San Francisco, California, United States · On-site
Posting Description Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, …
Skills: People Leadership, Client Relationship Management, Operational Excellence, Custodial Platform Management, CRM Proficiency
San Francisco, California, United States · Hybrid
$140k–$165k/yr
About Us Climate Lead empowers philanthropic leaders everywhere to take immediate and far-reaching climate action. Climate Lead equips new climate philanthropists with the information and insights they need to drive tran…
Skills: Executive Support, Administrative Leadership, Project Management, Calendar Management, Strategic Planning
San Francisco, California, United States · Hybrid
$80k–$120k/yr
The Opportunity: Litigation Paralegal (Flexible Hybrid) – Insurance Recovery Group We have an excellent opportunity for a litigation paralegal with prior experience in insurance/risk management to join our renowned…
Skills: Insurance Coverage Analysis, Claims Reporting, Legal Research, Discovery Management, Cite Checking
San Francisco, California, United States · On-site
$31/hr–$38/hr
JOB SUMMARY Under the supervision of the UCSF Primary Care Administrative Nurse Manager, guided by policies and procedures of the Ambulatory Services, the Hospital Assistant assists in the delivery of care to patients at…
Skills: Patient Care, Clinical Duties, Clerical Duties, Laboratory Procedures, Epic (APeX)
San Francisco, California, United States · On-site
Under supervision of the Practice Manager, guided by policies and procedures of the Ambulatory Services, the Hospital Assistant III assists in the delivery of care to patients being seen in the practice. They will perfor…
Skills: Patient Care, Insurance Verification, Medical Scheduling, Medical Authorizations, CPR Certification
San Francisco, California, United States · Hybrid
$140k–$200k/yr
About Ode with Anthropic How do you turn a decades-old dataset into an industry-leading medical coding agent? Teach an AI receptionist to book appointments in Spanish? Automatically generate working data connectors from …
Skills: Executive Support, Calendar Management, Upward Management, Written Communication, Systems Thinking
San Francisco, California, United States · On-site
Performs and / or supervises one or more general and specialized clerical and administrative services essential to the operation of all University departments; and perform other related duties as required. Regularly work…
Skills: Administrative Procedures, Word Processing, Spreadsheet Applications, Database Applications, Verbal Communication
San Francisco, California, United States · Hybrid
$70k–$80k/yr
Department of Public Health, San Francisco State University The Department of Public Health at San Francisco State University (SFSU) invites applicants for a full-time, 12-month Public Health Program Coordinator position…
Skills: Program Coordination, Academic Assessment, Accreditation Management, Data Analysis, Student Advising
San Francisco, California, United States · Hybrid
$27/hr–$30/hr
The Role: Minted is seeking a highly motivated, organized, and collaborative Wholesale Assistant to join our growing Wholesale team. Reporting directly to the Senior Merchandising Manager, this individual will play an in…
Skills: Sample Lifecycle Management, Item Setup, Data Operations, Microsoft Excel, Google Sheets
San Francisco, California, United States · On-site
$70k–$85k/yr
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring …
Skills: Project Management, Marketing Material Creation, Transaction Management, Microsoft PowerPoint, Microsoft Excel
San Francisco, California, United States · Hybrid
$130k–$170k/yr
About Sesame Sesame believes in a future where computers are lifelike - with the ability to see, hear, and collaborate with us in ways that feel natural and human. With this vision, we're designing a new kind of computer…
Skills: Calendar Management, Strategic Scheduling, Executive Partnership, Global Logistics, Process Improvement
San Francisco, California, United States · On-site
$22/hr–$23/hr
Job Summary: The Desk Clerk is responsible for maintaining safety and security of the building for all tenants. This position involves extensive interaction with staff, tenants, vendors, law enforcement, and visitors in …
Skills: Security Monitoring, Reception, Customer Service, Conflict Resolution, Incident Reporting
San Francisco, California, United States · On-site
Under supervision of a clinical leader, guided by policies and procedures of the Ambulatory Services, and in collaboration with clinic leaders, the Hospital Assistant III assists in the delivery of care to patients in mu…
Skills: Patient Care, Laboratory Procedures, Insurance Verification, Authorizations, Microsoft Word
San Francisco, California, United States · On-site
$34/hr–$43/hr
Under supervision of the Practice Manager, guided by policies and procedures of the Ambulatory Services, the Hospital Assistant III assists in the delivery of care to patients being seen in the practice. They will perfor…
Skills: Patient Care, Insurance Verification, Medical Scheduling, Genetic Concepts, Microsoft Office
San Francisco, California, United States · On-site
Who We Are Omen AI is building the diagnostic layer for the world’s most critical infrastructure. We are looking for an experienced, high-agency Executive Assistant to support our CEO and establish the operational founda…
