;

50 results for Client Service Associate Sf in San Francisco, CA

Relevance

Date Posted

Create a Job Alert

Email me about new Client Service Associate Sf jobs in San Francisco, CA

Are you sure you want to pass on this job?

Client Associate – Family Office

📍 San Francisco (Steps from Montgomery BART) | Hybrid

💰 $100,000–$130,000 base (DOE) + Bonus

An established multi-family office based in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services.

📩 Interested in learning more?

Reach out to Jennifer Fukumae on LinkedIn for a conversation and apply directly.

About the Firm:

Headquartered in San Francisco with easy BART access
Serves a sophisticated UHNW client base with personalized, high-touch service
Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management
Emphasizes professional development, mentorship, and continuous improvement

About the Role:

The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence.

Key Responsibilities:

Act as the day-to-day contact for a portfolio of UHNW clients
Execute requests promptly and with a high level of accuracy
Collaborate with firm leadership on bespoke planning and investment strategies
Serve as a guide and mentor to junior associates and analysts
Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning
Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)
Support new investment allocations, liquidity planning, and account structuring
Contribute to firm-wide initiatives and special projects

What We’re Looking For:

Bachelor’s degree and 6–8+ years of experience in a client-facing role, ideally in a multi- or single-family office, private wealth, or high-end financial services environment
Clear, confident communicator with strong attention to detail
Highly organized and comfortable managing complex client needs
Familiarity with estate and tax planning concepts
Leadership experience in fast-paced, high-accountability teams
Proficiency with Microsoft Office; familiarity with CRM systems (MS Dynamics or Salesforce) and Schwab Advisor Center is a plus

Benefits & Perks:

Competitive compensation and bonus potential
Medical, dental, vision, and 401(k) with employer match
Flexible vacation policy and sabbatical program
Hybrid work environment with supportive leadership and room for growth

This is a great opportunity for someone who thrives in a high-touch, high-performance environment and is passionate about building lasting client relationships while mentoring others. If you’re looking to deepen your impact and grow with a mission-driven team, we’d love to hear from you.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

50 results for Client Service Associate Sf in San Francisco, CA

Client Service Associate for Family Office in SF

Palo Alto, California, United States, CA
remote
Permanent
90000.00 - 120000.00 USD / Yearly
Client Associate – Family Office📍 San Francisco (Steps from Montgomery BART) | Hybrid💰 $100,000–$130,000 base (DOE) + BonusAn established multi-family office based in San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. 📩 Interested in learning more?Reach out to Jennifer Fukumae on LinkedIn for a conversation and apply directly. About the Firm:<ul><li>Headquartered in San Francisco with easy BART access</li><li>Serves a sophisticated UHNW client base with personalized, high-touch service</li><li>Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management</li><li>Emphasizes professional development, mentorship, and continuous improvement</li></ul> About the Role:The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence. Key Responsibilities:<ul><li>Act as the day-to-day contact for a portfolio of UHNW clients</li><li>Execute requests promptly and with a high level of accuracy</li><li>Collaborate with firm leadership on bespoke planning and investment strategies</li><li>Serve as a guide and mentor to junior associates and analysts</li><li>Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning</li><li>Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)</li><li>Support new investment allocations, liquidity planning, and account structuring</li><li>Contribute to firm-wide initiatives and special projects</li></ul>
2025-08-01T19:58:45Z

Client Service Associate

Walnut Creek, CA
onsite
Permanent
85000.00 - 100000.00 USD / Yearly
Overview:A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client-focused team. With a strong foundation built on over 15 years of industry experience, the firm prides itself on delivering personalized financial guidance and maintaining long-term relationships with a select group of clients. The team operates with a people-first mindset and values continuous learning and growth. Position Summary:The Client Service Associate will play a key role in supporting the firm’s advisors and ensuring a seamless client experience. This individual will be responsible for handling a variety of service and administrative tasks, acting as a primary point of contact for clients, and helping maintain the firm’s high standards of care and confidentiality. Key Responsibilities:<ul><li>Assist clients with beneficiary updates, wire transfers, and rollover requests</li><li>Respond to client inquiries across a range of financial services</li><li>Support client onboarding and ensure a smooth transition for new clients</li><li>Process account transactions including deposits, withdrawals, and updates</li><li>Maintain accurate client records using CRM software (Salesforce preferred)</li><li>Collaborate with advisors to align service delivery with client financial plans</li><li>Follow up on pending client requests and ensure timely resolution</li><li>Prepare reports, presentations, and other client-facing materials</li><li>Uphold confidentiality and data security standards</li><li>Provide general administrative support to the advisory team</li></ul> Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-07T01:59:03Z

