<p><strong>Client Service Associate – Wealth Management</strong></p><p>📍 San Carlos, CA (Hybrid – 2 days in office: Tues/Thurs)</p><p>💰 $75K–$115K base + discretionary bonus</p><p><br></p><p>A growing boutique wealth management firm is looking to add a <strong>Client Service Associate</strong> to support high-net-worth clients and work closely with a collaborative advisory team. This is a great opportunity for someone early in their wealth management career who wants to <strong>grow long-term within a successful RIA</strong> and be part of a high-touch client service environment.</p><p><br></p><p><strong>What you’ll do:</strong></p><ul><li>Support client onboarding, account opening, and ongoing account servicing</li><li>Prepare materials for client meetings and assist with follow-up tasks</li><li>Coordinate with custodians and client partners such as accountants and attorneys</li><li>Assist with financial planning support and client communications</li><li>Maintain accurate client records and manage workflows within CRM systems</li></ul><p><br></p>
We are looking for a dependable Copy Clerk to support daily office operations for a client site in San Francisco, California. This is a Contract position suited for someone with broad administrative experience, strong interpersonal skills, and a service-minded approach to workplace support. The person in this role will help keep office services running smoothly across document handling, mail support, reception coverage, and shared workspace upkeep. Training will be provided on production equipment and related office service processes.<br><br>Responsibilities:<br>• Process incoming requests for copying, scanning, and document reproduction with accuracy and attention to deadlines.<br>• Sort, distribute, and prepare mail and packages while supporting both physical and electronic document workflows.<br>• Maintain conference rooms by straightening spaces, restocking supplies, and ensuring they are ready for meetings.<br>• Replenish office materials in common areas and monitor inventory levels to help maintain an organized workplace.<br>• Provide front-office and phone support as needed, including answering multi-line calls and directing inquiries appropriately.<br>• Assist with basic audio/visual and hospitality support to help meetings and workplace events run efficiently.<br>• Operate and learn office production equipment, following established procedures for print, scan, and copy services.<br>• Support additional back-office service tasks as business needs change across administrative and office services functions.
<p>Robert Half Management Resources is looking for a detail-oriented Workday Payroll Business Analyst to contribute to a major Workday Financials and Payroll implementation project for one of our clients on an interim basis. This position plays a vital role in transitioning complex payroll operations into a streamlined Workday environment, ensuring compliance with multi-state regulations and union-specific requirements. As a long-term contract opportunity, this role offers the chance to collaborate across Payroll, Finance, and IT teams while addressing the unique operational needs of a healthcare organization.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Configure and maintain Workday Payroll settings, including earnings, deductions, taxes, pay groups, and complex workflows.</p><p>• Facilitate the migration of payroll data from legacy systems such as Lawson S3, PeopleSoft, and Dayforce into Workday.</p><p>• Lead requirements gathering, document system configurations, and oversee user acceptance testing and parallel testing cycles.</p><p>• Develop and manage integrations using Workday EIBs and other tools, while generating advanced reports to support data reconciliation.</p><p>• Map payroll processes to the general ledger and ensure accuracy in financial reconciliations and accruals.</p><p>• Ensure compliance with multi-state taxation laws, garnishment rules, and retro-pay policies.</p><p>• Address unique healthcare workforce needs, including union rules, shift differentials, and 24/7 operational requirements.</p><p>• Provide technical support and troubleshoot payroll interfaces, ensuring seamless data flow across systems.</p><p>• Collaborate with cross-functional teams to align payroll processes with organizational goals and regulatory requirements.</p>
<p>Robert Half Management Resources is looking for a highly skilled Workday Reporting Analyst to support one of our clients on an interim basis. This role involves designing and delivering complex reports, ensuring data accuracy, and optimizing performance for enterprise-scale operations. As a critical contributor to the ongoing Workday implementation, you will play an integral role in turning data into actionable insights.</p><p><br></p><p><u>Responsibilities:</u></p><p>• Develop and maintain a variety of advanced Workday reports, including matrix, composite, trending, and calculated fields.</p><p>• Collaborate with stakeholders to gather requirements and translate business needs into detailed technical specifications.</p><p>• Conduct thorough data validation and reconciliation to ensure the accuracy of payroll reports and compliance with financial records.</p><p>• Optimize report performance by troubleshooting and fine-tuning parameters for efficiency.</p><p>• Ensure sensitive payroll data adheres to security standards and governance policies within Workday.</p><p>• Create and document clear user guides, testing procedures, and logic definitions for internal teams and audits.</p><p>• Support outbound data integrations to financial systems, third-party vendors, and business intelligence platforms.</p><p>• Perform audits and validations to confirm compliance with statutory payroll reporting requirements.</p><p>• Work closely with cross-functional teams to prioritize and manage reporting requests based on business impact.</p>
We are looking for an Accounts Payable Staff Accountant to join a wholesale distribution organization in Lafayette, California. This position is ideal for an accounting specialist who can manage high-volume invoice activity, confirm payment accuracy, and keep financial records organized and precise. The role will support accounts payable operations by reviewing documentation carefully, assigning costs correctly, and processing payments with strong attention to compliance and timeliness.<br><br>Responsibilities:<br>• Review and process a large volume of vendor invoices with a strong focus on accuracy, completeness, and timely entry.<br>• Compare purchase orders, invoices, and supporting records to confirm that charges align before approving payment.<br>• Audit freight, courier, and storage-related billings to verify rates, quantities, and supporting details.<br>• Enter payable transactions in QuickBooks Online and assign expenses to the appropriate project or account.<br>• Prepare and submit vendor payments, including transactions completed through online credit card methods.<br>• Reconcile expense documentation and payment records to maintain consistency within the general ledger.<br>• Support 1099 reporting activities by maintaining organized vendor data and validating eligible payments.<br>• Investigate discrepancies with invoices or payment details and follow through to resolution with internal and external contacts.
