We are looking for a dedicated Customer Service Supervisor to join our team on a contract basis in Piedmont, California. In this role, you will lead and manage customer service operations, ensuring efficient workflows, high-quality service delivery, and effective team supervision. This position requires exceptional leadership skills and a strong focus on maintaining customer satisfaction while driving operational success.<br><br>Responsibilities:<br>• Oversee day-to-day operations of the customer service team, ensuring timely and effective responses to client inquiries.<br>• Implement strategies to enhance customer satisfaction and improve service quality.<br>• Train, mentor, and support customer service representatives to achieve performance goals.<br>• Monitor team activities and provide constructive feedback to improve individual and team performance.<br>• Address escalated customer concerns and resolve issues promptly to maintain positive client relationships.<br>• Develop and maintain efficient workflows and processes to optimize team productivity.<br>• Collaborate with other departments to ensure seamless communication and service delivery.<br>• Prepare and analyze reports on team performance and customer feedback to identify areas for improvement.<br>• Ensure compliance with company policies and procedures in all customer interactions.<br>• Foster a positive and organized work environment that encourages teamwork and continuous improvement.
We are looking for an experienced Customer Service Manager to oversee daily branch operations, drive sales growth, and lead a team in delivering exceptional customer service. In this role, you will ensure operational efficiency, compliance with regulations, and the promotion of a service-oriented culture through effective coaching and staff development. This is a Contract-to-Permanent position based in Stockton, California.<br><br>Responsibilities:<br>• Manage the daily operations of the branch, including teller activities, vault balancing, and customer service functions.<br>• Drive sales and revenue growth by promoting and selling a variety of bank products and services.<br>• Ensure compliance with regulatory requirements and maintain operational soundness within the branch.<br>• Supervise, coach, and develop branch staff to meet service expectations, policies, and procedures.<br>• Conduct regular one-on-one meetings and team discussions to set goals and address operational issues.<br>• Oversee hiring, training, and retention efforts to build a skilled and motivated team.<br>• Maintain staff schedules to ensure adequate coverage and efficient workflow.<br>• Address customer concerns by providing timely resolutions and maintaining high levels of confidentiality.<br>• Participate in community engagement and establish strong public relations with customers and local organizations.<br>• Perform audits and pre-audits to identify risks and ensure adherence to compliance procedures.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for an <strong>Accounting Manager</strong> at a <strong>thriving financial institution</strong>. This is a full-time permanent role based in <strong>the East Bay </strong>with a flexible <strong>Hybrid</strong> schedule.</p><p><br></p><p>Join a company known for its personalized approach to financial advocacy and a culture that genuinely supports your growth and success.</p><p>Top-tier perks include comprehensive medical, dental, and vision coverage, bonuses, generous retirement contributions, and wellness incentives. Enjoy work-life balance with an onsite fitness center, tuition reimbursement, loan discounts, and a newly upgraded office. Career development is built in—this is a place to grow and shine.</p><p><strong>What You’ll Do</strong></p><ul><li>Lead end-to-end GL reconciliations and governance</li><li>Mentor and manage a high-performing team</li><li>Drive efficiency and automation using tools like BlackLine</li><li>Ensure accurate, timely reconciliations and resolve discrepancies</li><li>Oversee aged items, reserves, and write-offs</li><li>Keep reconciliation documentation and metrics sharp</li><li>Collaborate across teams to solve complex issues</li><li>Be the key liaison for auditors, regulators, and executives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Position Overview:</strong></p><p>We are seeking a proactive and detail-oriented <strong>Events Coordinator</strong> to join our team. This role is integral to planning and executing events, supporting office operations, and ensuring seamless transitions for colleagues within the workplace. As part of a small but dynamic team, you’ll wear multiple hats to create a positive environment for employees and clients with excellent customer service and a go-getter attitude.</p><p><br></p><p><strong>Day-to-Day Responsibilities:</strong></p><ul><li>Organize and assist in setting up weekly events, including DIY elements and crafting decorations.</li><li>Coordinate post-event logistics, including supervising and escorting movers, and ensuring the space is ready for the next function.</li><li>Collaborate and maintain relationships with vendors to meet event and office needs efficiently.</li><li>Support workplace coordination tasks, such as onboarding/offboarding activities. Manage logistics for office moves and ensure new employees/resigned colleagues have appropriate equipment (e.g., monitor, chair, etc.) using a ticket system.</li><li>Work proactively in the mailroom on a daily basis for 2 hours handling incoming and outgoing mail before returning to other duties.</li><li>Assist with preventative maintenance (PM) tasks as part of ensuring seamless office operations.</li></ul><p><br></p>
