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13 results for Senior Client Service Associate Wealth Managmeent in San Francisco, CA

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-08-07T00:00:00Z

VP of Client Services - Wealth Management

San Francisco, CA
onsite
Permanent / Full Time
145000 - 175000 USD / Yearly
A nationally recognized and thriving wealth management and advisory firm is seeking a Vice President of Client Services to help shape and elevate the client experience across a growing organization. This is an opportunity for an experienced client service leader who thrives at the intersection of people leadership, operational excellence, and advisor partnership. You'll play a key role in building high-performing teams, establishing service standards, developing future leaders, and ensuring clients receive a consistent, exceptional experience throughout their relationship with the firm. The ideal candidate brings deep experience within an RIA or wealth management environment, extensive people management expertise, and a passion for coaching teams while driving continuous improvement. Lead and Develop High-Performing Teams<ul><li>Manage and mentor client service professionals and team leaders across multiple locations</li><li>Foster a culture of accountability, ownership, and service excellence</li><li>Coach, develop, and retain top talent through structured feedback and professional development</li><li>Create and deliver training programs that strengthen technical expertise and client service skills</li></ul>Elevate the Client Experience<ul><li>Establish and maintain service standards that create a consistent client experience across the organization</li><li>Ensure client needs are proactively anticipated and addressed</li><li>Build a service culture where teams act as trusted partners to advisors and clients rather than simply processing requests</li><li>Monitor service metrics and implement improvements that enhance quality and efficiency</li></ul>Partner Across the Business<ul><li>Collaborate closely with advisors, operations, compliance, technology, and investment teams</li><li>Serve as a trusted resource on client service strategy, workflow design, and operational best practices</li><li>Support advisor onboarding, integration initiatives, and business growth efforts</li><li>Represent the client service organization in cross-functional leadership discussions</li></ul>Drive Operational Excellence<ul><li>Identify opportunities to streamline processes, improve scalability, and enhance team effectiveness</li><li>Lead strategic initiatives and special projects from planning through implementation</li><li>Leverage data and performance metrics to drive decision-making and continuous improvement</li><li>Help build the infrastructure, playbooks, and processes necessary to support future growth</li></ul>
2026-07-24T00:00:00Z

Client Service Associate - Multi Family Office

San Francisco, CA
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate| Multi Family Office | SF Bay Area Join a specialized family office platform serving ultra-high-net-worth individuals, founders, investors, and multi-generational families. The firm delivers highly tailored solutions across wealth strategy, portfolio management, and family office operations, with a high-touch, relationship-driven model built on discretion and precision. This is a strong opportunity for a client service professional seeking a high-end, entrepreneurial environment with real exposure and long-term growth. The firm offers strong mentorship, direct access to leadership, and clear development paths, within a collaborative, low-ego culture focused on ownership and continuous improvement. The role includes flexible remote work, strong benefits, and unlimited PTO. Responsibilities<ul><li>Support senior team members on client service and operations</li><li>Lead onboarding, including account setup and documentation</li><li>Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance</li><li>Coordinate tax workflows with external providers</li><li>Process capital calls, wires, and time-sensitive transactions</li><li>Maintain KYC, compliance, and CRM accuracy</li><li>Support reporting, financial admin, and document management</li><li>Liaise with clients and advisors to ensure smooth execution</li><li>Improve processes and support tech-enabled workflows</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-20T00:00:00Z

Client Services Associate

Alamo, CA
onsite
Permanent / Full Time
75000 - 100000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Location: Walnut Creek, CASalary: $85,000 - $100,000Schedule: Onsite | Monday-Friday | 8:00 AM - 5:00 PM We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately $1B in assets under management. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a Client Service Associate to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys building relationships, thrives in a collaborative environment, and wants to be part of a stable, client-focused RIA. Responsibilities<ul><li>Provide day-to-day administrative and operational support to two Wealth Advisors.</li><li>Serve as a primary point of contact for client service requests, ensuring timely and professional communication.</li><li>Prepare, process, and track new account openings, account maintenance, money movements, transfers, and beneficiary updates.</li><li>Coordinate and follow up on client paperwork while ensuring accuracy and completeness.</li><li>Assist with meeting preparation, client reviews, and follow-up items.</li><li>Maintain accurate client records and documentation within the CRM.</li><li>Work closely with Charles Schwab to process client requests and resolve account-related inquiries.</li><li>Monitor outstanding service requests and proactively communicate updates to clients and advisors.</li><li>Coordinate with custodians and other third-party providers to ensure a seamless client experience.</li><li>Support ongoing operational projects and contribute to process improvements as needed.</li></ul>
2026-08-03T00:00:00Z

