Add your latest resume to match with open positions.

11 results for Senior Client Service Associate Sf in San Francisco, CA

Senior Client Service Associate | East Bay Firm

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 130000 USD / Yearly
A growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients.The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process.This is an opportunity to play a visible role within a collaborative advisory team while gaining exposure to sophisticated planning strategies, portfolio discussions, and long-term client relationships. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practice</li></ul>
2026-05-15T00:00:00Z

Client Service Associate - Beautiful Office on the Peninsula

Palo Alto, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
If interested, please reach out to Jennifer Fukumae on LinkedIn for quickest consideration! Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment. Responsibilities<ul><li>Support and maintain relationships with high-net-worth clients </li><li>Coordinate and execute new client onboarding </li><li>Partner with attorneys, accountants, and other client advisors </li><li>Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans </li><li>Provide portfolio reporting, analytical, and relationship management support </li><li>Collaborate across teams to deliver a high-touch client experience </li></ul>
2026-05-16T00:00:00Z

Client Relationship Associate

San Ramon, CA
onsite
Permanent / Full Time
80000 - 90000 USD / Yearly
Client Relationship Associate– Growing RIA | San Ramon | Onsite DayJennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established and expanding RIA in San Ramon that is seeking a Client Relationship Associate to support their advisory and investment teams.This is a great opportunity for someone who thrives in a fast-paced, detail-driven environment, enjoys working behind the scenes to keep operations running smoothly, and wants to be part of a firm that offers strong mentorship and long-term stability. What You’ll Do<ul><li>Act as the central hub for trade execution, processing advisor-submitted requests with accuracy and speed</li><li>Manage and execute 40–80 trades daily across platforms such as Schwab and Fidelity</li><li>Ensure data accuracy and clean trade entry across all transactions</li><li>Collaborate directly with custodians’ trading desks to resolve discrepancies and execution issues</li><li>Monitor daily trading activity and escalate any operational or risk-related concerns</li><li>Partner with the investment team on reporting, ad hoc analysis, and process improvements</li><li>Help enhance and streamline trading workflows as the firm continues to scale</li></ul>
2026-05-15T00:00:00Z

Client Service Associate at Thriving Wealth Management Firm

Palo Alto, CA
onsite
Permanent / Full Time
80000 - 120000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Client Service Associate | Thriving Wealth Management Firm | Palo Alto Hybrid; 3 Days onsite (flexible) | $Base + Bonus + Top Tier Perks! Join a well-established wealth management firm supporting high-net-worth and ultra-high-net-worth individuals, families, and institutions. They deliver customized financial planning and investment solutions to entrepreneurs, executives, and their families, backed by deep experience and strong local relationships. The role offers a competitive compensation package with strong benefits, including a generous 401(k) match, comprehensive health coverage, unlimited PTO, free parking, cell phone and commuter stipends, support for CFP or CFA coursework. You’ll work in a collaborative environment and a team-oriented culture with tons of growth opportunities. Responsibilities<ul><li>Build trusted relationships with clients and anticipate their needs</li><li>Own the new client onboarding experience from start to finish</li><li>Partner closely with advisors on meaningful planning and investment work</li><li>Collaborate with accountants and attorneys on complex client needs</li><li>Support portfolios, reporting, and client deliverables in a high-volume setting</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-05-22T00:00:00Z

Client Service Coordinator - Associate

Redwood City, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
POSITION: Client Service Coordinator - Associate (Contract)Location: Redwood City, CA (Onsite)Schedule: 100% ONSITE from Monday–Friday, 8:00 AM – 4:30 PMAssignment Type: Contract (Temp)Tentative Pay: $21 per hour OverviewWe are partnering with a leading organization to identify a Client Service Coordinator - Associate to provide essential administrative support and help ensure smooth day-to-day operations. This role is ideal for someone early in their career who is highly organized, detail-oriented, and comfortable managing multiple priorities in a fast-paced environment. Key Responsibilities<ul><li>Manage phone calls, emails, and correspondence in a professional manner</li><li>Schedule meetings, coordinate conferences, and maintain calendars</li><li>Maintain filing systems, sort/distribute mail, and order office supplies</li><li>Assist with financial record keeping and expense tracking</li><li>Support special projects and team initiatives as needed</li><li>Maintain cleanliness and organization in shared office spaces (kitchen and common areas)</li></ul>
2026-05-15T00:00:00Z