<p>Robert Half Legal is recruiting an Office Manager for a highly successful transactional law firm on the Peninsula (only twice weekly in-office). The Office Manager is responsible for HR duties and staff supervision, office facilities management and vendor coordination, various firm marketing and event planning, and IT support. The position will work closely with the managing partners and the firm’s Controller who handles all financial responsibilities. This is a fantastic opportunity for an up-and-coming HR professional or law firm office coordinator to join a well-managed law practice with a stable book of public entity/municipal clientele and predictable workflow and ample ability to work-from-home. </p><p> </p><p>The following are the qualifications for the Office Manager:</p><ul><li>Good skills in human resources management are highly preferred (incl. onboarding/offboarding, staff supervision, employee handbook updates and compliance oversight, employment benefits administration, payroll audit, etc.);</li><li>Excellent office administrative support experience (event planning [e.g., holiday party/partner retreats], IT support liaison, and vendor coordination, office supplies & facilities upkeep); and</li><li>Law firm employment is a plus, but not required.</li></ul><p><br></p><p>We have placed several paralegal and staff employees at this firm over the past decade and they all really love the friendly attorneys and public finance work benefitting local communities. The base salary range is $80,000 – 100,000/year, with generous bonus and annual salary reviews, and they offer excellent employment benefits (fully funded medical/dental/vision insurance plans, 401k with 3-10% firm contributions, unlimited vacation, etc.). </p><p> </p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com. Thank you!</p>
<p><strong>Senior Administrative Assistant (Part-Time, 2-Month Assignment)</strong></p><p> <strong>Location:</strong> Oakland, CA (Onsite, Tuesday–Thursday, 8:30am–5:00pm)</p><p> <strong>Duration:</strong> November – December</p><p><br></p><p><strong>About the Role:</strong></p><p> The Robert Toigo Foundation is seeking a highly organized and proactive <strong>Senior Administrative Assistant</strong> to provide direct support to leadership during a busy two-month period. This role will focus on managing communications, preparing documents and presentations, and assisting with event production.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage calendars, coordinate meetings, and schedule appointments.</li><li>Handle communication management including phone calls, email correspondence, and information distribution.</li><li>Prepare and edit documents, reports, and presentations (PowerPoint).</li><li>Make travel arrangements and handle related logistics.</li><li>Support planning and execution of upcoming events and special projects.</li><li>Maintain accurate records and ensure smooth administrative operations.</li></ul><p><br></p><p><br></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Senior Client Associate – Wealth Management</strong></p><p><br></p><p><strong>Build Relationships. Deliver Excellence. Grow with Purpose.</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. This firm serves ultra-high-net-worth individuals and families with a full suite of services, including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, and deeply committed to professional development and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct engagement with sophisticated families and their advisory teams</li><li>Opportunity to lead client relationships and mentor team members</li><li>Exposure to complex wealth strategies and customized planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure</li><li>Competitive compensation and a comprehensive benefits package</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service across assigned relationships</li><li>Execute client requests with precision, responsiveness, and care</li><li>Collaborate with senior leadership on strategic initiatives and client experience enhancements</li><li>Guide and mentor associates and analysts on shared client accounts</li><li>Support clients with estate, tax, and philanthropic planning needs</li><li>Partner with investment teams on portfolio construction and cash deployment</li><li>Maintain strong relationships with clients’ extended professional teams (CPAs, attorneys, etc.)</li></ul><p><strong>Excited about this opportunity?</strong></p><p>Let’s connect. Send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to explore how this role could be the perfect next step in your career.</p>
<p><strong>Senior Client Associate – Wealth Management</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. This firm serves ultra-high-net-worth clients with a full suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, and committed to professional growth and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct client engagement with sophisticated families and their advisors</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and bespoke planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure</li><li>Competitive compensation and comprehensive benefits package</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Serve as primary contact for client service needs across assigned relationships</li><li>Execute client requests with precision and timeliness</li><li>Collaborate with senior leadership on strategic initiatives</li><li>Guide associates and analysts on shared client accounts</li><li>Support clients with estate, tax, and philanthropic planning</li><li>Partner with investment teams on portfolio creation and cash deployment</li><li>Maintain relationships with clients extended professional teams</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
