We are looking for a Partner Marketing Manager to lead collaborative marketing initiatives that strengthen partner engagement and expand market reach in San Francisco, California. This Long-term Contract position will focus on building and delivering integrated campaigns, events, and demand generation programs with strategic partners while working across a dynamic, cross-functional environment. The ideal candidate brings strong B2B marketing expertise, excellent project management skills, and the ability to turn partner relationships into measurable business impact.<br><br>Responsibilities:<br>• Design and execute joint marketing initiatives with software, integration, and channel partners to increase brand visibility, customer interest, and solution adoption.<br>• Create and oversee comprehensive partner marketing plans, including schedules, milestones, financial tracking, and success measurements.<br>• Lead the delivery of partner-facing events and programs such as webinars, sponsored engagements, in-person activations, and virtual campaigns from planning through results analysis.<br>• Work closely with sales, alliances, product marketing, and broader marketing teams to align campaign messaging and support shared go-to-market objectives.<br>• Monitor program effectiveness by evaluating campaign data, summarizing outcomes, and recommending improvements to enhance future performance.<br>• Manage several marketing projects at once while maintaining quality, meeting deadlines, and keeping initiatives within approved scope and budget.<br>• Support strong partner collaboration through consistent communication, coordination, and enablement throughout each stage of execution.
<p>Robert Half is working to support our client with an exciting event at Coyote Point. This is a one day event for 4.5 hours starting at 2:30PM. Your job is to ensure a smooth registration process for guests. Personability is huge! The goal is to have the guests from start to finish have a great experience. If interested, apply now! No interview process!</p><p><br></p><p>Duties: Greeting guests, scanning tickets, selling tickets via box office, etc. Candidates will be using iPhone scanners. Overall, very simple role!</p>
We are looking for a Customer Service Representative to support lot operations and deliver a positive experience for every visitor. This Contract position combines customer-facing service with day-to-day coordination of vehicle flow, lot presentation, and team support. The ideal candidate is comfortable working in an active outdoor environment, communicates clearly, and helps maintain a safe and orderly site.<br><br>Responsibilities:<br>• Coordinate daily lot activity by guiding staff assignments, overseeing vehicle movement, and helping keep the area clean and well organized.<br>• Welcome customers upon arrival, provide clear directions, respond to questions, and create a detail-focused and friendly experience.<br>• Promote a safe environment by following site procedures, reinforcing operating standards, and addressing issues as they arise.<br>• Manage parking availability and traffic patterns to support efficient entry, exit, and overall lot flow.<br>• Handle customer concerns effectively, using sound judgment to resolve issues quickly.<br>• Inspect lot equipment and surrounding areas regularly, reporting maintenance needs or safety concerns promptly.<br>• Support onboarding and coaching for new team members to encourage consistent service and operational practices.<br>• Maintain accurate daily records related to lot usage, attendance, and other operational activities.
<p><strong>Customer Service Representative</strong></p><p><strong>Job Description:</strong></p><p>We are looking for a Customer Service Representative to serve as the primary point of contact for customers, providing product or service information and resolving issues efficiently. This role is ideal for someone who is empathetic, solutions-oriented, and service-driven.</p><p><strong>Responsibilities:</strong></p><ul><li>Answer incoming calls, emails, and chat inquiries from customers</li><li>Resolve customer concerns related to orders, billing, accounts, or services</li><li>Document interactions in CRM or ticketing systems</li><li>Escalate complex issues to the appropriate team members</li><li>Maintain a high level of professionalism and customer satisfaction</li></ul>
We are looking for a Customer Service Representative to provide hands-on administrative and customer service support for a Contract assignment in San Leandro, California. This short-term opportunity is ideal for someone who is organized, adaptable, and comfortable working onsite in a manufacturing environment. In this role, you will help keep daily department activities running smoothly so core team members can stay focused on priority initiatives.<br><br>Responsibilities:<br>• Support day-to-day office and customer service activities by managing routine administrative work and maintaining organized records.<br>• Prepare, update, and format business documents, emails, and spreadsheets using Microsoft Outlook, Word, and Excel.<br>• Assist the customer service team with overflow assignments and follow-up tasks to improve response times and workflow efficiency.<br>• Enter and maintain accurate information in department files, trackers, and other internal documentation.<br>• Coordinate communications with internal contacts and external parties as needed to keep requests moving forward.<br>• Contribute to a cooperative team environment by stepping in where needed and adjusting to changing daily priorities.
