Position Summary
The Part-time Member Services Representative is a vital, enthusiastic team member dedicated to enhancing member experiences and fostering community connections. This multifaceted part-time role, split approximately 70% on member support and 30% on coordination, is perfect for a proactive individual with strong interpersonal skills, meticulous attention to detail, and a deep commitment to community engagement. The representative will play a key role in nurturing member relationships, addressing inquiries, and supporting organizational initiatives, while also coordinating event logistics and participant engagement to ensure seamless program delivery. This position offers an opportunity to make a meaningful impact by promoting member satisfaction and advancing the organization’s mission through exceptional service and collaboration.
Key Responsibilities
Member Support
- Assist with membership campaigns, events, and communications.
- Maintain member records in the CRM system.
- Support research and preparation for member outreach.
- Coordinate stewardship activities such as thank-you letters and updates.
- Help create content for emails, social media, and the website.
- Research potential members, partners, and opportunities.
Coordination
- Assist in onboarding and scheduling for programs and events.
- Maintain records and ensure completion of documentation and training.
- Serve as a point of contact, providing timely communication and support.
- Assist with orientations and recognition efforts.
- Collaborate with partners to match opportunities.
Qualifications
- Associate’s or bachelor’s degree (or in progress) in management, marketing & communications, or a related field.
- 0–2 years of experience in member services, coordination, or related work (internships or volunteer experience welcome).
- Strong written and verbal communication skills.
- Organized, detail-oriented, and able to manage multiple tasks.
- Comfortable using Microsoft Office and learning CRM/management systems.
- Familiarity with Canva or other basic design tools is a plus.
- Passion for community development and engagement.
TalentMatch®
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.51 results for Member Service Rep in Pittsburg, CA
- Sacramento, CA
- onsite
- Temporary
- 19.79 - 22.91 USD / Hourly
- <p>Position Summary</p><p>The Part-time Member Services Representative is a vital, enthusiastic team member dedicated to enhancing member experiences and fostering community connections. This multifaceted part-time role, split approximately 70% on member support and 30% on coordination, is perfect for a proactive individual with strong interpersonal skills, meticulous attention to detail, and a deep commitment to community engagement. The representative will play a key role in nurturing member relationships, addressing inquiries, and supporting organizational initiatives, while also coordinating event logistics and participant engagement to ensure seamless program delivery. This position offers an opportunity to make a meaningful impact by promoting member satisfaction and advancing the organization’s mission through exceptional service and collaboration.</p><p><br></p><p>Key Responsibilities</p><p>Member Support</p><ul><li>Assist with membership campaigns, events, and communications.</li><li>Maintain member records in the CRM system.</li><li>Support research and preparation for member outreach.</li><li>Coordinate stewardship activities such as thank-you letters and updates.</li><li>Help create content for emails, social media, and the website.</li><li>Research potential members, partners, and opportunities.</li></ul><p>Coordination</p><ul><li>Assist in onboarding and scheduling for programs and events.</li><li>Maintain records and ensure completion of documentation and training.</li><li>Serve as a point of contact, providing timely communication and support.</li><li>Assist with orientations and recognition efforts.</li><li>Collaborate with partners to match opportunities.</li></ul><p><br></p>
- 2025-07-31T16:59:23Z
- San Jose, CA
- onsite
- Temporary
- 20.90 - 24.20 USD / Hourly
- We are looking for a success-driven Customer Service Representative to join our team in San Jose, California. This is a Contract position where you will play a vital role in delivering exceptional service to customers through phone and email communication. If you thrive in a fast-paced environment and enjoy problem-solving, this role is perfect for you.<br><br>Responsibilities:<br>• Respond promptly to inbound customer inquiries via phone and email, ensuring accurate and helpful information is provided.<br>• Process and manage orders efficiently while maintaining attention to detail.<br>• Handle a high volume of calls in a call center environment with professionalism and courtesy.<br>• Resolve customer concerns and issues by providing effective solutions and escalating when necessary.<br>• Maintain accurate records of interactions and transactions in the system.<br>• Collaborate with team members to ensure customer satisfaction and seamless service delivery.<br>• Communicate updates and relevant information clearly to customers.<br>• Adhere to company policies and procedures while meeting performance metrics.<br>• Identify opportunities to improve processes and enhance the overall customer experience.
