36 results for Wealth Management Client Service Associate in Los Gatos Ca
Client Service Associate - Wealth Mangement Firm<p><strong>Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>San Jose, 100% onsite</p><p><strong>Comp</strong>: $88-120k + Bonus</p><p> </p><p> </p><p>Are you ready to elevate your career with a fast-growing Wealth Management Firm that has expanded by $400 million in recent years? We’re seeking a driven and detail-oriented <strong>Client Service Advisor</strong> to join this dynamic team!</p><p> </p><p>This is your chance to be part of a company that values work-life balance, delivers outstanding investment returns, and offers competitive compensation. Join a collaborative team where your skills will make a direct impact on clients' success and the firm's continued growth.</p><p> </p><p>If you're passionate about providing exceptional client service and want to grow with a firm on the rise, we want to hear from you! <strong>Apply now</strong> to take the next step in your career.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Generate performance reporting and analyze effects of contribution and attribution.</li><li>Assist with implementing back office reconciliation processes.</li><li>Provide a high level of customer support to high net worth individuals.</li><li>Keeping up-to-date with client documentation.</li><li>Adhering to regulatory rules.</li><li>Processing client transactions accurately and punctually.</li><li>Assisting in bank operations (web calls) and international banking support.</li></ul><p><br></p>Client Service Associate, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title: </strong>Client Service Associate</p><p><strong>Location: </strong>Los Gatos, CA (on-site with hybrid opportunity after ramp-up period)</p><p><strong>Salary: </strong>$60,000 - $90,000 base salary + bonus (commensurate with experience, education, and skills)</p><p> </p><p><strong>About the Company:</strong></p><p>A wealth management and financial planning firm based in Los Gatos, CA, this organization provides advanced planning and family office services to high-net-worth individuals and families. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a key point of contact for clients, addressing inquiries, requests, and concerns promptly.</li><li>Assist with account openings, transfers, and maintenance while ensuring regulatory compliance.</li><li>Process client transactions, including withdrawals and deposits, accurately and efficiently.</li><li>Participate in firm-initiated projects such as data audits, fee audits, reporting audits, and tax package preparation.</li><li>Support firm marketing efforts, including newsletters, articles, social media posts, and webinars, and assist with client events.</li><li>Implement and enhance client service and experience initiatives while identifying opportunities to improve client relationships.</li><li>Stay updated on industry trends, regulatory changes, and market developments to better serve clients.</li></ul><p><br></p>Client Service Associate<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Los Gatos, CA (on-site to start, then hybrid option)</p><p><strong>Comp</strong>: $60-90k base salary + bonus (DOE)</p><p> </p><p>We are partnering with a Wealth Management and Financial Planning firm located in Los Gatos. This firm is thriving with 500mAUM and this is just the beginning! If you are personable and looking to jump start your career helping high net-worth individuals, enjoy work-life balance, and aren't afraid to ask questions and learn, apply today!</p><p> </p><p><strong>Responsibilities:</strong></p><ul><li>Assist Senior Client Service Associates with managing clients and answering inquiries in a timely manner.</li><li>Assist with banking procedures such as, account openings, wire transfers, and account maintenance. </li><li>Ensure client's documentation are kept up to date.</li><li>Communicate and build rapport with clients and offer client solutions when appropriate.</li></ul><p><br></p>Client Service Associate/Trader<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Client Service Associate/Trader</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location:</strong> East Bay</p><p><strong>Comp: </strong>$115-$130k</p><p> </p><p>A Wealth Management Firm managing around 6 million in assets, located in the East Bay is looking for an experience Client Service Associate to join their team. This firm provides excellent opportunities for career advancement. If you're eager to make a difference, apply now and contribute to ongoing success!</p><p> </p><p>Job Duties:</p><ul><li>Prepare and maintain spreadsheets detailing potential and current client portfolios.</li><li>Execute client trades with precision and accuracy.</li><li>Rebalance client portfolios.</li><li>Generate and review detailed client's portfolio.</li><li>Handle client money movement requests in a timely manner.</li></ul><p><br></p>Associate Director of Operations, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Associate Director of Operations</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (hybrid) </p><p> </p><p><strong>Salary:</strong></p><p>130k-150k base + bonus </p><p> </p><p><strong>About the Company:</strong></p><p>A dynamic and fast-paced SEC-registered Registered Investment Advisor (RIA) with approximately $1+ billion in assets under management. </p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage, train, and support a team of four Client Service professionals, working collaboratively with the Investment Operations team to meet clients' needs.</li><li>Coordinate with multiple custodians and external data providers, ensuring smooth workflows.</li><li>Allocate team resources effectively while reviewing Advisor requests across multiple locations.</li><li>Oversee daily, monthly, quarterly, and annual processes, including transactions, ensuring accuracy, timeliness, and compliance with regulatory requirements.</li><li>Assist the Director of Operations in refining and implementing processes related to client onboarding, client maintenance, CRM/workflows, and transaction reconciliation for new and existing investments.</li><li>Collaborate with the Reporting team to provide accurate client data and transaction details within established deadlines.</li></ul><p> </p><p><br></p>Associate Financial Planner<p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p><p><br></p><p>Join a fast-growing RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team.</p><p><br></p><p>Responsibilities:</p><ul><li>Assist Lead Advisors in delivering exceptional client service.</li><li>Act as the primary point of contact for all client communications.</li><li>Ensure timely and comprehensive responses in collaboration with the Lead Advisor.