<p>We are looking for an experienced and strategic Director of Marketing to join our team in Western Massachusetts. In this leadership role, you will oversee a dynamic marketing team, drive international marketing initiatives, and manage multimillion-dollar budgets to elevate brand awareness and business growth. The ideal candidate thrives in a fast-paced environment, has a proven track record in B2B marketing, and is passionate about executing impactful strategies and fostering team collaboration.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a marketing team composed of graphic designers, global communications managers, eCommerce specialists, and external agencies.</p><p>• Develop and implement comprehensive marketing strategies focused on international expansion and B2B growth.</p><p>• Oversee and manage multimillion-dollar marketing budgets, ensuring optimal allocation across print ads, websites, social media, trade shows, and product launches.</p><p>• Collaborate with cross-functional teams and external vendors to ensure seamless execution of marketing campaigns.</p><p>• Utilize data-driven insights to track campaign performance and refine strategies for maximum impact.</p><p>• Drive brand awareness through innovative digital marketing techniques, including paid search and Salesforce integration.</p><p>• Mentor and empower marketing team members at the early stages of their careers, fostering growth and collaboration within the department.</p><p>• Ensure all marketing initiatives align with overarching business objectives and deliver measurable results.</p><p>• Implement and utilize project management tools such as Monday.com or Fellow to streamline workflows and task management.</p><p>• Maintain strong communication across departments, vendors, and agencies to articulate goals and align efforts.</p>
<p>We are looking for an experienced B2B Accounts Receivable / Credit Analyst to join our team in Richardson, Texas, on a Contract-to-Permanent basis. This role involves managing collections, researching payment discrepancies, and ensuring accurate cash applications, all while maintaining strong communication with customers and internal teams. Ideal candidates will have a proven background in commercial collections and manufacturing industry experience.</p><p><br></p><p>Responsibilities:</p><p>• Conduct thorough research to resolve payment discrepancies and locate missing payments.</p><p>• Manage the collection of receivables within established terms and conditions.</p><p>• Assist with accounts receivable cleanup by contacting customers to confirm payment statuses.</p><p>• Apply customer payments accurately and ensure compliance with company policies.</p><p>• Collaborate with internal teams to address disputes and improve collection processes.</p><p>• Maintain detailed records of collections and reconciliation activities.</p><p>• Utilize systems such as JD Edwards and Salesforce to streamline tasks and enhance efficiency.</p><p>• Provide recommendations on improving billing, collections, and cash application processes.</p><p>• Communicate effectively with external customers and internal departments to resolve issues promptly.</p>
We are looking for a motivated and detail-oriented Associate to join our Portfolio Support team in Boston, Massachusetts. This role involves collaborating with deal teams, portfolio company leaders, and consultants to drive operational improvements, enhance value creation, and optimize resources across a diverse portfolio. As an Associate, you will contribute to analyzing performance metrics, streamlining processes, and building scalable systems to support the team's growth.<br><br>Responsibilities:<br>• Collaborate with portfolio companies and investment teams to support initiatives in areas such as Responsible Investment and Human Capital.<br>• Conduct analytical projects to align key stakeholders, including portfolio executives, internal teams, and external consultants.<br>• Prepare presentations and materials for strategic meetings, such as annual general meetings or executive summits.<br>• Manage and expand executive networks by coordinating agendas and facilitating knowledge sharing among functional groups.<br>• Track and evaluate portfolio company performance using KPIs, providing actionable insights to enhance decision-making.<br>• Develop and implement improved reporting systems to support executive-level decisions.<br>• Review and refine internal workflows to increase efficiency and scalability, leveraging tools like automation where applicable.<br>• Maintain high-quality data organization within systems such as Salesforce, Power BI, and project management tools.<br>• Support responsible investment reporting by preparing required documentation and reports.<br>• Analyze data trends to create scalable models for ongoing updates and ad hoc requests.
