<p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p><p><br></p><p><strong>Ren Friedman</strong> is recruiting for a <strong>Financial Associate </strong>at a <strong>venture capital</strong> firm in<strong> San Francisco.</strong> This is a full-time, permanent role with a <strong>hybrid</strong> schedule (1-2 days in the office).</p><p><br></p><p>Join a San Francisco-based VC firm specializing in blockchain, crypto, and fintech, where innovation meets institutional expertise. As a Finance Associate, you’ll collaborate with industry leaders, gaining hands-on experience in fund reporting, AI-driven operations, and direct portfolio engagement. This dynamic role offers growth, autonomy, and the opportunity to influence the future of finance and technology.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Review and analyze quarterly reports from the fund administrator.</li><li>Reconcile digital asset transactions with blockchain records.</li><li>Prepare and distribute quarterly capital statements to investors.</li><li>Act as the primary liaison for fund administrator relationships.</li><li>Support auditors to ensure timely issuance of audited financial statements.</li><li>Manage audit requests, including confirmations, valuation memos, and transaction support.</li><li>Oversee fund operations and processes.</li><li>Track fund finances and investments in a proprietary portfolio database.</li><li>Respond to finance-related investor inquiries.</li><li>Assist with SPV finance processes and fund tax compliance.</li></ul><p><strong>*Reach out to Ren Friedman<u> via LinkedIn or email (ren.friedman at roberthalf)</u> for immediate consideration and additional info. </strong></p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about you.</p><p><br></p><p><strong>Relationship Manager / Client Service Associate</strong></p><p><strong>About the Firm</strong></p><p>A well‑respected boutique Registered Investment Advisor (RIA) with roughly half a billion dollars under management is seeking a Relationship Manager / Client Service Associate to join its close‑knit team. The firm is recognized for its supportive, family‑like culture, exceptionally low turnover, and commitment to delivering fiduciary, client‑first guidance.</p><p>Team members enjoy strong work‑life balance, meaningful client relationships, and a collaborative environment where dedication and long‑term growth are truly valued.</p><p><br></p><p><strong>About the Role</strong></p><p>This position blends detail orientation with strong relationship‑building skills. You will play a key role in onboarding new clients, preparing documentation, maintaining client accounts, and supporting advisors across all areas of client service.</p><p>You will also serve as a primary liaison between the firm and its custodial partners, ensuring seamless operations and delivering an exceptional client experience. This is an excellent opportunity for someone who wants mentorship from an experienced advisor, long‑term stability, and the ability to grow within the role.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support advisors with onboarding and client transition activities</li><li>Coordinate account openings and asset transfers</li><li>Process distributions, including RMDs, and maintain annual RMD tracking</li><li>Partner with custodians to complete account service requests</li><li>Document all client interactions and follow‑ups in the CRM</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Excellent work‑life balance</li><li>Competitive base salary with annual reviews and merit‑based increases</li><li>Strong retirement offering (safe harbor + profit sharing)</li><li>Employer‑covered parking or transit pass</li><li>Discretionary bonuses</li><li>4 weeks of PTO from day one</li><li>Comprehensive health benefits</li><li>A positive, people‑focused work environment with long‑tenured staff</li></ul>
We are looking for an Operations & Finance Associate to join our team in Belmont, California. This long-term contract position involves providing essential administrative, financial, and operational support to ensure the smooth functioning of our business. You will play a key role in managing office systems, assisting with financial processes, and maintaining a detail-oriented and organized environment.<br><br>Responsibilities:<br>• Prepare and facilitate domestic and international wire transfers for review and approval.<br>• Monitor and report weekly bank balances to ensure accurate financial tracking.<br>• Organize and categorize expenses in QuickBooks Online while maintaining accurate financial records.<br>• Oversee office systems and technology, ensuring equipment such as Zoom and AV setups function seamlessly.<br>• Set up, tidy, and reset meeting spaces to maintain a detail-oriented environment.<br>• Maintain office organization, ensuring supplies are stocked and areas like the kitchen and refrigerator are clean.<br>• Coordinate lunch orders and refreshments for meetings and events.<br>• Compile and prepare travel and expense reports for firm partners.<br>• Support financial operations such as capital calls and distributions as needed.<br>• Perform general administrative tasks and address ad hoc operational needs to maintain office efficiency.
