576 Client Service jobs in San Francisco

Join 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 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:

• Manage accounts payable, journal entries, and reconciliations
• Prepare financial statements and cash forecasts
• Analyze bank, brokerage, and credit card accounts
• Review investment valuations and other balance sheet items
• Communicate directly with clients, estate managers, and vendors
• Collaborate with internal teams on reporting and asset management
• Support innovation and process improvements

Benefits:

• Competitive compensation
• Medical, dental, and vision coverage
• 401(k) with employer match and annual contribution
• Paid parental leave and child care stipend
• Flexible time off and paid medical leave
• Education assistance and volunteer support programs

Requirements:

• Bachelor's degree in Accounting or related field (CPA or Master's preferred)
• Experience with trusts, LLCs, and real property accounting
• Proficiency in accounting systems (e.g., Sage Intacct, Bill.com)
• Advanced Excel skills and strong project management abilities
• Excellent attention to detail, discretion, and communication skills

The Client Service Associate role focuses on supporting clients and advisors by executing administrative tasks and handling client requests. Responsibilities include assisting with account openings, processing paperwork, scheduling client meetings, and preparing reports. The Associate ensures CRM data accuracy and helps with client follow-up and meeting preparations. This position requires excellent organizational skills, attention to detail, and a commitment to providing friendly and professional client service. The role also involves learning about investment products and improving internal processes under supervision.Primary Responsibilities:Receive client calls and resolve questions/issues as needed.Frequent custodian interaction & paperwork processing.Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.Prepare custodian Paperwork/Docusign envelopes, Alerts, and new account setup in various systems.Schedule client meetings.Develop knowledge of investment accounts, products and the forms required to transact business.Assist with internal coordination across departments to ensure tasks/ follow up are completed in a timely manner.Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.Ongoing maintenance and quality control of CRM.Organize advisory team meetings and events.Preparation and follow-up for client meetings.Execute client appreciation and retention activities.Required Credentials:Bachelor's degree0-2 years of experienceSkills & Competencies:Demonstrate strong and effective communication, organizational and time management skills.Ability to work in a team based/collaborative environment.Must thrive in a fast-paced, changing environment.Ability to think critically, receive feedback, develop creative solutions.Understanding big picture/strategic thinking while also executing tasks with precision.Adherence to all compliance policies & procedures.Demonstrate the Cerity Partners culture.Physical Requirements:Prolonged periods sitting at a desk and working on a computer.Must be able to lift up to 15 pounds at times.Compensation Range:$60,000-$65,000Why Cerity Partners: Our people drive our success by working together to deliver exceptional service to our clients. Here is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance - day 1!401(k) savings and investment plan options with 4% matchFlexible PTO policyParental LeaveFinancial assistance for advanced education and professional designationsOpportunity to give back time to local communitiesCommuter BenefitsCerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to Applicants must be authorized to work for any employer in the U.S.

To apply via text, text 9079 to 334-518-4376Position Summary: The Service Coordinator (Client Service Representative) will conduct in-home visits at clients' homes to monitor and report on the quality of services being provided by Home Care Aides, and to determine whether existing care plans are adequate to meet client needs.Pay range: $27.00/HR - $32.00/HRHours: Full-Time Monday through Friday 8:00 am to 5 pm. Some field visits are after hours and on weekends.At Addus we offer our team the best:Medical, Dental and Vision BenefitsPTO PlanRetirement PlanningLife InsuranceEmployee discountsEssential Duties:Monitor client's condition and performance of duties by Home Care AidesMaintain all company and State specific program rules, regulations and standardsConduct home visits to new clients to welcome and review the Welcome PacketObserve and evaluate Home Care Aides in the client's home as directed by Supervisor, to assure client Care Plans are being followedPrepare and complete accurate home visit and home safety evaluation reports as neededMaintain schedule to assure timely completion of all assigned home visitsEnsures the appearance of the branch's open environment is professional: neat, clean, orderly and generally free of clutter.Maintains a high degree of confidentiality at all times due to access to sensitive information.Compliance with all Medicare, Medicaid, and HIPAA regulations and requirementsMaintains regular, predictable, consistent attendance and is flexible to meet the needs of the agency.Abides by all regulations, policies, procedures, and standards.Performs other duties as assigned.Position Requirements & Competencies:Must have high school diploma or equivalent.Preferred additional education such as a diploma from an accredited vocational school or college.Must have 2 years of recent experience working in a healthcare environment, preferably home care.Understanding of basic medical terminologyInterpersonal, organizational and communication skills.Computer skills including but not limited to MS Office, MS Excel and Scheduling programMust be willing to travel (road warrior)Must have reliable transportation, valid driver license, and state required insuranceAddus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.To apply via text, text 9079 to #ACADCOR#CBACADCOR#DJADCOR California applicants may be entitled to additional rights over their personal application. Prior to applying with Addus, please copy/paste the following in your browser to review our California privacy notice for employees and potential applicants: Employee wellbeing is top priority at Addus Homecare, and we're thrilled to announce our recognition as the top healthcare company on Indeed's 2024 Top 100 Work Wellbeing Index. View the full rankings here:

