11 Results for Vp Client Services Jobs in San Francisco, CA

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VP Credit Risk

Dublin, CA
onsite
Temporary / Contract
95 - 110 USD / Hourly
We are looking for an experienced VP Credit Risk to support a financial services institution through a Long-term Contract engagement. This position focuses on strengthening credit risk governance, shaping policy direction, and providing senior-level guidance across lending and risk functions. The ideal candidate brings deep expertise in financial services risk oversight and is comfortable engaging with regulatory bodies while helping the organization maintain a sound and effective risk framework. Responsibilities:• Lead the review and enhancement of credit risk policies to ensure they align with business objectives, regulatory expectations, and prudent lending practices.• Provide strategic advice to senior stakeholders on credit exposure, portfolio trends, and emerging risk concerns across lending activities.• Evaluate existing credit risk controls and recommend improvements that reinforce governance, accountability, and consistent decision-making.• Partner with compliance and operational teams to support due diligence efforts and strengthen alignment between credit risk and AML-related considerations.• Oversee the development and validation of credit risk methodologies and models used to assess portfolio performance and potential loss exposure.• Prepare clear risk insights, reporting materials, and recommendations for executive leadership and relevant oversight committees.• Engage with financial services regulators and assist in responding to reviews, inquiries, and examination-related requests.• Contribute to broader risk management strategies by identifying vulnerabilities, monitoring key indicators, and promoting effective mitigation plans.
2026-10-02T00:00:00Z

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>
2026-10-02T00:00:00Z

Client Services Manager

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jeff Abrams is looking for a Client Services Manager to lead service operations and support a high standard of care for one of his clients. This role combines team leadership, process oversight, and operational execution to ensure advisors and clients receive timely, accurate, and efficient support. The ideal candidate brings strong judgment, a service-oriented mindset, and the ability to improve workflows in a regulated financial services environment. Responsibilities:• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.• Act as the escalation point for complex service matters and drive timely, practical resolutions.• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.• Supervise key operational aspects of the firm's technology environment, including reporting tools and workflow automation platforms.• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where appropriate. If you are interested in this role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Private Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Private Client Service Associate📍 San Francisco, CA (Hybrid, 3 days/week in office)🏢 Respected Investment Management Firm💰 Competitive Base + Bonus + Profit Sharing Are you looking for more than a traditional client service role? I'm partnering with a well-established and highly regarded investment management firm is seeking a Private Client Service Associate to join its growing private client team. This is an excellent opportunity for a motivated financial services professional who enjoys delivering exceptional client experiences, collaborating across departments, and gaining exposure to a broad range of wealth management and investment operations functions. You'll serve as a key point of contact for clients while partnering closely with advisors, operations professionals, and firm leadership to help support and strengthen the overall client experience. What You'll Do<ul><li>Deliver exceptional service to existing and prospective clients</li><li>Support account administration and client onboarding activities</li><li>Partner with internal teams to coordinate client requests and deliver solutions</li><li>Assist with wealth management and investment operations processes</li><li>Maintain accurate records and documentation while handling sensitive information with discretion</li><li>Build trusted relationships with clients and colleagues alike</li><li>Contribute to process improvements and operational efficiency initiatives</li><li>Help ensure a seamless, high-quality client experience at every touchpoint</li></ul>Why This Opportunity Stands Out✅ Competitive compensation package with bonus opportunity & Profit-sharing program✅ Exceptional retirement benefits, including a generous employer contribution✅ Comprehensive medical, dental, and vision coverage✅ Exposure to a broad range of wealth management, client service, and investment operations responsibilities✅ Opportunity to support sophisticated, high-net-worth client relationships✅ Collaborative, team-oriented culture with outstanding employee tenure✅ Strong leadership team committed to employee development and long-term career growth✅ Engaging and supportive workplace culture that values both professional success and team camaraderie Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.
2026-10-23T00:00:00Z

Client Services Coordinator

San Mateo, CA
onsite
Temporary / Contract
27 - 29 USD / Hourly
We are looking for a Client Services Coordinator to support individuals and families by connecting them with housing-focused services and community-based assistance in San Mateo, California. This Long-term Contract position is well suited for someone who can balance compassionate client support with strong organization and follow-through in a fast-paced environment. The person in this role will help clients navigate available resources, coordinate service plans, and contribute to stable housing outcomes through responsive and attentive service delivery. This role will require some travel throughout San Mateo County (mileage can be expensed). Apply today to be considered! Responsibilities:• Meet with clients to complete intake conversations, screenings, and initial evaluations in order to understand immediate barriers and identify practical housing options.• Provide timely support during urgent situations, help clients create individualized stability plans, and guide efforts aimed at reducing the risk of homelessness.• Link individuals and families to rental help, utility assistance, public benefits, and other local programs that address essential needs.• Research housing availability, engage with property owners and managers, and assist clients throughout the process of securing appropriate housing placements.• Represent client needs through referrals, partner coordination, and problem-solving with service agencies, landlords, and community organizations.• Prepare and maintain thorough case documentation, ensure records are current, and protect sensitive information in accordance with privacy expectations.• Enter service data accurately, monitor client progress, and support reporting activities that measure outcomes and overall program performance.• Work closely with colleagues and external partners to improve service coordination and strengthen results for clients receiving support.• Carry out daily responsibilities in alignment with organizational standards and all applicable local, state, and federal requirements.
2026-10-23T00:00:00Z