<p>Boutique real estate litigation and landlord/tenant law firm located in San Francisco is seeking a skilled Associate Attorney! As part of the team, you will be handling cases from initiation to conclusion, making court appearances, and getting trained in San Francisco housing law. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee and manage multiple cases from beginning to end</p><p>• Draft legal pleadings for various matters</p><p>• Conduct thorough law and motion practices</p><p>• Respond efficiently to discovery requests and draft responses</p><p>• Appear in court for hearings, settlement conferences, and trial calls</p><p>• Maintain a strong work ethic with a total commitment to success for our clients</p><p>• Acquire comprehensive knowledge of San Francisco housing law</p><p>• Demonstrate strong organizational and communication skills</p><p>• Exhibit excellent research and writing skills</p><p>• Multitask independently and manage time effectively</p>
We are looking for an Associate Attorney to join our dynamic Insurance Coverage team in San Francisco, California. This position offers the opportunity to work on complex insurance coverage matters, including litigation and alternative dispute resolution, while collaborating in a supportive and fast-paced environment. The role is ideal for someone passionate about delivering exceptional legal services and eager to grow.<br><br>Responsibilities:<br>• Provide legal counsel to insurers on coverage issues, litigation strategies, and alternative dispute resolution processes.<br>• Prepare and review legal documents, including pleadings, motions, and briefs, to support case development and resolution.<br>• Represent clients in court proceedings, mediations, and arbitrations to advocate for favorable outcomes.<br>• Conduct thorough legal research and analysis to ensure compliance with regulations and precedents.<br>• Collaborate with team members to develop case strategies and share insights for effective resolution.<br>• Manage multiple cases efficiently while maintaining attention to detail and meeting deadlines.<br>• Build and maintain strong client relationships to understand their needs and deliver tailored solutions.<br>• Stay informed about changes in insurance laws and policies to provide up-to-date counsel.<br>• Participate in remote or hybrid work settings, leveraging technology to maintain productivity.<br>• Ensure adherence to ethical standards in all legal practices.
<p>The Office Services Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not limited to reprographics copy and mail services in both physical and digital environments with support for services in hospitality facilities audio/visual reception and other service lines as needed. </p><p><br></p><p> Job duties </p><p> * denotes an essential function </p><p> - *Utilize appropriate logs for all office services work. </p><p> - *Ensure that job tickets are properly filled out before beginning work. </p><p> - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. </p><p> - *Follow procedures to run jobs in proper order. </p><p> - *Communicate with supervisor or client on job or deadline issues. </p><p> - *Meet contracted deadlines for accepting completing and delivering all work. </p><p> - *Troubleshoot basic equipment problems. </p><p> - Be able to lift up to 50 lbs. on a regular basis. </p><p> - Prioritize workflow. </p><p> - Performs Quality Assurance on own and work of others. </p><p> - Load machines with various paper toner supplies. </p><p> - Answer telephone emails and place service calls when needed. </p><p> - Interact with clients in person over the phone or electronically. </p><p> - Adhere to Williams Lea policies in addition to client site policies. </p><p> - Use equipment and supplies in a cost-efficient manner. </p><p> - Assist other departments such as Hospitality and Reception when needed. </p><p><br></p>
<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a respected wealth management firm seeking a <strong>Senior Client Service Associate. </strong>This role blends relationship management, financial planning support, and operational oversight within a collaborative advisory team.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Partner closely with a Senior Financial Advisor to support existing and prospective client relationships</li><li>Prepare for and attend client meetings, manage follow-up items, and conduct select review meetings independently</li><li>Present financial plan updates and serve as a secondary advisor on designated client relationships</li><li>Act as a primary contact for client servicing needs, account questions, and transaction requests</li><li>Lead onboarding for new clients, including account opening and asset transfers</li><li>Gather and input financial planning data into planning software</li><li>Maintain accurate CRM documentation and ensure all client interactions are properly recorded</li><li>Execute ongoing account maintenance and operational requests</li><li>Ensure adherence to firm policies and regulatory standards (SEC/FINRA)</li><li>Monitor account activity and maintain compliance-ready documentation</li><li>Collaborate with advisors and the investment committee to implement portfolio adjustments</li><li>Support process improvements and firm-wide initiatives as needed</li></ul>