We are a boutique financial planning firm, supporting more than 200 families in navigating life's challenges around topics like getting ready for retirement, the early retirement years, taxes, business ownership matters, estate questions, and more. We have a passion for integration, simplifying the conversation for clients, and always doing what is right for them. No matter the phase of life; we are here to be our clients' advocate and guide. We are a close team and support each other to achieve this mission!We're excited to be growing our team and are looking to welcome a new Client Service Associate. We are seeking someone who has a heart for service and can connect easily with others. If you're newer to the wealth management industry, the role may start with a focus on operations and building your knowledge. For those with more experience and industry licensing, the position can quickly grow into becoming the primary contract for a subset of our clients. The responsibilities are diverse and will include client-specific, account-specific, and general business functions, such as facilitating and maintaining ongoing client support, answering general inquiries, supporting our advisory team, researching, and resolving client service issues, and preparing required documents. In addition to having working knowledge of industry software, systems, and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. You are a critical thinker and anticipate subsequent events, with an unwavering ability to solve problems, even with little to no direction. You are a solutions-oriented professional who embraces technology. You love to learn and are always finding ways to improve and expand your impact. You offer proactive service and thrive in doing the little things to make those around you have the best experience possible.General Responsibilities:Greet and welcome clients in a friendly and professional manner in person and over the phonePrepare and ensure new account paperwork is successfully submitted, which includes preparing forms, obtaining appropriate signatures, preparing documentation to upload, and coordinating rolloversHandle routine matters for client accounts, including processing name and address changes, beneficiary changes, bank authorizations, and answering client questions; provide tax reporting documents to clientsTrack outstanding client service items; proactively address outstanding issues and provide updatesCreate and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is securely storedAssist in preparation for client meetings and calls; send out agendas and prepare materials, including client illustrations, graphs, charts, reports, etc.Support the financial planning data entry process within eMoneyCoordinate tax forms, prepare tax review items, and support the tax preparation process as requestedProcess securities and checks received in the officeSchedule meetings and manage calendars for the advisory teamCommunicate with the broker/dealer, advisory firm and product contactsPerform various administrative, client service, tax, and general office management tasks as assignedQualifications:Bachelor's degree highly preferred or equivalent work experience3+ years' experience highly preferred; ideally in B/D or RIA environment supporting a financial advisor; candidates with experience in similar financial services environments, such as accounting, banking, investment operations, or insurance are also encouraged to applySecurities industry licensing (Series 6 or Series 7)/designations (FPQP or similar) are a plus, but not requiredHighly organized, with an absolute attention to detail and ability to self manageExcellent follow-through and communication regarding status of open itemsClient-first attitude; ability to interact with clients professionally and respond to clients in a timely mannerStrong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptionsExcellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issuesProficient in Windows/PC environment including Outlook, Excel, Word; ability to learn new technology/computer programsAbility to analyze situations, define problems and/or objectives, identify relevant factors, formulate logical conclusions and suggest alternative solutionsMust be willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisorFinal job offer is dependent on successful completion and approval by the broker/dealer firm

To apply via text, text 9079 to

Position Summary : The Service Coordinator (Client Service Representative) will conduct in-home visits at clients' homes to monitor and report on the quality of services being provided by Home Care Aides, and to determine whether existing care plans are adequate to meet client needs.

Pay range: $27.00/HR - $32.00/HR

Hours: Full-Time Monday through Friday 8:00 am to 5 pm. Some field visits are after hours and on weekends.

At Addus we offer our team the best:

• Medical, Dental and Vision Benefits
• PTO Plan
• Retirement Planning
• Life Insurance
• Employee discounts

Essential Duties:

• Monitor client's condition and performance of duties by Home Care Aides
• Maintain all company and State specific program rules, regulations and standards
• Conduct home visits to new clients to welcome and review the Welcome Packet
• Observe and evaluate Home Care Aides in the client's home as directed by Supervisor, to assure client Care Plans are being followed
• Prepare and complete accurate home visit and home safety evaluation reports as needed
• Maintain schedule to assure timely completion of all assigned home visits
• Ensures the appearance of the branch's open environment is professional: neat, clean, orderly and generally free of clutter.
• Maintains a high degree of confidentiality at all times due to access to sensitive information.
• Compliance with all Medicare, Medicaid, and HIPAA regulations and requirements
• Maintains regular, predictable, consistent attendance and is flexible to meet the needs of the agency.
• Abides by all regulations, policies, procedures, and standards.
• Performs other duties as assigned.

Position Requirements & Competencies:

• Must have high school diploma or equivalent.
• Preferred additional education such as a diploma from an accredited vocational school or college.
• Must have 2 years of recent experience working in a healthcare environment, preferably home care.
• Understanding of basic medical terminology
• Interpersonal, organizational and communication skills.
• Computer skills including but not limited to MS Office, MS Excel and Scheduling program
• Must be willing to travel (road warrior)
• Must have reliable transportation, valid driver license, and state required insurance

Addus provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

To apply via text, text 9079 to

#ACADCOR

#CBACADCOR

#DJADCOR

Employee wellbeing is top priority at Addus Homecare, and we're thrilled to announce our recognition as the top healthcare company on Indeed's 2024 Top 100 Work Wellbeing Index. View the full rankings here: