<p><strong>Job Description: Collections Specialist</strong></p><p>The Collections Specialist is responsible for managing and resolving overdue accounts to maintain an organization’s financial health. This role involves contacting clients to secure payments, negotiating payment plans, and ensuring timely resolution of outstanding balances while maintaining positive customer relationships. The Collections Specialist collaborates with internal teams to address billing discrepancies and provide excellent customer service, helping to maximize cash flow and reduce bad debt.</p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Contact Clients</strong>: Proactively reach out to clients to communicate regarding outstanding balances or past-due invoices.</li><li><strong>Maintain Records</strong>: Accurately document all customer interactions and payment activities to ensure records are up to date.</li><li><strong>Negotiate Payment Plans</strong>: Work with customers to develop feasible payment plans to resolve outstanding debts while adhering to organizational policies.</li><li><strong>Resolve Disputes</strong>: Research and resolve billing discrepancies or disputes, ensuring customer satisfaction and the timely collection of payments.</li><li><strong>Monitor Accounts</strong>: Track overdue accounts, prioritize collection efforts, and recommend actions to resolve unpaid balances.</li><li><strong>Provide Reporting</strong>: Prepare and present regular collection activity and aging reports to management to showcase progress and identify trends.</li><li><strong>Ensure Compliance</strong>: Adhere to debt collection regulations and company policies regarding customer communication and collection practices.</li><li><strong>Collaborate with Teams</strong>: Coordinate with the accounting or billing teams to clarify payment applications or disputes.</li><li><strong>Assess Credit Worthiness</strong>: Assist in analyzing customer payment trends and credit histories to minimize future payment risks.</li><li><strong>Maintain Customer Relationships</strong>: Handle payment challenges professionally, aiming to maintain positive client relationships while ensuring timely debt resolution.</li></ol><p><br></p>
We are seeking dedicated individuals to join our team as contract staff, assisting with conference operations during JP Morgan Week. This is a contract role based in San Francisco, California, where you will play a key part in ensuring a seamless and welcoming experience for attendees. If you excel in fast-paced environments and are committed to providing exceptional service, we encourage you to apply.<br><br>Responsibilities:<br>• Welcome and assist conference attendees, ensuring they feel comfortable and supported throughout the event.<br>• Coordinate logistics across multiple floors, including catering arrangements and meeting room setups.<br>• Serve as the main point of contact for inquiries and provide accurate information about conference activities.<br>• Maintain an attentive and friendly demeanor while managing reception and administrative duties.<br>• Handle event-related tasks promptly, ensuring smooth operations and addressing any issues that arise.<br>• Collaborate with other team members to ensure efficient workflow and communication.<br>• Monitor supplies and equipment, restocking and addressing needs as necessary.<br>• Support the coordination of corporate events, including setup and breakdown.<br>• Uphold the company’s standards for excellent customer service and conduct.<br>• Adapt to changing priorities and tasks during the event to meet organizational goals.
