18 results for Senior Client Service Associate in San Francisco, CA

Senior Client Service Associate | Wealth Management

Walnut Creek, CA
onsite
Permanent
90000 - 125000 USD / Yearly
Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a respected wealth management firm in a beautiful new office in Walnut Creek seeking a Senior Client Service Associate to support a Senior Financial Advisor and deliver a high-touch client experience. This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team. Key Responsibilities:<ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul>
2026-02-16T00:00:00Z

Senior Client Service Associate - Wealth Management

San Francisco, CA
onsite
Permanent
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Senior Client Services Associate| Wealth Management Firm| Walnut Creek Join a respected wealth management firm known for delivering an exceptional client experience and thoughtful, strategic advice to high-net-worth individuals. The culture is collaborative, growth-oriented, and built on trust. You’ll have real ownership, a voice in strategy, and the opportunity to build lasting client relationships. Competitive pay, ongoing training, and clear growth potential included. Responsibilities<ul><li>Partner with advisors to onboard new clients and deliver white-glove service</li><li>Lead and support client meetings, including reviews and plan presentations</li><li>Open and maintain accounts; handle client inquiries and service requests</li><li>Keep CRM records accurate and fully documented</li><li>Act as a primary contact for client servicing and proactively anticipate needs</li><li>Monitor account activity and ensure compliance with industry regulations</li><li>Collaborate on investment strategy and participate in team initiatives</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Client Service Associate | Wealth Management Firm

San Jose, CA
onsite
Permanent
90000 - 120000 USD / Yearly
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 Client Service Advisor 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! Apply now to take the next step in your career. Responsibilities:<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>
2026-02-16T00:00:00Z

Senior Associate Attorney

South San Francisco, CA
onsite
Permanent
135000 - 215000 USD / Yearly
Robert Half is recruiting Sr. Associate Attorney for boutique civil litigation defense law firm in So. San Francisco (hybrid commute). Our premier trial law practice client needs to hire a trial attorney (or at least good trial preparation experience) with 3-10+ years of practice, ideally in insurance defense, to manage busy case load and represent business clients and insureds. A mastery of and passion for trial advocacy, or at least good trial prep experience (drafting motions in limine and preparing for cross-examinations) are required. Effective legal research and writing and deposition experience are also key qualifications. This is a partnership-track opportunity at a well-established defense firm in the SF Bay. This Senior Litigator gets ample exposure to and experience in direct advocacy, arguing dispositive motions in courtroom proceedings, taking and defending depos, managing the full scope of discovery, interviewing and retaining expert witnesses, negotiating settlements, and preparing for and attending trial, arbitration, and mediations. Our client is offering an annual base salary of $150,000-200,000+/yr., depending on experience, discretionary annual bonus, and employment benefits (incl. full coverage medical, dental, and vision insurance plans, HRA stipend, profit sharing contributions to 401k plan, free parking, and other perks). For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Manager of Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!
2026-02-11T00:00:00Z

Client Services Associate at Boutique Wealth Management Firm

Mill Valley, CA
onsite
Permanent
80000 - 140000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate or Senior CSA | Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-150k base (DOE) + Bonus Our client is a boutique wealth management firm known for white-glove service and trusted guidance to ultra-high-net-worth families and private foundations. The team is collaborative, detail-driven, and focused on delivering an exceptional client experience. This role is ideal for someone who enjoys being deeply involved in client service and operations while supporting a high-caliber client base. You’ll work closely with advisors and internal partners in an environment that values quality, accountability, and balance. Responsibilities<ul><li>Act as a primary contact for client service requests</li><li>Manage account onboarding, money movement, and account maintenance</li><li>Coordinate client meetings, materials, and follow-ups</li><li>Maintain accurate client records, CRM updates, and documentation</li><li>Work with custodians to process paperwork and resolve issues</li><li>Monitor daily transactions and workflows for accuracy</li><li>Support compliance processes and record retention</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-27T00:00:00Z

