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21 results for Customer Service Manager in San Rafael, CA

Client Services Manager
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 110000 - 125000 USD / Yearly
  • <p>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.</p><p><br></p><p>Responsibilities:</p><p>• Lead and develop the Client Service Associate team through recruiting, onboarding, coaching, and ongoing performance guidance.</p><p>• Create clear team expectations and structured workflows that promote accuracy, accountability, and responsive client support.</p><p>• Manage daily client service activity, ensuring smooth coordination of requests from advisors and clients.</p><p>• Oversee onboarding and account administration tasks such as new account setup, transfers, documentation processing, and ongoing maintenance.</p><p>• Act as the escalation point for complex service matters and drive timely, practical resolutions.</p><p>• Document and refine operational procedures across servicing, onboarding, and reporting functions to improve consistency and scalability.</p><p>• Partner with compliance stakeholders to align operational practices with applicable regulatory requirements and internal standards.</p><p>• Supervise key operational aspects of the firm&#39;s technology environment, including reporting tools and workflow automation platforms.</p><p>• Collaborate with leadership to strengthen system connectivity, increase automation, and introduce technology enhancements, including AI-enabled solutions where </p><p>appropriate.</p><p><br></p><p>If you are interested in this role, please reach out to Jeff Abrams via LinkedIn </p>
  • 2026-10-05T00:00:00Z
Customer Success Manager
  • Hayward, CA
  • onsite
  • Permanent / Full Time
  • 80000 - 85000 USD / Yearly
  • <p>We are looking for a Customer Success Manager to support a portfolio of government contracted accounts the East Bay, California. This role focuses on strengthening client relationships, guiding accounts through the full-service lifecycle, and partnering with internal teams to maintain a high standard of support. The ideal candidate brings a service-minded approach, strong communication skills, and the ability to turn client feedback into practical improvements.</p><p><br></p><p>Responsibilities:</p><p>• Manage a group of assigned school accounts and serve as the primary point of contact for day-to-day client needs.</p><p>• Guide customers through each stage of the account relationship, from onboarding and ongoing support to issue resolution and retention efforts.</p><p>• Hold recurring check-ins with clients to review service performance, address concerns, and identify opportunities to improve satisfaction.</p><p>• Partner with operations and nutrition teams to investigate service challenges and coordinate timely, effective solutions.</p><p>• Maintain organized account calendars, activity checklists, and client records to ensure follow-through on commitments and next steps.</p><p>• Keep customer information, account updates, and service details current within internal tracking systems and CRM tools.</p><p>• Monitor service trends, document recurring issues, and recommend process enhancements that improve the customer experience.</p><p>• Provide responsive support for inbound client questions and escalate complex matters when needed to protect account health</p>
  • 2026-09-15T00:00:00Z
Customer Service Specialist
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 26 - 29 USD / Hourly
  • <p><strong>Customer Service Specialist</strong></p><p><strong>Brief Job Description:</strong></p><p>The Customer Service Specialist provides support to customers by answering questions, resolving issues, processing requests, and delivering a positive service experience.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer inquiries by phone, email, or chat</li><li>Resolve issues related to orders, billing, products, or services</li><li>Document customer interactions in CRM or ticketing systems</li><li>Escalate complex issues to appropriate departments</li><li>Process returns, refunds, or service requests as needed</li><li>Maintain service quality and meet response-time goals</li></ul>
  • 2026-09-25T00:00:00Z
Customer Service Representative
  • Brisbane, CA
  • onsite
  • Temporary / Contract
  • 24 - 26 USD / Hourly
  • <p>Our client, a well-established and growing logistics company in Brisbane, is seeking a <strong>Customer Service Representatives</strong> for a <strong>contract-to-hire</strong> opportunity. This role is ideal for a customer-focused professional who brings a strong service background, a positive attitude, and a genuine desire to learn and grow within a business. You’ll join a fast-paced environment where teamwork, adaptability, and a commitment to delivering excellent support are highly valued.</p><p><br></p><p><strong>Responsibilities:</strong> </p><ul><li>Delivering exceptional customer service via phone, email, and other communication channels. </li><li>Responding to customer inquiries, resolving issues, and ensuring a high-quality client experience. </li><li>Assisting with order management, shipment updates, and service-related requests. </li><li>Partnering with internal teams to support daily logistics and customer operations. </li><li>Maintaining accurate records and updating customer information in internal systems.</li><li>Supporting administrative tasks and contributing to overall team success. </li></ul><p><br></p>