<p>We are seeking a Litigation Associate to join a growing law firm based in San Mateo, California, particularly in the field of complex intellectual property litigation. </p><p><br></p><p>Responsibilities:</p><p>• Handle complex litigation cases, with a focus on patent and intellectual property disputes</p><p>• Conduct comprehensive legal research and prepare detailed legal documents</p><p>• Engage in discovery and motion practice, managing a substantive portion of litigation matters</p><p>• Develop and maintain strong professional relationships with clients and understand their business needs</p><p>• Collaborate with team members to strategize and execute litigation processes effectively</p><p>• Take the lead in preparing for oral arguments and depositions</p><p>• Ensure all litigation activities comply with the applicable laws and regulations</p><p>• Utilize your technical aptitude to understand and manage cases related to intellectual property</p><p>• Work efficiently and creatively to resolve disputes in favor of our clients</p>
<p>A respected and established Napa law firm is seeking a Midlevel Estate Planning Attorney to join their team. This is an excellent opportunity for a driven legal professional who wants to further their career in a collaborative, client-focused environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Advise clients on estate planning and trust administration matters, including drafting wills, trusts, powers of attorney, and related documents.</li><li>Conduct legal research and analysis pertaining to estate planning, gift and estate tax, and related areas.</li><li>Represent clients in probate and trust administration proceedings.</li><li>Collaborate with clients, colleagues, and other professionals to develop and implement comprehensive estate planning strategies.</li><li>Stay current on developments in estate and tax law to ensure best practices and client service.</li><li>Participate in firm business development and client relationship management efforts as needed.</li></ul><p><br></p>
<p>Robert Half is recruiting TWO Labor & Employment Attorney (Associate or Of Counsel level) for the Marin County office (hybrid telecommute OK) of its large statewide law firm client. The ideal candidates will have 2-20+ years of practice in employment litigation, ideally but not necessarily involving municipality and public sector entities. Qualifications include excellent writing and oral advocacy skills, good discovery (including conducting depositions) and law & motion experience, and optimally some work doing oral arguments in adversarial hearings (e.g., ALJ for PERB, DFEH, DOL; state and Federal trial courts; arbitration). </p><p><br></p><p>These are litigation and advice & counsel positions. And, they are definitely partnership-track opportunities, so career-minded litigators with strong work ethic are encouraged to apply.</p><p><br></p><p>The target base salary is $125,000 - 225,000+/yr, DOE, plus bonuses ranging from $10,000 to $30,000+, depending on amount of hours billed. Comprehensive benefits, including the firm’s profit-sharing contributions to the retirement plan, are a part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Division, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>We are in search of a dedicated Associate Attorney to join our team in Los Gatos, California. This role is within the field of Homeowners Association Real Estate Law and will involve working in a hybrid environment. This is a unique opportunity for anyone looking to further their legal career in the real estate industry.</p><p><br></p><p>Responsibilities:</p><p>• Work on litigation cases, supporting the team of seven attorneys </p><p>• Contribute to the annual target of 1700 billables</p><p>• Leverage legal software such as 3M, Case Management Software, LexisNexis to manage cases efficiently </p><p>• Prepare and present briefings on complex legal issues</p><p>• Handle civil litigation cases and work closely with the claim administration team</p><p>• Address and resolve customer complaints in accordance with company policies</p><p>• Maintain and update legal documentation in the company's management system</p><p>• Utilize your experience in real estate law to provide legal advice and guidance</p><p>• Work on civil litigation cases and provide expertise in real estate law.</p>
We are looking for a skilled Associate Attorney to join our team in Santa Rosa, California. This role requires a detail-oriented individual with a strong background in civil litigation and at least four years of relevant experience, particularly in commercial litigation. Familiarity with employment law is highly desirable, as well as a demonstrated ability to manage case reviews, draft pleadings, and handle law and motion matters effectively.<br><br>Responsibilities:<br>• Conduct thorough case reviews and analyze applicable laws to provide strategic legal counsel.<br>• Draft and prepare pleadings, motions, and other legal documents with precision and attention to detail.<br>• Represent clients in court proceedings, including arguing law and motion matters.<br>• Develop and execute discovery strategies, including preparing and responding to written discovery requests.<br>• Collaborate closely with team members to ensure seamless case management and effective representation.<br>• Maintain compliance with billable hour requirements, achieving a minimum of 1,650 hours annually.<br>• Provide guidance on employment law matters as applicable to client cases.<br>• Utilize case management and document management software to organize and track case progress.<br>• Research and summarize legal matters to support case strategy and client advisement.