<p>We’re looking for a motivated, detail-oriented <strong>Creative Marketing Coordinator</strong> to support our growing marketing team. This hybrid position is ideal for an early-career professional looking to gain hands-on experience across a wide range of marketing functions—from content creation to vendor coordination, social media campaigns, and marketing operations.</p><p>In this role, you’ll work closely with our Multimedia Developer and marketing leadership to bring our brand to life across digital and physical touchpoints. If you're a proactive communicator, organized multitasker, and eager to learn and grow in a collaborative environment, we want to hear from you!</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Administrative & Creative Support</strong></p><ul><li>Provide day-to-day administrative and logistical support to the Multimedia Developer.</li><li>Assist in the coordination and tracking of creative projects and deliverables.</li></ul><p><strong>Vendor & Collateral Management</strong></p><ul><li>Manage relationships with vendors for branded collateral, including apparel, tradeshow materials, sales tools, and promotional items.</li><li>Coordinate timelines, proofs, production, and delivery to ensure brand consistency and on-time execution.</li></ul><p><strong>Communications</strong></p><ul><li>Support development of internal communications, newsletters, and company-wide announcements.</li><li>Assist with crafting and distributing external messaging, ensuring alignment with brand tone and voice.</li></ul><p><strong>Digital & Social Media Marketing</strong></p><ul><li>Assist with planning, writing, and scheduling content for LinkedIn and other social platforms.</li><li>Monitor engagement metrics and support campaign optimization efforts.</li></ul><p><strong>Email Marketing</strong></p><ul><li>Create and manage email campaigns using Mailchimp, from design and content writing to deployment and reporting.</li></ul><p><strong>CRM & Marketing Tools</strong></p><ul><li>Utilize Salesforce for tracking marketing initiatives, contact lists, and campaign performance.</li><li>Collaborate with sales and marketing teams to maintain accurate customer and prospect data.</li></ul>
We are looking for a skilled ERP/CRM Configuration Subject Matter Expert to support our operations in the Restaurants & Catering industry. This long-term contract position, based in Miami, Florida, offers an exciting opportunity for professionals passionate about optimizing system configurations and enhancing business workflows. The ideal candidate will play a key role in managing platforms, overseeing automation processes, and ensuring quality standards are consistently met.<br><br>Responsibilities:<br>• Act as the subject-matter expert for ERP/CRM systems, ensuring workspace organization, taxonomy, and templates are effectively managed.<br>• Develop, maintain, and optimize automated workflows, including customer lifecycle journeys such as onboarding, retention, and reactivation.<br>• Collaborate with stakeholders to gather and document business requirements, translating them into actionable system configurations.<br>• Ensure all programs and configurations meet rigorous quality standards through thorough testing and validation.<br>• Manage configuration updates and maintain system hygiene to align with organizational goals.<br>• Implement and oversee API integrations to streamline system communication and enhance functionality.<br>• Provide technical expertise in Salesforce development, ensuring alignment with business objectives.<br>• Continuously monitor and assess system performance, recommending improvements to optimize efficiency and effectiveness.<br>• Troubleshoot and resolve issues related to client-side scripting and system functionality.<br>• Maintain comprehensive documentation for all configurations, processes, and updates.