<p>We are looking for a Client Accounts Specialist to join our team in San Francisco, California. This role involves managing billing processes and client accounts while ensuring exceptional service delivery. The ideal candidate will bring expertise in accounting software systems and customer service to streamline operations and improve client satisfaction. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p><strong>Invoice Management:</strong> Prepares and posts client invoices per attorney revisions and client guidelines.</p><p><strong>Cash Application:</strong> Reconciles and applies payments (checks, wires, ACH, credit cards); processes refunds as needed.</p><p><strong>Bank Deposits:</strong> Organizes and deposits checks into correct accounts.</p><p><strong>Trust Accounts:</strong> Records deposits, transfers, and withdrawals for client and state bar trust accounts.</p><p><strong>Recordkeeping:</strong> Maintains accurate electronic files for invoices, cash receipts, disbursements, overpayments, refunds, wires, transfers, write-offs, and unapplied cash.</p><p><strong>Reporting:</strong> Provides accrual, budget, and rate data to attorneys/clients as requested.</p><p><strong>Expense Processing:</strong> Records third-party expenses and disbursements in expense systems.</p><p><strong>Account Management:</strong> Monitors unapplied cash, reallocates payments when bills are revised, and ensures trust funds are used appropriately.</p><p><strong>Collections Support:</strong> Assists with collection efforts when needed.</p>
<p><strong>Interested in learning more?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — let’s connect and see whether this opportunity could be the perfect next step in your career.</p><p><br></p><p><strong><u>Senior Client Associate</u></strong></p><p><strong>About the Role</strong></p><p>We’re looking for a <strong>Senior Client Associate</strong> to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role combines client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment. You’ll play a key role in delivering an exceptional client experience while supporting broader firm initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service needs, ensuring prompt and accurate execution.</li><li>Partner with senior leadership on customized client strategies and firmwide initiatives.</li><li>Build and maintain trusted client relationships, anticipating needs and delivering a best‑in‑class experience.</li></ul><p><br></p><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with a performance‑based bonus structure</li><li>Comprehensive health benefits and 401(k) match</li><li>Flexible vacation policy, sabbatical program, and hybrid work options</li><li>A collaborative culture with clear opportunities for professional growth</li></ul>
<p><strong>Interested?</strong></p><p>Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p>We’re looking for a motivated <strong>Client Service Associate</strong> to join a well‑established, rapidly growing investment advisory firm. This role is an excellent opportunity to build deeper expertise in portfolio operations, client service, and investment technology while working with a supportive, experienced team.</p><p>You’ll receive hands‑on training with leading tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, along with ongoing development in compliance, client management, and operational processes. Compensation and title will be aligned with your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base.</li><li>Process new account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions with accuracy and efficiency.</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials.</li></ul><p><br></p><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with continuous training and professional development</li></ul>
<p><strong>Interested in learning more? Apply today and send your resume via LinkedIn to JC del Rosario — let’s connect and explore whether this role could be the ideal next step in your career.</strong></p><p><br></p><p><strong>Senior Client Associate</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a <strong>Senior Client Associate</strong> to join a top‑tier wealth management team serving ultra‑high‑net‑worth clients. This role blends client relationship management, strategic planning support, and leadership responsibilities within a fast‑paced, highly collaborative environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service needs, ensuring timely and accurate execution</li><li>Partner with senior leadership on customized client strategies and firmwide initiatives</li><li>Build and maintain trusted client relationships, anticipating needs to deliver a best‑in‑class experience</li></ul><p><strong>Benefits & Perks</strong></p><ul><li>Competitive compensation with a performance‑based bonus structure</li><li>Comprehensive health benefits and a 401(k) match</li><li>Flexible vacation policy, sabbatical program, and hybrid work options</li><li>A collaborative culture with clear pathways for professional growth</li></ul>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a Client Service Associate. You will support an exclusive group of high-net-worth corporate executives, entrepreneurs, and accomplished professionals.</p><p> </p><p> This firm focuses on delivering deeply strategic, comprehensive financial guidance—freeing clients to focus on what matters most while excelling in their personal and professional pursuits.</p><p>Founded by a former Morgan Stanley advisor with 10+ years of experience, the practice now manages a uniquely curated book of high-net-worth clients averaging $3–5M in AUM each.</p><p>This is an opportunity to work directly alongside the founder and serve as the first point of contact for high-net-worth clients and prospects. You’ll play a critical role in relationship management, operations, client communication, and day-to-day advisory support.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the main contact for clients and prospects; manage ongoing communication via phone and email.</li><li>Participate in client meetings, assist with presentations, and support the delivery of strategic client work.</li><li>Research and respond to client inquiries, escalating issues when needed.</li><li>Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management.</li><li>Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling.</li><li>Process equity, mutual fund, and fixed-income trades for brokerage clients; work within custodial platforms, CRM systems, and APX portfolio management tools.</li><li>Support account maintenance, paperwork, and follow-up with custodians and internal departments.</li></ul><p> </p>
