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22 results for File Clerk in San Jose, CA

File Clerk
  • Burlingame, CA
  • onsite
  • Temporary
  • 23.75 - 26.00 USD / Hourly
  • <p>A boutique litigation law firm on the Peninsula is seeking a File Clerk to join its team on an open-ended contract basis. This is a fully onsite role in Burlingame and is well-suited for an early-career legal professional looking to build hands-on experience in a supportive, team-oriented environment. The File Clerk will work closely with a longstanding litigation secretary to maintain organized, accurate, and up-to-date case files. The ideal candidate is a quick learner with at least one year of law firm experience and a foundational understanding of litigation documents (e.g., pleadings, motions, discovery).</p><p><br></p><p>The firm’s preference is for a 20-hour/week schedule, with the option of shorter hours across five days or longer hours condensed into fewer days. However, for the right candidate, the firm is open to expanding the role to 30–40 hours per week, which would include additional responsibilities outlined below.</p><p> </p><p><strong>Core Responsibilities</strong></p><p>• Organize, maintain, and update physical and electronic case files</p><p>• Scan, print, label, and sort case documents</p><p>• Ensure documents are routed, indexed, and stored accurately</p><p>• Retrieve files and documents for attorneys and staff</p><p>• Provide general administrative support to the litigation team</p><p>• Support daily office operations as assigned</p><p> </p><p><strong>Expanded Responsibilities <em>(for candidates able to commit to 30–40 hours/week)</em></strong></p><p>• Transport file boxes via dolly to an offsite basement-level storage facility a few blocks away (requires lifting and navigating steep stairs)</p><p>• Locate, retrieve, and return stored files based on requests from attorneys, paralegals, and secretaries</p><p>• Handle outgoing mail, including operating the firm’s postage machine and delivering mail to the post office across the street (certified mail, return receipts, etc.)</p>
  • 2025-12-10T16:24:00Z
Data Entry Clerk
  • San Ramon, CA
  • onsite
  • Temporary
  • 24.00 - 26.00 USD / Hourly
  • <p>We are looking for a meticulous and detail-oriented Data Entry Clerk to join our client on a contract basis in San Ramon, California. In this role, you will be responsible for managing and inputting accurate data into our systems, ensuring the integrity of information for internal accounting and operational processes. This position requires a high level of precision, organizational skills, and familiarity with data entry tools and software.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Input accurate and up-to-date data into accounting and internal systems.</p><p>• Organize and maintain digital records to ensure data consistency and accessibility.</p><p>• Verify the accuracy of entered information and resolve discrepancies as needed.</p><p>• Collaborate with team members to support data-related tasks and projects.</p><p>• Perform numeric data entry efficiently and with minimal errors.</p><p>• Utilize Yardi software for specific data entry tasks related to company processes.</p><p>• Maintain confidentiality and security of sensitive information.</p><p>• Generate reports and summaries based on entered data when required.</p><p>• Provide support for ongoing data migration efforts within the organization.</p><p>• Follow established procedures and guidelines for data entry operations.</p>
  • 2025-12-10T16:14:51Z
Accounting Clerk
  • Walnut Creek, CA
  • onsite
  • Temporary
  • 24.00 - 28.00 USD / Hourly
  • <p><strong>Accounting Clerk – Construction Industry</strong></p><p><strong>Compensation:</strong> $24 - $28 hourly </p><p> </p><p><strong>Overview:</strong></p><p>We are seeking an Accounting Clerk to handle entry-level finance and administrative functions within our construction business. This role supports accurate recordkeeping and assists the accounting team in daily operations.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Process invoices, expense reports, and purchase orders for construction projects</li><li>Enter and maintain financial data in accounting software systems</li><li>Assist in preparing reports related to accounts payable and accounts receivable</li><li>Match, code, and file project documentation such as receipts and vendor statements</li><li>Track payments to subcontractors and suppliers and reconcile discrepancies</li><li>Support month-end close activities, including account reconciliations</li><li>Respond to inquiries from internal teams regarding payments and documentation</li><li>Maintain organized digital and physical files for audit and compliance purposes</li></ul><p><br></p>
