments, budgeting, forecasting, and process improvements</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Experience </strong>to serve as the first point of contact for our clients and visitors. This role is critical in creating a professional, welcoming, and organized environment while providing outstanding customer service. The ideal candidate is highly organized, proactive, and possesses excellent communication skills, ensuring both clients and team members receive exceptional support.</p><p> </p><p><strong>Reception & Office Administration</strong></p><ul><li>Greet and welcome clients, visitors, and guests in a professional and friendly manner.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage the office calendar, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional front office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to create a welcoming atmosphere.</li><li>Support the team with general administrative tasks, including filing, copying, scanning, and data entry.</li></ul><p><strong>Client Service Associate Support</strong></p><ul><li>Assist with client onboarding, coordinating paperwork and preparing welcome materials.</li><li>Update and maintain accurate client records in the CRM system.</li><li>Provide support for account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting rollover coordination with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance requirements in all client interactions.</li></ul>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> New York City or Remote (based on office availability)</p><p><strong>Industry:</strong> Financial Services / Wealth Management</p><p><br></p><p>A nationally recognized, independent wealth management firm is seeking a detail-oriented and proactive <strong>Client Service Associate</strong> to join its client service team. This is a dynamic administrative role supporting financial advisors and contributing to a collaborative, client-first culture.</p><p><br></p><p><strong>About the Firm</strong></p><p>With over 380 employees across 20+ offices nationwide, the firm is committed to a fiduciary model and holistic financial planning. Advisors serve as partners in helping clients achieve their goals through thoughtful, personalized strategies that connect all aspects of their financial lives.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate plays a key role in supporting advisors and ensuring exceptional client service. This role requires strong organizational skills, attention to detail, and a proactive mindset. You’ll work closely with team members across multiple locations and contribute to a culture of transparency, collaboration, and accountability.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Build and maintain strong relationships with clients and internal teams</li><li>Fulfill client requests with accuracy and professionalism</li><li>Compose client communications and assist with account paperwork</li><li>Maintain accurate client records and update systems</li><li>Support advisors in delivering outstanding service</li><li>Manage a paperless office and utilize electronic tools for documentation</li><li>Assist with general administrative duties, including phone coverage and front desk support</li><li>Prepare conference rooms and greet clients for meetings</li></ul><p><strong>Systems & Tools</strong></p><ul><li>Proficiency with CRM and document management systems (e.g., Salesforce, DocuSign, SharePoint)</li><li>Strong skills in Microsoft Office Suite</li><li>Familiarity with Zoom and Teams for internal communication</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive salary and comprehensive benefits</li><li>Paid time off and holidays</li><li>401(k) with employer match</li><li>Health and wellness programs</li><li>Exclusive employee discount programs</li><li>People-first culture focused on long-term relationships and professional growth</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><strong>Client Service Associate</strong></p><p><strong>Location:</strong> San Jose, CA</p><p><strong>Industry:</strong> Financial Services / Investment Advisory</p><p><br></p><p>A rapidly growing investment advisory firm is seeking a detail-oriented and client-focused <strong>Client Service Associate</strong> to join its wealth management team. This is an excellent opportunity for a seasoned professional to advance their career in a collaborative environment that emphasizes education, technology, and continuous improvement.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides a unique learning environment with ongoing training in financial technologies (FactSet, Bloomberg, Morningstar Direct) and compliance processes. Employees receive strong support from a well-established team and gain hands-on experience in client relations, portfolio operations, and investment analysis.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will play a key role in supporting sophisticated clients and ensuring smooth operational execution. This role requires strong organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-touch service to high-net-worth clients</li><li>Process account openings, closures, transfers, and related paperwork</li><li>Prepare and execute trades and client transactions</li><li>Support client meetings with performance reports and investment data</li><li>Maintain accurate client documentation and compliance records</li><li>Monitor client communications and respond promptly</li><li>Track client scheduling and meeting documentation</li><li>Reconcile client portfolio accounts with custodial records</li><li>Provide weekly updates on client pipeline and portfolio needs</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>Supportive team culture focused on growth and development</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 Client Service Coordinator - Associate to join our team on a contract basis in Redwood City, California. In this role, you will manage front desk operations, provide administrative support for branch events, and assist with client onboarding processes. This is a 12-week assignment, offering an excellent opportunity to contribute to a dynamic environment.<br><br>Responsibilities:<br>• Greet visitors and manage front desk operations with professionalism and efficiency.<br>• Provide administrative support for branch events, including scheduling and coordination.<br>• Assist with onboarding processes for new clients, ensuring all necessary steps are completed accurately.<br>• Handle incoming calls and direct inquiries to the appropriate departments.<br>• Organize and maintain records, ensuring proper filing and documentation.<br>• Coordinate meetings and conference calls, including scheduling and distributing agendas.<br>• Support special projects and ad hoc financial tasks as needed.<br>• Distribute incoming mail and handle correspondence in a timely manner.<br>• Maintain a high level of communication with team members and clients to ensure smooth operations.<br>• Uphold organizational standards by demonstrating strong attention to detail and time management skills.