Client Service Associate

Walnut Creek, CA
onsite
Permanent
85000.00 - 100000.00 USD / Yearly
A boutique wealth management firm based in Walnut Creek, CA is seeking a Client Service Associate to join its growing team. This firm is known for delivering highly personalized financial advice and cultivating long-term relationships with a select group of clients. With over 15 years of experience in the advisory space, the team prides itself on a people-first approach and a client base built almost entirely through referrals. Position Overview:The Client Service Associate will serve as a key liaison between clients and advisors, ensuring exceptional service and operational support. This role requires a proactive, detail-oriented professional who thrives in a fast-paced environment and is passionate about delivering outstanding client experiences. Key Responsibilities:<ul><li>Assist clients with beneficiary updates, wire transfers, and rollover requests.</li><li>Respond promptly to client inquiries regarding financial products and services.</li><li>Support client onboarding and ensure a smooth transition for new clients.</li><li>Process client transactions including deposits, withdrawals, and account updates.</li><li>Collaborate with financial advisors to align services with client financial plans.</li><li>Maintain accurate client records using CRM software (Salesforce).</li><li>Follow up on pending client requests to ensure timely resolution.</li><li>Uphold confidentiality and security of client information.</li><li>Provide administrative support including report and presentation preparation.</li></ul>Culture & Growth:This firm fosters a collaborative and growth-oriented environment where continuous learning is encouraged. Team members are supported in their professional development and are empowered to contribute meaningfully to the firm’s success. Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-09T21:34:00Z

Client Service Associate

Walnut Creek, CA
onsite
Permanent
80000.00 - 100000.00 USD / Yearly
About the RoleAre you passionate about delivering exceptional client service in a people-first environment? As a Client Service Associate, you’ll be the primary point of contact for a select group of clients, helping them navigate financial transactions and administrative processes with care and precision. This role blends relationship management with operational expertise. You’ll support financial advisors, manage client requests, and ensure smooth execution of account-related tasks—all while contributing to a collaborative and growth-oriented team. What You’ll Do<ul><li>Handle client requests such as beneficiary updates, wire transfers, and rollovers</li><li>Respond promptly to inquiries and provide personalized service</li><li>Support onboarding and ensure a welcoming experience for new clients</li><li>Process transactions and maintain accurate records in CRM systems</li><li>Collaborate with advisors to align service with financial plans</li><li>Prepare client-facing materials and assist with reporting</li><li>Maintain confidentiality and adhere to firm policies</li></ul>Why Join this Company<ul><li>Be part of a close-knit, mission-driven team</li><li>Enjoy a flexible hybrid work model</li><li>Make a meaningful impact on clients’ financial lives</li></ul>NOTE: Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-03T06:28:42Z

Client Service Associate - Walnut Creek

San Francisco, CA
remote
Permanent
75000.00 - 100000.00 USD / Yearly
Client Service Associate📍 Walnut Creek, CA | In-Office Preferred (Hybrid Flex)💼 $70,000 – $90,000 DOE + Full Benefits + Career Growth Join a new and growing wealth management firm focused on building long-term client relationships and an exceptional team culture.Jennifer Fukumae at Robert Half is partnering with a boutique RIA in Walnut Creek that is actively hiring a Client Service Associate to support their growing client base and advisory team. This is an exciting opportunity to get in on the ground floor with a firm that's scaling thoughtfully and prioritizing high-touch service, operational excellence, and long-term development of their team members. As a Client Service Associate, you'll serve as a key point of contact for clients and play an integral role in onboarding, account maintenance, and ongoing service. You’ll partner closely with advisors, custodians, and internal systems to ensure smooth and accurate client operations. This is a high-impact role with room to grow, hands-on mentorship, and visibility into all aspects of the client relationship lifecycle. What You’ll Do<ul><li>Serve as the first line of communication for client service needs via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation ahead of client reviews</li><li>Maintain accurate client records and support compliance efforts</li><li>Assist with client onboarding, transfers, and ongoing requests</li><li>Support the advisory team on ad hoc administrative and operational tasks</li><li>Learn the firm’s systems, processes, and client service philosophy with direct mentorship and training</li></ul>
2025-08-11T20:53:46Z