<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>Client Service Associate – Wealth Management</strong></p><p><br></p><p>We’re seeking a motivated <strong>Client Service Associate</strong> to join a well‑established and rapidly growing investment advisory firm. This role offers a unique opportunity to deepen your expertise in portfolio operations, client service, and investment technology while working alongside a highly supportive and experienced team.</p><p>You’ll receive hands‑on training in tools such as <strong>FactSet</strong>, <strong>Bloomberg</strong>, and <strong>Morningstar Direct</strong>, as well as ongoing development in compliance, client relations, and operational processes. Compensation and level will be tailored based on your experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to a sophisticated client base</li><li>Process new account openings, closures, transfers, and other client paperwork</li><li>Prepare and execute trades and client transactions promptly and accurately</li><li>Support client meetings by generating performance reports, attribution analyses, and investment materials</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>A supportive, education‑focused environment with ongoing training and professional development</li></ul>
We are looking for a detail-oriented Office Services Associate to join our team on a contract basis in San Francisco, California. In this role, you will support daily office operations, including reprographics, mail services, and other administrative tasks across both physical and digital environments. This position requires excellent organizational and customer service skills to ensure smooth execution of office functions and client satisfaction.<br><br>Responsibilities:<br>• Handle reprographics and mail services tasks, ensuring timely and accurate completion of all projects.<br>• Utilize and maintain logs for office services activities, tracking progress and outcomes.<br>• Operate and troubleshoot office equipment, including copiers, scanners, and fax machines.<br>• Load machines with necessary supplies such as paper and toner, ensuring smooth operation.<br>• Follow established procedures to prioritize and execute workflow efficiently.<br>• Communicate with supervisors or clients to address deadlines or job-related concerns.<br>• Perform quality assurance checks on completed work to maintain high standards.<br>• Maintain confidentiality when handling sensitive documents and information.<br>• Adhere to company and client site policies while optimizing the use of resources.<br>• Assist with reception, hospitality, and other service lines as needed to support the team.
<p>The Accounts Receivable (AR) Specialist with NetSuite experience is responsible for managing the full accounts receivable cycle, including invoice generation, payment processing, cash application, collections, and reconciliations using NetSuite. This role ensures timely and accurate processing of customer payments and works closely with cross-functional teams to resolve discrepancies, maintain documentation, and support month-end close processes. The AR Specialist also leverages NetSuite’s automation features to optimize AR workflows and reporting.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Process and distribute invoices via NetSuite, ensuring accuracy and timely delivery</li><li>Apply payments, reconcile customer accounts, and manage the AR aging report</li><li>Follow up with customers regarding outstanding balances and resolve payment issues</li><li>Collaborate with internal teams to address billing inquiries, disputes, and adjustments</li><li>Support month-end close activities related to accounts receivable</li><li>Maintain accurate records and documentation in line with company and audit standards</li><li>Recommend and implement process improvements using NetSuite functionality</li></ul><p><br></p>
We are looking for a Front Desk Coordinator to join our team on a contract basis in Palo Alto, California. In this role, you will serve as the first point of contact for visitors and callers, ensuring attentive and efficient interactions. This part-time position requires excellent communication skills and the ability to handle multiple tasks in a fast-paced environment.<br><br>Responsibilities:<br>• Greet and assist visitors and clients in a friendly and attentive manner.<br>• Manage a multi-line phone system, including answering inbound calls and directing them appropriately.<br>• Provide concierge services to meet the needs of guests and staff.<br>• Handle switchboard operations efficiently, managing phone lines ranging from 1 to 10.<br>• Maintain an organized and welcoming reception area.<br>• Coordinate scheduling and appointments as needed.<br>• Respond promptly to inquiries and provide accurate information.<br>• Support administrative tasks and collaborate with team members to ensure smooth daily operations.<br>• Uphold company standards and maintain confidentiality in all interactions.