<p>The Civil Litigation Associate Attorney will support the firm's litigation practice by assisting with case preparation, legal research, drafting pleadings, and representing clients in various civil matters. This role involves working closely with partners and senior attorneys and engaging directly with clients and courts. This role is located in San Jose, CA and has a hybrid model. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Research case law, statutes, and legal precedents to support litigation strategy.</li><li>Draft legal documents, including pleadings, motions, discovery requests/responses, and briefs.</li><li>Support the development and implementation of case strategy, including settlement negotiations and trial preparation.</li><li>Represent clients at hearings, depositions, mediations, and, as appropriate, trials.</li><li>Communicate effectively with clients, opposing counsel, and court personnel.</li><li>Review, organize, and analyze evidence and documents for case management.</li><li>Maintain compliance with firm policies, court rules, and best practices regarding case management and ethics.</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like a strong match for your background, apply today and send your resume to <strong>JC del Rosario via LinkedIn</strong>—I’d welcome the chance to connect and learn more about you.</p><p><br></p><p><strong>Trade Compliance Analyst / Associate</strong></p><p><strong>About the Firm</strong></p><p>We’re partnering with a leading global investment firm focused on both private and public markets. The firm manages several billion in capital and invests across innovative, fast‑growing sectors. With a collaborative, high‑performing team and a strong reputation for disciplined, research‑driven investing, the firm offers a stable and supportive environment for long‑term career development.</p><p>The Trade Compliance Analyst/Associate plays a critical role in maintaining regulatory oversight across public investment strategies. This individual will monitor trading activity, ensure adherence to internal policies and securities laws, and support the firm’s compliance program. The role sits within the Compliance team and works cross‑functionally with Legal, Operations, and Investment professionals. This position reports to the Chief Compliance Officer.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Highly collaborative compliance and legal environment</li><li>Strong work‑life balance with predictable hours</li><li>Excellent mentorship and long‑term career stability</li><li>Hybrid schedule in a modern, well‑equipped office</li><li>Competitive compensation and comprehensive benefits</li></ul><p><strong>Key Responsibilities</strong></p><p><strong>Trade Surveillance & Monitoring</strong></p><ul><li>Assist with preparing trade authorization forms</li><li>Conduct daily reviews of trade activity across multiple funds</li><li>Identify exceptions, trends, or regulatory filing obligations</li><li>Support pre‑trade checks, restricted list monitoring, and trade approvals</li><li>Initiate regulatory filings, including:</li><li><strong>Forms 4 and 5</strong></li><li><strong>Forms 13D/G</strong></li><li>Other SEC‑required submissions</li><li>Coordinate with Legal and external counsel as needed</li><li>Support compliance testing, reporting cycles, and regulatory examinations</li></ul><p><strong>Compliance Program Support</strong></p><ul><li>Help enhance trade surveillance systems, data processes, and internal controls</li><li>Contribute to risk assessments and gap analyses involving MNPI and information‑barrier practices</li><li>Support employee training related to MNPI, restricted lists, and trading rules</li><li>Partner with Trading, Finance, and Accounting teams to ensure accurate and complete trade data</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary plus annual bonus</li><li>Comprehensive medical, dental, and vision coverage</li><li>Life and long‑term disability insurance</li><li>Attractive 401(k) program</li><li>Hybrid working model</li><li>Supportive team with strong investment in your long‑term development</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—happy to connect and learn more about your background.</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA) to join its high‑performing, collaborative team. This role is ideal for someone who wants to put down long‑term roots, partner closely with experienced advisors, and thrive in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has supported high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep Bay Area roots and a commitment to personalized, relationship‑driven guidance, the team delivers highly tailored wealth planning and investment support.</p><p><br></p><p><strong>About the Role</strong></p><p>As a CSA, you will support a portfolio of HNW clients and serve as an essential member of the client service team. You’ll collaborate with advisors, coordinate across internal and external partners, and ensure clients receive exceptional service from onboarding through ongoing relationship management.