  • 2026-10-05T00:00:00Z
Customer Service Representative
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 24 - 24 USD / Hourly
  • We are looking for a Customer Service Representative to support customers with professionalism, accuracy, and a helpful approach in San Francisco, California. This is a Contract position for someone who can create a positive experience on every interaction while managing inquiries efficiently and thoroughly. The ideal candidate is dependable during scheduled hours, communicates clearly, and takes feedback well to continuously improve performance.<br><br>Responsibilities:<br>• Respond to incoming customer calls and messages with patience, clarity, and a service-focused attitude.<br>• Guide customers through questions, applications, or order-related needs to help them complete the correct forms accurately the first time.<br>• Record customer details and enter information carefully to maintain complete and accurate documentation.<br>• Follow up on outstanding items to reduce delays and keep customer requests moving toward resolution.<br>• Handle both inbound and outbound communication as needed to provide updates, gather missing information, and resolve issues.<br>• Remain available and engaged during assigned queue hours, maintaining consistent attendance and dependable coverage.<br>• Apply coaching and feedback to improve call quality, accuracy, and overall customer satisfaction.
  • 2026-10-07T00:00:00Z
Customer Service Admin
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 26 - 28 USD / Hourly
  • <p>We are hiring a Customer Service Administrator to provide administrative support while assisting customers with inquiries, orders, and service requests.</p><p><strong>Responsibilities:</strong></p><ul><li>Respond to customer calls, emails, and online inquiries</li><li>Process orders, service requests, and account updates</li><li>Maintain accurate customer records and documentation</li><li>Coordinate with internal departments to resolve issues</li><li>Assist with reporting, filing, and other administrative tasks</li></ul>
  • 2026-09-19T00:00:00Z
Client Service Associate
  • San Mateo, CA
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • <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>Client Service Associate | Wealth Management Firm | REMOTE</strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role is offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You&#39;ll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, 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 <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-07T00:00:00Z
Client Service Associate
  • San Carlos, CA
  • onsite
  • Permanent / Full Time
  • 60000 - 100000 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>&#128205; San Carlos, CA (Hybrid)</p><p>&#127970; Established Wealth Management Firm</p><p>&#128176; Competitive Base + Bonus </p><p><br></p><p>Join a growing advisory team in a hybrid client service role supporting both wealth management operations and insurance-related client needs. This opportunity requires strong client service experience and insurance expertise, with an eagerness to develop it in a collaborative, growth-focused environment. An excellent opportunity for a highly organized, client-focused professional who enjoys building relationships, managing complex workflows, and contributing to a collaborative, growth-oriented team.</p><p><br></p><p><strong>The Role</strong></p><p>The Client Service Associate will serve as a primary point of contact for clients while managing a variety of operational, administrative, and insurance servicing responsibilities. The role combines traditional wealth management client service functions with insurance case management and planning support, offering broad exposure across advisory operations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Manage client account servicing, including account openings, beneficiary updates, money movement requests, rollovers, and account maintenance.</li><li>Support life insurance and annuity operations, including application processing, underwriting coordination, carrier communication, policy servicing, and contract delivery.</li><li>Serve as a primary contact for client inquiries and service requests via phone, email, and virtual meetings.</li><li>Maintain accurate client records, workflows, and activity tracking within CRM and planning systems.</li><li>Coordinate with custodians, insurance carriers, and internal team members to ensure timely execution of client requests.</li><li>Track compliance-related activities, documentation, and operational processes.</li><li>Assist with financial planning support, client onboarding, data gathering, and plan preparation.</li><li>Manage advisor scheduling and client meeting coordination.</li><li>Support referral tracking, marketing initiatives, and client engagement efforts.</li><li>Assist with special projects and operational improvements as needed.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-10-05T00:00:00Z