<p>We are looking for an experienced Accounts Receivable Specialist to join our client in Danville, California. This contract position requires a detail-oriented individual with strong analytical skills to manage billing, collections, and reconciliation processes effectively. The ideal candidate will be comfortable working in a fast-paced environment, handling multiple revenue streams, and adapting to dynamic situations.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Manage accounts receivable processes, including billing, collections, and cash applications.</p><p>• Analyze and reconcile petty cash and prepare deposits with accuracy.</p><p>• Monitor overdue accounts, implement appropriate follow-up actions, and issue notices using established templates.</p><p>• Handle member billing and ensure timely invoicing based on pre-set schedules.</p><p>• Review and manage delinquency reports for a large member base, ensuring compliance with specific procedures.</p><p>• Collaborate with directors to compile Excel schedules and process related billings.</p><p>• Utilize software systems to accurately record transactions and maintain accounts.</p><p>• Investigate and resolve discrepancies in accounts by asking detailed questions and conducting analysis.</p><p>• Maintain organized records of all financial activities and reports.</p><p>• Adapt to changing priorities and processes while identifying opportunities for improvement.</p>
<p>We are looking for a detail-oriented Credit Specialist to join our client in Concord, California. In this Contract-to-Permanent position, you will oversee essential credit and collections activities, ensuring compliance with company policies and maintaining strong relationships with both internal teams and external partners. This role will provide the opportunity to work closely with branch managers, manage receivables, and maintain customer portfolios.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Monitor and track all accounts receivable to ensure timely payments.</p><p>• Evaluate and approve new customer accounts in collaboration with branch managers.</p><p>• Address and resolve issues with delinquent accounts across multiple branch locations.</p><p>• Maintain accurate and up-to-date customer portfolio information.</p><p>• Process customer refunds in compliance with company policies.</p><p>• Write off bad debts and service charges with approval from management.</p><p>• Send regular account statements to customers as part of the collection process.</p><p>• Prepare and file preliens when necessary to secure payments.</p><p>• Review and analyze aging reports to identify and address outstanding balances.</p><p><br></p><p><br></p>
<p>Become an Accounts Payable Specialist with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· Follow internal controls and company policies for AP procedures</p>
<p>Jennifer Fukumae with Robert Half is partnering with a boutique, privately held multi-family office in San Francisco to hire a Senior Client Service Associate. This is an opportunity to join a firm that supports some of the Bay Area’s most successful multi-generational families—people who rely on the team for thoughtful financial guidance, big-picture planning, and day-to-day support that truly makes a difference.</p><p>If you thrive in a high-trust, relationship-driven environment and love being the person clients count on, this role will feel like home.</p><p> </p><p><strong>Why This Family Office?</strong></p><ul><li><strong>Legacy-focused:</strong> You’ll work with clients across generations—parents, children, and extended family members—helping them navigate wealth with clarity and intention.</li><li><strong>High-touch service:</strong> This isn’t volume-based. It’s deep, ongoing relationships where your work directly impacts families’ lives.</li><li><strong>Collaborative culture:</strong> You’ll partner closely with leadership, investment teams, client advisors, and outside professionals.</li><li><strong>Smart, modern, tech-forward:</strong> The team embraces tools and process improvements to elevate client service and efficiency.</li></ul><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Serve as a trusted point of contact for ultra–high-net-worth families, ensuring every service need is handled accurately and promptly</li><li>Work alongside senior leadership to execute customized client strategies and contribute to ongoing firm initiatives</li><li>Build long-term relationships by understanding clients’ preferences, anticipating needs, and delivering exceptional follow-through</li><li>Mentor and guide junior associates and analysts supporting the same client relationships</li><li>Coordinate with outside advisors—tax, legal, estate—to help implement complex wealth planning strategies</li><li>Collaborate with clients’ personal CFOs, EAs, and family office staff to ensure seamless communication and execution</li><li>Partner with the investment team on cash management, portfolio implementation, and reporting needs</li><li>Provide cross-functional support on internal projects, process improvements, and firm-wide priorities</li></ul><p><br></p>