We are looking for a Customer Service Representative to support a busy sales and client service operation in San Francisco, California. This Long-term Contract position is ideal for someone who communicates clearly, stays organized under pressure, and enjoys helping both customers and internal teams in a fast-moving environment. The role focuses on order coordination, customer updates, and day-to-day sales support, making it a strong fit for someone who can manage competing priorities while maintaining accuracy and professionalism.<br><br>Responsibilities:<br>• Prepare pricing information and quotations for the sales team, ensuring details are accurate and delivered in a timely manner.<br>• Track customer orders and vendor commitments closely to help maintain smooth fulfillment and availability.<br>• Provide clients with timely updates regarding order progress, delivery timing, and related service questions.<br>• Address order discrepancies and shipping concerns by coordinating with sales partners, vendors, and leadership to reach effective solutions.<br>• Enter and maintain order information within company systems with a strong focus on accuracy and completeness.<br>• Respond to inbound customer inquiries professionally and assist with outbound follow-up as needed to support service and sales activities.<br>• Prioritize multiple requests at once while keeping tasks organized and moving them through completion.<br>• Contribute to a team-oriented workplace by sharing responsibilities and adapting to changing workload demands.
<p>We are looking for a Marketing Coordinator to support our client in the Real Estate space on a Long-term Contract basis. This position is ideal for someone who combines strong organization with a service-oriented approach and can keep multiple marketing activities moving efficiently. The role will contribute to day-to-day marketing execution, content upkeep, and partner support while working comfortably with digital tools and cross-functional teams.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of support for network members by answering marketing-related questions and guiding them on available tools, resources, and brand expectations.</p><p>• Evaluate submitted collateral and provide clear recommendations to ensure materials reflect established brand standards and messaging consistency.</p><p>• Resolve routine marketing platform and technology issues, escalating more complex concerns when appropriate.</p><p>• Coordinate timelines and deliverables with internal stakeholders and outside vendors to keep projects on schedule.</p><p>• Organize, update, and maintain marketing assets so teams can easily access current materials and resources.</p><p>• Arrange webinar logistics through virtual meeting platforms, including scheduling, setup, and day-of support.</p><p>• Publish and refresh website and platform content using WordPress and related marketing systems.</p><p>• Assist with events, training sessions, and broader promotional initiatives that support business growth and engagement.</p><p>• Proofread, format, and make light design edits to marketing materials using tools such as Canva or Adobe applications.</p><p>• Help preserve a consistent look and voice across campaigns, content pieces, and communication channels.</p>
<p>We are looking for a Field Marketing Event Manager to coordinate high-impact events that elevate brand presence and support pipeline growth for account-based and industry-focused marketing programs. This remote, Long-term Contract opportunity is ideal for a marketing specialist who enjoys balancing strategy, logistics, and on-site execution in a fast-moving environment. The person in this role will partner across teams to deliver seamless event experiences, maintain operational excellence, and measure performance against business goals.</p><p><br></p><p>Responsibilities:</p><p>• Lead the full event lifecycle, including researching venues, negotiating supplier agreements, arranging catering and audiovisual needs, and organizing branded materials for each program.</p><p>• Maintain an organized schedule of upcoming events while managing registration tools, attendee outreach, and check-in planning to create a smooth participant experience.</p><p>• Direct day-of-event operations by coordinating staffing plans, managing timelines, and resolving logistics issues to ensure successful execution on site.</p><p>• Monitor event spending by handling purchase order activity, reviewing vendor invoices, and keeping programs aligned with approved budgets.</p><p>• Record and organize event-generated leads after each program and prepare post-event summaries that highlight outcomes, learnings, and follow-up actions.</p><p>• Measure event effectiveness through key performance indicators such as delivery against timeline and budget, attendee feedback, conversion from registration to attendance, lead volume, and pipeline contribution.</p><p>• Work closely with account-based and vertical marketing stakeholders to align event plans with campaign goals and target audience priorities.</p>
