<p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</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><br></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> </p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Senior Client Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Client Associate</strong> to join a leading wealth management team serving ultra-high-net-worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the primary point of contact for client service requests and ensure timely execution.</li><li>Partner with senior management on bespoke client strategies and firm-wide initiatives.</li><li>Build strong client relationships and anticipate needs to exceed expectations.</li><li>Assist with complex wealth transfer strategies, philanthropic initiatives, and tax-advantaged planning.</li><li>Collaborate with internal investment teams on portfolio creation and cash deployment.</li><li>Mentor team members and contribute to a positive team culture.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation and bonus structure.</li><li>Comprehensive health coverage and 401(k) match.</li><li>Flexible vacation policy, sabbatical program, and hybrid work options.</li><li>Collaborative culture with opportunities for growth.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half </strong>is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Up to $120k base</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | Multi Family Office | San Francisco | Hybrid | Base + Bonus</strong></p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Client Service Associate | RIA | San Francisco | Hybrid | $80-100k Base + Bonus</strong></p><p> </p><p>The firm is a prominent wealth management firm with a legacy of long-standing client relationships spanning generations and managing approximately $2 billion in assets, has earned a reputation for delivering sophisticated, tailored wealth management solutions to families and institutions.</p><p> </p><p>This role provides an invaluable exposure to all facets of wealth management while allowing you to collaborate across departments and support a diverse portfolio of clients. The firm offers a competitive compensation package, including comprehensive health benefits, 401(k) matching after six months, three weeks of paid vacation, and separate sick days. This is an ideal opportunity for detail-oriented, proactive professionals who thrive in a client-focused environment.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Provide day-to-day client service and support</li><li>Assist with meeting preparation and coordinate follow-ups</li><li>Serve as a primary point of contact for client requests and inquiries</li><li>Initiate and monitor service requests with custodians on behalf of clients</li><li>Manage account openings, stock option exercises, cost basis research, and related tasks</li><li>Maintain and update CRM records, contributing to quarter-end reporting</li><li>Ensure precise execution of client service protocols</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Client Service Associate</strong> to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests, including wire transfers and documentation for new/existing accounts.</li><li>Communicate with custodians and vendors to ensure accurate and timely transactions.</li><li>Act as liaison between advisors, clients, and middle-office functions.</li><li>Schedule client meetings and manage calendars.</li><li>Support trading and portfolio rebalancing if licensed.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Annual profit sharing and 401(k) match.</li><li>Medical and dental coverage.</li><li>Flexible overtime pay option.</li><li>15 vacation days + 5 sick days + NYSE holidays.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits. The practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a full-time, experienced <strong>Client Service Specialist</strong> to join their growing team. This role is based in <strong>San Francisco</strong> (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed.</p><p> </p><p><strong>Compensation:</strong> $80,000–$90,000 (DOE) + Bonus + <strong>6% 401(k) match</strong></p><p><strong>Schedule:</strong> Hybrid (3 days in-office), WFH 2 days once trained</p><p> </p><p>This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients.</p><p> </p><p>This position is primarily <strong>back-office/administrative</strong> with some direct interaction via email and phone—not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.).</li><li>Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney).</li><li>Communicate with clients by phone or email to answer operational questions and resolve administrative issues.</li><li>Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing.</li><li>Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions.</li><li>Maintain accurate records by updating the portfolio accounting system and CRM.</li><li>Contribute to quarterly reporting—production, review, and delivery of client reports.</li><li>Ensure client service procedures are followed and continuously enhanced for efficiency and quality.</li></ul><p><br></p>
<p><strong>Transitioning Out of Public Accounting? Explore a Strategic, Deal-Focused Career Path</strong></p><p>If you have experience in public accounting—particularly from a Big 4 or national firm—and are seeking a role that is more analytical, forward-looking, and impactful, this opportunity may be an excellent next step.</p><p><br></p><p><strong>Senior Associate – M& A / Financial Due Diligence</strong></p><p><strong>Location:</strong> San Francisco (Hybrid)</p><p><strong>Compensation:</strong> $90,000–$120,000 base salary + Bonus + Full Benefits</p><p><br></p><p>A growing M& A advisory firm in San Francisco is seeking a Senior Associate to join its financial due diligence team. In this role, you will support private equity and corporate buyers by evaluating potential acquisitions, analyzing financial performance, and helping clients make informed investment decisions. This position offers the chance to leverage your audit experience in a more dynamic, transaction-oriented setting.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Perform financial analyses for target companies, including quality of earnings, working capital assessments, and cash flow analysis</li><li>Build and refine Excel-based financial models (M& A-specific training provided)</li><li>Prepare client-facing reports, presentations, and deliverables</li><li>Collaborate closely with senior team members and client stakeholders throughout the transaction process</li><li>Develop a comprehensive understanding of the M& A lifecycle from initial evaluation through closing</li></ul>
<p>The Bilingual Spanish Customer Service Representative plays a vital role in delivering exceptional client experiences in both English and Spanish. In this position, you will handle a variety of customer interactions, including questions about products, order processing, returns, and troubleshooting. Your ability to communicate clearly in both languages will help you resolve issues efficiently while building rapport with clients from diverse backgrounds. You’ll be expected to document all interactions in the company’s systems, collaborate with teams to solve complex problems, and contribute ideas for process improvements. Adaptability, empathy, and a customer-first mindset are essential for success in this role.</p>