  • 2025-12-05T01:04:12Z
Receptionist
  • San Francisco, CA
  • onsite
  • Contract / Temporary to Hire
  • 18.21 - 23.00 USD / Hourly
  • <p>A San Francisco law office has an urgent need for a Receptionist to serve as the firm’s primary front desk presence. This is a fully onsite role supporting client onboarding, daily office operations, and general clerical functions. The team is targeting candidates with 1–3 years of professional experience who bring reliability, professionalism, and strong attention to detail. Legal experience is welcome but not required. This role is structured as a contract-to-hire opportunity.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>• Provide front desk coverage, greet visitors, and maintain a polished, professional presence</p><p>• Support client onboarding processes using Clio (training provided)</p><p>• Process and distribute mail; stamp incoming documents and route to appropriate attorneys</p><p>• Maintain office and kitchen spaces; ensure supplies are stocked and common areas are tidy</p><p>• Perform clerical tasks including scanning, filing, and data entry</p><p>• Follow established SOPs with strong confidentiality</p><p>• Support administrative needs and take on expanded responsibilities as performance allows</p>
  • 2025-12-04T01:43:57Z
Receptionist
  • San Francisco, CA
  • onsite
  • Temporary
  • 22.00 - 25.00 USD / Hourly
  • <p>A San Francisco–based law firm is seeking a professional and reliable Receptionist to provide short-term front desk coverage on Thursday, 12/11 from 1:00 PM–4:30 PM (training/shadowing) and Friday, 12/12 from 9:00 AM–4:30 PM (full-day coverage). This role is responsible for ensuring smooth day-to-day operations at the reception area, including greeting visitors, managing incoming calls, retrieving and distributing mail, and supporting basic administrative tasks. The ideal candidate has strong communication skills, a polished demeanor, and previous experience in a receptionist or administrative support role within a professional office setting.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>• Provide front-desk coverage, greet visitors, and maintain a professional reception environment</p><p>• Answer and route incoming calls promptly and courteously</p><p>• Retrieve, scan, and distribute daily mail</p><p>• Assist with basic administrative and clerical tasks as needed</p><p>• Support attorneys and staff with general office needs</p><p>• Maintain confidentiality and uphold professional standards at all times</p>
  • 2025-12-01T17:38:44Z
Receptionist
  • Fremont, CA
  • onsite
  • Temporary
  • 22.80 - 26.40 USD / Hourly
  • <p>We are looking for a detail-oriented and personable Receptionist to join our team in Fremont, California. In this long-term contract position, you will be responsible for ensuring smooth day-to-day operations at the front desk while providing exceptional service to visitors and team members. This role is perfect for someone who thrives in a dynamic environment and takes pride in creating a welcoming atmosphere.</p><p><br></p><p>Responsibilities:</p><p>• Receive and log incoming mail and packages, ensuring proper distribution to team members.</p><p>• Provide hospitality support by preparing and delivering beverages and other refreshments throughout the day.</p><p>• Monitor the front desk area and office environment, promptly reporting any facility or maintenance issues to vendors and coordinating solutions.</p><p>• Maintain an organized and welcoming reception space that reflects the standards of the company.</p><p>• Serve as the first point of contact for visitors, greeting them warmly and addressing their needs.</p><p>• Support team operations by performing clerical and administrative tasks as needed.</p><p>• Uphold high standards of customer service and conduct in all interactions.</p>
  • 2025-12-06T02:08:56Z
Client Accounts Specialist
  • San Francisco, CA
  • onsite
  • Permanent
  • 90000.00 - 100000.00 USD / Yearly
  • <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>
  • 2025-11-14T16:03:42Z
Receptionist
  • San Jose, CA
  • remote
  • Temporary
  • 21.00 - 22.00 USD / Hourly
  • <p>Robert Half Administrative and Customer Support is seeking a receptionist with a strong sense of ownership and attention to detail. In this Receptionist role you will be responsible for answering phones, acting as the company liaison, and interacting professionally with customers. This is a great opportunity for those looking for a dynamic team environment, offering a great workspace/office, excellent benefits and great career advancement and opportunity. This is a long-term temporary-to-fulltime position located in San Jose, California.</p>