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Strengthen client relationships by anticipating needs and delivering timely, proactive support</li><li>Lead and manage the end‑to‑end new client onboarding process</li><li>Coordinate with attorneys, accountants, and external client partners</li><li>Support planning initiatives, including equity compensation strategies and estate/legacy planning workflows</li><li>Prepare portfolio reports, research materials, and meeting deliverables</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear pathway for long‑term growth within a respected wealth management organization</li><li>Strong mentorship and exposure to sophisticated planning strategies</li><li>Hybrid schedule (onsite Tue/Thu + flexible third day)</li><li>Supportive, people‑first culture where collaboration is highly valued</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and phone stipend</li><li>Casual dress when not meeting with clients</li><li>Financial support for CFP® or CFA certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p>We are looking for an Associate Attorney to join our team based in Los Gatos, California. The successful candidate will be involved in the area of Real Estate Litigation. This role is pivotal in the resolution of customer inquiries and the maintenance of accurate customer records, as well as processing customer applications. </p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle civil litigation cases and manage related documentation</p><p>• Utilize legal software such as 3M, LexisNexis, and Case Management Software for efficient case handling</p><p>• Administer claims and manage complaints with a high level of professionalism</p><p>• Draft and prepare legal briefings to support litigation processes</p><p>• Practice real estate law within the context of homeowners associations</p><p>• Adapt to a hybrid work model, with the flexibility to work onsite as needed</p><p>• Meet annual billable hours targets to ensure the firm's productivity</p><p>• Continually update and maintain the management system for optimal organizational efficiency.</p>
<p><strong>Ready to Take the Next Step? Let’s Connect!</strong></p><p>If this opportunity feels like the right fit, apply today and send your resume to JC del Rosario via LinkedIn—I’d love to connect and learn more about you!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><strong>A leading, long‑established wealth management firm in Palo Alto is seeking a Client Service Associate (CSA)</strong> to join their high‑performing, collaborative team. This is an excellent opportunity for someone who wants to build long‑term roots, work closely with experienced advisors, and grow in a fast‑paced, client‑focused environment.</p><p><br></p><p><strong>About the Firm</strong></p><p>For decades, this firm has served high‑net‑worth and ultra‑high‑net‑worth individuals, families, and institutions. With deep ties to the Bay Area and a commitment to personalized advice, they offer a sophisticated, relationship‑driven approach to wealth management</p><p><br></p><p><strong>About the Role</strong></p><p>The CSA will support a portfolio of HNW clients and act as a key member of the client service team. You’ll partner with advisors, collaborate cross‑functionally, and ensure clients receive an exceptional experience from onboarding through ongoing service.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Maintain and enhance client relationships by anticipating needs and delivering timely, thoughtful support</li><li>Lead and execute the new client onboarding process</li><li>Coordinate with attorneys, accountants, and other client intermediaries</li><li>Support strategic planning efforts, including equity compensation strategies, estate/legacy planning coordination, and other complex client needs</li><li>Provide portfolio reporting, research support, and materials for meetings and touchpoints</li></ul><p><strong>Why This Opportunity Stands Out</strong></p><ul><li>Clear long‑term growth potential within a respected wealth management firm</li><li>Tenured team, strong mentorship, and exposure to sophisticated planning</li><li>Hybrid schedule (onsite Tue/Thu + flexible 3rd day)</li><li>Supportive, people‑first culture where no task is too small</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive base salary + annual discretionary bonus</li><li>Generous 401(k) match</li><li>Health, dental, and vision coverage</li><li>Parking, commuter benefits, and monthly phone stipend</li><li>Casual dress when not client‑facing</li><li>Financial support for <strong>CFP®</strong> or <strong>CFA</strong> certification</li><li>Free lunch Fridays + fully stocked kitchen</li></ul>