General Partner Services Senior Associate | Alternative Inve

Oakland, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA 💰 Great Base + 10–20% Bonus (includes Profit Sharing) 📍 San Francisco | Hybrid 🎯 Outstanding Benefits: 100% employer-paid healthcare, profit-sharing 401(k), onsite gym, daily meals, HSA funding, tuition assistance, pet insurance, childcare & family planning benefits, and more. This is not your typical fund accounting role. You'll join one of the world's premier alternative investment firms, managing $40B+ in assets across private equity, credit, real estate, and public markets. Instead of focusing solely on books and records, you'll work directly on the firm's General Partner investment platform, supporting senior principals and gaining exposure to some of the most sophisticated ownership structures in private markets. If you're looking for a role that combines fund accounting, operations, investment structures, and high-level stakeholder exposure, this is a rare opportunity. 💡 What You'll Do<ul><li>Support GP and LP investment accounting, reporting, and capital activity</li><li>Prepare and reconcile capital calls, distributions, transfers, and allocations</li><li>Coordinate quarterly and annual reporting across complex investment structures</li><li>Partner with Fund Accounting, Tax, Legal, Investor Relations, and senior leadership</li><li>Track deferred compensation, private investments, and ownership activity</li><li>Help improve reporting processes through automation and AI-enabled tools</li><li>Maintain highly confidential financial information with exceptional accuracy</li></ul>Why This Opportunity Stands Out<ul><li>Work for one of the most respected investment firms in the alternative asset management industry</li><li>Gain exposure to sophisticated GP investment structures rarely seen in traditional accounting roles</li><li>Partner with senior leaders across Finance, Tax, Legal, and Investor Relations</li><li>Outstanding long-term career growth within a world-class investment platform</li><li>Exceptional benefits, collaborative culture, and significant investment in employee development</li></ul>
2026-07-27T00:00:00Z

Client Services & Operations Associate

San Francisco, CA
onsite
Permanent / Full Time
70000 - 80000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Operations Associate | Wealth Management Firm | San Francisco | Hybrid; 3 days onsite | Base + Strong Bonus Join a well-established, growth-oriented wealth management firm known for its client-first culture, collaborative team, and long-term approach to financial planning. This is an excellent opportunity to build your career in wealth management while gaining direct exposure to financial advisors, firm leadership, and high-net-worth clients. The firm offers a flexible hybrid schedule, strong mentorship, ongoing professional development, internal growth opportunities, bonus potential, retirement contributions, and employee financial planning benefits. Responsibilities<ul><li>Serve as a primary contact for client service and account maintenance</li><li>Support account openings, transfers, money movement, and other client requests</li><li>Coordinate client meetings and ongoing advisor outreach</li><li>Prepare and process client paperwork while maintaining accurate CRM records</li><li>Communicate with clients, custodians, and internal teams to ensure timely resolution of requests</li><li>Monitor account activity and follow up on outstanding documentation</li><li>Support workflow improvements, operational initiatives, and special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-07-11T00:00:00Z

Wealth Advisor

Mountain View, CA
onsite
Permanent / Full Time
120000 - 150000 USD / Yearly
For additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn. Step Into a Lead Planner Role — Real Client Exposure, Real GrowthJennifer Fukumae with Robert Half is working with a high-performing, independent Registered Investment Advisor managing over $1B+ for a concentrated group of high-net-worth families. With strong recent growth and a collaborative team model, this is an ideal seat for someone ready to take ownership in the planning process and move toward a Lead Advisor path. If you’re interested in this Wealth Advisor opportunity, reach out to Jennifer Fukumae on LinkedIn to begin the conversation. What You’ll Own<ul><li>Partner directly with senior advisors in client meetings and relationship management</li><li>Translate client goals and financial data into comprehensive planning strategies</li><li>Build and refine financial plans, investment frameworks, and client deliverables</li><li>Collaborate across investments, planning, and client service teams to execute strategies</li><li>Support implementation—working alongside CPAs, attorneys, and other external partners</li><li>Prepare polished presentations and communications for clients and prospects</li><li>Help enhance internal systems, workflows, and planning tools</li></ul>
2026-08-11T00:00:00Z