<p>We are looking for a detail-oriented Fleet Admin to join our team on a contract basis in Schenectady, New York. In this role, you will play a vital part in ensuring the smooth operations of our fleet by coordinating logistic details, maintaining compliance documentation, and managing system updates. This is an exciting opportunity to collaborate with drivers, vendors, and internal teams while contributing to the efficiency of our fleet operations.</p><p><br></p><p>Responsibilities:</p><p>• Manage and validate vehicle registrations, license plates, and compliance documentation to ensure all fleet assets are road-ready.</p><p>• Update and maintain fleet systems, including Salesforce and telematics platforms, to ensure accurate and timely data.</p><p>• Communicate directly with drivers to collect vehicle data, verify information, and address any discrepancies.</p><p>• Coordinate vehicle transport processes with third-party vendors, including scheduling, invoicing, and record keeping.</p><p>• Perform detailed data entry and reconciliation tasks to maintain system accuracy and compliance.</p><p>• Develop and maintain organized records of fleet-related documentation for easy access and reference.</p><p>• Collaborate with internal teams to streamline fleet operations and address logistical challenges.</p><p>• Utilize tools like Excel to compare, analyze, and reconcile fleet data effectively.</p>
<p>🌟 DATA ENGINEER – Build Smarter, Drive Impact 🌟 INTERVIEWS THIS WEEK!</p><p>📍 Location: Des Moines, IA (On-site Hybrid with flexibility) CANNOT BE 100% REMOTE .</p><p>🎯 Type: Full-Time Direct hire with BENEFITS! No SPONSORSHIP REQUIRED !!! </p><p>*** For immediate & confidential consideration, please send a message to CARRIE DANGER, SVP PERMANENT PLACEMENT on LinkedIn or send an email to me with your resume - My email address is on my LinkedIn page. ***</p><p>🌍 Ready to Engineer Data-Driven Success? Transform raw data into actionable insights that fuel business decisions?</p><p><strong>Key Highlights of this Direct Hire 🚀</strong></p><p>✔ Hands-On Engineering: MUST BE ABLE TO BUILD & maintain dashboards, data integrations, and pipelines—not just analyze data but truly engineer solutions AND build data visualizations.</p><p>✔ NOT looking for a Data Analyst. This is a BI Business Intelligence Data Engineer! </p><p>✔ Tooling Expertise: Work with advanced tools like Power BI, Tableau, Domo and create dashboards and integrations from scratch.</p><p>✔ Collaborate w/ data and analytics teams while working behind the scenes to streamline workflows& automate</p><p>________________________________________</p><p>What You'll Do 🤝</p><p>🔹 Data Integrations: Connect systems, design workflows, and maintain data pipelines for seamless delivery of insights.</p><p>🔹 Visualization: Build dashboards that simplify complex data using tools like Domo, Power BI, or Tableau.</p><p>🔹 Analytics Engine: MUST HAVE : Code solutions with SQL, Python, or similar tools to glean meaningful insights from structured data and creating data pipelines</p><p>✅ <strong>MUST HAVES:</strong></p><p>🎓 Education: Bachelor’s degree in Business Analytics, Computer Science, Data Science, Statistics</p><p><strong>🛠️ TECHNICAL SKILLS </strong></p><p>• 2+ years of hands-on professional experience in data engineering or analytics roles.</p><p>• BUILDING dashboards in BI tools like Tableau, Power BI, or DOMO & the creation of custom integrations.</p><p>• Proficiency in SQL or Python for robust data analysis and structuring.</p><p>• Ability to develop and maintain visual dashboards with UX</p><p>• BONUS: Experience with third-party platform integration like Salesforce</p><p>This is a Direct hire permanent position up to $90K plus bonus. For immediate and confidential consideration, please contact me directly, Carrie Danger, SVP, Permanent Placement Team, Iowa Region at Office: 515-259-6087 or Cell: 515-991-0863, Email resume confidentially to Carrie Danger * My email address is on my LinkedIN page. Please find my email address / contact Information on my LinkedIN profile and email me your resume confidentially. OR you can ONE CLICK APPLY AT Robert Half website, and Specifically Apply to this posting.</p>
<p>We are seeking a Licensing Coordinator for a role based in Monticello, Minnesota. This onsite role offers a contract to hire employment opportunity.</p><p><br></p><p>The objective of this role is to ensure the agent contracting process is as smooth and efficient as possible for our agents from start to finish. As a licensing specialist, you will execute professionalism while providing top notch customer service and work to find and create efficiencies<em>. </em>This is an amazing opportunity to join our team in a much-needed position. </p><p> </p><p>Whether you are familiar with the insurance background or not, your enthusiasm, motivation, and interest in becoming part of our well-established and positive work environment, makes you an ideal candidate. </p><p>We value your hard work and dedication to this position, and you can be confident that the opportunities for growth within the corporation will continue to arise. </p><p><strong> </strong></p><p><strong>Primary Responsibilities: </strong></p><ul><li>Generate and process contracting applications and other required forms for submission on all new and existing agents and agencies within Simplicity.</li><li>Completes routine follow-up on submitted agent contracting paperwork to ensure proper processing.</li><li>Assist with agent updates, contract changes, while proactively looking for ways to streamline the process to make it as smooth as possible for the agent.