Client Services Representative

San Francisco, CA
onsite
Permanent
100000 - 115000 USD / Yearly
Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team. In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.Responsibilities:• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies. • Process wire transfers securely and in accordance with regulatory requirements. • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions. • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services. • Build and maintain strong client relationships through proactive and personalized communication. • Guide new clients through the onboarding process to ensure a seamless and welcoming experience. • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries. • Partner with financial advisors to ensure client activities align with their financial strategies and goals. • Maintain accurate and current client records within Salesforce. • Follow up on pending client requests to ensure timely and complete resolutions. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn.
2026-02-06T00:00:00Z

Client Service Associate - 2 Days Onsite

Redwood City, CA
onsite
Permanent
75000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Wealth Management | San Carlos| Hybrid; 2 Days onsite Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise. The firm offers a flexible hybrid schedule and supports ongoing education and credential growth. Responsibilities<ul><li>Serve as a key contact for clients, anticipating needs and delivering thoughtful service</li><li>Lead and refine the onboarding process for new clients</li><li>Support financial planning and meeting preparation</li><li>Open and service accounts across custodial platforms</li><li>Coordinate with custodians, CPAs, and attorneys</li><li>Manage cashiering, client records, and CRM updates</li><li>Assist clients with platform access and account navigation</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent
80000 - 110000 USD / Yearly
Boutique Wealth Management Firm | 2 days on-site / 3 days from home! A growing boutique wealth management firm with family values, excellent tenures, and an outstanding client retention record is seeking a Client Service Associate or Senior Associate to support they high-net-worth individuals and family clients. This firm delivers customized investment management and financial planning with a strong fiduciary, relationship-driven approach. This is an excellent opportunity for someone who thrives in a high-touch advisory environment and enjoys owning client experience from onboarding through ongoing support. This role has room to grow into greater responsibilities over time and fosters long-term career opportunities and trajectory. Key Responsibilities<ul><li>Serve as a primary point of contact for high-net-worth clients</li><li>Manage new client onboarding and account setup</li><li>Prepare materials for client meetings and handle follow-up</li><li>Support financial planning and portfolio servicing processes</li><li>Coordinate with custodians, accountants, and attorneys</li><li>Process account maintenance, cash movements, and service requests</li><li>Maintain accurate client records in CRM and custodial platforms</li><li>Assist clients with online access and platform navigation</li><li>Proactively anticipate client needs and deliver thoughtful solutions</li></ul>
2026-03-03T00:00:00Z

Client Service Associate - Hybrid; 2 Days onsite

Alamo, CA
onsite
Permanent
70000 - 100000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate| Wealth Management Firm| Walnut Creek| Hybrid; 2 days onsite Join a top-tier wealth management firm known for exceptional investment strategy and comprehensive planning.You’ll work closely with senior advisors and play a meaningful role as the team continues to grow and improve processes. Responsibilities<ul><li>Prepare estate and trust summaries and review entity structures</li><li>Draft client-ready materials and handle internal requests</li><li>Track deliverables, manage workflows, and coordinate calendars</li><li>Serve as a point of contact for select inquiries</li><li>Conduct research and provide analytical support to the Tax and Estate Planning team</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-02-28T00:00:00Z

Senior Business Litigation Attorney

San Jose, CA
onsite
Permanent
250000 - 350000 USD / Yearly
We are seeking a highly skilled and experienced Business Litigation Attorney to join our dynamic and growing team in the Bay Area. This is a leadership-level opportunity ideal for a Senior Associate, Counsel, or Junior Partner ready to take the next step in their career. The ideal candidate will have a strong background in complex litigation and a passion for delivering strategic, results-driven legal counsel. Key Responsibilities:<ul><li>Lead and manage complex litigation matters, including business disputes, employment law cases, and securities litigation.</li><li>Develop litigation strategies, oversee discovery, draft and argue motions, and represent clients in court, arbitration, and mediation.</li><li>Collaborate with other senior attorneys and firm leadership on case strategy, client development, and firm initiatives.</li><li>Mentor and supervise junior attorneys and legal staff.</li><li>Contribute to business development efforts, including maintaining and growing a book of business (preferred but not required).</li><li>Provide exceptional client service and maintain strong client relationships.</li></ul>Why Join Us:<ul><li>Opportunity to work on high-impact cases with a respected and collegial team.</li><li>Leadership role with potential for equity or partnership track.</li><li>Supportive, innovative, and flexible work environment.</li><li>Competitive compensation and benefits package.</li></ul>
2026-02-06T00:00:00Z