Client Service Associate

Walnut Creek, CA
onsite
Permanent
85000.00 - 100000.00 USD / Yearly
Overview:A boutique wealth management firm is seeking a Client Service Associate to join its growing team. With a strong foundation built on over 15 years of advisory experience, the firm offers a people-first culture and a highly personalized approach to financial planning. The team serves a stable, referral-based client base and is committed to delivering exceptional service and long-term financial guidance.This role is ideal for a detail-oriented and client-focused individual who thrives in a collaborative environment and is passionate about building lasting relationships. Key Responsibilities:<ul><li>Serve as the primary point of contact for client service needs</li><li>Assist clients with beneficiary updates, wire transfers, and rollover requests</li><li>Support client onboarding and ensure a smooth, welcoming experience</li><li>Process client transactions including deposits, withdrawals, and account updates</li><li>Maintain accurate client records using CRM software (Salesforce preferred)</li><li>Collaborate with financial advisors to align service with client financial plans</li><li>Respond promptly to client inquiries and follow up on pending requests</li><li>Prepare client-facing materials, reports, and presentations</li><li>Ensure confidentiality and security of client information</li><li>Provide general administrative support to the advisory team</li></ul>Preferred Skills:<ul><li>Prior experience in a financial advisory or wealth management firm</li><li>Working knowledge of financial products and services</li><li>Licenses such as Series 7 and 66 are a plus but not required</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-07T01:49:11Z

Sr. Client Service Associate

San Francisco, CA
onsite
Permanent
100000.00 - 130000.00 USD / Yearly
A well-established and dynamic multi-family office headquartered in San Francisco is seeking a highly motivated and Sr. Client Service Associate to join its team. This firm specializes in serving ultra-high-net-worth individuals and families, offering a comprehensive suite of services including investment management, financial and retirement planning, lending strategy, and bespoke family office solutions. The organization fosters a collaborative and innovative culture, emphasizing long-term client relationships, professional excellence, and continuous learning. Technology plays a key role in enhancing the client experience and operational efficiency. Position OverviewThe Client Services Manager will serve as a primary point of contact for designated client relationships, ensuring timely and precise execution of service requests. This role requires a proactive problem solver who thrives in a fast-paced, client-focused environment. The ideal candidate is detail-oriented, resourceful, and committed to continuous learning, with a natural ability to lead and support both clients and team members. Key Responsibilities<ul><li>Act as the main liaison for client service requests across assigned relationships.</li><li>Execute client requests with accuracy and efficiency.</li><li>Collaborate with senior leadership on firm-wide initiatives and customized client strategies.</li><li>Build and maintain strong client relationships by understanding individual preferences and exceeding expectations.</li><li>Provide mentorship and guidance to Client Service Associates and Analysts.</li><li>Support clients and their advisors in implementing complex wealth transfer, philanthropic, and tax-advantaged strategies.</li><li>Maintain relationships with clients’ extended professional teams (e.g., executive assistants, personal CFOs).</li><li>Serve as a technical resource and mentor for new team members.</li><li>Coordinate with internal investment teams on portfolio creation and cash deployment.</li><li>Contribute to internal projects and cross-functional initiatives as needed.</li></ul>Benefits<ul><li>Competitive compensation and comprehensive benefits including medical, dental, vision, and 401(k) matching.</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure.</li><li>Equal opportunity employer and SEC-registered investment advisor.</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-12T23:38:58Z

Client Service Associate

Walnut Creek, CA
onsite
Permanent
85000.00 - 100000.00 USD / Yearly
About the FirmThe Company is a boutique wealth management firm committed to delivering personalized financial guidance to a select group of clients. With over 15 years of experience in the advisory space, the team is built on a people-first philosophy, emphasizing trust, long-term relationships, and exceptional service. The company's client base is stable and primarily referral-driven, reflecting the strength of our reputation and the quality of our work. The OpportunityThey are looking for a proactive and detail-oriented Client Service Associate to join our growing team. This role is central to maintaining our high standards of client care and operational excellence. You’ll be the first point of contact for clients, handling a variety of financial and administrative tasks while supporting advisors in delivering seamless service.This position is ideal for someone who thrives in a fast-paced, client-focused environment and is eager to grow within the financial services industry. Key Responsibilities<ul><li>Serve as a primary contact for client inquiries and service requests</li><li>Assist with account updates, beneficiary changes, wire transfers, and rollovers</li><li>Support client onboarding and ensure a smooth, welcoming experience</li><li>Process client transactions and maintain accurate records in CRM systems</li><li>Collaborate with advisors to align service actions with client financial plans</li><li>Generate and deliver client reports and communications</li><li>Ensure confidentiality and security of client information</li><li>Provide administrative support including report preparation and documentation</li><li>Maintain follow-up systems to ensure timely resolution of client needs</li></ul>NOTE: Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-03T06:23:44Z