  • 2025-12-05T18:04:09Z
Receptionist
  • Santa Cruz, CA
  • onsite
  • Temporary
  • 23.00 - 25.00 USD / Hourly
  • We are looking for a dedicated and detail-oriented Medical Receptionist to join our team in Santa Cruz, California. In this contract position, you will play a vital role in ensuring smooth operations at the front desk by managing administrative tasks and providing exceptional service to patients and staff. This opportunity requires strong organizational skills, multitasking abilities, and bilingual communication.<br><br>Responsibilities:<br>• Greet patients and visitors warmly, ensuring a welcoming and detail-oriented environment.<br>• Manage appointment scheduling and maintain accurate records in the office system.<br>• Handle telephone inquiries and direct calls to the appropriate departments.<br>• Process patient paperwork and ensure all documentation is completed correctly.<br>• Coordinate with medical staff to support efficient workflow and communication.<br>• Maintain the reception area to uphold cleanliness and organization standards.<br>• Utilize software tools such as Microsoft Office, Outlook, Excel, and Word for daily tasks.<br>• Assist with billing inquiries and payment processing as needed.<br>• Ensure compliance with office policies, including dress code and vaccination requirements.<br>• Support other administrative tasks as assigned by the management team.
  • 2025-12-03T18:33:49Z
Customer Service Representative
  • San Francisco, CA
  • onsite
  • Temporary
  • 26.00 - 26.00 USD / Hourly
  • <p>We are looking for skilled and detail-oriented individuals to join our team as Conference Support Staff during JP Morgan Week. This is a contract position based in San Francisco, California, offering an exciting opportunity to assist with event operations in a dynamic financial services environment. The role will focus on providing exceptional customer service and administrative support to ensure seamless conference experiences.</p><p><br></p><p>Majority of the days will have overtime required. Also this role will by physical and require contractors to be on their feet and assist with event set up. </p><p><br></p><p>Responsibilities:</p><p>• Greet and welcome conference attendees, ensuring they feel comfortable and informed throughout the event.</p><p>• Assist with logistics and coordination of conference activities across multiple floors of the office building.</p><p>• Provide reception services, including managing check-ins and directing guests to appropriate locations.</p><p>• Support catering operations by coordinating food and beverage services for attendees.</p><p>• Maintain clear communication with the event team to address any issues or updates promptly.</p><p>• Ensure the conference environment is organized and presented to a high standard at all times.</p><p>• Handle administrative tasks related to event operations, such as scheduling and documentation.</p><p>• Collaborate with team members to ensure smooth execution of conference activities.</p><p>• Respond to attendee inquiries and provide accurate information about the event.</p><p>• Deliver excellent customer service to reflect the company’s commitment to quality and high standards.</p>
  • 2025-12-09T16:38:39Z
Front Desk Coordinator
  • Palo Alto, CA
  • onsite
  • Temporary
  • 28.50 - 33.00 USD / Hourly
  • We are looking for a Front Desk Coordinator to join our team on a contract basis in Palo Alto, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring attentive and efficient interactions. This part-time position requires excellent communication skills and the ability to handle multiple tasks in a fast-paced environment.<br><br>Responsibilities:<br>• Greet and assist visitors and clients in a friendly and attentive manner.<br>• Manage a multi-line phone system, including answering inbound calls and directing them appropriately.<br>• Provide concierge services to meet the needs of guests and staff.<br>• Handle switchboard operations efficiently, managing phone lines ranging from 1 to 10.<br>• Maintain an organized and welcoming reception area.<br>• Coordinate scheduling and appointments as needed.<br>• Respond promptly to inquiries and provide accurate information.<br>• Support administrative tasks and collaborate with team members to ensure smooth daily operations.<br>• Uphold company standards and maintain confidentiality in all interactions.