Senior Associate – General Partner Services | Top-Tier Globa

San Francisco, CA
onsite
Permanent / Full Time
140000 - 180000 USD / Yearly
Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA 💰 Great Base + 10–20% Bonus (includes Profit Sharing) 📍 San Francisco | Hybrid 🎯 Outstanding Benefits: 100% employer-paid healthcare, profit-sharing 401(k), onsite gym, daily meals, HSA funding, tuition assistance, pet insurance, childcare & family planning benefits, and more. This is not your typical fund accounting role. You'll join one of the world's premier alternative investment firms, managing $40B+ in assets across private equity, credit, real estate, and public markets. Instead of focusing solely on books and records, you'll work directly on the firm's General Partner investment platform, supporting senior principals and gaining exposure to some of the most sophisticated ownership structures in private markets. If you're looking for a role that combines fund accounting, operations, investment structures, and high-level stakeholder exposure, this is a rare opportunity. 💡 What You'll Do<ul><li>Support GP and LP investment accounting, reporting, and capital activity</li><li>Prepare and reconcile capital calls, distributions, transfers, and allocations</li><li>Coordinate quarterly and annual reporting across complex investment structures</li><li>Partner with Fund Accounting, Tax, Legal, Investor Relations, and senior leadership</li><li>Track deferred compensation, private investments, and ownership activity</li><li>Help improve reporting processes through automation and AI-enabled tools</li><li>Maintain highly confidential financial information with exceptional accuracy</li></ul>Why This Opportunity Stands Out<ul><li>Work for one of the most respected investment firms in the alternative asset management industry</li><li>Gain exposure to sophisticated GP investment structures rarely seen in traditional accounting roles</li><li>Partner with senior leaders across Finance, Tax, Legal, and Investor Relations</li><li>Outstanding long-term career growth within a world-class investment platform</li><li>Exceptional benefits, collaborative culture, and significant investment in employee development</li></ul>
2026-07-27T00:00:00Z

Senior Estate Planning Attorney

San Jose, CA
onsite
Permanent / Full Time
150000 - 250000 USD / Yearly
We are looking for an accomplished Senior Estate Planning Attorney to support sophisticated estate matters in San Jose, California. This position focuses on guiding complex trust and probate administrations while developing tailored planning strategies for high-net-worth individuals and families. The attorney in this role will manage tax-related filings, fiduciary accounting review, and the legal structuring needed to carry out effective wealth transfer plans. Responsibilities: • Lead trust and probate administration matters from court filings and early case assessment through closing and final transfer of assets. • Oversee the appraisal and categorization of estate holdings, while directing the preparation of legal documents needed for marshaling and distribution. • Prepare and review estate, gift, and related tax filings to support compliance and effective transfer planning. • Analyze and finalize fiduciary accountings to ensure accurate reporting for estates and trusts under administration. • Design customized estate planning strategies for individuals and families with complex asset profiles and unique succession goals. • Establish and structure trust-based entities that align with client objectives, tax considerations, and long-term asset protection needs. • Advise on property tax matters connected to estate and trust holdings, including administrative filings and related compliance obligations. • Collaborate with clients, fiduciaries, accountants, and other advisors to move matters forward efficiently and resolve issues as they arise.
2026-08-07T00:00:00Z

