22 Results for Customer Service Representative Jobs in San Mateo, CA

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Customer Service Representative

Tracy, CA
onsite
Temporary / Contract
20 - 21 USD / Hourly
We are looking for a Customer Service Representative to support customer accounts and help coordinate order activity for a Long-term Contract position in Tracy, California. In this role, you will serve as a key point of contact for clients, manage order-related communication, and work closely with sales, production, and shipping teams to keep commitments on track. This position is well suited for someone who is comfortable in a manufacturing setting and can balance accuracy, responsiveness, and strong customer care. Responsibilities: • Receive and enter customer orders submitted by clients or internal account representatives, ensuring complete and accurate information. • Communicate with customers about pricing requests, order updates, revisions, confirmations, and service concerns in a careful and timely manner. • Create and process purchase orders for materials and supplies needed to support production schedules. • Maintain customer account records, update key data in internal systems, and assist with credit-related transactions when needed. • Partner with manufacturing and shipping teams to help coordinate production timing and support on-time delivery performance. • Monitor multiple small- to mid-sized customer accounts with varying levels of complexity while maintaining service quality. • Respond to questions and resolve issues by coordinating with internal departments to keep customers informed and supported.
2026-10-22T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers in San Francisco, California in a Contract position. In this role, you will create a positive service experience by listening carefully, providing accurate guidance, and helping each customer move through the application or order process efficiently. The ideal candidate is dependable during scheduled hours, confident handling high call volumes, and open to feedback that strengthens performance and service quality. Responsibilities: • Respond to inbound customer calls with professionalism, clarity, and a solutions-focused approach. • Place outbound calls as needed to gather missing details, provide updates, and help move customer requests toward completion. • Guide customers through forms, applications, or order-related questions so submissions are accurate and complete the first time. • Enter and update customer information carefully in internal systems while maintaining strong attention to detail. • Monitor open or pending requests and follow up promptly to reduce delays and keep cases progressing. • Remain available and consistently on queue during scheduled working hours, including the core 9:00 a.m. to 3:00 p.m. coverage period. • Apply coaching and performance feedback quickly to improve call handling, accuracy, and overall customer experience.
2026-11-05T00:00:00Z

Customer Service Representative

South San Francisco, CA
onsite
Temporary to Hire
23.75 - 28 USD / Hourly
Robert Half is looking for a customer-focused professional who thrives in a fast-paced environment and enjoys making a difference in the community. We are partnering with an established sanitation and waste management organization seeking a dynamic, personable, and detail-oriented Customer Service Representative (CSR) to join its growing team! This is an excellent opportunity for someone who enjoys helping people, solving problems, and keeping daily operations running smoothly. As a key point of contact for customers, you will play an important role in delivering exceptional service, resolving inquiries, and ensuring a positive customer experience from the first interaction to the last. Key Responsibilities<ul><li>Serve as a primary point of contact for customers, responding to inquiries and requests via phone, email, text, and in-person interactions.</li><li>Assist customers with billing questions, payment processing, account updates, and general service inquiries.</li><li>Establish new customer accounts, maintain accurate records, and update account information within internal systems.</li><li>Investigate and resolve customer concerns, service disruptions, billing discrepancies, and other account-related issues in a timely and professional manner.</li><li>Communicate service information, answer questions, and provide clear solutions while maintaining a positive and customer-first approach.</li><li>Perform general administrative and clerical duties, including data entry, document management, filing, and other office support responsibilities.</li><li>Collaborate with internal departments and team members to ensure customer requests are addressed efficiently and service expectations are met.</li></ul>
2026-11-05T00:00:00Z

Customer Service Representative

South San Francisco, CA
onsite
Temporary / Contract
23 - 25 USD / Hourly
Robert Half is working with an extremely reputable company for an open Customer Service Representative role. The ideal candidate is customer-focused, organized, and solutions-oriented. This individual will serve as a primary point of contact for residential and commercial customers, providing exceptional service while assisting with service inquiries, account updates, billing questions, scheduling, and general administrative support. The ideal candidate is an excellent communicator who thrives in a fast-paced environment, enjoys helping people, and can effectively manage multiple priorities while maintaining a positive and professional attitude. Key Responsibilities<ul><li>Serve as the primary point of contact for incoming customer inquiries via phone, email, and other communication channels.</li><li>Assist residential and commercial customers with questions regarding garbage collection, recycling, service schedules, missed pickups, and account information.</li><li>Research and resolve customer complaints, service disruptions, billing discrepancies, and collection-related issues in a timely and professional manner.</li><li>Process new service requests, account changes, cancellations, service adjustments, and customer information updates.</li><li>Coordinate with dispatch, drivers, operations, and other internal departments to communicate service requests and ensure timely resolution.</li><li>Maintain accurate customer records, document interactions, and update account information within internal databases and customer management systems.</li><li>Provide information regarding service policies, rates, recycling guidelines, and waste disposal procedures.</li><li>Assist with general administrative responsibilities, including data entry, filing, reporting, and processing customer documentation.</li><li>Follow up with customers regarding outstanding inquiries and ensure a high level of customer satisfaction.</li></ul>
2026-10-30T00:00:00Z