Senior Client Service Associate - MFO

San Francisco Bay Area, CA
remote
Permanent
90000.00 - 115000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco–based RIA. This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You’ll join a collaborative, low‑turnover team with real growth potential, full remote flexibility, strong benefits, and the chance to work with some of the world’s most sophisticated clients. Responsibilities<ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-08-13T01:54:03Z

Senior Client Service Associate - Multi Family Office

San Francisco, CA
remote
Permanent
90000.00 - 110000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco–based RIA. This firm is redefining single‑family offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You’ll join a collaborative, low‑turnover team with real growth potential, full remote flexibility, strong benefits, and the chance to work with some of the world’s most sophisticated clients. Responsibilities<ul><li>Oversee the full client experience: onboarding, subscriptions/redemptions, money movement, and reporting</li><li>Coordinate wires, funding requests, and daily operations</li><li>Support client‑run foundations and philanthropic initiatives</li><li>Track tax workflows and deadlines</li><li>Partner with internal teams and external providers to keep operations smooth</li><li>Review and finalize investment reports</li><li>Communicate with polish and discretion</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-08-06T00:14:23Z

Sr, Client Service Associate

San Francisco, CA
remote
Permanent
90000.00 - 110000.00 USD / Yearly
A boutique, San Francisco-based wealth advisory firm is seeking a highly capable Client Service Associate to join its growing team. This firm specializes in building and managing bespoke single-family office platforms for a select group of ultra-high-net-worth individuals, including founders, elite investors, and multi-generational families. The firm integrates wealth strategy, investment management, financial operations, and family office services into a cohesive and customized offering. This is a unique opportunity to work alongside a experienced leadership team in delivering a best-in-class service model to an exclusive client base. The ideal candidate will be entrepreneurial, growth-minded, experienced, curious, and team-oriented—traits that cannot be taught but are essential for success in this environment. Key Responsibilities<ul><li>Own the end-to-end client experience across onboarding, investment subscriptions/redemptions, money movements, and reporting.</li><li>Coordinate operational workflows including wires, funding requests, and tax-related documentation.</li><li>Liaise with external service providers and internal teams to ensure seamless execution.</li><li>Support philanthropic operations for client-run foundations.</li><li>Review and approve investment performance reports.</li><li>Maintain CRM systems and organize client documentation for intuitive team access.</li><li>Partner with senior client service leaders to drive strategic initiatives and client engagement.</li></ul>Work Environment & Benefits<ul><li>Flexible work model: remote, hybrid, or in-office (San Francisco).</li><li>Collaborative, low-ego culture focused on depth of relationship over volume of clients.</li><li>Quarterly offsites blending strategic planning with team-building.</li><li>Health, dental, and vision insurance (100% employer-paid for employees).</li><li>Paid parental leave and 401(k) with employer match.</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-10T20:33:27Z

Client Service Associate

Walnut Creek, CA
onsite
Permanent
80000.00 - 100000.00 USD / Yearly
Join a people-first, high-touch wealth management firm with over 15 years of advisory experience and a client base built almost entirely on referrals. We’re a newly formed team with a proven track record, committed to delivering personalized financial guidance and exceptional service. We’re looking for a Client Service Associate who thrives in a relationship-driven environment and is passionate about helping clients achieve financial clarity. If you’re detail-oriented, proactive, and eager to grow, this is a great opportunity to make a meaningful impact. What You’ll Do<ul><li>Be the go-to contact for client requests, from wire transfers and rollovers to beneficiary updates.</li><li>Support onboarding and ensure a smooth, welcoming experience for new clients.</li><li>Maintain accurate records in Salesforce and follow up on pending client needs.</li><li>Collaborate with advisors to align service with each client’s financial plan.</li><li>Prepare client-facing materials and provide general administrative support.</li></ul>Why Join This Company<ul><li>Work with a close-knit, experienced team that puts people first</li><li>Grow in a firm that values continuous learning and personal development</li><li>Serve a stable, referral-based client base in a collaborative environment</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-12T23:54:04Z