<p>Become an Accounts Payable Specialist with Robert Half’s Full-Time Engagement Professionals (FTEP) program. Gain real-world experience, contribute to impactful client projects across industries, and grow your professional network—all while enjoying the security and benefits of full-time employment.</p><p><br></p><p><strong>For more information, please contact Tawnia Kirshen via LinkedIn and send your resume to my email found there. </strong></p><p><br></p><p><strong>Job Duties:</strong></p><p>· Process and verify invoices for accuracy and proper authorization</p><p>· Match purchase orders, receipts, and invoices</p><p>· Ensure timely and accurate payment of vendor bills</p><p>· Reconcile vendor statements and resolve discrepancies</p><p>· Maintain organized and up-to-date financial records</p><p>· Assist with month-end closing and reporting</p><p>· Communicate with vendors regarding payment status or issues</p><p>· Prepare and process electronic transfers and payments</p><p>· Support audits by providing necessary documentation</p><p>· </p>
<p>The Accounts Receivable Specialist is responsible for processing incoming payments, managing invoices, and resolving account discrepancies. This role ensures accurate and timely collection of payments and maintains positive relationships with clients to support financial operations.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, post, verify, and record customer payments and transactions.</li><li>Generate and send out invoices and account statements to customers.</li><li>Perform account reconciliations, investigate and resolve discrepancies, and process adjustments as necessary.</li><li>Monitor accounts for overdue payments and follow up with clients via phone, email, or written correspondence.</li><li>Maintain accurate records of all accounts receivable activity within accounting software.</li><li>Collaborate with internal teams to resolve billing issues and escalate complex collection matters as needed.</li><li>Support month-end closing by preparing necessary reports and documentation related to accounts receivable.</li><li>Ensure compliance with company policies and relevant accounting regulations.</li></ul><p><br></p>
<p>Jackie Meza with Robert Half is looking for an experienced Accounts Receivable Specialist. In this role, you will oversee critical financial processes including billing, collections, and reconciliations. Your expertise in managing accounts receivable and proficiency in Excel will be essential to ensuring accurate financial operations. Contact Jackie Meza at 209.227.6563 </p><p><br></p><p>Responsibilities:</p><p>• Manage accounts receivable processes, including billing and commercial collections, to ensure timely payments.</p><p>• Apply cash payments accurately to customer accounts and resolve discrepancies as needed.</p><p>• Conduct thorough reconciliations of accounts to maintain financial accuracy.</p><p>• Support month-end and year-end closing activities by preparing necessary documentation and reports.</p><p>• Utilize Excel to create pivot tables and formulas for financial analysis and reporting.</p><p>• Communicate with customers to resolve outstanding balances and negotiate payment terms.</p><p>• Monitor accounts for overdue payments and take appropriate collection actions.</p><p>• Collaborate with internal teams to ensure accurate and efficient financial operations.</p><p>• Maintain detailed financial records and ensure compliance with company policies and procedures.</p><p>• Provide regular updates and reports on accounts receivable performance to management.</p>
<p>We are looking for a skilled Training and Development Specialist to join client based in South Bay, California. In this role, you will design, implement, and manage effective training programs that enhance employee growth, ensure compliance, and support operational excellence. The ideal candidate will have extensive experience in manufacturing or high-tech industries, with a strong ability to translate complex technical concepts into clear and engaging training materials.</p><p><br></p><p>Responsibilities:</p><p>• Develop and deliver comprehensive training programs tailored to organizational needs and compliance requirements.</p><p>• Collaborate with cross-functional teams to identify skill gaps and create targeted learning solutions.</p><p>• Design accessible training materials that effectively communicate technical concepts to diverse audiences.