  • 2025-12-05T01:04:12Z
Front Desk Coordinator
  • San Francisco, CA
  • onsite
  • Temporary
  • 24.00 - 24.00 USD / Hourly
  • <p>We are looking for a detail-oriented and organized Front Desk Coordinator to join our team in San Francisco, California. In this role, you will be the first point of contact for visitors and employees, ensuring seamless daily operations in a dynamic and fast-paced environment. This long-term contract position is ideal for someone with corporate experience who excels at multitasking and providing exceptional support.</p><p><br></p><p>Responsibilities:</p><p>• Manage incoming and outgoing shipments, including monitoring and coordinating virtual mailbox activities.</p><p>• Utilize Freshservice to prioritize and address internal ticketing requests efficiently.</p><p>• Collaborate with vendors to organize food and beverage logistics and maintain smooth daily operations.</p><p>• Provide support for in-office events and assist the Executive Assistant team with planning offsite activities.</p><p>• Respond to employee inquiries and offer general office assistance.</p><p>• Supervise logistics related to an upcoming office move scheduled for next year.</p><p>• Maintain communication channels through tools like Slack, Envoy, Freshservice, and Notion to ensure operational efficiency.</p><p><br></p><p>** If you're interested in this position, please apply to this position and contact Julia Henderson at julia.henderson - at - roberthalf - .com with your word resume and reference job ID# 00410-0013349651 **</p>
  • 2025-12-10T17:28:33Z
Customer Service Representative
  • San Leandro, CA
  • onsite
  • Temporary
  • 23.75 - 27.50 USD / Hourly
  • We are looking for a skilled Customer Service Representative to join our manufacturing team in San Leandro, California. This position offers a long-term contract opportunity and requires a proactive individual with strong administrative and organizational abilities. The ideal candidate will play a key role in supporting logistics coordination and ensuring smooth operations within the department.<br><br>Responsibilities:<br>• Manage daily administrative duties, including handling correspondence, organizing documents, and performing accurate data entry.<br>• Utilize Microsoft Outlook, Word, and Excel to create and edit reports, documents, and spreadsheets.<br>• Collaborate with the Customer Service team to address overflow tasks and improve operational efficiency.<br>• Communicate effectively with internal departments and external stakeholders to ensure timely follow-ups and resolutions.<br>• Maintain a positive and detail-oriented attitude while assisting with various departmental needs.<br>• Support logistics coordination by monitoring timelines and ensuring smooth workflows.<br>• Help streamline processes to enhance productivity and reduce inefficiencies.<br>• Provide exceptional service by addressing inquiries and resolving minor issues promptly.<br>• Actively contribute to the overall goals of the department through teamwork and initiative.
  • 2025-12-02T02:33:59Z
Receptionist
  • San Francisco, CA
  • onsite
  • Temporary
  • 23.00 - 25.00 USD / Hourly
  • We are looking for a detail-oriented Receptionist to join our team in San Francisco, California. In this contract position, you will serve as the first point of contact in a dynamic, open-concept office environment. Your role will involve managing office spaces, coordinating conference room bookings, and delivering exceptional customer service to both internal and external guests.<br><br>Responsibilities:<br>• Oversee office space reservations using scheduling systems such as Manhattan One, ensuring seamless coordination for approximately 25 office spaces, including executive-level bookings.<br>• Greet clients, partners, and visitors upon arrival, maintaining a welcoming and detail-oriented demeanor.<br>• Set up conference rooms for meetings and events, including organizing catering arrangements and ensuring proper configurations.<br>• Place food orders using company resources, manage receipts, and maintain accurate records.<br>• Monitor and update office calendars and schedules to ensure efficient operations.<br>• Collaborate closely with the Hospitality Associate to maintain smooth workflows and build strong relationships.<br>• Provide consistent coverage at the reception desk during business hours, arranging backup during breaks and lunch.<br>• Anticipate guest needs, resolve issues proactively, and deliver outstanding service to a diverse range of personalities.<br>• Handle sensitive and confidential documents with discretion.<br>• Assist with additional administrative projects as assigned, demonstrating flexibility and adaptability.