Client Service Associate

Mountain View, CA
onsite
Permanent
90000.00 - 110000.00 USD / Yearly
A client-focused financial advisory firm is seeking a Client Services Associate to join its team. This full-time role is ideal for a service-oriented professional who thrives in a collaborative, high-integrity environment and is passionate about delivering exceptional client experiences. Position OverviewThe Client Services Associate will serve as a key point of contact for clients, managing day-to-day account servicing and ensuring smooth and timely execution of client requests. This role requires strong attention to detail, excellent communication skills, and a proactive approach to client care. Key Responsibilities<ul><li>Build and maintain strong client relationships through responsive and thoughtful service</li><li>Manage client onboarding, account setup, and education on digital tools</li><li>Process account transactions including openings, closings, transfers, deposits, and withdrawals</li><li>Handle money movement requests (e.g., wires, checks, ACHs, RMDs) and monitor custodian alerts</li><li>Maintain accurate records in CRM systems and support client meeting scheduling</li><li>Collaborate with advisors to ensure seamless service delivery and follow-through on client needs</li><li>Assist with administrative tasks and special projects as needed</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-08T00:38:45Z

Client Service Associate

Mountain View, CA
onsite
Permanent
70000.00 - 120000.00 USD / Yearly
Are you passionate about delivering exceptional service and building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused team. This is a unique opportunity to be part of a company that prioritizes client well-being, simplifies the complex, and strives to make a lasting difference in people’s lives. Why You’ll Love This Role<ul><li>Client-Centered Culture: Every action is guided by the belief that clients come first.</li><li>Empowered Teamwork: Work alongside professionals who value trust, collaboration, and mutual support.</li><li>Purpose-Driven Work: Help clients achieve clarity and peace of mind in their financial lives.</li></ul>What You’ll Do<ul><li>Serve as the primary point of contact for client account-related requests.</li><li>Build and maintain strong client relationships through thoughtful, personalized service.</li><li>Prepare and process account transactions (e.g., openings, transfers, deposits, withdrawals).</li><li>Manage ongoing account maintenance including money movements, distributions, and alerts.</li><li>Support client onboarding and education, including online access and account setup.</li><li>Maintain accurate records in CRM and assist with scheduling and mailings.</li><li>Collaborate with advisors and internal teams to ensure seamless client experiences.</li><li>Contribute to special projects and administrative initiatives.</li></ul>Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-12T01:59:21Z

Office Services Associate

San Francisco, CA
onsite
Temporary
20.00 - 22.00 USD / Hourly
Experience you are looking for: - Well-rounded office experience with good soft skills. - Open to tidying up conference rooms and performing office replenishment - Will be trained on machine skills Position summary 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. Supervision - Number and titles of direct reports if any: n/a - Received: Lead Office Services Associate Supervisor Manager Director Job relationships - Internal: This position works closely with the Office Services team - External: Clients Job duties - *Utilize appropriate logs for all office services work. - *Ensure that job tickets are properly filled out before beginning work. - *Perform work in office services primarily reprographics mail and intake functions according to established procedures. - *Follow procedures to run jobs in proper order. - *Communicate with supervisor or client on job or deadline issues. - *Meet contracted deadlines for accepting completing and delivering all work. - *Troubleshoot basic equipment problems. - Be able to lift up to 50 lbs. on a regular basis. - Prioritize workflow. - Performs Quality Assurance on own and work of others. - Load machines with various paper toner supplies. - Answer telephone emails and place service calls when needed. - Interact with clients in person over the phone or electronically.
2025-07-30T14:49:02Z

Senior Client Service Associate - Remote

San Francisco, CA
remote
Permanent
90000.00 - 110000.00 USD / Yearly
Senior Client Service Associate$90,000–$110,000 base + 15–30% discretionary bonus100% Remote (Optional SF Office Access) 📩 Interested? Let’s connect. Reach out to Jennifer Fukumae on LinkedIn to explore this role or other finance leadership opportunities in my network. Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office. What You’ll Do:<ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
2025-08-12T02:39:00Z

Client Service Associate - Multi Family Office - 90% Remote

San Francisco, California, United States, CA
remote
Permanent
90000.00 - 110000.00 USD / Yearly
Senior Client Service Associate$90,000–$110,000 base + 15–30% discretionary bonus100% Remote (Optional SF Office Access) Jennifer Fukumae is partnering with a boutique, ultra-high-touch wealth management firm supporting some of the world’s most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke single-family office structures (not a traditional MFO), you’ll work alongside high-caliber professionals in a flexible, collaborative environment—fully remote or hybrid from our San Francisco office. What You’ll Do:<ul><li>Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows</li><li>Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions</li><li>Support philanthropic entities and family office operations with precision</li><li>Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience</li><li>Review and finalize investment reports and performance data (no data entry)</li></ul>
2025-08-01T14:59:01Z