</li><li>Applies sound insurance knowledge regarding products and services, troubleshooting issues, and working to resolve in the quickest and most efficient way to best meet agent needs.</li><li>Provide professional correspondence via email and phone</li><li>Work efficiently to meet all service level agreements</li><li>Understand carrier workflows and maneuver carrier websites</li><li>Work closely with team members to meet common goals and assist when able</li></ul><p> </p><p><strong>Qualifications / Requirements: </strong></p><ul><li>Minimum of a High school diploma / GED </li><li>Strong computer skills; able to type 50+ words per minute </li><li>Proficiency in Microsoft Office (Word, Excel) </li><li>Experience with G Suite and Salesforce preferred, not required</li><li>Experience in related position preferred, not required</li></ul><p><strong> </strong></p><p><strong>Core Competencies:</strong></p><ul><li>Ability to provide exceptional customer service</li><li>Effective time management skills</li><li>Ability to prioritize and multitask in a fast-paced environment, and utilize multiple programs simultaneously</li><li>Capable of working both independently and in a team environment</li><li>Excellent organizational skills, attention to detail is a must</li><li>Ability to react to change in a productive and positive manner</li></ul><p><br></p><p><br></p><p><br></p><ul><li>Benefits available to contract/temporary professionals, include medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit <u>roberthalf.gobenefits.net</u> for more information.</li></ul>
<p>Are you a resourceful, tech-savvy professional with exceptional organizational skills and a passion for providing high-level support to executive leadership? Robert Half is seeking experienced Executive Assistants for ongoing opportunities with our clients across various industries. If you thrive in fast-paced environments, enjoy managing complex schedules, and are adept at multitasking, we want to connect with you!</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Calendar Management:</strong> Oversee and maintain the executive’s schedule, including meetings, appointments, and conferences.</li><li><strong>Travel Coordination:</strong> Arrange domestic and international travel, including flights, accommodations, transportation, and detailed itineraries.</li><li><strong>Communication Support:</strong> Serve as the point of contact for internal and external communications, manage email correspondence, and prioritize messages for timely responses.</li><li><strong>Meeting Preparation:</strong> Coordinate meeting logistics, create agendas, prepare materials, and record minutes.</li><li><strong>Workflow Management:</strong> Assist with workflow automation efforts, improve cross-functional processes, and help ensure operational efficiency in daily tasks.</li><li><strong>Document Management:</strong> Draft, format, edit, and manage confidential reports, presentations, and communications.</li><li><strong>Vendor and Relationship Management:</strong> Interface with vendors, clients, and stakeholders while maintaining professional relationships.</li><li><strong>Event Coordination:</strong> Plan and execute executive events, such as team retreats, client meetings, and networking forums.</li></ul><p><br></p>
<p>We are looking for a dynamic Inside Sales Specialist and Account Manager to join our team on a contract basis in Buford, Georgia. In this role, you will be responsible for managing client accounts, driving business-to-business sales, and nurturing strong relationships with customers and vendors. This opportunity is ideal for someone who thrives in a fast-paced sales environment and is passionate about delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Oversee and manage client accounts to ensure satisfaction and retention.</p><p>• Drive B2B sales initiatives to meet and exceed revenue targets.</p><p>• Handle inbound and outbound inquiries with professionalism and efficiency.</p><p>• Build and maintain strong relationships with clients and vendors to foster long-term partnerships.</p><p>• Collaborate with team members to develop strategies that enhance customer engagement.</p><p>• Conduct regular follow-ups with clients to address their needs and identify new opportunities.</p><p>• Provide exceptional communication and problem-solving skills to resolve customer concerns.</p><p>• Support sales processes by coordinating with internal teams to ensure seamless execution.</p><p><br></p><p>Experience with Salesforce is not required, but it is preferred.</p>
<p><b>Growing and expanding company located in beautiful Santa Cruz County has new opportunity with great salary, benefits and perks! </b></p><p>The primary objective of this role is to support customer engagement and grow the customer base in alignment with organizational goals. The position entails general sales activities, leveraging core competencies to investigate, identify, and develop new business opportunities across established and emerging markets and applications.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Develop and manage offers and quotations for prospective and current customers involving both existing and new products.</li><li>Represent the organization at trade shows, conferences, and seminars to promote offerings and build customer relationships.</li><li>Conduct in-person visits to both existing and potential clients to ensure satisfaction and identify new business opportunities.</li><li>Efficiently input customer data into CRM systems (e.g., Salesforce) and ensure prompt entry of sales orders into production systems.</li><li>Identify and capitalize on growth opportunities to expand the organization’s footprint in new and existing markets.</li><li>Collaborate with engineering teams to ensure seamless transition from prospect to customer and proper alignment with technical specifications.</li><li>Collect market data and compile reports on trends, growth opportunities, and the impact of ongoing efforts to management.</li><li>Conduct contract reviews to ensure accuracy (e.g., terms and conditions, export regulations, etc.).</li><li>Oversee billing and occasional shipping activities as necessary.</li></ul><p>Posted by Recruiting Director Scott G. Moore (See LinkedIn also) </p>