<p>We are looking for a detail-oriented Office Assistant to join our team on a contract basis in San Francisco, California. This role requires excellent organizational skills and the ability to manage multiple tasks efficiently while maintaining a high standard of work. You will play a vital role in supporting daily office operations and ensuring smooth communication within the organization.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming calls on a multi-line switchboard, ensuring prompt and courteous responses.</p><p>• Perform receptionist duties, including greeting visitors and directing them to the appropriate contacts.</p><p>• Respond to inquiries from clients and team members in a timely and attentive manner.</p><p>• Maintain office supplies and ensure workspaces are organized and well-stocked.</p><p>• Assist in scheduling meetings and coordinating logistics for team activities.</p><p>• Support administrative tasks such as data entry and document management.</p><p>• Handle correspondence and distribute mail efficiently.</p><p>• Ensure compliance with office protocols and procedures.</p><p>• Facilitate communication between departments using tools such as Slack.</p><p>• Provide assistance with visitor badging and general office security protocols.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Georgia Cienkus at Georgia.cienkus - at - roberthalf - .com with your word resume and reference job ID#*00410-0013300535*</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting </strong>is seeking a <strong>Client Experience Coordinator</strong> to join a growing wealth advisory team. This role is ideal for professionals with a <strong>banking, financial services, or client-facing background</strong> who want to transition into the Registered Investment Advisor (RIA) space. You will be the first point of contact for clients and visitors, creating a professional and welcoming environment, while providing essential administrative support to advisors.</p><p> </p><p>This is a unique opportunity to <strong>apply your banking or financial services experience</strong> in a client-focused RIA setting, learn the nuances of investment advisory operations, and grow your career in wealth management.</p><p><br></p><p><strong>Reception & Office Administration</strong></p><ul><li>Welcome clients, visitors, and guests with a professional and friendly demeanor.</li><li>Answer and direct incoming calls promptly and courteously.</li><li>Manage office calendars, scheduling and coordinating client and internal appointments.</li><li>Maintain a clean, organized, and professional office environment.</li><li>Handle incoming/outgoing mail and packages; manage office supply inventory.</li><li>Prepare client refreshments and meeting spaces to ensure a positive experience.</li><li>Support advisors and team members with general administrative tasks, including filing, scanning, and data entry.</li></ul><p><strong>Client Service Support</strong></p><ul><li>Assist with client onboarding, coordinating documentation and preparing welcome materials.</li><li>Update and maintain accurate client records in the firm’s CRM system.</li><li>Provide support for basic account service requests, such as:</li><li>Processing beneficiary updates</li><li>Assisting with wire transfer documentation</li><li>Supporting account rollovers with custodians</li><li>Prepare client-facing materials, reports, and correspondence for advisor meetings.</li><li>Follow up with clients on pending requests to ensure timely resolution.</li><li>Maintain confidentiality and adhere to compliance standards in all client interactions.</li></ul><p><br></p>
<p><strong>Tax Associate</strong></p><p><strong>Location:</strong> San Francisco Bay Area (In-Office Role)</p><p><strong>Industry:</strong> Financial Services / Tax Advisory</p><p>A growing financial services firm is seeking a highly motivated and experienced <strong>Tax Associate</strong> to join its collaborative team. This is a full-time, in-office role offering schedule flexibility, competitive compensation, and the opportunity to work alongside seasoned professionals in a supportive and growth-oriented environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides comprehensive, personalized financial solutions through a holistic approach. With strong growth over the past several years, the team is expanding and looking for professionals who value excellence, process, and teamwork.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Tax Associate will be responsible for preparing and reviewing a wide range of tax filings, managing client relationships, and supporting the firm’s commitment to high-quality service. This role is ideal for someone who thrives in a fast-paced environment and is eager to contribute to a firm that values collaboration and continuous improvement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Prepare and review individual and business tax returns (1040s, S-Corps, C-Corps, Partnerships, Fiduciary, Non-Profit)</li><li>Represent clients before the IRS and FTB for audits, collections, and correspondence</li><li>Conduct tax research and provide strategic guidance</li><li>Maintain compliance with tax laws and regulations</li><li>Deliver personalized, high-quality client service</li><li>Manage client engagements with professionalism and responsiveness</li><li>Maintain organized and accurate records of client documents and interactions</li><li>Contribute to improving internal systems and processes</li></ul><p><strong>What This Role Offers</strong></p><ul><li>Full-time position (January–December)</li><li>Competitive salary and benefits</li><li>Flexible scheduling within an in-office structure</li><li>A positive, team-centered culture focused on growth and support</li><li>No self-marketing required—serve a growing client base with confidence</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>Sr. Tax Associate</p><p><strong>Location</strong>: San Francisco Bay Area (In-Office Role)</p><p><strong>Industry</strong>: Financial Services / Tax Advisory</p><p><br></p><p>Join a thriving financial services firm that’s redefining what it means to deliver exceptional tax advisory. We’re looking for a driven and detail-oriented <strong>Tax Associate</strong> to become a key player on our collaborative team. This full-time, in-office role offers flexibility, competitive compensation, and the chance to grow alongside experienced professionals in a dynamic and supportive environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>We’re a fast-growing firm known for delivering personalized, holistic financial solutions. Our success is built on a foundation of integrity, innovation, and teamwork. As we continue to expand, we’re seeking professionals who are passionate about excellence and eager to contribute to a culture that values both individual and collective growth.