Client Service Associate - Reputable RIA

Mountain View, CA
remote
Permanent
90000.00 - 130000.00 USD / Yearly
Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a full-time permanent role based in San Mateo County with a Hybrid schedule. This RIA helps individuals and families reach financial wellness with care and clarity. This role is perfect for someone who enjoys building relationships and wants to make a real impact in people’s financial lives. You'll be part of a collaborative, high-performing team that values hard work, integrity, and strong client service. The firm offers a positive culture, low turnover, and excellent work-life balance. With strong growth, consistent investment performance, and profit-sharing opportunities, this is a great place to build a lasting career. What You’ll Do:<ul><li>Serve as the first point of contact for clients with professionalism and warmth</li><li>Manage client service requests and support Wealth Advisors</li><li>Prepare and process account paperwork accurately and on time</li><li>Handle account maintenance (transfers, RMDs, client instructions)</li><li>Monitor daily custodian alerts and follow up as needed</li><li>Support client onboarding, account setup, and CRM updates</li><li>Help coordinate meetings and maintain service calendars</li></ul>*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
2025-08-13T01:04:28Z

Client Service Accountant

San Francisco, CA
onsite
Permanent
100000.00 - 120000.00 USD / Yearly
ABOUT THE ORGANIZATIONJoin a respected private family office that provides comprehensive financial services to high-net-worth, multi-generational clients. With a collaborative team, the organization delivers investment management, financial planning, tax compliance, and philanthropic support with a focus on long-term value and trusted relationships. THE ROLEThe Client Services Accounting Associate plays a key role in supporting the financial operations of individuals, trusts, and entities. This position is responsible for managing transactions, preparing financial reports, and partnering across departments to deliver accurate and timely client service. RESPONSIBILITIES<ul><li>Manage accounts payable, journal entries, and reconciliations</li><li>Prepare financial statements and cash forecasts</li><li>Analyze bank, brokerage, and credit card accounts</li><li>Review investment valuations and other balance sheet items</li><li>Communicate directly with clients, estate managers, and vendors</li><li>Collaborate with internal teams on reporting and asset management</li><li>Support innovation and process improvements</li></ul>BENEFITS<ul><li>Competitive compensation</li><li>Medical, dental, and vision coverage</li><li>401(k) with employer match and annual contribution</li><li>Paid parental leave and child care stipend</li><li>Flexible time off and paid medical leave</li><li>Education assistance and volunteer support programs</li></ul> NOTE: Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-04T03:53:41Z

Family Office Senior Accountant

San Francisco, CA
remote
Permanent
120000.00 - 130000.00 USD / Yearly
About the CompanyA private, multi-generational family office based in San Francisco is seeking an Associate to join its Client Services Accounting team. The organization provides a comprehensive suite of services including investment management, financial reporting, tax planning, and philanthropic support. With a collaborative and inclusive culture, the firm values excellence, integrity, and long-term partnership. Why This Role MattersThe Associate will play a key role in supporting the financial and accounting needs of high-net-worth individuals, trusts, and entities. This position ensures timely and accurate processing of transactions, financial reporting, and client communications. The role also involves close collaboration with internal departments to deliver integrated client service. Key Responsibilities Client Operations Support<ul><li>Prepare journal entries, cash forecasts, and quarterly financial statements</li><li>Perform accounts payable functions and monitor client liquidity</li><li>Reconcile bank, brokerage, credit card, and other balance sheet accounts</li><li>Review investment valuations and other financial data for reporting</li></ul>Partnership and Communication<ul><li>Interface with clients, estate managers, and vendors for payment and reporting needs</li><li>Collaborate with internal teams to manage accounting for real property, investments, and asset transfers</li><li>Partner with finance, tax, and client service teams on reporting initiatives</li></ul>NOTE: Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-07-26T01:49:00Z

Client Service Associate-RIA Firm

Mountain View, CA
remote
Permanent
90000.00 - 110000.00 USD / Yearly
Client Service Associate (CSA)📍 Mountain View, CA — Onsite 4 days/week (5 days/week for first 3 months)💰 $90,000–$110,000 base (DOE) + Discretionary Bonus + Profit Sharing If interested in hearing more or just would like to chat about your financial career, ping Jennifer Fukumae on LinkedIn. About the FirmJoin a highly respected, independent Registered Investment Advisor (RIA) with over $1.2 billion AUM serving approximately 250 high-net-worth clients—typically with $2M–$10M in assets. The firm has grown by more than $100M in the past year alone, driven by exceptional investment performance, strong client retention, and referrals.Here, you'll be part of a collaborative, client-first culture that values excellence, precision, and long-term relationships. The OpportunityAs a Client Service Associate, you’ll be a trusted liaison between clients, advisors, and custodians—ensuring a seamless, white-glove experience at every interaction. This role is ideal for a seasoned CSA with RIA experience who thrives in a fast-paced, detail-driven, and people-focused environment. What You’ll Do<ul><li>Serve as a primary point of contact for client requests, transactions, and inquiries.</li><li>Prepare, process, and track account paperwork (openings, transfers, contributions/distributions, maintenance).</li><li>Partner with advisors to prepare for and follow up on client meetings.</li><li>Coordinate with custodians and internal teams to resolve issues quickly and accurately.</li><li>Maintain meticulous and compliant client records.</li><li>Proactively suggest ways to improve processes and client experience.</li><li>Assist with ad-hoc projects, including compliance, reporting, and operations improvements.</li></ul>
2025-08-08T22:58:54Z