Client Service Associate
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • <p><strong>Anisa is a Direct-Hire</strong> Recruiter with Robert Half <strong>Financial Services, </strong>specializing in roles within<strong> Finance &amp; Accounting </strong>across the<strong> Bay Area. </strong>Happy to connect with professionals in the space, even if you’re just curious about the market.</p><p> </p><p>✨ Client Service Associate</p><p>&#128205; Walnut Creek, CA (In-Office)</p><p>&#127970; Relationship Driven Wealth Management Firm</p><p>&#128176; Competitive Base + Bonus</p><p><br></p><p>Our client, a highly respected independent wealth management firm, is seeking a <strong>Client Service Associate</strong> to join a collaborative and client-focused team. This is an opportunity to become a key contributor within a sophisticated advisory environment where client relationships come first and exceptional service is the standard. Working alongside experienced advisors and operations professionals, you&#39;ll play a pivotal role in helping clients navigate their financial lives while supporting a growing and established wealth management practice.</p><p><br></p><p>As a <strong>Client Service Associate</strong>, you&#39;ll serve as a critical link between clients, financial advisors, and internal operations teams. You will help manage client relationships, facilitate account activity, coordinate service requests, and ensure every interaction reflects the firm&#39;s commitment to excellence.</p><p>This role is ideal for a detail-oriented professional who enjoys balancing relationship management, problem-solving, and operational execution within a fast-paced wealth management environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for clients, delivering responsive, high-touch service and helping build lasting relationships.</li><li>Support account onboarding, maintenance, transfers, money movements, and other client service requests while ensuring accuracy and compliance.</li><li>Partner closely with financial advisors to prepare for client meetings, manage documentation, coordinate follow-up, and support day-to-day operations.</li><li>Process account transactions, maintain detailed records, and monitor requests through completion to ensure a seamless client experience.</li><li>Collaborate across advisory, operations, and client service teams to drive efficiency, resolve issues, and uphold the highest standards of service excellence.</li></ul><p><strong>For fastest consideration, reach out to <u>Anisa Henry via email or LinkedIn</u>.</strong></p>
  • 2026-09-29T00:00:00Z
Client Service Associate
  • San Mateo, CA
  • onsite
  • Permanent / Full Time
  • 70000 - 90000 USD / Yearly
  • <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>Client Service Associate | Wealth Management Firm </strong></p><p> </p><p>Join a <strong>growing, independent wealth management firm</strong> with a loyal client base, strong reputation, and long track record of success. This is an excellent opportunity for someone who enjoys the <strong>client service and operational side of wealth management</strong> and wants to build a long-term career without pursuing the traditional advisor or sales path.</p><p> </p><p>The role offers <strong>strong work-life balance</strong>, meaningful client interaction, and the opportunity to work closely with experienced advisors. You&#39;ll join a stable, collaborative team where you can make an immediate impact while continuing to grow your wealth management expertise.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage <strong>new account openings</strong>, 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 <strong>client service and operations </strong></li><li>Maintain accurate client records and support special projects</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-10-02T00:00:00Z
Client Service Manager - Wealth Management Firm
  • Walnut Creek, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <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>Client Services Manager | Wealth Management Firm | Walnut Creek </strong></p><p> </p><p>Join a <strong>growing wealth management firm</strong> in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You&#39;ll lead the <strong>Client Service team</strong>, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth.</p><p> </p><p>This is an ideal opportunity for someone who enjoys <strong>leading and developing people while staying hands-on</strong>. You&#39;ll have ownership over <strong>client service, onboarding, workflows, technology, and process improvement</strong>, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers <strong>strong compensation + bonus potential</strong>, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Lead, mentor, and develop the <strong>Client Service Associate team </strong></li><li>Oversee day-to-day <strong>client service and operational workflows </strong></li><li>Manage client onboarding, account openings, transfers, and ongoing account administration </li><li>Serve as the escalation point for complex client service matters </li><li>Build and improve <strong>scalable processes, procedures, and controls </strong></li><li>Partner with advisors, compliance, and leadership across firm-wide initiatives </li><li>Oversee operational technology, including <strong>CRM, reporting, and workflow platforms </strong></li><li>Drive <strong>automation, systems improvements, and AI-enabled initiatives </strong></li><li>Help build the operational infrastructure to support continued firm growth </li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-09-19T00:00:00Z