<p>We’re seeking a Backend Developer to support a growing construction company in managing and maintaining the software applications that connect their sales, construction, and finance operations. This role will focus on developing and refining integrations between internal applications and enterprise systems.</p>
<p>We are offering an exciting opportunity for a Salesforce Architect in Jacksonville, Florida. This role is within the IT industry and primarily involves collaboration with various business partners and stakeholders to address business challenges and define application needs. The successful candidate will play a pivotal role in shaping strategic roadmaps that align with business requirements.</p><p><br></p><p>Responsibilities:</p><p>• Collaboratively work with business partners and senior IT teams to identify business challenges and define application needs.</p><p>• Lead workshops to uncover business goals and challenges.</p><p>• Develop and implement application plans for both new and existing systems.</p><p>• Design and present application models or prototypes, incorporating user feedback.</p><p>• Write and maintain scripts and code for application installations and updates.</p><p>• Offer mentorship to application developers and provide end-users with technical support.</p><p>• Conduct diagnostic tests and perform debugging procedures to ensure optimal application performance.</p><p>• Oversee application integration, maintenance, upgrades, and migrations.</p><p>• Document the development processes, procedures, and standards to ensure consistency.</p><p>• Design user-focused applications with optimized interfaces across systems.</p><p>• Evaluate the interaction between applications, databases, and middleware to address functional gaps.</p><p>• Establish architectural guidelines and goals for the organization.</p><p>• Oversee the software design process and conduct reviews to ensure adherence to enterprise-wide standards.</p><p>• Delegate programming and development tasks as needed.</p><p>• Generate and update documentation on system features, interfaces, and infrastructure.</p><p>• Conduct research to identify trends in application architecture and incorporate them into development projects.</p>
<p>Robert Half has a new direct-hire opportunity for a Sales Support Specialist for a growing construction company in Beltsville, MD. Construction industry experience is highly preferred. If interested, please consider applying to this posting or contact Cody Marshall at Robert Half to learn more.</p><p><br></p><p><strong>Position Summary:</strong></p><p>The Sales Support Specialist will work closely with the sales team to streamline operations, assist with client communications, prepare proposals, and ensure customer satisfaction throughout the sales process. This role is ideal for someone who is organized, customer-focused, and eager to grow within a dynamic company.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative and operational support to the sales team</li><li>Prepare and track proposals, contracts, bids, and presentations</li><li>Communicate with clients regarding project status, documentation, and scheduling updates</li><li>Maintain and update CRM systems, ensuring accurate customer and project information</li><li>Assist in coordinating meetings, site visits, and follow-ups</li><li>Work with internal teams (estimating, project management, procurement) to gather required information for bids and proposals</li><li>Ensure timely delivery of sales documents and responses to client inquiries</li><li>Monitor and track sales metrics and generate regular performance reports</li><li>Support the onboarding process for new clients</li><li>Maintain an organized digital filing system for sales and customer documentation</li></ul><p><br></p>
The Sales and Marketing Coordinator provides essential administrative and organizational support to the sales, marketing, and estimating functions within the organization. The role serves as a liaison between these teams to ensure seamless communication and coordination of efforts. This role focuses on CRM administration, trade show coordination, supporting marketing campaigns to drive customer engagement and revenue growth, and participating in the Front Desk Reception rotation.