Senior Financial Analyst

Menlo Park, CA
onsite
Temporary / Contract
45 - 55 USD / Hourly
The Senior Financial Analyst is responsible for supporting financial planning, analysis, forecasting, budgeting, and reporting while leveraging AI and automation tools to improve efficiency, accuracy, and decision-making. In a mid-sized company, this role often partners with finance leadership, operations, and business units to analyze financial performance, identify trends, and help drive process improvements through technology-enabled solutions. Key Responsibilities<ul><li>Develop and maintain financial models, forecasts, budgets, and variance analyses to support business planning and strategic decisions. Based on general knowledge.</li><li>Analyze financial and operational data to identify trends, risks, and opportunities for improvement. Based on general knowledge.</li><li>Use AI and automation tools to streamline reporting, data consolidation, and recurring analysis processes. </li><li>Partner with cross-functional teams to improve data accuracy, reporting workflows, and financial visibility. Based on general knowledge.</li><li>Prepare monthly, quarterly, and annual financial reports for management and business stakeholders. Based on general knowledge.</li><li>Support scenario planning, profitability analysis, and performance tracking across departments or business lines. Based on general knowledge.</li><li>Assist with system enhancements, dashboard development, and process automation initiatives. Based on general knowledge.</li><li>Present findings and recommendations to leadership in a clear and actionable manner. Based on general knowledge.</li></ul>
2026-08-03T00:00:00Z

Senior Financial Analyst

Fremont, CA
onsite
Temporary / Contract
70 - 80 USD / Hourly
We are looking for an experienced Senior Financial Analyst to join an engineering organization in Fremont, California. This long-term contract position will play a key role in financial planning, operational analysis, and executive reporting within a dynamic public-company environment. The ideal candidate brings strong FP&A expertise, sound business judgment, and the ability to partner effectively with leaders across finance, accounting, and operations. Responsibilities:• Lead forecasting, budgeting, and annual planning activities to support business performance and strategic goals.• Work closely with department leaders to deliver financial insights, planning guidance, and decision support across the organization.• Evaluate revenue trends, gross margin performance, and spending patterns to identify risks and opportunities.• Analyze manufacturing-related financial drivers, including material costs, labor, overhead, warranty exposure, and margin performance.• Provide operational analysis focused on production efficiency, manufacturing output, and cycle time improvement opportunities.• Prepare clear presentations and financial summaries for senior executives to support business reviews and planning discussions.• Build and maintain financial models that inform scenario planning, investment decisions, and ongoing performance management.• Partner with accounting and operations teams in a fast-paced environment to ensure accurate analysis and timely business support.
2026-08-01T00:00:00Z

Senior Fraud Analyst

San Francisco, CA
onsite
Temporary / Contract
37.5 - 45 USD / Hourly
We are seeking a Senior Fraud Analyst for a 3-month contract opportunity, with potential for extension. This role focuses on transaction monitoring, fraud decisioning, and rule optimization for a card portfolio. The ideal candidate is analytical, self-directed, and thrives in a fast-paced environment. Responsibilities:<ul><li>Review card authorization activity and make fraud-related transaction decisions.</li><li>Develop and optimize fraud rules based on transaction velocity, spending patterns, and merchant risk.</li><li>Analyze transaction data to identify emerging fraud trends and improve detection strategies.</li><li>Balance fraud prevention with customer experience by minimizing false declines.</li><li>Partner with cross-functional teams to improve authorization outcomes and fraud response effectiveness.</li><li>Implement and manage fraud controls using issuer fraud and decisioning platforms.</li><li>Apply knowledge of card authorization processes, interchange, and decline codes to support effective decision-making.</li><li>Adapt quickly in a dynamic environment while taking ownership of key fraud initiatives.</li></ul>
2026-08-11T00:00:00Z

Senior Attorney or Partner

San Francisco, CA
onsite
Permanent / Full Time
150000 - 270000 USD / Yearly
We are looking for an experienced Senior Attorney or Partner to join small law firm in San Francisco, California. This role offers an exciting opportunity for a legal expert with a strong background in family law and civil litigation to advance their career while contributing to the growth and success of our firm. The ideal candidate will have a passion for leadership, client advocacy, and business development. Responsibilities:• Lead and manage cases in family law, probate, and trust and estate practices, ensuring high-quality representation for clients.• Prepare and complete legal documents, conduct client meetings, and represent clients in hearings and depositions.• Oversee the filing and service of legal documents, maintaining strict adherence to deadlines and court requirements.• Conduct legal research and provide strategic advice to clients and the firm.• Mentor and supervise associates, fostering growth and ensuring effective case management.• Build and maintain a book of business by cultivating strong client relationships and networking within the legal community.• Stay updated on developments in family law and related areas to provide cutting-edge legal strategies.• Assist with transactional work, including drafting and reviewing contracts and other documentation.• Contribute to administrative functions and support the overall operations of the firm.
2026-07-24T00:00:00Z