Corporate Associate

San Francisco, CA
onsite
Permanent
160000 - 240000 USD / Yearly
Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work! Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. 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!
2026-02-11T00:00:00Z

Customer Service Specialist

Oakland, CA
onsite
Temporary
23 - 27 USD / Hourly
Customer Service SpecialistDescription:Deliver excellent customer experiences by resolving inquiries, providing information, and promoting a positive company image.Responsibilities:<ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Resolve product or service issues promptly and professionally</li><li>Document customer interactions and transactions</li><li>Provide information about products and services</li><li>Collaborate with internal teams for issue resolution</li></ul>
2026-02-13T00:00:00Z

Senior Reporting Analyst

Emeryville, CA
onsite
Permanent
110000 - 125000 USD / Yearly
We are looking for a Senior Reporting Analyst to join our dynamic team in Emeryville, California. In this role, you will leverage your expertise in financial analysis and modeling to provide key insights that drive strategic decisions. The ideal candidate is detail-oriented, analytical, and skilled in handling complex datasets to uncover trends and opportunities. Responsibilities:<ul><li>Analyze documentation for new reinsurance deals and coordinate with Finance, Legal, Risk, IT, and leadership to ensure compliant execution.</li><li>Contribute as a core team member in producing reports for both new and existing reinsurance transactions.</li><li>Build strong knowledge of how reinsurance agreements affect upstream and downstream processes and work with teams to ensure proper integration.</li><li>Deliver timely analyses and insights to support decision‑making across the organization.</li><li>Partner with management and IT to define requirements and support future system enhancements.</li><li>Assist in creating and maintaining large analytical datasets from internal and external sources.</li><li>Proactively identify and develop new KPIs or reporting ideas based on observed needs.</li><li>Apply Change Management and Control standards throughout reporting activities.</li><li>Offer data‑driven guidance to Finance, Risk, Underwriting Ops, IT, Legal, and Servicing teams.</li><li>Handle additional responsibilities as required.</li></ul>
2026-03-04T00:00:00Z

Customer Care Specialist

Palo Alto, CA
onsite
Temporary
25 - 29 USD / Hourly
We are looking for a dedicated Part-Time Customer Care Specialist to join our team in Palo Alto, California. In this long-term contract position, you will play a key role in delivering exceptional service to patients, families, and staff members at our clients Care Gift Shops. Your contributions will enhance the overall customer experience by assisting with sales, inventory management, and merchandising while maintaining high attention to detail. Responsibilities:• Provide outstanding customer service by assisting clients in finding and purchasing retail items, offering product recommendations, and emphasizing quality and utility.• Process sales transactions efficiently, including handling cash, issuing change, and managing credit card payments using Point of Sale systems.• Ensure incoming shipments are accurately received, inspected, tagged, and displayed appropriately within retail locations.• Maintain inventory by fulfilling stock requests, organizing merchandise, and monitoring inventory levels in assigned zones.• Collaborate with leadership to implement merchandising strategies, offering creative ideas to enhance the shop’s aesthetic and customer appeal.• Conduct regular inventory cycle counts, compare results with system data, and work with the coordinator to address discrepancies.• Participate in physical inventory checks, assist with stock receiving, and maintain accurate inventory records.• Uphold the shop’s appearance by cleaning shelves, organizing fixtures, and replenishing merchandise as needed.• Adapt to a fast-paced environment, taking initiative and working effectively both independently and as part of a team.• Provide exceptional support to a diverse range of individuals, including patients, families, and executive leaders, while managing varying personalities and situations.
2026-03-04T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary
23 - 25 USD / Hourly
<ul><li>Respond to customer inquiries via phone, email, chat, or in-person in a professional and timely manner.</li><li>Resolve issues related to product orders, billing, account information, shipping, and general troubleshooting.</li><li>Escalate complex issues to the appropriate department or supervisor when necessary.</li><li>Document all customer interactions and maintain accurate records in customer management systems.</li><li>Process returns, exchanges, refunds, and other service requests according to company policies.</li><li>Provide product and service information to customers, highlighting features and benefits.</li><li>Meet or exceed performance metrics related to customer satisfaction, response time, and issue resolution.</li><li>Participate in training sessions to stay current on products, services, and best practices.</li></ul>
2026-02-28T00:00:00Z