- 2025-08-06T00:08:46Z
- Sacramento, CA
- onsite
- Temporary
- 23.00 - 25.00 USD / Hourly
- We are looking for a dedicated Customer Service Representative to join our team in Sacramento, California. In this role, you will provide exceptional support to customers by resolving inquiries and concerns with professionalism and efficiency. This is a long-term contract position that requires working on-site five days a week.<br><br>Responsibilities:<br>• Respond to customer inquiries by actively listening and asking detailed questions to address their concerns effectively.<br>• Direct calls to the appropriate department and collaborate with internal teams to resolve customer issues.<br>• Expand knowledge of company processes and transactions to enhance the quality of customer service provided.<br>• Communicate any workflow or service-related issues to leadership promptly to ensure seamless operations.<br>• Adhere to company standards, training guidelines, supervisory instructions, and applicable regulations while performing duties.
- 2025-08-07T22:39:23Z
- Burlingame, CA
- onsite
- Temporary
- 21.85 - 25.30 USD / Hourly
- <p>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</p><p> </p><p><strong><u>**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**</u></strong></p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September 15th to Mid January</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00</p><p><strong> </strong></p><p><strong> Sales Associate </strong></p><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><p><br></p>
- 2025-08-12T00:44:04Z
- Livermore, CA
- onsite
- Contract / Temporary to Hire
- 23.00 - 24.00 USD / Hourly
- <p>Robert Half's client in Livermore, CA is looking for an onsite contract-to-hire Customer Service Representative to join their team.</p><p><br></p><p>In this Customer Service role, you will be responsible for the following:</p><p><br></p><p>Daily interaction with other support departments, including Finance, Sales, Purchasing, Engineering and Product Management.</p><p><br></p><p>Responsibilities: </p><p>• Direct general customer service- for both end-users and distribution partners via lite phones, primarily email.</p><p>• Respond to Sales inquiries, expectations, and delivery management. Attend District Sales Mgr meetings and take notes</p><p>• Prepare quotes in Epicor and submit them directly to the customer or as directed by sales.</p><p>• Process customer Purchase Orders in Epicor upon receipt from customer (email or customer web portal) or when forwarded from sales. Attend daily meetings.</p><p>o Convert existing quotes in Epicor.</p><p>o Identify account based, or transaction based special instructions.</p><p>o Alert sales when customer need by dates or on the PO are not achievable prior to finalizing Sales Order.</p><p>o Audit Sales Order for accuracy – ship to address, need by dates, order price, customer part number, and quantity.</p><p>o Acknowledge directly to the customer that their purchase order has been processed and our commit/promise dates via email. If commit date is not yet available, confirm and update when it becomes available.</p><p>• Order Management- utilize Production Report, Epicor, and order status tools to:</p><p>o Monitor orders daily for on-time ship date or promised delivery. Raise any issues to the corresponding DSM.</p><p>o Communicate with DSM daily to understand priority and manage customer ship/need by dates.</p><p>• Return Management Duties.</p><p>o Create and send out return documents to customers as needed.</p><p>o Track returns through the complete process and ensure credit memos are sent to customers.</p><p>• Awareness and adherence to all documented sales operations processes.</p><p>• Open corrective action cases in Epicor on every opportunity for process improvement.</p><p>• Performs other related duties as assigned by management.</p><p><br></p><p>Submit your resume today for immediate consideration!</p>
- 2025-08-22T16:59:00Z
- Carmichael, CA
- onsite
- Temporary
- 23.75 - 25.00 USD / Hourly
- We are looking for a dedicated Medical Customer Service Representative to join our team in Roseville, California. In this role, you will play a vital part in ensuring positive patient interactions and supporting the efficiency of medical office operations. This is a long-term contract position, offering the opportunity to make a meaningful impact in a healthcare setting.<br><br>Responsibilities:<br>• Handle inbound and outbound patient calls, providing exceptional customer service and addressing inquiries with professionalism.<br>• Assist patients with scheduling appointments, verifying medical insurance, and managing billing inquiries.<br>• Utilize medical terminology to communicate effectively with patients and healthcare providers.<br>• Maintain accurate patient records and ensure they are updated in electronic practice management systems.<br>• Conduct reminder calls to patients regarding upcoming appointments and provide necessary information.<br>• Collaborate with medical staff to ensure smooth clinic operations and patient satisfaction.<br>• Operate standard office equipment, including computers, to perform administrative tasks efficiently.<br>• Uphold the clinic’s image by fostering positive relationships with patients and the community.<br>• Ensure compliance with organizational policies and procedures while delivering excellent service.<br>• Support the supervisor and team by reporting any operational issues or patient concerns.