We are looking for a Medical Customer Service Rep to support care coordination activities for a healthcare team serving patients, pharmacies, and nursing partners. This Long-term Contract position is based in San Francisco, California, and is ideal for someone who thrives in a high-volume environment, communicates with empathy, and can manage administrative work with accuracy and speed. The person in this role will help keep daily operations running smoothly by coordinating visits, handling service requests, and maintaining organized documentation across multiple systems.<br><br>Responsibilities:<br>• Coordinate patient and nursing visit appointments using internal healthcare technology and supporting third-party applications.<br>• Respond to a steady flow of inbound inquiries from pharmacies, patients, and clinicians while delivering attentive and compassionate service.<br>• Manage a high daily volume of Zendesk requests, ensuring updates are accurate, timely, and properly documented.<br>• Confirm scheduled visits and adjust appointments as needed to support efficient care delivery.<br>• Gather, review, and upload required records and supporting documents to maintain complete case files.<br>• Balance competing priorities in a fast-moving setting while meeting service expectations and deadlines.<br>• Work closely with internal teams and external partners to communicate updates, resolve issues, and improve coordination.<br>• Build productive relationships with specialty pharmacies and nursing networks to support a reliable patient experience.<br>• Identify opportunities to streamline workflows and share practical recommendations that enhance team operations.
<p>We are looking for a detail-oriented Staff Accountant to support core accounting operations for a real estate and property organization in Redwood City, California. This Contract-to-hire position is ideal for a candidate with at least 2-5 years of experience who can manage day-to-day financial activities with accuracy and consistency. The role will contribute to general ledger maintenance, tax-related accounting tasks, and timely financial recordkeeping while partnering with internal stakeholders to keep reporting activities on track.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and record journal entries to support accurate monthly accounting activity and maintain well-documented financial records.</p><p>• Reconcile general ledger accounts, investigate variances, and resolve discrepancies to ensure reliable financial data.</p><p>• Assist with corporate tax processes, including organizing supporting schedules and contributing to tax return preparation activities.</p><p>• Manage sales tax accounting tasks by reviewing transactions, maintaining records, and helping support timely filings.</p><p>• Support month-end and periodic close activities by reviewing account balances and confirming completeness of posted entries.</p><p>• Work with internal teams to gather financial information, clarify transaction details, and uphold accounting compliance requirements.</p><p>• Maintain organized documentation for audits, tax reviews, and internal reporting needs.</p><p>• Identify process inefficiencies within routine accounting activities and recommend practical improvements to strengthen accuracy and workflow consistency.</p>
<p>Robert Half client is looking for a Customer Service Representative to join our team onsite in Livermore, California. This contract opportunity with potential for permanent employment is ideal for someone who enjoys supporting customers, coordinating with internal teams, and keeping orders moving accurately from quote to delivery. In this role, you will handle a mix of customer communication, order administration, and return processing while using business systems and reporting tools to maintain service quality and follow-through.</p><p><br></p><p>Customer Service Representative Responsibilities:</p><p>• Partner with teams such as Finance, Sales, Purchasing, Engineering, and Product Management to resolve customer needs and support day-to-day service operations.</p><p>• Respond to sales-related questions, help manage delivery expectations, and participate in district sales meetings by capturing key discussion points and follow-up items.</p><p>• Create customer quotations in Epicor, update existing quotes as needed, and distribute pricing details directly to customers or through the sales team.</p><p>• Review special account instructions and validate order details, including shipping information, requested dates, pricing, customer part numbers, and quantities before final processing.</p><p>• Track open orders using Epicor, production reporting, and status tools to help maintain on-time shipment and proactively raise concerns when commitments may be at risk.</p><p>• Communicate regularly with internal contacts to clarify priorities, align on scheduling, and manage customer-requested ship and delivery dates.</p><p>• Process product returns by preparing return documentation, sending required forms to customers, and monitoring each case through completion, including credit memo follow-up.</p><p>• Follow established sales operations procedures and document opportunities for improvement by opening corrective action cases in Epicor when needed.</p><p>• Support additional customer service and administrative tasks assigned by management to help meet department goals.</p><p>• Use Microsoft Office, Power BI, and web-based portals to maintain records, communicate updates, and support reporting needs.</p><p><br></p><p>If you are interested in this Customer Service Representative opportunity, please submit your resume today!</p>