<p>We are looking for a Customer Support Admin to provide responsive front-line assistance for users and help resolve everyday technical issues in a detail-oriented and efficient manner. This Long-term Contract position is based fully remote and is ideal for someone who communicates clearly, stays organized, and approaches problems with sound judgment. The role combines hands-on customer support, accurate recordkeeping, and thorough documentation to ensure a reliable support experience.</p><p><br></p><p>Responsibilities:</p><ul><li>Handle protected health information (PHI) and sensitive practice data </li><li>Enter and update customer records </li><li>Draft concise, empathetic, jargon-free email updates to customers </li><li>Track progress and maintain accurate case notes</li><li>Flag missing information or process gaps for manager review </li><li>De-escalate frustrated customers with professionalism and empathy </li></ul>
<p><strong>Please apply to this posting and ping me on LinkedIn for additional consideration – Mahmoud Adam, CPA</strong></p><p><br></p><p><strong>Looking to take your wealth management career beyond the traditional client service role?</strong></p><p><br></p><p>This is an opportunity to join a highly respected boutique advisory firm that partners with <strong>founders, elite investors, and billionaire multi-generational families</strong> to build and operate sophisticated single-family offices.</p><p><br></p><p><strong>100% Remote</strong> (Hybrid office option available in San Francisco)</p><p><strong>Competitive Base + Discretionary Bonus (15–30%)</strong></p><p><strong>Unlimited PTO | 401(k) Match | Excellent Benefits</strong></p><p><br></p><p>This isn't just another client service position.</p><p>You'll work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives—all while gaining exposure to the inner workings of some of the most sophisticated wealth structures in the industry.</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><strong>Customer Service Admin</strong></p><p><strong>Job Description:</strong></p><p>We are hiring a Customer Service Admin to provide administrative and customer support to ensure efficient daily operations. This position combines customer communication with clerical and scheduling responsibilities.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries via phone and email</li><li>Maintain customer records, files, and service documentation</li><li>Assist with scheduling, reporting, and data entry tasks</li><li>Support order tracking, invoicing, and issue resolution</li><li>Collaborate with internal departments to ensure customer satisfaction</li></ul>
<p>For additional information or questions about this opportunity, feel free to reach out to <u>Jennifer Fukumae via email or LinkedIn</u>.</p><p> </p><p><strong>Job Title: Client Operations Specialist </strong></p><p><strong>Location: San Francisco; Hybrid</strong></p><p><strong>Salary: $75-80k + Bonus</strong></p><p> </p><p>Robert Half is teaming up with a dynamic Registered Investment Advisor (RIA) firm on the hunt for a driven Client Operations Specialist. <strong>If you're looking for a place where you can grow in Operations or take the path towards a Lead Advisor role,</strong> this is the perfect opportunity! Join a collaborative, client-focused firm that values community engagement and <strong>offers real potential for career advancement.</strong></p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Collaborate with the Advisory Group and Client Services Team to gain expertise and actively engage in all aspects of the wealth management process.</li><li>Collect and organize client data, including personal and financial goals, to support comprehensive planning.</li><li>Review and analyze client financial documents to assess their current financial position.</li><li>Assist in creating and developing client financial plans, investment policy statements, and detailed portfolio reports.</li></ul>
<p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>VP of Client Services | Wealth Management Firm | San Francisco; Hybrid</strong></p><p> </p><p>Our client is a rapidly growing global financial services firm seeking an experienced leader to oversee and elevate its client service organization. This is a highly visible opportunity to lead high-performing teams, partner with senior leadership, and drive operational excellence across a sophisticated, client-focused business.</p><p> </p><p>This is a unique opportunity to step into a highly visible leadership role with a rapidly growing financial services firm where you'll have the ability to shape the client service organization, influence firmwide initiatives, and work closely with senior leadership. The firm offers a collaborative, people-first culture, competitive compensation and bonus, comprehensive benefits, a 401(k) match, generous PTO, and strong long-term career growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead and develop managers and client service teams across multiple locations </li><li>Establish and maintain best-in-class service standards </li><li>Partner with advisors and cross-functional teams to deliver an exceptional client experience </li><li>Drive process improvements, operational efficiency, and strategic initiatives </li><li>Oversee client onboarding, money movement, custodial operations, and escalated service matters </li><li>Manage alternative investment subscription processes </li><li>Develop scalable workflows, reporting, training, and performance metrics </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>