We are looking for a dedicated and organized Office Manager to join our team in Palo Alto, California. This position is an onsite role, requiring consistent availability from Monday to Friday. As a Contract to permanent opportunity, it offers the potential to transition into a long-term position. The ideal candidate will play a key role in ensuring smooth office operations while providing administrative support and maintaining a welcoming environment.<br><br>Responsibilities:<br>• Coordinate daily office tasks, including preparing meeting materials, scanning documents, and entering data accurately.<br>• Offer support to the Client Services team by assisting with administrative duties and ensuring seamless collaboration.<br>• Manage reception duties, greeting visitors and maintaining a hospitable office atmosphere.<br>• Organize and maintain office supplies, ensuring resources are readily available for staff needs.<br>• Assist in planning and executing meeting setups, including catering and hospitality arrangements.<br>• Utilize systems such as Salesforce and Orian to manage workflows and maintain accurate records.<br>• Handle accounts payable tasks, ensuring timely and accurate processing of invoices.<br>• Proactively identify opportunities to improve office efficiency and implement creative solutions.<br>• Uphold a detail-oriented presence while representing the company and interacting with clients and team members.<br>• Maintain confidentiality and discretion in handling sensitive information.
<p>We are looking for an experienced Administrative Supervisor to oversee contracting, administrative, and operational functions for grant programs in the East Bay. In this role, you will ensure compliance with regulations, manage workflows, and provide support to dedicated staff. This is a long-term contract position offering the opportunity to contribute to impactful programs.</p><p><br></p><p>Responsibilities:</p><p>• Manage contracting processes, ensuring compliance with regulations and adherence to budgetary guidelines.</p><p>• Provide leadership and supervision to administrative and committed team members.</p><p>• Design and optimize workflows, training materials, and resources for grant application processes.</p><p>• Collaborate with internal departments to address and resolve challenges throughout contract and grant cycles.</p><p>• Conduct occasional outreach to grant applicants outside of regular business hours.</p><p>• Monitor and ensure timely completion of administrative tasks related to emergency funding programs.</p><p>• Maintain accurate records and documentation for audits and reporting purposes.</p><p>• Identify opportunities for process improvements to enhance program efficiency.</p><p>• Provide detailed reports and updates to stakeholders on program progress and performance.</p>
<p><strong>Senior Client Associate – Family Office</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. The firm provides ultra-high-net-worth families with a comprehensive suite of services, including investment management, financial planning, lending strategies, and bespoke family office solutions. The culture is collaborative, client-centric, and deeply committed to professional development and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct engagement with sophisticated families and their advisory teams</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and customized planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work environment</li><li>Competitive compensation and a comprehensive benefits package</li></ul><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service across assigned relationships</li><li>Execute client requests with accuracy, efficiency, and discretion</li><li>Collaborate with senior leadership on strategic initiatives and client solutions</li><li>Guide and support associates and analysts on shared client accounts</li><li>Assist clients with estate, tax, and philanthropic planning needs</li><li>Partner with investment teams on portfolio construction and cash deployment</li><li>Maintain strong relationships with clients’ extended professional networks</li></ul><p><strong>Interested in this opportunity?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this could be the right next step in your career.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This growing wealth management firm helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends innovation, integrity, and a values-driven culture that empowers both clients and employees.</p><p> </p><p>You’ll be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term incentives like profit-sharing. The culture emphasizes empathy, purpose, and collaboration, creating an environment where your career growth and meaningful impact go hand in hand.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Act as a Personal CFO, leading client relationships and implementing holistic strategies</li><li>Advise on investments, estate, tax, insurance, and retirement planning</li><li>Prepare and present tailored financial plans, portfolios, and cash flow analyses</li><li>Build business by engaging attorneys, CPAs, and other centers of influence</li><li>Lead and mentor a service team to deliver exceptional client outcomes</li><li>Contribute to firm-wide initiatives and community impact efforts</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