<p>Robert Half's client is looking for a Pension Analyst to support pension operations and member service activities in Pleasanton, California. This is a contract position focused on researching pension-related inquiries, maintaining accurate records, and assisting with administrative processes that help the team respond effectively to member needs. The role is primarily operational and analytical, with occasional direct interaction with members, and is well suited to someone who is comfortable working with data, numbers, and service-driven communication.</p><p><br></p><p>Pension Analyst Responsibilities:</p><p>• Investigate pension-related questions by reviewing records, validating information, and providing accurate findings to internal team members.</p><p>• Enter, update, and maintain pension data with a high level of accuracy to support ongoing administrative and service activities.</p><p>• Monitor shared mailboxes, organize incoming requests, and respond or route inquiries in a timely and thorough manner.</p><p>• Partner with pension team staff and member services personnel to help resolve issues and support daily workflow needs.</p><p>• Prepare and review spreadsheets, reports, and supporting documentation to assist with tracking, analysis, and case follow-up.</p><p>• Provide courteous assistance during occasional in-person interactions with members while ensuring questions are addressed clearly and appropriately.</p><p>• Apply sound numerical reasoning when reviewing pension information, identifying discrepancies, and escalating concerns when needed.</p><p><br></p><p>If you are interested in this Pension Analyst role, please submit your resume today!</p>
<p>Robert Half client in Pleasant Hill, CA is looking for a detail-oriented Claims Technician to provide administrative and technical support for workers’ compensation claim activity within a Financial Services environment. This long-term contract position is well-suited for someone who can manage documentation, process invoices, and keep claim files organized while working within established timelines. The role requires strong clerical accuracy, clear communication, and the ability to handle a steady flow of records, forms, and related correspondence.</p><p><br></p><p>Claims Technician Responsibilities:</p><p>• Provide day-to-day administrative support for workers’ compensation files, ensuring records, forms, and documentation are maintained accurately and efficiently.</p><p>• Create and update correspondence and claim-related documents using claims management platforms and standard office applications.</p><p>• Examine, authorize, and process invoices tied to claim activity, including medical review services, nursing support, mileage reimbursements, and legal billing.</p><p>• Compile and send medical reports and supporting materials within required deadlines, confirming each submission is complete and accurate before release.</p><p>• Distribute medical records and related documentation to attorneys and other authorized parties in a timely manner.</p><p>• Perform data entry and file maintenance to support organized claim handling and dependable recordkeeping.</p><p>• Use common office equipment such as computers, copiers, and fax machines to prepare, reproduce, and assemble claim materials.</p><p>• Assist broader claims operations with administrative tasks, special assignments, and other support needs as directed by leadership.</p><p><br></p><p>If you are interested in this Claims Technician position, please apply now.</p>
<p>A well-established biotechnology company based in San Francisco is seeking a Contracts Manager to support its legal and business teams. This is a contract-to-hire opportunity for a contracts professional with experience in the biotech or life sciences sector. The role focuses on managing, drafting, and negotiating a high volume of commercial and research-related agreements while partnering closely with internal stakeholders across scientific, operational, and business functions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, and negotiate a broad range of agreements, including NDAs, vendor agreements, MSAs, SOWs, consulting agreements, and research collaboration contracts</li><li>Support contracts related to research and development, clinical activities, and commercial operations</li><li>Manage the full contract lifecycle, from intake and review through execution and amendment</li><li>Collaborate with legal, finance, procurement, and business teams to ensure alignment with company objectives</li><li>Maintain contract records, templates, and compliance tracking</li><li>Identify and escalate legal or business risks as appropriate</li></ul>
<p>A well-established San Francisco–based law firm is seeking a Family Law Paralegal to support its active family law practice. This is a contract-to-hire opportunity for a paralegal with experience assisting attorneys on family law matters in a fast-paced, client-focused environment. The role offers substantive responsibility, direct attorney support, and the potential for long-term placement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Support attorneys with family law matters including dissolution, custody, support, and related proceedings</li><li>Draft pleadings, declarations, discovery responses, and settlement documents</li><li>Prepare and organize financial disclosures and supporting documentation</li><li>Manage case files, calendars, and court deadlines</li><li>Coordinate service of process, filings, and court appearances</li><li>Communicate with clients, court personnel, and opposing counsel</li></ul>
We are looking for a detail-oriented Project Assistant to support construction-related initiatives in San Jose, California. This Long-term Contract position will play a key role in keeping schedules organized, documentation accurate, and project activity moving forward efficiently. The ideal candidate is comfortable coordinating timelines, handling administrative project tasks, and providing consistent support across multiple workstreams.<br><br>Responsibilities:<br>• Coordinate project schedules and track key milestones to help keep construction activities on target.<br>• Maintain organized project records by scanning, filing, and updating important documentation for easy access.<br>• Support day-to-day project coordination by monitoring deadlines, following up on open items, and communicating status updates.<br>• Assist with master schedule maintenance to reflect progress, changes, and upcoming deliverables across active projects.<br>• Work with project stakeholders to gather information, prepare reports, and help resolve scheduling or documentation gaps.<br>• Provide administrative support for construction projects, including meeting coordination and record management.