- 2025-08-16T16:54:06Z
- Mountain View, CA
- onsite
- Temporary
- 20.00 - 23.00 USD / Hourly
- <p><strong>Job Title: Medical Receptionist</strong></p><p><br></p><p><strong>Job Description:</strong></p><p>We are seeking a friendly and organized Medical Receptionist to join our healthcare team. In this role, you will be responsible for front-office tasks, including greeting patients, scheduling appointments, managing phone calls, and coordinating essential administrative duties. The ideal candidate will excel in customer service and have experience with electronic medical record (EMR) systems such as Cerner or Epic. Exceptional communication and multitasking skills are a must.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Welcome patients and visitors with a professional demeanor</li><li>Answer phones, schedule appointments, and handle inquiries</li><li>Maintain patient records and ensure accuracy in data entry using EMR systems</li><li>Provide support to medical staff and assist with office tasks as needed</li><li>Verify insurance information and assist with billing queries</li></ul><p><br></p>
- 2025-08-22T22:43:54Z
- Redwood City, CA
- remote
- Temporary
- 22.00 - 23.00 USD / Hourly
- <p>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</p><p> </p><p><strong><u>**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**</u></strong></p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September 10th / September 15th – Mid January</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00</p><p><strong> </strong></p><p><strong> Sales Associate </strong></p><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>
- 2025-08-22T20:29:20Z
- Daly City, CA
- remote
- Temporary
- 22.00 - 23.00 USD / Hourly
- <p>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</p><p> </p><p><strong><u>**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**</u></strong></p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September September 15th – Mid January </p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00</p><p><strong> </strong></p><p><strong> Sales Associate </strong></p><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>
- 2025-08-22T20:29:20Z
- San Mateo, CA
- remote
- Temporary
- 22.00 - 23.00 USD / Hourly
- <p>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</p><p> </p><p><strong><u>**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**</u></strong></p><p><strong> </strong></p><p><strong>Shift Schedule:</strong> Looking for candidates who are openly available <strong>Monday through Sunday</strong> from 9AM – 7PM</p><p><strong>Duration: </strong>September 15th to Mid January </p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00</p><p><strong> </strong></p><p><strong> Sales Associate </strong></p><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>
- 2025-08-22T20:29:20Z
- Redwood City, CA
- remote
- Temporary
- 22.00 - 23.00 USD / Hourly
- <p>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 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</p><p> </p><p><strong>Duration:</strong> September 15th / September 17th – Mid January</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00 </p><p><br></p><p><strong>Stock Associate</strong></p><ul><li>Assemble and disassemble artificial trees and other products</li><li>Perform regular inventory cycle counting</li><li>Test and inspect products</li><li>Maintain cleanliness in the stock area</li><li>Regularly lift and or move items up to 25 lbs.</li><li>Efficiently complete daily stock operational tasks</li><li>Restock merchandise</li><li>Receive inbound inventory</li></ul>
- 2025-08-22T20:29:20Z
- San Mateo, CA
- remote
- Temporary
- 22.00 - 23.00 USD / Hourly
- <p>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 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</p><p> </p><p><strong>Duration:</strong> September 15th / September 17th – Mid January</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00 </p><p><br></p><p><strong>Stock Associate</strong></p><ul><li>Assemble and disassemble artificial trees and other products</li><li>Perform regular inventory cycle counting</li><li>Test and inspect products</li><li>Maintain cleanliness in the stock area</li><li>Regularly lift and or move items up to 25 lbs.</li><li>Efficiently complete daily stock operational tasks</li><li>Restock merchandise</li><li>Receive inbound inventory</li></ul>
- 2025-08-22T20:29:20Z
- Daly City, CA
- remote
- Temporary
- 22.00 - 23.00 USD / Hourly
- <p>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 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</p><p> </p><p><strong>Duration:</strong> September 15th / September 17th – Mid January</p><p><strong>Location:</strong> Burlingame (1.2 Miles from Bart)</p><p><strong>Pay:</strong> $22.00 - $23.00 </p><p><br></p><p><strong>Stock Associate</strong></p><ul><li>Assemble and disassemble artificial trees and other products</li><li>Perform regular inventory cycle counting</li><li>Test and inspect products</li><li>Maintain cleanliness in the stock area</li><li>Regularly lift and or move items up to 25 lbs.</li><li>Efficiently complete daily stock operational tasks</li><li>Restock merchandise</li><li>Receive inbound inventory</li></ul>