<br>Responsibilities: (What should be accomplished) <br>• Sales & Estimating Support<br>• CRM Administrator<br>• Marketing Support<br>• Trade Show & Event Coordination<br>• CMMC Upkeep Coordination (Cybersecurity Maturity Model Certification) <br>• Front Desk Reception Duties (Rotation)<br><br>Principle Duties: (Tasks) <br>• Sales and Estimating Support Facilitation<br>• CRM (Customer Relationship Management) System Administration<br>• Marketing Campaign Coordination and Content Development<br>• Trade Show Planning and Lead Generation Management<br>• Cybersecurity Maturity Model Certification Maintenance<br>• Interdepartmental and External Vendor/Subcontractor Communication Facilitation (including obtaining quotes from subcontractors)<br><br>• Skills: <br>• Proficiency in CRM systems (such as Salesforce, HubSpot, or Zoho CRM) <br>• Experience with social media management tools (Hootsuite, Buffer, or similar platforms) <br>• Strong knowledge of Microsoft Office suite (especially Excel, PowerPoint, and Word)<br>• Familiarity with email marketing platforms and digital marketing tools<br>• Basic understanding of website content management systems<br>• Experience with project management software <br>• Proficiency with multi-line phone systems and visitor management software<br>• Ability to work with quote management and proposal software<br>• Working knowledge of design software (Adobe Creative Suite, Canva, or similar) is a plus<br>• Personal Attributes:<br>o Excellent organizational and time management skills with ability to multitask<br>o Strong written and verbal communication skills<br>o Detail-oriented with excellent follow-through abilities<br>o Self-motivated with the ability to work both independently and as part of a team<br>o Problem-solving skills and ability to think creatively<br>o Adaptable to changing priorities in a fast-paced environment<br>o Customer service orientation with strong interpersonal skills<br>o Professional appearance and demeanor for front desk duties<br>o Friendly, welcoming attitude when representing the company at reception<br>o Negotiation skills for working with suppliers and vendors<br>o Creative mindset with an eye for design and visual presentation
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting a<strong> Client Service Accounting Associate</strong> for a <strong>family office</strong>. This is a full-time, permanent role based in San Francisco with a hybrid schedule.</p><p> </p><p>The company offers a full range of services from investment management and financial planning to tax and philanthropic support while building long-term client relationships.</p><p> </p><p>This role provides a collaborative environment with mentorship and growth opportunities, excellent benefits including full medical, dental, and vision coverage, 401k match, profit-sharing, unlimited PTO, generous parental leave, and flexible remote work. You’ll also have access to paid courses and certifications and the chance to work on meaningful, high-impact projects.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Manage accounts payable, coding, approvals, and high-volume payments</li><li>Handle monthly reconciliations, month-end close, and client reporting</li><li>Collaborate with vendors and estate managers to ensure smooth operations</li><li>Support quarterly accounting, cash flow analysis, trial balances, and investor reporting</li><li>Assist with philanthropic payments, budgeting, forecasting, and process improvements</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><em>The salary range for this position is $85,000-$90,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]</em></p><p> </p><p>You know what’s awesome? Sweater weather. You know what else is awesome? A high-paying job that respects your work-life balance so you can enjoy your holiday season. This role has perks that are unmatched by its competitors. Plus, this position doubles as a fast-track career advancement opportunity as they prefer to promote from within. </p><p><em> </em></p><p><strong>Job Description:</strong></p><p>We are seeking a highly motivated Client Relationship Specialist to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Client onboarding, including preparation of new account paperwork and client information-gathering</li><li>Account maintenance, including any account registration and account profile changes</li><li>Asset movement processing, including journals, wire transfers and EFTs</li><li>Assist with quarterly billing and performance reporting</li><li>Client issue resolution</li><li>Gathering tax information for clients and assisting with tax reporting</li><li>Relationship management, including regular client contact</li><li>General administrative functions, including but not limited to:</li><li>Maintaining information in the Client Relationship Management System</li><li>Exception report review</li><li>Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.</li><li>Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries</li><li>Trade execution and trade error resolution, as may be applicable and required</li></ul><p><em> </em></p>
We are looking for an experienced ERP/CRM Developer to join our team in Houston, Texas. In this contract position, you will play a critical role in enhancing and maintaining enterprise systems, ensuring they align with organizational goals and user needs. Your expertise in scripting, configuration, and API development will be essential to delivering robust and scalable solutions.<br><br>Responsibilities:<br>• Design and implement ERP/CRM solutions that meet business objectives and technical requirements.<br>• Develop and optimize client-side scripts to enhance system functionality and user experience.<br>• Collaborate with stakeholders to gather and analyze requirements, translating them into technical specifications.<br>• Create and maintain detailed Business Requirement Documents (BRDs) to support development processes.<br>• Configure and customize ERP/CRM systems to ensure seamless integration and functionality.<br>• Develop APIs to facilitate data exchange and system interoperability.<br>• Perform regular system maintenance and troubleshoot issues to ensure optimal performance.<br>• Provide technical documentation and training to support system users.<br>• Work closely with cross-functional teams to ensure alignment of system capabilities with business goals.