Skills: Calendar Management, Executive Support, Hiring Coordination, Onboarding, Deal Sourcing
San Francisco, California, United States · Remote Solely
Position: Travel Planner True Adventure Travel is seeking a highly organized and enthusiastic Travel Planner to join our team. As a Travel Planner, you will be responsible for creating unique and unforgettable travel exp…
Skills: Customer Service, Travel Planning, Communication Skills, Itinerary Management, Independent Work
San Francisco, California, United States · Hybrid
$80k–$100k/yr
Description Our San Francisco-based office is seeking a seasoned legal assistant with experience and interest in both administrative office and litigation support. The ideal candidate will have experience filing in Calif…
Skills: California Court Filing, Federal Court Filing, Litigation Support, Legal Document Drafting, Calendaring
San Francisco, California, United States · On-site
$115k–$200k/yr
At Render, we’re building the modern cloud platform for developers creating AI-native, full-stack, multi-service applications. Our mission is to eliminate the tradeoff between the power of hyperscalers and the simplicity…
Skills: Office Management, Workplace Operations, Facilities Coordination, Vendor Management, Event Planning
San Francisco, California, United States · Hybrid
$45/hr–$72/hr
Employment Duration: 8 months Reporting to the Vice Dean of Administration and Finance, the Office Administrator is responsible for managing and completing special projects as assigned, coordinating events and meetings, …
Skills: Executive Support, Space Management, Event Planning, Financial Reporting, Human Resources Administration
San Francisco, California, United States · Hybrid
$115k–$135k/yr
About BRIDGE Housing BRIDGE Housing strengthens communities by developing, owning, and managing high-quality, affordable homes for working families and seniors. BRIDGE’s portfolio of housing currently consists of 1…
Skills: Real Estate Transactions, Corporate Governance, Entity Management, Litigation Tracking, Legal Document Organization
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Lead the client services team to ensure a seamless, high-quality experience by setting and enforcing service standards across the organization. Partner with advisors and cross-functional teams to manage operational workflows, custodial platforms, and strategic client service initiatives.
Requires a minimum of 10 years of financial services experience with at least 5 years in people management, including managing other managers. Must possess expert-level knowledge of custodial platforms (Schwab, Fidelity, Pershing) and CRM systems like Salesforce.
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over $580B in assets under advisement, and more than 1,200 employees across 40+ offices, we deliver insights and solutions grounded in deep research, advanced technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
Client Services is the connective tissue of the firm. Our CS professionals own the client relationship end to end, partnering daily with advisors and their teams to deliver a seamless, high-quality experience for every client we serve.
We are building a CS leadership team that holds the standard for service excellence across the organization. That means developing and managing CS professionals who take ownership, setting and enforcing service standards, and working closely with advisory teams, compliance, technology, and data operations to ensure clients receive informed, consistent service at every touchpoint.
We are looking for experienced client services professionals who bring deep operational knowledge, strong people leadership, and a genuine commitment to the client experience. If that describes you, we want to hear from you.
What We Look For:
Client Experience and Service Standards
Advisor and Cross-Functional Partnership
Operational Expertise
Leadership and People Development
Strategic and Operational Thinking
Communication and Stakeholder Engagement
Qualifications:
What We Offer:
Wealthspire is proud to offer a comprehensive rewards package that includes a competitive salary, paid time off and holidays, a 401(k) plan with company match, exclusive discount programs, and robust health and wellness benefits. Our culture is rooted in putting people first - nurturing lasting relationships with our employees and fostering a workplace where everyone feels supported and valued.
The base salary range for this position is $130,000 to $175,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
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CLIEN015449NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management
Offices: 200 Park Ave, New York, New York 10166, US · 1250 Capital of Texas Hwy. S., Building 2, Suite 600, Austin, Tx 78746, US · 1901 Roxborough Rd, Suite 300, Charlotte, North Carolina 28211, US · 500 W Madison St, Suite 2700, Chicago, Illinois 60661, US · 2300 Contra Costa Blvd, Pleasant Hill, California 94523, US
There are currently 1,419 open administrative positions in San Francisco, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include UCSF Department of Anesthesia and Perioperative Care, Sutter Health, San Francisco Department of Public Health, Sutter Tracy Community Hospital, Episcopal Community Services, among others. Browse the listings above to see every active employer.
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