<p>Jennifer Fukumae with <strong>Robert Half Finance & Accounting</strong> is partnering with a well-established <strong>Registered Investment Advisory (RIA) firm</strong> in <strong>Palo Alto</strong> seeking a <strong>Client Service Associate</strong> to support advisors and service high-net-worth clients. This role is ideal for someone who enjoys being client-facing, detail-oriented, and deeply involved in the day-to-day servicing of investment portfolios. You will play a key role in maintaining strong client relationships while supporting advisors with operational and administrative needs.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a primary point of contact for clients, delivering a high level of service and responsiveness</li><li>Support Financial Advisors with <strong>account onboarding, maintenance, and asset transfers</strong></li><li>Prepare and process custodial paperwork across platforms such as <strong>Schwab, Fidelity, and Pershing</strong></li><li>Coordinate client meeting preparation, including reports, performance summaries, and presentation materials</li><li>Process daily transactions including <strong>wires, ACHs, journals, and account updates</strong></li><li>Monitor account activity and follow up on outstanding items to ensure timely resolution</li><li>Liaise with custodians and internal teams to resolve operational or client-related inquiries</li><li>Maintain accurate client records and documentation in CRM and portfolio management systems</li><li>Assist with compliance-related tasks, audits, and regulatory documentation as needed</li><li>Identify opportunities to improve client service workflows and operational efficiency</li></ul><p><br></p>
<p>Operations Associate (Administrative Assistant)</p><p><br></p><p>• Excellent Administrative Assistant ready to support Tax team! Will teach everything needed</p><p>• Assemble copies of Tax returns, assists with IRS notices.</p><p>• Provides input on evaluating and enhancing tax procedures.</p><p>• Prepare extensions for filing.</p><p>• Tax return preparation assistance</p><p>• Manage tax team deadlines and open projects (updating and tracking of e-Filing and e-work paper control log).</p><p>• Manage client document process.</p><p>• Scan tax returns and uploads to CCH Document and SurePrep.</p><p>• Prepare materials for presentation for prospect/client meeting (folders, proposals, etc).</p><p>• Manage client/entities organizational charts.</p><p>• Maintains PTIN and CAF numbers.</p><p>• Orders annual tax guides.</p><p>• General support for Tax and Audit teams (calendar, travel, expense reports, time and attendance, client billing and special projects).</p><p>• Client Interaction (sign documents and notarize, which may require travel to client home/office).</p><p>• Maintain compliance logs (Officer/Manager designation for respective clients).</p><p>• Travel arrangement as requested.</p><p><br></p><p>Qualifications</p><p>• Bachelor’s degree.</p><p>• Proficiency in word, excel, power point and outlook.</p><p>• Strong organizational, time management and customer service skills.</p><p>• Detail-oriented.</p><p>• Demonstrate analytical and problem-solving abilities.</p><p>• Ability to demonstrate a high level of professionalism.</p><p>• Ability to multi-task and work in a fast paced environment with tight deadlines.</p><p>• Excellent verbal and written communication skills.</p><p>• Ability to meet deadlines and manage time effectively.</p><p>• Notary not required, but preferred.</p><p><br></p><p>Full-time on-site.</p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A rapidly growing Registered Investment Advisory firm is seeking a <strong>Client Service Associate</strong> to join its team. This role is ideal for someone who wants to deepen their expertise in wealth management, work closely with senior advisors, and build a long‑term career in a collaborative, high‑performing environment.</p><p><br></p><p>The firm has grown significantly through client referrals, maintains strong retention, and offers a highly educational workplace with training in industry‑leading technologies such as FactSet, Bloomberg, and Morningstar tools. You will receive hands‑on development in portfolio operations, client service, compliance processes, and performance reporting.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will play a critical role in delivering a high level of service to sophisticated clients and supporting advisors across all aspects of operations and client management. You’ll be deeply involved in both client‑facing tasks and back‑office responsibilities, ensuring a smooth and accurate client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high‑touch service to sophisticated clients </li><li>Prepare and process account paperwork, transfers, new accounts, and trade requests in a timely manner </li><li>Assist with client meetings by preparing performance, attribution, and investment reports </li><li>Maintain and organize confidential client documentation, legal and financial records, and correspondence </li><li>Handle ongoing compliance tasks in accordance with firm policies </li><li>Reconcile client portfolio accounts against custodial records to ensure accuracy </li><li>Monitor client emails, prepare meeting notes, and track scheduling and follow‑up items </li><li>Support back‑office reconciliation, portfolio monitoring, and operational processes</li><li>Assist with performance reporting, including contribution and attribution analysis</li><li>Support web‑based client meetings and operational workflows</li><li>Provide assistance with international banking logistics and asset movement</li></ul><p><strong>What Makes This Opportunity Stand Out</strong></p><ul><li>Clear career path with potential advancement into leadership roles</li><li>Low‑turnover environment with strong mentorship and internal development</li><li>Access to industry‑leading technology and ongoing training</li><li>Excellent work‑life balance within a stable and growing firm</li><li>Highly client‑focused culture with strong referral‑based growth</li><li>Firm supports professional designations (e.g., Series 65, CFP)</li></ul>
<p>We are looking for a detail-oriented and proactive Purchasing Agent to join our team in Ceres, California. In this Contract-to-position, you will be responsible for managing the procurement of materials and products to meet project deadlines and maintain budgetary goals. This role involves fostering strong supplier relationships, ensuring efficient communication with internal teams, and supporting shipping and receiving operations.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the procurement of materials and supplies to align with project timelines and financial objectives.</p><p>• Maintain clear and consistent communication with internal stakeholders regarding order progress and any changes.</p><p>• Accurately track costs using appropriate coding systems to support financial and project reporting.</p><p>• Build and sustain strong relationships with suppliers to secure favorable pricing and dependable service.</p><p>• Collaborate with the shipping and receiving team to ensure seamless logistics and inventory management.</p><p>• Monitor supplier performance and address issues such as delivery delays, product quality concerns, or invoicing discrepancies.</p><p>• Identify and implement opportunities to optimize procurement processes and reduce costs without sacrificing quality.</p><p>• Assist in managing overstocked inventory and developing cost-effective reduction strategies.</p><p>• Support the organization and maintenance of materials and inventory for operational efficiency.</p><p>• Research new technologies and alternative materials to enhance operational effectiveness.</p><p><br></p><p>For immediate consideration, contact Robert Half at 209-232-1991.</p>
<p>We are looking for an experienced and detail-oriented CFO to join our team in Santa Clara, California. In this role, you will oversee financial transactions, maintain accurate records, and ensure the smooth functioning of office operations. This position requires a high level of integrity, professionalism, and the ability to manage multiple tasks efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Own the company financials and the operational accounting - this is a hands-on role</p><p> Manage daily office operations and provide direct support to the company President.</p><p>• Calculate and process monthly commissions using the Representative Profit Management System.</p><p>• Handle payroll processing and ensure timely and accurate payments to employees.</p><p>• Maintain and update financial records in QuickBooks, ensuring accuracy and compliance.</p><p>• Prepare and deliver business reviews and presentations using PowerPoint.</p><p>• Administer 401K contributions and ensure compliance with regulatory requirements.</p><p>• Reconcile monthly bank statements and oversee payment of bills.</p><p>• Develop and manage web-based supplier management systems.</p><p>• Update and maintain corporate PowerPoint presentations for business use.</p>