Client Services Coordinator
  • San Mateo, CA
  • onsite
  • Temporary / Contract
  • 27 - 29 USD / Hourly
  • <p>We are looking for a Client Services Coordinator to support individuals and families by connecting them with housing-related services and community-based assistance in San Mateo, California. This is a Contract position suited for someone who can balance client support, administrative coordination, and timely documentation in a service-focused environment. The person in this role will help guide clients through available resources, respond to urgent needs with professionalism, and work closely with partners to promote housing stability and positive outcomes. This is a great opportunity to give back to the community! The duration of project is about 3 months and requires onsite work in San Mateo. Hours are 8:30am - 5:00pm Monday to Friday.</p><p><br></p><p>Responsibilities:</p><p>• Welcome clients through intake, screening, and needs assessment activities to identify immediate concerns and potential housing alternatives.</p><p>• Provide responsive support during urgent situations, create practical service plans, and help clients take steps toward stable housing.</p><p>• Link individuals with rental support, utility assistance, public benefits, and local programs that address housing and basic needs.</p><p>• Build relationships with property contacts and community providers to expand housing options and assist with placement efforts.</p><p>• Represent client needs through referrals, coordination, and problem-solving with external agencies and service partners.</p><p>• Maintain organized case files, complete required records, and protect sensitive information in accordance with confidentiality standards.</p><p>• Enter program data accurately, monitor client progress, and contribute information used for reports and service evaluation.</p><p>• Partner with colleagues and community organizations to improve coordination of care and strengthen overall client support.</p><p>• Carry out daily work in alignment with agency expectations and applicable local, state, and federal guidelines.</p>
  • 2026-10-07T00:00:00Z
Client Services Associate
  • Alamo, CA
  • onsite
  • Permanent / Full Time
  • 75000 - 100000 USD / Yearly
  • <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>Location:</strong> Walnut Creek, CA</p><p><strong>Salary:</strong> $85,000 - $100,000</p><p><strong>Schedule:</strong> Onsite | Monday-Friday | 8:00 AM - 5:00 PM</p><p> </p><p>We are partnering with a well-established boutique Wealth Management firm in Walnut Creek managing approximately <strong>$1B in assets under management</strong>. Known for its long-tenured team, organic growth, and white-glove client service, the firm is seeking a <strong>Client Service Associate</strong> to support two experienced Wealth Advisors and play a key role in delivering an exceptional client experience.</p><p> </p><p>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.</p><p> </p><p><strong>Responsibilities</strong></p><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 <strong>Charles Schwab</strong> 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><p><br></p>
  • 2026-10-05T00:00:00Z
Entry Level Customer Service Representative
  • San Mateo, CA
  • onsite
  • Temporary / Contract
  • 24 - 26 USD / Hourly
  • <p><strong>Robert Half</strong> is seeking a motivated <strong>Entry Level Customer Service Representative</strong> for a growing logistics company. This opportunity is ideal for someone who is early in their career and looking for a company where they can learn, develop and grow over time.</p><p>Candidates with experience in the <strong>service industry</strong> are encouraged to apply, including those with backgrounds in <strong>bartending, restaurant service, hospitality, retail or other fast-paced customer-facing roles</strong>. If you enjoy helping people, solving problems and delivering excellent service, this could be a strong next step in your career.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide professional and timely customer support by phone, email and internal systems</li><li>Respond to inquiries related to orders, shipments, delivery updates and service issues</li><li>Track shipments and communicate status updates to customers</li><li>Enter and maintain accurate customer and order information in company systems</li><li>Partner with internal teams, including operations and logistics staff, to resolve issues</li><li>Escalate complex customer concerns when appropriate</li><li>Maintain a high level of professionalism and customer care in a fast-paced environment</li><li>Support additional administrative and customer service tasks as needed</li></ul><p><br></p><p><br></p>
  • 2026-10-07T00:00:00Z
Call Center Specialist
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 31 - 35 USD / Hourly