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Boutique RIA</strong>. This is a full-time permanent role based in <strong>Walnut Creek</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>Join a collaborative, client-focused team where your work directly impacts clients’ financial journeys. The culture emphasizes curiosity, teamwork, and adaptability, offering opportunities to grow your skills, deepen expertise, and advance your career.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Assist clients with account updates, beneficiary changes, and transactions</li><li>Process wire transfers and rollover requests efficiently and securely</li><li>Respond to client inquiries and deliver personalized support</li><li>Manage client onboarding and maintain CRM records</li><li>Collaborate with advisors to align actions with client plans</li><li>Support the team with reports, presentations, and client materials</li><li>Uphold confidentiality and best practices for client information</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A well-established and rapidly growing investment advisory firm is seeking a highly motivated <strong>Client Service Associate</strong> to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Client Service Associate will play a key role in delivering exceptional service to sophisticated clients, supporting portfolio operations, and ensuring regulatory compliance. The firm offers a unique learning environment with ongoing training in financial technologies and compliance processes, making this an excellent opportunity for career growth in the financial services industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to a diverse and sophisticated client base.</li><li>Process account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions promptly and accurately.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain confidential client records and ensure regulatory compliance.</li><li>Monitor client communications and respond with urgency and professionalism.</li><li>Track client scheduling, meeting documentation, and portfolio updates.</li><li>Reconcile client accounts with custodial records to ensure accuracy.</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k) retirement plan.</li><li>A collaborative team environment with ongoing training and professional development.</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>
<p>Our client is hiring a Data Entry Specialist to maintain and ensure accuracy in our databases and systems. This role is crucial in maintaining organized, error-free records that support multiple departments and workflows across the organization. The ideal candidate has a sharp eye for detail, strong organizational skills, and the ability to manage high-volume tasks. If you are efficient, dependable, and thorough in your work, we urge you to apply!</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Input, update, and maintain accurate information in various databases and systems </li><li>Verify and cross-reference data entry to ensure accuracy and completeness before submission.</li><li>Organize and maintain physical and digital files for easy accessibility.</li><li>Assist in generating reports based on collected data to support departmental needs.</li><li>Communicate effectively with team members or departments to clarify data discrepancies.</li><li>Ensure compliance with company data quality standards and confidentiality requirements.</li></ul><p><br></p>
<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>
<p>A reputable organization in the heart of Honolulu is seeking a dedicated and personable <strong>Customer Service Representative (CSR)</strong> to join its team and provide outstanding service to clients and customers. The ideal candidate will have strong communication skills, problem-solving abilities, and a commitment to creating positive customer experiences. The position is <strong>on-site</strong> at the company’s Honolulu location, making direct interaction with customers and team members essential. This role is perfect for someone who is enthusiastic about helping others and has a solid background in customer-facing roles. Our client prefers <strong>Hawaii-based candidates</strong> ready to attend <strong>in-person interviews</strong> and integrate seamlessly into their close-knit team environment. If you are interested in this role, please call us at 808-531-0800. </p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li><strong>Customer Support:</strong> Handle incoming customer inquiries through phone, email, and face-to-face interactions. Address customer questions, resolve complaints, and provide accurate information about products or services.