<p>Position summary</p><p>The Office Services Associate is responsible for adding value in providing daily back-office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed.</p><p><br></p><p>Job duties</p><p>* Denotes an essential function</p><p>- *Utilize appropriate logs for all office services work.</p><p>- *Ensure that job tickets are properly filled out before beginning work.</p><p>- *Perform work in office services primarily reprographics mail and intake functions according to established procedures.</p><p>- *Follow procedures to run jobs in proper order.</p><p>- *Communicate with supervisor or client on job or deadline issues.</p><p>- *Meet contracted deadlines for accepting completing and delivering all work.</p><p>- *Troubleshoot basic equipment problems.</p><p>- Be able to lift up to 50 lbs. on a regular basis.</p><p>- Prioritize workflow.</p><p>- Performs Quality Assurance on own and work of others.</p><p>- Load machines with various paper toner supplies.</p><p>- Answer telephone emails and place service calls when needed.</p><p>- Interact with clients in person over the phone or electronically.</p><p>- Adhere to Williams Lea policies in addition to client site policies.</p><p>- Use equipment and supplies in a cost-efficient manner.</p><p><br></p>
<p>Position summary </p><p> The Office Services Associate is responsible for adding value in providing daily back-office and hospitality services for our client and teams. Services include but are not limited to mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed. </p><p><br></p><p> Responsibilities:</p><p> * Denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p><p><br></p><p><br></p>
<p>Our company is looking for an enthusiastic and customer-focused Vietnamese-speaking Customer Service Representative to deliver exceptional service and support to our diverse client base.</p><p>This position is responsible for addressing customer inquiries, resolving issues efficiently, and working closely with Vietnamese-speaking clients. You will play an integral role in creating positive experiences, identifying opportunities for improvement in customer service delivery, and cultivating lasting relationships.</p><p>You should be adaptable, tech-savvy, and passionate about helping others, with fluency in Vietnamese and English.</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> that supports an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals. This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.</p><p><br></p><p>Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p><br></p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Specialist</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is a back-office role with some client interaction via email and phone, focused on delivering exceptional service and operational support. You’ll manage client requests, collaborate with advisors, and help improve processes to enhance the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Handle client service requests (account openings, transfers, ACH, RMDs, stock donations).</li><li>Communicate with clients and custodians to resolve operational issues.</li><li>Prepare reports and assist with quarterly client reporting.</li><li>Maintain CRM and portfolio management systems (Salesforce, Orion).</li><li>Support meeting preparation and contribute to process improvements.</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after 6 months.</li><li>Three weeks paid vacation + separate sick days.</li></ul>
<p><strong>Client Service Specialist</strong></p><p>A growing wealth management firm is seeking an experienced <strong>Client Service Specialist</strong> to join our team. This role is primarily back-office and administrative, with some client interaction via email and phone. You’ll support approximately 200 client relationships and collaborate across departments to ensure exceptional service.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Manage client requests such as account openings, transfers, ACH processing, and document execution.</li><li>Communicate with clients and custodians to resolve operational inquiries.</li><li>Prepare reports and assist with meeting materials using CRM and portfolio management systems.</li><li>Contribute to quarterly reporting and help improve client service processes.</li><li>Maintain accurate client data and ensure compliance with firm procedures.</li></ul><p><strong>Why Join Us</strong></p><ul><li>Competitive salary and benefits (medical, dental, vision).</li><li>401(k) with matching after 6 months.</li><li>Generous PTO: 3 weeks vacation plus separate sick days.</li><li>Collaborative team environment with opportunities to improve processes and client experience.</li></ul><p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>As a Customer Service Specialist, you will serve as a key liaison between our company and its clients, ensuring that every interaction reflects our commitment to excellence. In this role, you will be responsible for addressing inquiries, resolving complex issues, and providing timely, accurate information about our products and services. You’ll play a critical part in client retention by fostering positive, professional relationships, managing customer expectations, and offering solutions that best meet their needs. This position requires excellent communication skills, a proactive attitude, and the ability to adapt to a dynamic environment. You will collaborate closely with internal teams to deliver seamless service and continuously seek ways to enhance the customer experience.</p>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> 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.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
We are looking for a dedicated Customer Service Representative to join our team on a contract basis in Tracy, California. In this role, you will play a key part in ensuring customer satisfaction by managing orders, addressing inquiries, and maintaining accurate documentation. This position offers an excellent opportunity to contribute to a collaborative team environment while developing your customer service expertise.<br><br>Responsibilities:<br>• Process and manage customer orders accurately and efficiently using word processing and spreadsheet software.<br>• Monitor order fulfillment to ensure timely deliveries and adherence to customer commitments.<br>• Respond professionally to customer inquiries and requests, providing clear and helpful information.<br>• Prepare detailed reports, correspondence, and documentation under the guidance of supervisors and experienced team members.<br>• Collaborate with team members to ensure seamless account coverage and operational efficiency.<br>• Maintain accurate records of customer orders and interactions to support smooth order processing.<br>• Address delivery-related issues promptly to maintain customer satisfaction.<br>• Assist in team-specific activities to support overall goals and objectives.