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>
2026-10-05T00:00:00Z

Client Service Associate

San Mateo, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-23T00:00:00Z

Client Service Associate Wealth Management

San Mateo, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
San Mateo, CA | Remote Flexibility AvailableJennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing, client-focused wealth management firm in San Mateo that is looking to add a Client Service Associate to its team. This is a great opportunity to join an expanding advisory practice and work closely with Financial Advisors to support high-net-worth clients and their day-to-day financial needs. The firm offers a collaborative team environment, a strong focus on client relationships, and the flexibility to work remotely. Key Responsibilities<ul><li>Coordinate new account openings, account transfers, and ongoing account maintenance.</li><li>Process beneficiary changes, address updates, money movement requests, and other account-related transactions.</li><li>Assist with insurance applications and related paperwork, including gathering and organizing required client information.</li><li>Communicate directly with clients via phone and email to gather documentation, provide updates, and address account-related questions.</li><li>Work with custodians, financial advisors, and internal team members to ensure client requests are handled accurately and efficiently.</li><li>Review account paperwork and documentation for accuracy and completeness prior to submission.</li><li>Maintain organized and up-to-date client records, ensuring proper documentation and recordkeeping.</li><li>Provide day-to-day administrative and operational support to Financial Advisors and the broader advisory team.</li><li>Assist with additional client service initiatives and operational projects as needed.</li></ul>
2026-10-15T00:00:00Z

Client Service Associate - Remote

San Mateo, CA
onsite
Permanent / Full Time
70000 - 90000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Service Associate | Wealth Management Firm | REMOTE Join a growing, independent wealth management firm with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the client service and operational side of wealth management and wants to build a long-term career without pursuing the traditional advisor or sales path. The role is offers strong work-life balance, meaningful client interaction, and the opportunity to work closely with experienced advisors. You'll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise. Responsibilities<ul><li>Manage new account openings, account maintenance, and client paperwork</li><li>Process money movements, beneficiary changes, and other account transactions</li><li>Communicate directly with clients to gather information and resolve requests</li><li>Coordinate with custodians and internal teams to ensure timely processing</li><li>Support insurance paperwork and client documentation</li><li>Partner with advisors on day-to-day client service and operations </li><li>Maintain accurate client records and support special projects</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-20T00:00:00Z

Client Service Associate Boutique RIA Firm

San Mateo, CA
onsite
Permanent / Full Time
75000 - 95000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. San Mateo, CA | Remote Flexibility AvailableJennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing, client-focused wealth management firm in San Mateo that is looking to add a Client Service Associate to its team. This is a great opportunity to join an expanding advisory practice and work closely with Financial Advisors to support high-net-worth clients and their day-to-day financial needs. The firm offers a collaborative team environment, a strong focus on client relationships, and the flexibility to work remotely. Responsibilities<ul><li>Coordinate new account openings, account transfers, and ongoing account maintenance.</li><li>Process beneficiary changes, address updates, money movement requests, and other account-related transactions.</li><li>Assist with insurance applications and related paperwork, including gathering and organizing required client information.</li><li>Communicate directly with clients via phone and email to gather documentation, provide updates, and address account-related questions.</li><li>Work with custodians, financial advisors, and internal team members to ensure client requests are handled accurately and efficiently.</li><li>Review account paperwork and documentation for accuracy and completeness prior to submission.</li><li>Maintain organized and up-to-date client records, ensuring proper documentation and recordkeeping.</li><li>Provide day-to-day administrative and operational support to Financial Advisors and the broader advisory team.</li><li>Assist with additional client service initiatives and operational projects as needed.</li></ul>
2026-10-12T00:00:00Z

Client Service Leader RIA Firm

Walnut Creek, CA
onsite
Permanent / Full Time
110000 - 125000 USD / Yearly
Jennifer Fukumae with Robert Half is partnering with a growing, independent wealth management firm seeking a Client Service Associate Leader to lead its client service team and strengthen the operational infrastructure supporting advisors and high-net-worth clients.This is a great opportunity for a hands-on leader who enjoys both people management and process improvement. You’ll oversee the CSA team, help establish best practices, improve workflows, and partner with advisors, operations, and compliance to ensure the firm continues to scale efficiently. What You’ll DoTeam Leadership<ul><li>Manage, coach, and develop the Client Service Associate team.</li><li>Lead hiring, onboarding, training, performance management, and ongoing professional development.</li><li>Establish clear service standards, workflows, and accountability across the team.</li><li>Conduct regular 1:1s and performance reviews.</li><li>Act as the escalation point for complex client service issues.</li></ul>Client Service & Operations<ul><li>Oversee day-to-day client service operations supporting advisors and clients.</li><li>Manage client onboarding, account opening, transfers, custodial paperwork, and account maintenance.</li><li>Develop and document procedures to create consistency and efficiency across the team.</li><li>Identify opportunities to improve processes and build scalable infrastructure as the firm grows.</li><li>Partner with Compliance to ensure operational processes align with regulatory requirements and the LPL Financial platform.</li></ul>Technology & Process Improvement<ul><li>Oversee operational components of the firm's CRM, portfolio reporting, and workflow systems.</li><li>Identify opportunities to improve automation and integration across platforms.</li><li>Evaluate and implement new technology solutions, including AI-enabled tools where appropriate.</li><li>Help drive a culture of continuous improvement across the organization.</li></ul>
2026-10-13T00:00:00Z

11 results for Vp Client Services in San Francisco, CA