<p>Robert Half Legal is recruiting a Labor & Employment Associate for the Marin County office of its large statewide law firm client. The ideal candidate will have 2-10+ years of practice in L& E and/or commercial litigation. Qualifications include excellent writing and oral advocacy skills, diverse discovery and law & motion experience, and optimally some deposition and trial advocacy. This is definitely a partnership-track opportunity, so career-minded litigators who are looking to join a firm that has a good program for business and career development and a genuine interest in developing partners are encouraged to apply.</p><p><br></p><p>The target salary is $135,000 - 200,000+/yr, DOE, plus sizeable monthly productivity bonuses and a discretionary annual bonus (ranging from $7,000 to $20,000+). Comprehensive benefits, including the firm’s profit-sharing contributions to the retirement plan, are a part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p>Robert Half is recruiting Sr. Associate Attorney for boutique civil litigation defense law firm in So. San Francisco (hybrid commute). Our premier trial law practice client needs to hire a trial attorney (or at least good trial preparation experience) with 3-10+ years of practice, ideally in insurance defense, to manage busy case load and represent business clients and insureds. A mastery of and passion for trial advocacy, or at least good trial prep experience (drafting motions in limine and preparing for cross-examinations) are required. Effective legal research and writing and deposition experience are also key qualifications.</p><p> </p><p>This is a partnership-track opportunity at a well-established defense firm in the SF Bay. This Senior Litigator gets ample exposure to and experience in direct advocacy, arguing dispositive motions in courtroom proceedings, taking and defending depos, managing the full scope of discovery, interviewing and retaining expert witnesses, negotiating settlements, and preparing for and attending trial, arbitration, and mediations.</p><p> </p><p>Our client is offering an annual base salary of $150,000-200,000+/yr., depending on experience, discretionary annual bonus, and employment benefits (incl. full coverage medical, dental, and vision insurance plans, HRA stipend, profit sharing contributions to 401k plan, free parking, and other perks). For confidential consideration, please email resume to Jon Lucchese, VP & Sr. Recruiting Manager of Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Respected San Francisco OB/GYN practice known for high-quality care, strong teamwork, and a professional setting that values growth, balance, and clinical excellence. Looking for Patient Services Associate to work in the Call-Center and Reception area.</strong></p><p><br></p><p><strong>Location: <u>San Francisco office in North Beach</u> - close to Embarcadero BART </strong></p><p><strong>Hours:</strong> <strong>Monday-Friday</strong> <strong>8AM-5PM – 30 minutes of lunch will be paid and 30 minutes unpaid</strong></p><p><strong>Dress Code: black scrubs, Fridays you can wear jeans </strong></p><p><strong>Duties & Qualifications:</strong></p><ol><li><strong>Greet patients professionally, both in person and over the phone</strong></li><li><strong>Knowledge of Obstetrical and Gynecological appointment protocol. </strong></li><li><strong>Answers incoming phone calls promptly and provides triage concerns efficiently </strong></li><li><strong>Collects copayments and past due balances at time of phone call and when checking in patients.</strong></li><li><strong>Handles scheduling and rescheduling appointments; calls no shows, bumped appts, and cancellations; modifies schedules for clinicians as needed. </strong></li><li><strong>Scanning: scans insurance cards, consents and other patient paperwork.</strong></li><li><strong>Liaise with medical staff to provide patient access to care</strong></li><li><strong>Comforting patients by anticipating anxieties and effectively answering questions. Provide liaison support when ap</strong></li><li><strong>Sort through mail</strong></li><li><strong>Post payments sent through USPS</strong></li><li><strong>Handles front office technical and maintenance issues. </strong></li><li><strong>Weekly office upkeep: laundry, kitchen, storage and personal spaces.</strong></li></ol>
<p> </p><p>Are you interested in stepping into a Client Service role within a multigenerational family office, delivering a high-touch, white-glove client experience?”</p><p> </p><p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Reach out to<strong> <u>Michelle Espejo via email or LinkedIn</u></strong> for additional information or questions.</p><p> </p><p><strong>Operations Associate| Boutique Wealth Management Firm| Mill Valley| Hybrid | $80-140k base, depending on experience + bonus</strong></p><p> </p><p>Our client is a boutique wealth management firm serving <strong>ultra-high-net-worth families and private foundations</strong>. The team operates in a highly collaborative, high-integrity environment and is known for delivering exceptional service to a select client base.</p><p> </p><p>This role offers the chance to join a close-knit team and <strong>gain hands-on exposure to sophisticated wealth management operation</strong>s. You’ll work closely with senior leadership, have <strong>real ownership of your work</strong>, and be part of a<strong> growing firm that values balance,</strong> flexibility, and quality.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Execute trades across custodian and trading platforms and resolve settlement issues</li><li>Maintain and reconcile portfolio, transaction, and cost basis data across systems</li><li>Support account setup, data feeds, and reporting platform accuracy</li><li>Prepare and distribute quarterly client performance reports</li><li>Provide operational support to advisors and assist with ad hoc projects</li><li>Help improve and streamline operational processes</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