- 2025-08-22T20:29:20Z
- Fremont, CA
- onsite
- Temporary
- 24.00 - 28.00 USD / Hourly
- We are looking for a dedicated and detail-oriented Sales Support team member to join our team in Fremont, California. In this role, you will collaborate closely with customers and Account Managers to address inquiries, manage orders, and provide solutions tailored to client needs. This is a long-term contract position offering an opportunity to grow within a dynamic and fast-paced environment.<br><br>Responsibilities:<br>• Respond to customer inquiries promptly, providing accurate quotes and processing orders efficiently.<br>• Expedite orders and manage returns to ensure customer satisfaction.<br>• Source parts and products to meet client requirements effectively.<br>• Assist in driving sales by supporting Account Managers and identifying opportunities for growth.<br>• Contribute to stockroom operations when necessary, ensuring inventory is organized and accessible.<br>• Maintain attention to detail when entering orders and managing customer information.<br>• Build and nurture strong business relationships with clients to foster long-term partnerships.<br>• Collaborate with team members to streamline processes and improve overall efficiency.<br>• Utilize Microsoft tools to manage sales data, track orders, and monitor performance.
- 2025-08-21T19:13:53Z
- San Francisco, CA
- onsite
- Permanent
- 100000.00 - 130000.00 USD / Yearly
- <p><strong>Job Opportunity: Senior Client Service Associate – Multi-Family Office</strong></p><p>A prestigious, forward-thinking multi-family office based in San Francisco is seeking a <strong>Senior Client Service Associate</strong> to join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services.</p><p><br></p><p><strong>About the Firm</strong></p><p>Rooted in collaboration, innovation, and long-term client relationships, the firm fosters a culture of professional excellence and continuous learning. Technology is leveraged to enhance the client experience, and the team thrives in a supportive, high-performance environment.</p><p><br></p><p><strong>Role Overview</strong></p><p>As a Senior Client Service Associate, you’ll be the primary point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You’ll lead service delivery, mentor junior team members, and contribute to firm-wide initiatives that elevate the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the lead contact for all service-related needs across assigned client relationships</li><li>Execute client requests with precision, professionalism, and a proactive mindset</li><li>Collaborate with senior leadership to deliver tailored solutions and strategic initiatives</li><li>Build deep client relationships by understanding preferences and consistently exceeding expectations</li><li>Guide and support Client Service Associates and Analysts on shared accounts</li><li>Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies</li><li>Maintain strong relationships with clients’ external teams (e.g., executive assistants, personal CFOs)</li><li>Mentor new hires and serve as a technical resource within the Client Service team</li><li>Partner with investment teams on portfolio construction and cash deployment strategies</li><li>Contribute to internal projects and cross-functional initiatives</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a respected firm serving some of the most sophisticated clients in the industry</li><li>Be part of a collaborative, mission-driven culture that values innovation and continuous improvement</li><li>Enjoy a flexible hybrid work structure, generous vacation policy, and sabbatical program</li><li>Receive competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching</li></ul><p><strong>Interested in learning more?</strong></p><p>Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect and explore how this opportunity could be the perfect next step in your career.</p>
- 2025-08-20T15:44:33Z
- Walnut Creek, CA
- onsite
- Permanent
- 85000.00 - 100000.00 USD / Yearly
- <p>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.</p><p><br></p><p><strong>Position Overview:</strong></p><p>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.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><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><p><strong>Culture & Growth:</strong></p><p>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.</p><p><br></p><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>
- 2025-08-09T21:34:00Z
- San Francisco, CA
- onsite
- Permanent
- 100000.00 - 130000.00 USD / Yearly