</li><li><strong>Problem Resolution:</strong> Proactively identify customer concerns and resolve issues efficiently, ensuring customer satisfaction. Escalate complex problems to relevant departments when necessary and follow up to ensure resolution.</li><li><strong>Order Processing:</strong> Assist customers with placing orders, tracking shipments, and managing returns or exchanges when required. Ensure information is entered accurately into company systems.</li><li><strong>Documentation:</strong> Maintain detailed customer records, including communication histories and issue resolution statuses, in internal databases and CRM systems.</li><li><strong>Team Collaboration:</strong> Work closely with other departments (sales, operations, technical support) to provide accurate information and ensure seamless customer service delivery.</li><li><strong>Product Knowledge:</strong> Stay up to date on company services, products, and policies to provide customers with the most accurate and helpful information.</li><li><strong>Feedback Collection:</strong> Gather customer feedback and suggestions and report recurring issues or trends to management for process improvement.</li><li><strong>Service Updates:</strong> Inform customers about new products, promotions, and policy changes when applicable.</li><li><strong>Administrative Duties:</strong> Perform general office tasks, including filing, reporting, and other clerical duties, as required to support the customer service department.</li></ul><p><br></p>
<p>Position Title: Data Engineer</p><p>Location: Onsite – Houston Area</p><p>Compensation:</p><ul><li>Base Salary: $120K–$130K</li><li>Bonus: ~10% </li></ul><p>Overview:</p><p>We’re hiring a Data Engineer to lead the development and optimization of enterprise-grade data pipelines and infrastructure. This role is essential to enabling high-quality analytics, reporting, and business intelligence across the organization. The ideal candidate will bring deep expertise in Azure-based data tools, strong SQL and BI capabilities, and a collaborative mindset to support cross-functional data initiatives.</p><p>Key Responsibilities:</p><ul><li>Design, build, and maintain scalable data pipelines using Azure Data Factory, Microsoft Fabric, PySpark, and Spark SQL</li><li>Develop ETL processes to extract, transform, and load data from diverse sources</li><li>Collaborate with data scientists, analysts, and business stakeholders to deliver high-quality, actionable data solutions</li><li>Ensure data integrity, security, and compliance with governance standards</li><li>Optimize pipeline performance and troubleshoot data infrastructure issues</li><li>Manage the data platform roadmap, including capacity planning and vendor coordination</li><li>Support reporting and analytics needs using Power BI and SQL</li><li>Drive continuous improvement in data quality, accessibility, and literacy across the organization</li><li>Monitor usage, deprecate unused datasets, and implement data cleansing processes</li><li>Lead initiatives to enhance data modeling, visualization standards, and reporting frameworks</li></ul><p><br></p>
<p>Are you a skilled <strong>Systems Developer and Administrator</strong> looking to make a significant impact by designing, managing, and optimizing our enterprise systems? We are searching for an experienced and dynamic professional to take ownership of our <strong>ERP (Enterprise Resource Planning), MIS (Management Information Systems), and CRM (Customer Relationship Management)</strong> platforms, ensuring they are seamlessly integrated, highly functional, and support key business objectives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>ERP/MIS/CRM Administration</strong>: Maintain, configure, and support the organization's ERP, MIS, and CRM systems to ensure optimal performance and minimal downtime.</li><li><strong>Development and Enhancements</strong>: Design, develop, and implement solutions, upgrades, and customizations to meet evolving business needs.</li><li><strong>System Integration</strong>: Work collaboratively across departments to integrate enterprise systems with other business applications, ensuring data accuracy and streamlined processes.</li><li><strong>Troubleshooting and Support</strong>: Provide hands-on system troubleshooting and timely resolution of issues reported by end users.</li><li><strong>User Training and Documentation</strong>: Conduct training for system users, create comprehensive documentation, and act as the go-to resource for employees with system-related questions.</li><li><strong>Data Security and Best Practices</strong>: Ensure ERP/MIS/CRM platforms comply with industry standards, regulatory requirements, and internal security policies.</li><li><strong>Reporting and Analytics</strong>: Develop complex reports and dashboards that provide actionable insights to enhance decision-making for leadership teams.</li></ul>