<p><strong>Jennifer Fukumae with Robert Half’s Finance and Accounting</strong> is partnering with a boutique wealth management firm specializing in ultra-high-net-worth families and private foundations. The firm manages approximately $700M in AUM, with an average client relationship exceeding $15M. With a lean, four-person team, the firm places a premium on professionalism, precision, and high-quality written communication to meet the elevated expectations of its client base.</p><p><strong>Position Overview</strong></p><p>This Client Services Associate (CSA) role is integral to delivering a seamless, white-glove client experience. The CSA will partner closely with advisors and clients to manage daily operational needs, oversee account administration, and uphold the firm’s standard of highly responsive, personalized service. Given the firm’s boutique structure, this role also provides exposure to broader operational functions, including compliance support, reporting, and general business operations.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as a primary point of contact for client service inquiries, delivering timely, professional support</li><li>Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)</li><li>Coordinate client meetings, including scheduling, preparation, and follow-up</li><li>Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues</li><li>Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance</li><li>Maintain accurate client records, CRM updates, reporting, and task tracking</li><li>Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations</li></ul>
<p><strong>Ready to Take the Next Step? Let’s Connect.</strong></p><p>If this opportunity aligns with what you're exploring, apply today and send your resume to JC del Rosario via LinkedIn—looking forward to connecting and learning more about your background.</p><p><br></p><p><strong>Associate Planner</strong></p><p><strong>Client‑Focused | Growth‑Oriented | Impact‑Driven</strong></p><p>Join a values‑driven wealth advisory firm committed to simplifying the complex, building trusted relationships, and delivering exceptional client experiences. This role is ideal for someone early in their financial‑services career who wants meaningful hands‑on exposure, mentorship, and a long‑term path for advancement.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Support advisors in the day‑to‑day management of client relationships</li><li>Assist with data gathering, financial plan development, scenario modeling, and case design</li><li>Prepare client meeting materials and contribute by capturing detailed notes and action items</li><li>Maintain accurate and organized client records across internal systems</li></ul><p><strong>Who Thrives Here</strong></p><ul><li>Service‑oriented professionals who genuinely care about client outcomes</li><li>Team players who value trust, accountability, and collaboration</li><li>Individuals who are proactive, adaptable, and excited to learn</li><li>Those who want to make a meaningful impact in clients’ financial lives</li></ul>
<p>Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals?</p><p> </p><p><strong>Overview</strong></p><p>Our client is a <strong>Palo Alto–based, early-stage venture capital firm</strong> investing in transformative founders and emerging businesses. The firm is experiencing a period of <strong>accelerated growth</strong>, expanding its internal infrastructure to support future fundraising and long-term scale.</p><p>They are seeking an <strong>Investor Relations & Fundraising Associate</strong> to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a <strong>commercially minded, relationship-driven professional</strong> who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and support <strong>fundraising campaigns</strong>, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a <strong>pipeline of prospective LPs</strong>, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor <strong>fundraising materials</strong>, pitch decks, and investor correspondence</li><li>Assist with <strong>LP communications</strong>, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor <strong>fundraising metrics and performance indicators</strong></li><li>Support planning and execution of <strong>Annual Meetings and investor events</strong></li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul><p><br></p>