Customer Service Representative

San Francisco, CA
onsite
Temporary / Contract
24 - 24 USD / Hourly
We are looking for a Customer Service Representative to support customers through clear, thoughtful service and accurate application guidance in San Francisco, California. This is a Contract position suited for someone who stays composed on calls, provides complete information, and helps customers move forward without feeling pressured. The ideal candidate brings a strong customer-first approach, dependable availability, and the ability to handle a steady call queue with professionalism. Responsibilities: • Assist customers by phone with questions, applications, and service-related concerns while creating a supportive and reassuring experience. • Provide accurate information and ensure forms are completed thoroughly to improve quality and reduce the need for follow-up. • Manage inbound and outbound call activity efficiently, maintaining consistent queue coverage during scheduled working hours. • Enter order and customer information carefully into internal systems, keeping records organized and up to date. • Monitor open or incomplete applications and take timely action to help prevent delays in processing. • Respond constructively to coaching and performance feedback, adjusting approach as needed to improve service outcomes.
2026-11-05T00:00:00Z

Customer Service Representative

San Francisco, CA
remote
Temporary / Contract
19 - 22 USD / Hourly
We are looking for a Customer Service Representative to support a high-volume service environment in San Francisco, California. This Contract position focuses on delivering timely assistance to customers, handling inquiries with professionalism, and ensuring accurate order processing. The ideal candidate is comfortable managing frequent phone interactions while maintaining a helpful, solutions-oriented approach. Responsibilities: • Respond to incoming customer calls promptly and provide clear, courteous support for a range of service-related questions. • Place outbound calls as needed to follow up on requests, confirm details, or resolve outstanding customer concerns. • Enter orders and update customer information carefully to maintain accurate records and support smooth transaction processing. • Address customer issues by identifying needs, explaining available solutions, and escalating more complex matters when appropriate. • Manage a steady volume of call center activity while meeting service expectations for responsiveness and quality. • Document conversations, actions taken, and outcomes to ensure complete and organized customer interaction records.
2026-11-06T00:00:00Z

Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
100000 - 120000 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. Robert Half is partnering with an established and reputable Registered Investment Advisor (RIA) in San Francisco is seeking a Client Associate to join its team. The firm is known for its commitment to delivering high-quality investment management and personalized client service. This is an excellent opportunity to join a collaborative, professional environment where attention to detail, integrity, and a proactive approach are valued. Position OverviewThe Client Associate will play an important role in supporting the firm's day-to-day client service and operational activities. This individual will work closely with clients, internal team members, and external custodians to help ensure a seamless client experience and efficient account operations.The ideal candidate has at least three years of experience in client service or investment operations, preferably within an RIA or investment management firm. They are highly organized, technology-savvy, dependable, and comfortable handling confidential client and financial information. An understanding of cybersecurity risks and best practices is a strong plus. Key Responsibilities<ul><li>Provide day-to-day client service and operational support, responding to client requests and helping ensure a high level of service.</li><li>Support mutual fund-related servicing and operational activities, ensuring transactions and account-related requests are handled accurately and efficiently.</li><li>Coordinate with custodians and other external service providers to resolve account issues, process requests, and maintain accurate client records.</li><li>Assist with the preparation of client meeting materials, presentations, and supporting documentation.</li><li>Support account maintenance, documentation, and other administrative processes related to client relationships.</li><li>Identify opportunities to improve internal workflows, procedures, and operational efficiencies.</li><li>Handle sensitive client and financial information with the highest level of professionalism, discretion, and confidentiality.</li><li>Maintain awareness of technology and cybersecurity best practices to help protect client information and firm data.</li></ul>
2026-10-29T00:00:00Z