- <p>A well-established and dynamic multi-family office headquartered in San Francisco is seeking a highly motivated and <strong>Sr. Client Service Associate </strong>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.</p><p><br></p><p>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.</p><p><br></p><p><strong>Position Overview</strong></p><p>The 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.</p><p><br></p><p><strong>Key Responsibilities</strong></p><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><p><strong>Benefits</strong></p><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><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>
- 2025-08-12T23:38:58Z
- San Francisco, CA
- onsite
- Permanent
- 100000.00 - 130000.00 USD / Yearly
- <p><strong>Job Posting: Senior Client Service Associate– Multi-Family Office</strong></p><p>A prestigious and forward-thinking multi-family office headquartered in San Francisco is seeking a highly motivated <strong>Senior Client Service Associate </strong>to join its growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services.</p><p><br></p><p><strong>About the Firm</strong></p><p>With a culture rooted in collaboration, innovation, and long-term client partnerships, these firm values professional excellence, continuous learning, and the use of technology to enhance the client experience. The team is composed of dedicated professionals who thrive in a supportive, high-performance environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Senior Client Service Associate </strong>will serve as a trusted advisor and primary point of contact for a select group of clients. This role requires a proactive problem solver who is detail-oriented, resourceful, and committed to delivering exceptional service. The ideal candidate will be a natural leader, capable of mentoring junior team members and contributing to firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the lead contact for all service-related needs for designated client relationships.</li><li>Execute client requests with precision, efficiency, and a high level of professionalism.</li><li>Collaborate with senior leadership on strategic initiatives and customized client solutions.</li><li>Build deep relationships by understanding client preferences and consistently exceeding expectations.</li><li>Guide and support Client Service Associates and Analysts on shared client accounts.</li><li>Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies.</li><li>Maintain strong relationships with clients’ external teams (e.g., executive assistants, personal CFOs).</li><li>Mentor new hires and serve as a technical resource within the Client Service team.</li><li>Partner with investment teams on portfolio creation and cash deployment strategies.</li><li>Contribute to internal projects and cross-functional initiatives as needed.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a respected firm serving some of the most sophisticated clients in the industry.</li><li>Be part of a collaborative, mission-driven culture that values innovation and continuous improvement.</li><li>Enjoy a flexible hybrid work structure, generous vacation policy, and a sabbatical program.</li><li>Competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching.</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>
- 2025-08-20T15:44:33Z
- San Francisco, CA
- remote
- Permanent
- 75000.00 - 100000.00 USD / Yearly
- <p><strong>Client Service Associate</strong></p><p>📍 Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p>💼 $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p><br></p><p><strong>Join a new and growing wealth management firm focused on building long-term client relationships and an exceptional team culture.</strong></p><p>Jennifer Fukumae at Robert Half is partnering with a <strong>boutique RIA in Walnut Creek</strong> that is actively hiring a <strong>Client Service Associate</strong> 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.</p><p> </p><p>As a <strong>Client Service Associate</strong>, 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 <strong>room to grow</strong>, <strong>hands-on mentorship</strong>, and visibility into all aspects of the client relationship lifecycle.</p><p> </p><p><strong>What You’ll Do</strong></p><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 <strong>direct mentorship and training</strong></li></ul><p><br></p>
- 2025-08-15T07:04:49Z
- San Francisco, CA
- remote
- Permanent
- 120000.00 - 140000.00 USD / Yearly
- <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>
- 2025-08-21T02:38:42Z
- San Francisco, CA
- remote
- Permanent
- 100000.00 - 110000.00 USD / Yearly
- <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>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.</p><p> </p><p>You’ll join a collaborative<strong>, low‑turnover team</strong> with <strong>real growth potential</strong>, <strong>full remote flexibility</strong>, strong benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
- 2025-08-21T02:43:43Z
- Walnut Creek, CA