Customer Service Representative

San Francisco, CA
remote
Temporary
20 - 21 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team on a contract basis. This short-term position involves supporting a high-volume outreach project aimed at gathering essential identification data from a global customer base. This is a remote role requiring exceptional communication skills and the ability to meet performance targets in a fast-paced environment. Responsibilities: • Conduct outbound calls to customers, following established scripts and communication guidelines. • Request and gather identification numbers from customers with accuracy and professionalism. • Record collected data into designated tracking systems or forms. • Maintain detailed and organized logs of daily call activities. • Achieve daily outreach volume goals while ensuring quality interactions. • Adapt to the needs of a global customer base, maintaining professionalism and cultural sensitivity. • Collaborate with team members to meet project deadlines and objectives. • Ensure compliance with company protocols and standards during customer interactions. • Utilize provided tools and resources effectively to streamline outreach activities.
2026-02-25T00:00:00Z

Customer Service Representative

Oakland, CA
onsite
Temporary
19 - 21 USD / Hourly
We are looking for a motivated and detail-oriented Customer Service Representative to join our team in Oakland, California. This long-term contract position involves providing exceptional support to restaurant and grocery partners, ensuring smooth onboarding, and fostering product adoption through consultative conversations. The role requires someone who excels in video-based customer interactions and thrives in a fast-paced, client-facing environment. Responsibilities: • Conduct a high volume of video calls daily, managing up to 16–20 calls lasting 20–30 minutes each, with some extended calls as needed. • Handle a mix of inbound and outbound calls, including assisting grocery partners and following up with clients. • Guide new customers through onboarding processes, including account setup, navigation of the ordering platform, and resolving order-related inquiries. • Provide clear explanations of program details, invoices, and other materials to ensure clients have a thorough understanding. • Engage in consultative conversations to identify client needs and recommend suitable package options. • Deliver excellent customer service by addressing questions, offering solutions, and enhancing customer satisfaction. • Adhere to established workflows for callback schedules and maintain detailed records in internal systems. • Ensure all follow-up tasks are completed in a timely and organized manner. • Collaborate with clients to increase adoption of platform features and maximize their experience.
2026-03-03T00:00:00Z

Customer Service Representative

Fremont, CA
onsite
Contract / Temporary to Hire
26.125 - 30.25 USD / Hourly
We are looking for a motivated and customer-focused individual to join our team as a Customer Service Representative. In this role, you will play a key part in guiding prospective students through the admissions process by providing accurate information about programs, entrance requirements, and academic standards. This is a contract-to-permanent position located in Fremont, California, offering the opportunity to make a meaningful impact on students' educational journeys. Responsibilities: • Respond promptly to inquiries from prospective students, providing detailed information about program offerings, entrance requirements, and academic standards. • Conduct follow-up with potential students who have expressed interest but have not scheduled or attended interviews. • Initiate outreach to generate new leads and build relationships with prospective students. • Schedule and lead interviews with students, ensuring adherence to company policies and procedures. • Match program offerings to students’ goals, qualifications, and aspirations, while explaining the benefits and advantages of the institution. • Act as a liaison between students and campus departments, assisting with enrollment forms and ensuring smooth transitions. • Collaborate with admissions management to address student concerns and motivations effectively. • Provide basic guidance and advice to students regarding program eligibility and admissions processes. • Mentor students to help them identify their interests and strengths, supporting their educational decision-making. • Address routine questions and concerns from students, ensuring resolution in compliance with policies and procedures.
2026-03-03T00:00:00Z