Senior Client Associate

San Francisco, CA
remote
Permanent
90000.00 - 110000.00 USD / Yearly
A boutique, fast-growing Registered Investment Advisory (RIA) firm is seeking an exceptional Senior Client Service Associate to join its client service leadership track. This firm partners exclusively with a select group of ultra-high-net-worth individuals, multi-generational families, founders, and elite investors, providing fully customized, single-family-office-style services. Its integrated approach spans wealth strategy, investment management, family office administration, and financial operations. Unlike typical multi-family offices, this firm does not scale by adding more clients—it deepens relationships with a small, select group, building tailored solutions that integrate investment strategy, after-tax planning, and operational infrastructure. This role sits at the center of that model, bridging operational excellence with white-glove relationship management for some of the most sophisticated clients in the world. The Role The Senior Client Service Associate will own critical aspects of the client experience—handling investment onboarding, wire processing, alternative investment subscriptions, philanthropic entity administration, tax workflow coordination, and investment reporting. This is a highly visible position, requiring precision, discretion, and the ability to operate in a fast-paced, high-touch environment.The ideal candidate brings a combination of operational sharpness, people-savviness, and the unteachable traits that thrive in this environment: entrepreneurial spirit, growth mindset, maturity, intellectual curiosity, and team orientation. Key Responsibilities Client Experience & Operations<ul><li>Manage end-to-end onboarding of new clients, including custodial setup, asset transitions, entity chart creation, and KYC documentation.</li><li>Coordinate wires, capital calls, funding requests, and other money movements.</li><li>Oversee subscription/redemption processes for alternative investments.</li><li>Handle operational needs for client-run philanthropic entities.</li><li>Review and approve performance and investment reports for accuracy.</li></ul>Workflow & Relationship Management<ul><li>Partner closely with client service leadership to quarterback service initiatives.</li><li>Liaise with clients, their internal teams, and allied professionals to deliver an exceptional experience.</li><li>Oversee tax administration workflows, coordinating with third-party accountants and bookkeepers.</li><li>Maintain CRM data integrity and organize client files for easy team access.</li><li>Identify process improvements to enhance scalability and efficiency.</li></ul>Why This Opportunity Stands Out<ul><li>Work with a highly selective client base of influential and sophisticated individuals.</li><li>Be part of a stable, collaborative, and low-turnover team.</li><li>100% remote work model, with an optional office for those who want in-person collaboration.</li><li>Quarterly offsites that combine productivity with team-building.</li><li>Culture centered on building something meaningful—not on titles.</li><li>Health, dental, and vision insurance (100% employer paid for employees, partial coverage for dependents).</li><li>Paid parental leave.</li><li>401(k) with employer match.</li></ul>
2025-08-09T00:38:56Z

Family Office Accountant

San Francisco, CA
onsite
Permanent
110000.00 - 130000.00 USD / Yearly
ABOUT THE ORGANIZATIONThis opportunity is with a well-established, privately held family office that provides comprehensive financial services to multi-generational clients. With a team of over 150 people, the organization is committed to delivering long-term value through investment management, financial planning, tax compliance, and philanthropic support. The firm prides itself on fostering enduring relationships, stewarding capital responsibly, and helping clients thrive across generations. CULTURE & VALUESThe organization champions a culture of learning, inclusion, and outreach. Employees are empowered to bring their unique perspectives and ideas to a collaborative environment where growth and personal wellbeing are prioritized. The firm supports ongoing education, career development, and community engagement through generous volunteer programs, donation matching, and service awards. ROLE OVERVIEWThe Associate, Client Services Accounting plays a vital role in supporting the financial operations of high-net-worth individuals, trusts, and entities. This position is part of a dynamic team responsible for managing day-to-day transactions, preparing financial reports, and ensuring timely responses to client and vendor inquiries. The role also involves cross-functional collaboration to deliver comprehensive financial reporting and forecasting. KEY RESPONSIBILITIES<ul><li>Execute core accounting functions including accounts payable, reconciliations, and journal entries</li><li>Prepare cash forecasts and quarterly financial statements</li><li>Analyze and reconcile bank, brokerage, and credit card accounts</li><li>Review investment valuations and other balance sheet items</li><li>Interface directly with clients, estate managers, and vendors</li><li>Collaborate with internal teams on client reporting and asset management</li><li>Support innovation and process improvements within client service delivery</li></ul>COMPENSATION & BENEFITSThe organization offers a highly competitive compensation package, commensurate with experience and education. Benefits include:<ul><li>Medical, dental, and vision coverage</li><li>401(k) with employer match and annual contribution</li><li>Paid parental leave (20 weeks) and child care stipend</li><li>Flexible time off and paid medical leave</li><li>Education assistance and infertility benefits</li><li>Volunteer time off and matching grants for charitable contributions</li><li>Access to mental health, financial, and health advocacy services</li></ul>NOTE: Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!
2025-08-04T03:49:00Z