- onsite
- Permanent
- 85000.00 - 100000.00 USD / Yearly
- <p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a dedicated and personable<strong> Client Service Associate </strong>to join its growing team. This firm is known for delivering highly personalized financial advice to a select group of clients, with a strong emphasis on relationship-building, integrity, and long-term success. With over 15 years of experience in the advisory space, the team is people-first, client-focused, and driven by referrals and reputation.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will serve as a key liaison between clients and advisors, ensuring a seamless and exceptional client experience. This role is ideal for someone who thrives in a fast-paced, service-oriented environment and is passionate about helping others. The successful candidate will be proactive, detail-oriented, and capable of managing multiple tasks while maintaining a high level of professionalism.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist clients with beneficiary updates, wire transfers, and rollover requests.</li><li>Respond promptly to client inquiries and provide support across a range of financial services.</li><li>Facilitate smooth onboarding for new clients and maintain strong, ongoing relationships with existing ones.</li><li>Prepare and process client transactions, including deposits, withdrawals, and account updates.</li><li>Collaborate with financial advisors to ensure client needs are met and aligned with their financial plans.</li><li>Maintain accurate and up-to-date client records in the firm’s CRM system (Salesforce).</li><li>Follow up on pending client requests and ensure timely resolution.</li><li>Uphold confidentiality and security of client information.</li><li>Provide administrative support, including preparing reports, presentations, and client-facing materials.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Be part of a close-knit, collaborative team that values personal and professional growth.</li><li>Work in a firm that prioritizes people, relationships, and long-term success.</li><li>Enjoy a dynamic role with variety, responsibility, and the opportunity to make a meaningful impact.</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>
- 2025-08-19T02:58:42Z
- Palo Alto, CA
- onsite
- Temporary
- 24.00 - 25.00 USD / Hourly
- <p>We are seeking a <strong>Patient Account Representative</strong> to join a fast-paced and collaborative Patient Financial Services (PFS) team. The <strong>Patient Account Representative</strong> is responsible for accurate and timely billing, collections, payment processing, and account resolution for patient accounts. The <strong>Patient Account Representative </strong>will work under close supervision to perform routine and repetitive duties, but must be detail-oriented and proactive in handling account discrepancies and payer communications.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Follow up on unpaid accounts through payer websites or phone communication.</li><li>Investigate and resolve underpayments; file appeals when necessary.</li><li>Review and resolve claim denials and rejections.</li><li>Process bad debt transfers, adjustments, and contractual write-offs.</li><li>Review worklists in EPIC and resolve claim edits.</li><li>Rebill claims based on denial follow-ups.</li><li>Post payments and adjustments; manage undistributed payment worklists.</li><li>Process refunds and payment transfers between billing systems.</li><li>Enter charges and resolve charge issues; perform charge corrections.</li><li>Maintain professional communication with internal teams, payers, physicians, and patients.</li><li>Meet weekly productivity goals set by team leadership.</li><li>Support charity application processing and patient advocacy functions.</li><li>Handle incoming mail and assist with backlog organization.</li><li>Perform account lookups and EPIC navigation.</li><li>Review correspondence and determine appropriate next steps.</li></ul>
- 2025-08-14T00:24:02Z
- San Francisco Bay Area, CA
- remote
- Permanent
- 90000.00 - 115000.00 USD / Yearly
- <p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Client Service Associate</strong> with a growing San Francisco–based <strong>RIA</strong>.</p><p> </p><p>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.</p><p> </p><p>You’ll join a collaborative<strong>, low‑turnover team</strong> with <strong>real growth potential</strong>, <strong>full remote flexibility</strong>, strong benefits, and the chance to work with some of the world’s most sophisticated clients.</p><p> </p><p><strong>Responsibilities</strong></p><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><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
- 2025-08-13T01:54:03Z
- San Francisco, CA
- remote
- Permanent
- 70000.00 - 110000.00 USD / Yearly
- <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>
- 2025-08-18T15:29:22Z