  • <p>We are looking for a Call Center Specialist to support critical service coordination in California. This long-term contract position is ideal for someone who can manage urgent and routine calls, collect accurate information, and ensure the right response teams are engaged quickly. The role requires strong judgment, clear communication, and a consistent approach to documentation and shift-based operations.</p><p><br></p><p>Responsibilities:</p><p>• Monitor radio communications and assess developing situations to coordinate additional support when safety concerns arise.</p><p>• Receive emergency and non-emergency calls, gather complete incident details, and document requests accurately in the designated work order and dispatch system.</p><p>• Route service issues to the appropriate response group, including facilities, security, or other operational teams, based on the nature of the request.</p><p>• Maintain precise records through work orders, call logs, and shift notes to support continuity and accountability.</p><p>• Prepare recurring operational reports using standard office software such as Microsoft Word and Excel.</p><p>• Review active workflows throughout the shift to help ensure service requests are handled promptly and in line with established procedures.</p><p>• Communicate important updates to incoming team members during shift handoff so ongoing issues remain properly managed.</p><p>• Work closely with supervisors, responders, and partner departments to support coordinated incident response and daily operations.</p>
  • 2026-10-06T00:00:00Z
Supply Chain Manager
  • Livermore, CA
  • onsite
  • Permanent / Full Time
  • 200000 - 220000 USD / Yearly
  • We are looking for an experienced Supply Chain Manager to lead procurement, material planning, and supply continuity efforts for a manufacturing operation in Livermore, California. This role will guide a high-performing team, strengthen supplier partnerships, and support sound commercial decisions that improve cost, quality, and service. The ideal candidate brings strong leadership, analytical judgment, and the ability to work cross-functionally with technical and business stakeholders.<br><br>Responsibilities:<br>• Lead supply chain, procurement, and material planning activities to maintain reliable product flow and support manufacturing performance.<br>• Direct and develop leaders and team members across the function, setting priorities, improving accountability, and building organizational capability.<br>• Negotiate supplier agreements and commercial terms while balancing cost, quality, delivery, and long-term business needs.<br>• Evaluate supplier performance, inventory trends, and operational data to identify risks and recommend effective corrective actions.<br>• Partner closely with Engineering, Operations, Quality, Finance, Legal, and senior leadership to align sourcing decisions with company objectives.<br>• Oversee supply risk mitigation strategies, including contingency planning and actions to reduce disruptions across the supplier base.<br>• Prepare clear recommendations and presentations for leadership using financial, operational, and supplier insights.<br>• Drive continuous improvement initiatives within procurement and supply chain processes, including lean practices, value analysis, and broader functional transformation efforts.
  • 2026-09-03T00:00:00Z
Supply Chain Manager
  • Orinda, CA
  • onsite
  • Permanent / Full Time
  • 145000 - 175000 USD / Yearly
  • <p>We are looking for an experienced Supply Chain Manager to lead core planning, sourcing, inventory, logistics, and distribution functions in the San Francisco East Bay, California. This position blends strategic oversight with hands-on operational leadership to strengthen service performance, improve efficiency, and support business growth. The ideal candidate brings strong judgment, data-driven decision-making, and the ability to align cross-functional teams and external partners around shared supply chain goals.</p><p><br></p><p>Responsibilities:</p><p>• Shape and carry out supply chain plans that improve operational performance, support customer demand, and enable long-term business objectives.</p><p>• Direct inventory planning, replenishment activities, transportation coordination, and distribution execution to maintain product availability at appropriate stock levels.</p><p>• Identify process gaps and lead improvement efforts that lower costs, raise service quality, and streamline day-to-day workflows.</p><p>• Track key supply chain metrics, analyze performance trends, and recommend corrective actions to strengthen overall results.</p><p>• Anticipate operational disruptions and develop practical contingency plans to reduce risk across sourcing, logistics, and fulfillment activities.</p><p>• Build productive partnerships with suppliers and logistics providers, managing service expectations, performance reviews, and ongoing accountability.</p><p>• Lead commercial discussions with external partners, including contract terms and service standards, to secure reliable and cost-effective support.</p><p>• Work closely with internal departments to coordinate priorities, resolve operational challenges, and ensure supply chain activities align with company needs.</p><p>• Coach and develop team members, set clear expectations, and promote a culture focused on ownership, collaboration, and continuous improvement </p>