  • 2025-11-19T21:49:12Z
District Receptionist
  • San Bruno, CA
  • onsite
  • Temporary
  • 26.60 - 30.80 USD / Hourly
  • <p>Part Time Job Available Immediately! 7:30AM - 2PM </p><p><br></p><p>Robert Half is working with an Education company who is looking for immediate support with a front facing role which includes greeting parents and families. This role starts ASAP. Your goal is to assist school staff with improving family involvement to support students learning and school programs. Please see the description below. If interested, apply ASAP! We are looking to start someone right away.</p><p><br></p><ul><li>Develop welcoming environment for parents and families </li><li>Assists staff with home and school communications (verbal, printed and digital). </li><li>Assists office staff with greeting and supporting parents/guardians </li><li>Assists office staff and parents/guardians with completing necessary school forms. </li><li>Assess learning opportunities for families; assist with programs around family concerns and collect data from surveys or other materials provided by families</li><li>Provide information and resources to families on effective home learning approaches for student success. </li><li>Provide volunteer opportunities for a variety of skills, interests, languages, abilities and schedules; develop culturally appropriate outreach to recruit family volunteers representing school's diversity. </li><li>Provide available medical resources to families </li><li>Assists in the monitoring of student attendance</li><li>Assists in carrying out provisions of the compulsory education law, and the policies and regulations of the district pertaining to school attendance </li><li>Investigates complaints of alleged truancy, and reports finding to proper authority </li><li>Maintains confidentiality of matters pertaining to school personnel and pupils </li><li>Maintain accurate records of family and student concerns. </li><li>Accompanies and supervises children outside the classroom as requested. </li><li>Utilizes appropriate safety precautions in the performance of duties to ensure the safety of students and staff</li></ul>
  • 2025-12-11T19:38:38Z
Customer Service Representative
  • Tracy, CA
  • onsite
  • Temporary
  • 20.00 - 22.00 USD / Hourly
  • 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.
  • 2025-11-19T18:23:41Z
Client Service Associate - RIA
  • San Francisco, CA
  • remote
  • Permanent
  • 90000.00 - 130000.00 USD / Yearly
  • <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>
  • 2025-12-09T01:48:40Z
Client Service Associate - Prominent WM Firm
  • San Francisco, CA
  • remote
  • Permanent
  • 70000.00 - 90000.00 USD / Yearly
  • <p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></p><p><br></p><p><strong>Client Service Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. In this role, you’ll deliver 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 and 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>
  • 2025-12-02T16:54:14Z
Client Services Representative
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 115000.00 USD / Yearly
  • <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>
  • 2025-11-26T18:18:52Z
Client Service Associate - Established WM Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 80000.00 - 90000.00 USD / Yearly
  • <p><strong>Ready to take the next step? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect!</strong></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 a skilled <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This role is primarily focused on back-office operations with some client interaction via email and phone. You’ll play a key part in delivering exceptional service, managing client requests, and collaborating with advisors to streamline processes and enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</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 six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
  • 2025-12-08T19:19:13Z
Client Service Specialist - Reputable WM Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 80000.00 - 90000.00 USD / Yearly
  • <p><strong>Interested in learning more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore how this role could be the perfect next step in your career.</strong></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 primarily 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 streamline processes to enhance the overall client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process client service requests, including account openings, transfers, ACH transactions, RMDs, and stock donations.</li><li>Communicate with clients and custodians to resolve operational issues promptly.</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><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Medical, dental, and vision coverage.</li><li>401(k) match after six months.</li><li>Three weeks of paid vacation plus separate sick days.</li></ul>
  • 2025-12-08T18:48:42Z
Client Service Associate - Prestigious WM Firm
  • San Francisco, CA
  • onsite
  • Permanent
  • 80000.00 - 90000.00 USD / Yearly
  • <p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to JC del Rosario — 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 looking for an experienced <strong>Client Service Specialist</strong> to join a boutique wealth management firm. This is primarily 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 streamline processes to enhance the overall 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 plus separate sick days</li></ul>
  • 2025-12-05T16:09:08Z