Customer Service Representative

Burlingame, CA
onsite
Temporary
21.85 - 25.30 USD / Hourly
Robert Half is getting ready for the Holiday Season with one of our most festive clients. Our client is a global, eCommerce retailer that focuses on selling high end holiday and home décor. They will be opening their pop-up store in Burlingame starting Mid September. If you are a fan of the holidays, especially Christmas, this is a great opportunity for you. We are looking to fill multiple roles with candidates that have previous retail experience, volunteer experience, or worked on a team in a work, extracurricular, or recreational capacity. If you or anyone you know would be interested in a seasonal job opportunity, please apply ASAP **Please note that our client is looking for candidates with open availability to fit the store schedule. They are also asking for limited time off request during these three weeks. Open availability is best** Shift Schedule: Looking for candidates who are openly available Monday through Sunday from 9AM – 7PMDuration: September 15th to Mid JanuaryLocation: Burlingame (1.2 Miles from Bart)Pay: $22.00 - $23.00 Sales Associate <ul><li>Provide excellent customer service by assisting our customers in choosing the perfect Christmas tree</li><li>Go above and beyond in getting customers excited about having a Balsam Hill Christmas</li><li>Accurately complete transactions through the Balsam Hill website and with the use of apps like Square</li><li>Restock merchandise as needed and perform other daily duties routine to retail</li></ul>
2025-08-12T00:44:04Z

Accountant - Family Office

San Francisco, CA
remote
Permanent
100000.00 - 130000.00 USD / Yearly
Associate, Client Services Accounting$110–130K (Stretch) + Bonus + Excellent BenefitsSan Francisco (FiDi) | Hybrid Schedule: Onsite Tues–Thurs; Remote Mon & Fri Jennifer Fukumae is partnering with a private investment office headquartered in San Francisco, this firm supports multiple generations of an ultra-high-net-worth family. The team is deeply committed to building long-term relationships and helping families navigate financial complexity across generations. They invest across multiple asset classes, both through external managers and direct investments, with a business-owner mindset and a strong partnership orientation. Core values that drive the organization include excellence, collaboration, humility, and integrity. The work environment is highly professional yet down-to-earth, offering meaningful opportunities to grow alongside experienced and thoughtful colleagues. ROLE OVERVIEW:The Associate, Client Services Accounting, plays a critical role in supporting day-to-day financial operations and long-term reporting for high-net-worth family clients. The ideal candidate thrives in an environment where attention to detail, timely execution, and collaboration are essential. Client Accounting & Operations<ul><li>Post journal entries, perform month-end and quarter-end close, and support preparation of cash flow forecasts and financial statements</li><li>Reconcile multiple accounts including bank, credit card, brokerage, and internal balances</li><li>Manage accounts payable for high-volume clients, including coding, approvals, and payments (expect 100+ invoices per week)</li><li>Support management of auto-pay accounts and review daily inboxes for invoice intake</li><li>Assist with client reporting packages, trial balances, and cash reconciliations</li><li>Process and track philanthropic contributions and recurring payment schedules</li></ul>Cross-Team Collaboration & Communication<ul><li>Interface regularly with internal client service team members, estate managers, and outside vendors</li><li>Collaborate with internal finance, tax, and reporting teams on integrated client service initiatives</li><li>Maintain timely and professional communication, primarily via email</li></ul> Nice to Have: <ul><li>Sage Intacct, Bill.com, Salesforce, Solver</li></ul>
2025-07-30T04:08:54Z

Next Results Page