Client Service Associate

San Carlos, CA
onsite
Permanent / Full Time
60000 - 90000 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. ✨ Client Service Associate📍 Remote🏢 Growing & Independent Wealth Management Firm💰 Base + Bonus Looking for a role where you can make a real impact on the client experience? A growing and highly regarded independent wealth management practice is seeking a Client Service Associate to become a key member of its client operations team. This is an opportunity to join a stable, relationship-driven advisory firm that values exceptional service, collaboration, and long-term career growth. What You'll Be DoingAs the Client Service Associate, you'll play a central role in supporting clients, advisors, and the overall operation of the practice by:<ul><li>Managing client account servicing, including account openings, transfers, money movements, beneficiary updates, rollovers, and distribution requests.</li><li>Coordinating insurance and annuity processes from application through policy delivery, including underwriting follow-up and client communication.</li><li>Serving as a primary client contact for service requests, documentation collection, account maintenance, and general inquiries.</li><li>Maintaining accurate client records and workflow tracking within CRM and financial planning systems.</li><li>Supporting financial planning initiatives through client onboarding, data gathering, account aggregation, and document organization.</li><li>Coordinating advisor calendars and scheduling client meetings.</li><li>Monitoring operational workflows, compliance requirements, and regulatory documentation.</li><li>Collaborating with custodians, carriers, and internal team members to ensure seamless execution of client requests.</li><li>Managing referral and prospect engagement activities, client appreciation initiatives, and marketing campaigns.</li><li>Assisting with social media content and digital engagement efforts across multiple platforms.</li><li>Providing ongoing operational support and helping drive process improvements across the practice</li></ul>Why Candidates Are Excited About This Opportunity✅ Direct exposure to advisors, clients, and financial planning activities rather than purely administrative work.✅ Opportunity to build expertise across wealth management operations, insurance, financial planning, and client relationship management.✅ High-impact role where your contributions will be visible and appreciated.✅ Stable and established practice with a strong reputation and long-term growth outlook.✅ Collaborative team environment that values professionalism, flexibility, and work-life balance.✅ Excellent fit for someone seeking a long-term career path in wealth management operations and client service.
2026-10-26T00:00:00Z

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.
2026-11-04T00:00:00Z

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
2026-11-06T00:00:00Z

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>
2026-11-06T00:00:00Z

Inside Sales Representative

Concord, CA
onsite
Temporary to Hire
20 - 20 USD / Hourly
Robert Half's client is seeking an Inside Sales Representative for a hybrid position in Concord, CA. Are you someone who enjoys helping people, building relationships, and guiding customers toward the right solution? In this role, you'll connect with prospective customers and their families, understand their unique needs, and help them make informed decisions with confidence. If you're energized by meaningful conversations, sales goals, and helping others navigate important choices, we'd love to hear from you! This is a hybrid work arrangement after training is complete. What you'll do as an Inside Sales Representative:<ul><li>Connect with inbound and marketing-generated leads to understand customer needs and recommend appropriate products and services.</li><li>Build trust with customers, caregivers, and family members through empathetic, consultative conversations.</li><li>Guide sales opportunities through the decision-making process and help customers take the next step when the timing is right.</li><li>Maintain detailed and accurate records of customer interactions, lead activity, and sales progress within company systems.</li><li>Conduct timely follow-up with prospective customers to nurture relationships and improve conversion outcomes.</li><li>Meet daily activity metrics, sales goals, and revenue objectives in a fast-paced environment.</li><li>Partner with team members and leadership to identify customer trends, common objections, and opportunities for improvement.</li></ul>What We're Looking For<ul><li>Previous experience in sales, customer service, call center, inside sales, admissions, or a customer-facing role.</li><li>Strong communication skills with the ability to build rapport quickly and effectively.</li><li>A consultative sales approach focused on understanding customer needs and creating positive experiences.</li><li>Comfort working in a goal-driven environment with performance metrics and sales targets.</li><li>Strong organizational skills and attention to detail.</li><li>Ability to multitask, prioritize, and manage a high volume of customer interactions.</li><li>Proficiency with CRM systems, sales software, and Microsoft Office applications.</li><li>Reliable attendance and flexibility to work various shifts between 6:00 AM and 5:00 PM.</li><li>High school diploma or equivalent required; additional education is a plus.</li></ul>Why Join Us?<ul><li>Competitive compensation with performance incentives.</li><li>Comprehensive training and ongoing support.</li><li>Collaborative team environment with opportunities for growth.</li><li>Meaningful work helping customers make important decisions.</li><li>Stable schedule options within daytime operating hours.</li></ul>If you're interested in this Inside Sales Representative role, please apply today!
2026-11-05T00:00:00Z