Senior Associate Attorney

South San Francisco, CA
onsite
Permanent / Full Time
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!
2026-05-05T00:00:00Z

Lead Office Service Associate

Palo Alto, CA
onsite
Temporary / Contract
21.85 - 22.85 USD / Hourly
We are looking for an experienced Lead Office Services Associate to support daily administrative and operational services for a client site in California. This Contract position plays a key role in keeping copy, mail, scanning, reception, hospitality, and related office support functions running smoothly in a fast-paced, accuracy-focused environment. The ideal candidate brings strong customer service skills, sound judgment, and the ability to manage sensitive materials while maintaining high standards for accuracy and turnaround time. Responsibilities:• Manage day-to-day office support activities, including copying, scanning, document intake, mail handling, and other back-office services across physical and digital workflows.• Review service requests for completeness before starting work and maintain accurate logs to track assignments, status updates, and completion details.• Organize incoming work by urgency and service standards, ensuring all tasks are processed in the correct sequence and delivered within agreed timelines.• Communicate proactively with clients, team members, and leadership regarding priorities, deadlines, service issues, and job status updates.• Perform basic troubleshooting on office equipment and replenish paper, toner, and other supplies to keep operations running efficiently.• Conduct quality checks on completed assignments and help uphold accuracy standards for both individual output and shared team deliverables.• Follow company and client-site policies while handling confidential documents and information with discretion and care.• Support additional front-of-house or workplace services, such as reception, hospitality, or audio/visual coordination, based on business needs.• Assist with physically moving materials and packages as needed, including tasks that require lifting up to 50 pounds regularly.
2026-05-21T00:00:00Z

Client Service Associate - Unlimited PTO!

Palo Alto, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
If interested, please reach out to Jennifer Fukumae on LinkedIn for quickest consideration! Established wealth management firm serving high-net-worth and ultra-high-net-worth individuals, families, foundations, and endowments is seeking a Client Service Associate to join its growing team in the Peninsula/San Francisco area. This role offers exposure to sophisticated financial planning, investment management, and client relationship support within a collaborative environment. Responsibilities<ul><li>Support and maintain relationships with high-net-worth clients </li><li>Coordinate and execute new client onboarding </li><li>Partner with attorneys, accountants, and other client advisors </li><li>Assist with strategic planning initiatives including concentrated stock, estate planning, philanthropy, and 10b5-1 plans </li><li>Provide portfolio reporting, analytical, and relationship management support </li><li>Collaborate across teams to deliver a high-touch client experience </li></ul>
2026-05-19T00:00:00Z

Client Service Associate - Indep. RIA - 2 Days onsite

San Carlos, CA
onsite
Permanent / Full Time
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>
2026-05-01T00:00:00Z

Sr. Credit Policy Analyst

Vacaville, CA
onsite
Permanent / Full Time
105000 - 130000 USD / Yearly
We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness. Responsibilities:• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.
2026-05-12T00:00:00Z

Customer Service Specialist

Oakland, CA
onsite
Temporary / Contract
23 - 26 USD / Hourly
We are seeking a Customer Support / Escalations Specialist to handle complex customer issues, ensure timely resolutions, and provide a high level of service.Job Description<ul><li>Respond to escalated customer concerns via phone, email, or chat</li><li>Investigate issues and coordinate with internal departments for resolution</li><li>Maintain detailed documentation of customer cases and outcomes</li><li>Identify recurring issues and recommend process improvements</li><li>Provide support to frontline team members on escalated matters</li><li>Ensure customer concerns are resolved in a timely and professional manner</li></ul>
2026-05-08T00:00:00Z