</p><p><br></p><p><strong>What You’ll Do</strong></p><p>As a Tax Associate, you’ll play a vital role in delivering high-quality tax services to a diverse client base. You’ll manage complex filings, build strong client relationships, and help shape the future of our tax practice. This is a great opportunity for someone who thrives in a fast-paced setting and wants to make a meaningful impact.</p><p><br></p><p><strong>Key Responsibilities</strong>:</p><ul><li>Prepare and review a variety of tax returns: Individual (1040), S-Corp, C-Corp, Partnership, Fiduciary, and Non-Profit</li><li>Represent clients in IRS and FTB audits, collections, and correspondence</li><li>Conduct tax research and provide strategic recommendations</li><li>Ensure compliance with current tax laws and regulations</li><li>Deliver personalized, responsive client service</li><li>Manage client engagements with professionalism and care</li><li>Maintain organized records and documentation</li><li>Contribute ideas to improve internal systems and workflows</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Full-time role with year-round stability (January–December)</li><li>Competitive salary and comprehensive benefits</li><li>Flexible scheduling within a structured in-office environment</li><li>A collaborative, growth-focused culture</li><li>No self-marketing required—serve an established and expanding client base</li></ul><p><strong>Ready to take the next step in your career?</strong></p><p> Apply today by sending your resume via LinkedIn to Jonathan Christian (JC) del Rosario. Let’s connect and explore how this opportunity can align with your goals.</p>
<p>We are looking for a Administrative Assistant to join our healthcare team on a contract basis in San Ramon, CA. In this role, you will provide vital administrative support to ensure the smooth operation of departmental functions and meetings. This opportunity requires strong organizational skills and attention to detail.</p><p><br></p><p>Administrative Assistant Responsibilities:</p><p>• Manage and coordinate schedules, send out invitations, and prepare meeting materials for departmental events.</p><p>• Record and distribute meeting minutes to ensure accurate documentation of discussions and decisions.</p><p>• Organize and maintain departmental files, including reports, compliance records, and quality assurance documentation.</p><p>• Prepare and share materials for quality committees, patient safety huddles, and other related meetings.</p><p>• Support the department by handling email correspondence and maintaining effective communication with stakeholders.</p><p>• Perform data entry tasks to maintain accurate records and databases.</p><p>• Utilize tools like Microsoft Word, Excel, and Outlook to streamline administrative processes and reporting.</p><p>• Ensure compliance with organizational standards through meticulous documentation and record-keeping.</p><p>• Assist with coordinating meetings and facilitating smooth communication across teams.</p><p><br></p><p>If you are interested in this administrative assistant position, please apply today!</p>
<p>The Receptionist serves as the first point of contact for visitors, clients, and employees. This role is responsible for providing professional and friendly customer service, managing incoming calls, and performing a variety of administrative tasks to support daily office operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Greet and welcome visitors in a professional and courteous manner.</li><li>Answer, screen, and direct incoming phone calls promptly.</li><li>Manage front desk activities, including receiving and sorting mail and deliveries.</li><li>Maintain the reception area to ensure it is tidy and presentable.</li><li>Schedule and coordinate appointments, meetings, and conference rooms.</li><li>Assist with basic administrative tasks such as data entry, filing, and document preparation.</li><li>Support other departments with clerical duties as needed.</li><li>Uphold confidentiality and handle sensitive information with discretion.</li></ul><p><br></p>
<p>Robert Half is recruiting an Associate Attorney for a civil litigation defense law firm in San Francisco (option to work remotely or hybrid in-office). This is a leading local firm in public entity and municipality representation and their practice defends a variety of matters, including catastrophic PI, premises liability, civil rights, and employment claims. Plenty of opportunity to get direct advocacy experience by arguing motions in court, taking/defending depositions, and trial preparation.</p><p><br></p><p>Qualifications for the Associate Attorney position:</p><p>• 1-8+ years of civil litigation practice;</p><p>• Insurance defense and/or public entity law experience is preferred; and</p><p>• Active and in good standing with the State Bar of California.</p><p><br></p><p>This is a partnership-track position and the Firm offers lots of mentorship to develop its litigation team and assist them with business development. Our client is offering a starting base salary range of $125,000 to 185,000+/yr., depending on experience, generous automatic bonuses for exceeding annual billable hour target as well as a discretionary year-end bonus (has been paid every year for past decade), and comprehensive employment benefits package (incl. 100% firm-paid medical, dental, vision insurance, 401k Plan with 3% firm contribution, commuter costs reimbursement [free office parking, rideshare reimbursement], good PTO, etc.).</p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