</p><p>• Facilitate group training sessions, ensuring participant engagement and knowledge retention.</p><p>• Evaluate the effectiveness of training initiatives and implement improvements based on feedback and performance metrics.</p><p>• Ensure compliance with relevant quality standards, including ISO 9001.</p><p>• Manage projects related to training development using formal project management methodologies.</p><p>• Support employee development through cross-training initiatives and customized learning modules.</p><p>• Apply Agile Scrum practices to streamline training program delivery.</p><p>• Maintain up-to-date knowledge of industry trends to enhance training strategies</p>
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p><strong>90K-95K + BONUS + EQUITY</strong></p><p><br></p><p>Exciting opportunity to join a growing publicly traded biotech company seeking an AP Specialist to join their expanding team. Position offers a competitive salary and excellent benefits!</p><p>Responsibilities:</p><p>• Verify and process vendor invoices in a precise and timely manner.</p><p>• Maintain a large number of vendor accounts while adhering to company policies and procedures.</p><p>• Collaborate with vendors and internal teams to resolve discrepancies swiftly.</p><p>• Perform 3-way and 2-way matching of invoices to purchase orders.</p><p>• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.</p><p>• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.</p><p>• Participate in system enhancements and upgrades in collaboration with Financial Systems team.</p><p>• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.</p><p>• Perform special projects and other ad-hoc duties as needed.</p>
<p><strong>Jennifer Fukumae with Robert Half Financial Services is partnering with a confidential investment firm</strong> to hire an Investor Services Specialist to join their growing San Francisco office. This is an excellent opportunity for a detail-oriented financial services professional to support investor operations in a collaborative and evolving environment.</p><p><strong>About the Role</strong></p><p>The Investor Services Specialist will support day-to-day investor operations, including managing communications, assisting with onboarding new funds and investors, and coordinating investor due diligence requests. You’ll work closely with the Senior Manager of Investor Services, Investor Relations, and Finance teams, as well as external consultants, contributing to projects and technology initiatives. Flexibility, strong attention to detail, and a willingness to adapt are key for success in this role.</p><p><strong>Key Responsibilities</strong></p><p><strong>Investor Reporting & Deliverables</strong></p><ul><li>Prepare and distribute quarterly and annual investor reporting packages, including capital account statements, performance reports, and fund financials</li><li>Coordinate with Finance and Investor Relations to ensure timely, accurate investor communications</li><li>Maintain consistency of investor data across systems and reports</li><li>Prepare capital call and distribution notices in compliance with partnership agreements</li></ul><p><strong>Investor Operations & Communications</strong></p><ul><li>Manage day-to-day investor inquiries and monitor team inboxes</li><li>Assist with onboarding new investors and funds</li><li>Maintain high standards of data quality and accuracy in all communications</li></ul><p><strong>Data & Systems Management</strong></p><ul><li>Maintain and update investor information in CRM and fund accounting systems</li><li>Respond to internal and external data requests from investors and consultants</li><li>Identify opportunities to improve reporting and workflow processes</li></ul><p><strong>Collaboration & Support</strong></p><ul><li>Partner with Investor Relations on fundraising, due diligence, and reporting needs</li><li>Support materials for annual meetings, investor updates, and other client-facing initiatives</li><li>Collaborate across Finance, IR, and external consultants on ad hoc projects</li></ul><p><strong>Compliance & Tax Support</strong></p><ul><li>Coordinate AML/KYC documentation and tax form collection</li><li>Ensure investor records are accurate and comply with internal controls</li></ul><p><strong>Continuous Improvement</strong></p><ul><li>Recommend enhancements to reporting templates, portals, and communication tools</li><li>Adapt to evolving team responsibilities and implement best practices</li></ul><p><br></p>