Client Advisor

San Francisco, CA
onsite
Permanent / Full Time
130000 - 170000 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. ✨ Client Advisor📍 San Francisco, CA (Hybrid)🏢 Collaborative Wealth Management Firm💰 Competitive Base + Bonus + Great Benefits Anisa is partnering with a highly respected wealth management firm is seeking a Client Advisor to join its close-knit Bay Area team. This is an exceptional opportunity for a financial planning professional who enjoys partnering with clients on complex financial decisions while working alongside experienced investment professionals in a highly collaborative environment. This team embraces a shared-client philosophy. Advisors, planners, portfolio managers, and support staff work together to deliver an outstanding client experience while supporting one another's growth and success. What You'll Be Doing<ul><li>Develop comprehensive financial plans tailored to the evolving needs of high-net-worth individuals and families</li><li>Partner closely with investment professionals to deliver holistic wealth management solutions</li><li>Guide clients through retirement, tax, estate, cash flow, charitable giving, and other planning considerations</li><li>Present planning strategies and recommendations in a clear, client-friendly manner</li><li>Participate in client meetings and serve as a trusted resource throughout the planning process</li><li>Help monitor and update financial plans as circumstances and goals evolve</li><li>Build strong relationships through proactive service and thoughtful advice</li><li>Support business development efforts through referrals, networking opportunities, and prospect meetings</li></ul>If you're a planning-focused wealth management professional seeking a highly collaborative environment with strong growth potential, we'd love to connect. For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-28T00:00:00Z

Customer Navigator

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Customer Navigator to deliver high-touch, non-clinical support for patients and guests receiving care in Palo Alto, California. This Long-term Contract position focuses on creating a welcoming experience, guiding individuals through appointments and services, and helping resolve questions before, during, and after visits. The ideal candidate brings strong customer service instincts, excellent communication skills, and the ability to coordinate across departments in a fast-paced healthcare environment. Responsibilities: • Serve as a primary non-clinical point of contact for patients and visitors, offering guidance and concierge-style assistance throughout their care experience. • Coordinate appointments and related service needs for referred patients during both inpatient and outpatient encounters. • Help patients and guests navigate the healthcare environment by explaining processes, locations, and available support resources. • Share transportation and campus shuttle information to assist visitors traveling between hospital sites and clinics. • Escalate concerns, service issues, or special requests to the appropriate teams and document relevant details when needed. • Support patient-centered communication standards in all interactions with patients, families, and staff members. • Maintain compliance with hospital policies related to safety, security, quality expectations, and respectful workplace conduct. • Participate in training and ongoing learning activities to remain current on service protocols, patient rights, and organizational standards.
2026-10-27T00:00:00Z

Customer Navigator

Palo Alto, CA
onsite
Temporary / Contract
25 - 30 USD / Hourly
We are looking for a Customer Navigator to provide high-touch, non-clinical support for patients and guests receiving care in Palo Alto, California. This Contract position serves as a key point of contact before, during, and after visits, helping individuals move through the healthcare experience with clarity, confidence, and professionalism. The ideal candidate brings strong customer service skills, clear communication, and the ability to coordinate details while maintaining a patient-centered approach in a fast-paced medical environment. Responsibilities: • Guide patients and guests through the healthcare experience by serving as a primary non-clinical resource for questions, logistics, and general support surrounding their visits. • Coordinate appointments and related care arrangements for referred individuals across inpatient and outpatient settings, helping ensure timely access to services. • Share transportation and campus navigation information, including available shuttle options and directions to hospital and clinic locations. • Address patient and guest concerns with professionalism, escalating issues to the appropriate departments and documenting summaries when needed. • Deliver courteous, service-focused communication with patients, families, and staff while supporting a welcoming and respectful care environment. • Follow established hospital policies, safety expectations, quality standards, and regulatory requirements in all daily interactions and tasks. • Protect confidential information and handle sensitive situations with discretion, professionalism, and sound judgment. • Participate in ongoing education and training to stay current on service expectations, compliance requirements, and patient support practices.
2026-10-30T00:00:00Z

Client Services Associate - REMOTE

San Mateo, CA
onsite
Permanent / Full Time
80000 - 95000 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.
2026-10-27T00:00:00Z

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 Service Associate - $4B+ AUM!