<p><strong>Job Description: Collections Specialist</strong></p><p>The Collections Specialist is responsible for overseeing and resolving past due accounts to support the organization’s financial stability. This position focuses on communicating with clients to obtain payments, negotiating repayment arrangements, and ensuring prompt resolution of outstanding balances while fostering strong customer relationships. The Collections Specialist also works closely with internal departments to address billing issues and deliver high-quality customer service, contributing to improved cash flow and reduced risk of bad debt.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Contact Clients</strong>: Proactively reach out to clients to communicate regarding outstanding balances or past-due invoices.</li><li><strong>Maintain Records</strong>: Accurately document all customer interactions and payment activities to ensure records are up to date.</li><li><strong>Negotiate Payment Plans</strong>: Work with customers to develop feasible payment plans to resolve outstanding debts while adhering to organizational policies.</li><li><strong>Resolve Disputes</strong>: Research and resolve billing discrepancies or disputes, ensuring customer satisfaction and the timely collection of payments.</li><li><strong>Monitor Accounts</strong>: Track overdue accounts, prioritize collection efforts, and recommend actions to resolve unpaid balances.</li><li><strong>Provide Reporting</strong>: Prepare and present regular collection activity and aging reports to management to showcase progress and identify trends.</li><li><strong>Ensure Compliance</strong>: Adhere to debt collection regulations and company policies regarding customer communication and collection practices.</li><li><strong>Collaborate with Teams</strong>: Coordinate with the accounting or billing teams to clarify payment applications or disputes.</li><li><strong>Assess Credit Worthiness</strong>: Assist in analyzing customer payment trends and credit histories to minimize future payment risks.</li><li><strong>Maintain Customer Relationships</strong>: Handle payment challenges professionally, aiming to maintain positive client relationships while ensuring timely debt resolution.</li></ol>
<p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Due Diligence, M& A Associate | San Francisco | Hybrid | Up to $130k base + Bonus</strong></p><p><br></p><p>This is a fantastic opportunity for someone ready to transition from Audit to Financial Due Diligence. Join a fast-growing boutique advisory firm specializing in complex M& A transactions, where you’ll gain hands-on experience in financial due diligence within a collaborative, high-growth environment. The firm offers strong career growth, excellent benefits, commuter support, and a culture that values both professional and personal development.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Analyze financial statements, cash flows, and the overall health of target companies</li><li>Collaborate with junior and senior team members to manage projects</li><li>Build financial models and prepare deliverables using Excel</li><li>Handle multiple projects simultaneously and adapt to evolving challenges</li><li>Provide clear financial insights and prepare client-ready presentations</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p>A global professional services firm is seeking an Associate Conflict Analyst to support its Conflict Management team with high-level risk assessments, conflict checks, client due diligence, and matter intake workflows. The Associate Conflict Analyst will conduct conflict-of-interest checks, perform legal and organizational research, and identify potential risk issues under the guidance of the firm’s Conflict Management leadership. This team plays a critical role in ensuring that new matters, new clients, and new hires align with the firm’s internal policies and professional responsibility standards.</p><p>This is a fully remote, long-term contract opportunity aligned to Pacific Time business hours, ideal for a West Coast–based professional with strong analytical skills and experience in conflicts, AML, client intake, or legal research.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Gather and validate information needed to perform conflict-of-interest analysis, including independent research via PACER and external sources.</li><li>Conduct conflict searches in Intapp Open using Boolean logic and established policies for issue identification.</li><li>Summarize potential conflict issues and coordinate mitigation or escalation with senior team members.</li><li>Communicate with internal stakeholders at all levels to obtain clarifications and resolve issues.</li><li>Maintain and update the conflict database, performing quality control checks for accuracy and completeness.</li><li>Assist with due diligence for new hires, new clients, and RFP-related research as needed.</li><li>Support the Conflict Management team with other projects and responsibilities as assigned.</li></ul><p><br></p>