<p>We are looking for an experienced Lead Billing Specialist to oversee and manage billing operations in a dynamic and fast-paced environment. This role requires a detail-oriented individual who can ensure accurate processing of invoices and collections while maintaining compliance with company policies. The ideal candidate will bring strong organizational skills and a commitment to delivering exceptional service. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><p>• Supervise and manage all billing operations to ensure accurate and timely processing of invoices.</p><p>• Monitor billing collections and follow up on outstanding accounts to maintain cash flow.</p><p>• Prepare and review billing statements to ensure accuracy and compliance with company standards.</p><p>• Implement and maintain effective billing systems to streamline operations and enhance efficiency.</p><p>• Collaborate with internal teams to resolve billing discrepancies and improve processes.</p><p>• Perform audits of billing records to identify and correct errors.</p><p>• Train and mentor team members on best practices and procedures in billing.</p><p>• Generate and analyze reports related to billing activities for management review.</p><p>• Ensure adherence to company policies and regulatory requirements in all billing functions.</p><p>• Address customer inquiries related to billing promptly and professionally.</p>
<p><strong>Jeff Abrams is seeking a dedicated Client Services Representative to join his exceptional client's team.</strong> In this role, you will play a key part in delivering outstanding client experiences while managing a range of financial services and administrative tasks. This position is ideal for someone who thrives in a client-focused environment and is committed to providing personalized, high-quality support.</p><p><strong>Responsibilities:</strong></p><p>• Facilitate updates to beneficiary designations, ensuring accuracy and compliance with firm policies.</p><p> • Process wire transfers securely and in accordance with regulatory requirements.</p><p> • Manage rollover requests by coordinating with custodians, preparing documentation, and ensuring smooth transitions.</p><p> • Respond promptly and effectively to client inquiries, providing detailed information on financial products and services.</p><p> • Build and maintain strong client relationships through proactive and personalized communication.</p><p> • Guide new clients through the onboarding process to ensure a seamless and welcoming experience.</p><p> • Oversee client transactions, including deposits, withdrawals, account updates, and balance inquiries.</p><p> • Partner with financial advisors to ensure client activities align with their financial strategies and goals.</p><p> • Maintain accurate and current client records within Salesforce.</p><p> • Follow up on pending client requests to ensure timely and complete resolutions.</p><p><br></p><p>If you are interested in this role, please reach out to <strong>Jeff Abrams via LinkedIn</strong>.</p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
<p><strong>Jennifer Fukumae</strong> is seeking a talented financial planning professionals to join a <strong>team-based wealth advisory environment</strong>. The firm manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work closely with Lead Advisors to gain exposure to diverse planning styles and develop expertise across all aspects of wealth management.</p><p>This is an excellent opportunity for candidates looking to <strong>grow their careers in financial planning</strong>, gain hands-on experience with high-net-worth clients, and participate in every step of the planning and investment process—from gathering client data to presenting custom financial plans.</p><p><strong>Responsibilities</strong></p><ul><li>Participate in client meetings alongside Lead Advisors, collecting and analyzing client data.</li><li>Assist in creating and presenting financial plans using a structured planning process.</li><li>Work closely with advisory, investment, and client services teams to gain exposure to all aspects of wealth management.</li><li>Review and ensure completion of client financial documents, including balance sheets, cash flow analyses, family strategic plans, estate maps, and portfolio reports.</li><li>Develop and deepen client relationships through regular communication and proactive service.</li><li>Coordinate with internal advisors and external professionals (CPAs, attorneys, insurance specialists) to execute comprehensive financial plans.</li><li>Prepare client and prospect presentations, correspondence, and meeting materials.</li><li>Assist with the implementation and monitoring of client financial plans, including investment policy statements, portfolio rebalancing, and ongoing planning updates.</li><li>Maintain and expand client, advisor, and prospect databases.</li><li>Support technology integration and document management initiatives to streamline planning processes.</li></ul><p><br></p>