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 115000 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services is partnering with an established East Bay RIA managing $4B+ in AUM to hire a Client Service Associate! You will be supporting Wealth Advisors by servicing clients and providing operational and administrative support. Responsibilities<ul><li>Provide day-to-day administrative and operational support to Wealth Advisors.</li><li>Coordinate new client onboarding and account openings/closures.</li><li>Prepare custodian and firm documentation for client signatures.</li><li>Process RMDs, QCDs, ACAT transfers, and client money movements.</li><li>Maintain accurate client records and organized documentation.</li><li>Respond to client inquiries via phone and email.</li><li>Generate performance and ad hoc reports.</li><li>Support quarterly reporting and portfolio review preparation.</li><li>Schedule client meetings and manage assigned tasks.</li></ul>
2026-10-27T00:00:00Z

Senior Client Service Associate

San Francisco, CA
onsite
Permanent / Full Time
98000 - 131000 USD / Yearly
For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email. Robert Half is partnering with a well-established and highly respected Wealth Management firm in San Francisco to identify an experienced Client Service Associate (Operations Manager) to lead a team. This is an outstanding opportunity for a proven leader who enjoys developing people, driving operational excellence, and delivering an exceptional client experience.In this role, you will oversee daily branch operations while leading a team of Client Service Associates. You'll partner closely with branch leadership to optimize workflows, improve operational efficiency, and ensure compliance with industry regulations. The ideal candidate is a collaborative leader who thrives in a fast-paced environment, enjoys coaching and mentoring others, and is committed to providing white-glove service to clients. Key Responsibilities<ul><li>Lead, mentor, and develop a team of Client Service Associates, fostering a collaborative and high-performing culture.</li><li>Oversee daily branch operations to ensure efficiency, accuracy, and an exceptional client experience.</li><li>Monitor team performance, identify opportunities for process improvement, and implement operational best practices.</li><li>Partner with branch leadership on strategic initiatives, resource planning, and operational execution.</li><li>Ensure compliance with FINRA, SEC, and firm policies while maintaining operational excellence.</li><li>Manage branch workflows, priorities, and operational resources to support business objectives.</li><li>Build strong relationships with Financial Advisors, clients, and executive-level stakeholders through professional and effective communication.</li><li>Support hiring, onboarding, coaching, and ongoing development of team members.</li><li>Assist with budget oversight and branch operational planning.</li></ul>
2026-10-16T00:00:00Z

Client Service Associate at Thriving Wealth Management Firm

San Francisco, CA
onsite
Permanent / Full Time
90000 - 120000 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 | San Francisco; Hybrid; 3 days onsite | Base + Bonus + Profit Sharing Join a growing investment management firm known for its collaborative culture, high-touch client service, and long-term approach to client relationships. This is an opportunity to work closely with advisors, clients, and operations teams while gaining broad exposure across wealth management and private client services. This role is ideal for someone looking to deepen their career in wealth management. You'll be a key member of the client team, supporting sophisticated investors while gaining experience across client service, account administration, investment operations, and process improvement. The position offers strong visibility, variety in day-to-day responsibilities, and the opportunity to make a meaningful impact on the client experience. Responsibilities<ul><li>Serve as a primary point of contact for client requests and account needs</li><li>Support account openings, transfers, cash movements, and ongoing account maintenance</li><li>Coordinate with custodians and internal teams to ensure timely execution and issue resolution</li><li>Prepare client meeting materials, reports, and follow-up items</li><li>Maintain accurate client records and documentation</li><li>Manage workflows, track requests, and ensure an exceptional client experience</li><li>Assist with operational projects and process improvement initiatives</li><li>Support advisors and private client professionals across a wide range of client activities</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T00:00:00Z

Client Service Associate $1B AUM

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 120000 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. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs. Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-11-03T00:00:00Z

Client Service Associate $1B AUM

Walnut Creek, CA
onsite
Permanent / Full Time
90000 - 120000 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. A growing, client-focused wealth advisory practice in the Bay Area is seeking a Client Service Associate to join its team. The Client Service Associate works closely with Financial Advisors and the broader client service team to provide a high level of service to clients and support day-to-day account and administrative needs. Job Duties<ul><li>Serve as a primary point of contact for clients, responding to account and service-related questions and requests.</li><li>Support client onboarding, account maintenance, transfers, distributions, and other account servicing needs.</li><li>Provide day-to-day administrative and client support to Financial Advisors, including meeting preparation and follow-up.</li><li>Process client transactions accurately and ensure required documentation and approvals are completed.</li><li>Maintain accurate client records and follow firm policies, compliance requirements, and regulatory guidelines.</li><li>Collaborate with advisors, operations, and other team members to provide a seamless client experience.</li></ul>
2026-10-27T00:00:00Z

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