  • 2026-09-15T00:00:00Z
Senior Client Service Associate
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 98000 - 131000 USD / Yearly
  • <p><strong>For additional information about this opportunity, feel free to connect with Jennifer Fukumae via LinkedIn or email.</strong></p><p> </p><p>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.</p><p><strong>In this role, you will oversee daily branch operations while leading a team of Client Service Associates</strong>. You&#39;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.</p><p> </p><p><strong>Key Responsibilities</strong></p><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>
  • 2026-09-11T00:00:00Z
Account Service Associate
  • Sunnyvale, CA
  • onsite
  • Temporary / Contract
  • 32.3 - 37.4 USD / Hourly
  • We are looking for an Account Service Associate to support key account operations for a financial services team in Sunnyvale, California. This Long-term Contract position is ideal for someone who combines strong analytical skills with a service-oriented approach and can manage detailed transactional work with accuracy. The role involves assisting with account administration, member support, reporting activities, and compliance-related processes while contributing to smooth day-to-day operations.<br><br>Responsibilities:<br>• Perform recurring reviews and operational checks to verify account accuracy, identify discrepancies, and maintain compliance with internal standards.<br>• Address member questions related to account eligibility, required paperwork, and general account details with professionalism and clear communication.<br>• Prepare and submit Adult Protective Services reports in accordance with established guidelines and documentation requirements.<br>• Assist with unclaimed property activities by updating records and maintaining information within escheatment tracking tools.<br>• Support the handling of decedent accounts, including ownership changes, account updates, and closure processing as needed.<br>• Process account transactions such as contributions, distributions, and withholding election updates with careful attention to detail.<br>• Compile and produce weekly rate and fee schedules to support ongoing account servicing and reporting needs.<br>• Contribute to special assignments and help maintain procedural documentation, reference materials, and job aids for the team.
  • 2026-10-07T00:00:00Z
Membership Manager
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 30 - 35 USD / Hourly
  • <p><strong>Membership Manager</strong></p><p><strong>Brief Job Description:</strong></p><p>The Membership Manager oversees membership recruitment, retention, engagement, and service to support organizational growth and member satisfaction.</p><p><strong>Responsibilities:</strong></p><ul><li>Develop and manage membership outreach and retention efforts</li><li>Serve as the primary contact for member inquiries and concerns</li><li>Track membership renewals, applications, and database accuracy</li><li>Coordinate member events, communications, and benefits</li><li>Analyze membership trends and prepare performance reports</li><li>Collaborate with marketing and leadership on engagement strategies</li></ul>
  • 2026-09-25T00:00:00Z
Facilities Call Center Specialist
  • Menlo Park, CA
  • onsite
  • Temporary / Contract
  • 31 - 35 USD / Hourly
  • We are looking for a Facilities Call Center Specialist to support critical service coordination in Menlo Park, California. This Long-term Contract position is ideal for a detail-oriented customer service specialist who can manage urgent and routine calls, gather accurate details, and direct the appropriate response teams with sound judgment. The role requires strong communication, careful documentation, and the ability to stay composed while handling fast-moving situations in a healthcare environment.<br><br>Responsibilities:<br>• Monitor incoming radio and call activity, assess each situation, and coordinate additional support when safety-related issues arise.<br>• Receive emergency and non-emergency requests, collect complete incident details, and route work to the appropriate facilities, security, or response personnel.<br>• Enter service requests, updates, and incident information into the designated management system while keeping logs and work orders accurate and current.<br>• Apply established procedures consistently to ensure critical response steps are completed thoroughly and without delay.<br>• Prepare routine shift, daily, and weekly reports using standard office software such as Microsoft Word and Excel.<br>• Communicate key updates during shift handoffs so incoming team members are informed of ongoing issues, priorities, and unresolved items.<br>• Review active workflows to confirm service requests are being handled with attention to detail, efficiently, and within expected response standards.<br>• Serve as a point of coordination among supervisors, facilities teams, security staff, and other internal partners involved in incident response.
  • 2026-10-08T00:00:00Z