</li><li>Track task progress and follow up on outstanding action items.</li><li>Proactively address client issues and concerns to ensure satisfaction.</li><li>Understand client expectations and preferences to advocate effectively.</li><li>Work with internal teams to enhance client service processes and workflows.</li><li>Manage client relationships, including preparing meeting materials and providing ongoing support.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>Customer Service Representative<p>We are offering a contract for a Customer Access Assistant position in Newark, California. The role is primarily in the health care industry, where you will be the first point of contact for patients and providers, handling a multitude of communication channels. This role demands a high level of customer service, strong communication skills, and the ability to manage operations efficiently.</p><p><br></p><p>Responsibilities:</p><p>• Handle high volumes of both inbound and outbound calls, ensuring swift and accurate responses</p><p>• Assist in the registration and cancellation of appointments for patients</p><p>• Accurately document calls and route them to the appropriate department when necessary</p><p>• Identify and escalate urgent customer needs or operational issues promptly</p><p>• Navigate medical records to ensure patient information is up-to-date and accurately entered in the correct location</p><p>• Adhere to all regulatory and compliance standards, delivering a high level of customer service</p><p>• Follow documented protocols and guidelines to maintain consistency and quality of service</p><p>• Use reference documents and online knowledgebase tools to provide accurate information regarding health care services</p><p>• Utilize the functionality of the telephone system as required</p><p>• Perform other duties as assigned within the department, maintaining a flexible and collaborative approach.</p>Associate Financial Advisor/Planner, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Associate Financial Advisor/Planner</p><p>Location: San Francisco; Hybrid (3 days in)</p><p>Salary: $90-115k + Bonus (10-20%, depending on firm performance)</p><p> </p><p>About the Company: This organization is a dedicated Registered Investment Advisor (RIA). The company places great emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team.</p><p> </p><p>Key Responsibilities:</p><ul><li>Support two lead advisors in all client communications.</li><li>Monitor and follow up on client tasks and action items.</li><li>Address and resolve client issues and concerns proactively.</li><li>Develop thorough understanding of each client’s expectations and preferences.</li><li>Manage client relationships, including preparation of materials for meetings.</li></ul><p><br></p>Associate Investor Relations, Investment Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Investor Relations, Associate</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (Presidio office; 1-3 days in-office depending on schedule)</p><p> </p><p><strong>Salary:</strong></p><p>$110,000 - $140,000 (flexible depending on experience) + bonus</p><p> </p><p><strong>About the Company:</strong></p><p>This investment firm specializes in non-correlated assets, offering unique opportunities beyond traditional asset classes.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the investor relations mailbox, providing a high level of service to Limited Partners (LPs).</li><li>Maintain precise records in the Customer Relationship Management (CRM) system.</li><li>Handle LP account maintenance, including transfers, overdue capital calls, and contact updates.</li><li>Assist with the preparation and distribution of materials for investors, such as quarterly letters.</li><li>Support the fundraising process by managing data rooms, distributing and processing subscription documents, and ensuring CRM accuracy.</li><li>Contribute to special projects and initiatives, including annual meetings, compliance, co-investments, and business development tasks.</li><li>Provide administrative support across all areas of the business, ensuring operations run smoothly.</li></ul><p> </p><p><br></p>Trading Operations Associate - Wealth Management Firm<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Our client is a <strong>$1 billion AUM wealth management firm</strong> in the East Bay, dedicated to providing <strong>comprehensive financial planning and investment management services</strong> to high-net-worth clients. They foster <strong>career growth, value teamwork, and offer highly competitive benefits</strong> to their employees.</p><p><br></p><p>Responsibilities:</p><ul><li>Build and maintain spreadsheets tracking client portfolios</li><li>Generate portfolio analysis and performance reports</li><li>Rebalance client portfolios to align with target allocations</li><li>Execute trades with accuracy and efficiency</li><li>Prepare and conduct block trades</li><li>Perform account and position audits</li><li>Process money movement transactions for clients</li><li>Prepare and review client portfolio reports</li></ul><p>Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Financial Advisor, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Wealth Advisor CFP, Wealth Management </p><p>Location: Milbrae, Hybrid Schedule</p><p>Salary: $150-170k + Bonus + Profit Sharing</p><p> </p><p>About the Company: Wealth Management firm specializing in serving clients in the professional services field. </p><p> </p><p>Key Responsibilities:</p><ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul><p> </p><p><br></p>Wealth Advisor, Wealth Management<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p>Title: Wealth Advisor CFP, Wealth Management </p><p>Location: Peninsula, Hybrid Schedule</p><p>Salary: $150-170k + Bonus + Profit Sharing</p><p> </p><p>About the Company: Wealth Management firm specializing in serving clients in the professional services field. </p><p> </p><p>Key Responsibilities:</p><ul><li>Design comprehensive financial plans covering all aspects of planning such as cash flow, goal planning, retirement planning, tax planning, risk management and insurance reviews.</li><li>Evaluate planning scenarios, provide observations and recommendations, and present interactive financial plans during meetings.</li><li>Prepare for and attend quarterly reviews with clients, provide planning insights, oversee onboarding of new client accounts, and resolve service issues with the custodian.</li><li>Participate in business development.</li></ul><p> </p><p><br></p>Investor Relations, Associate<p>If interested, please contact Yuzo Shimura on LinkedIn at Robert Half</p><p> </p><p><strong>Title:</strong></p><p>Investor Relations, Associate</p><p> </p><p><strong>Location:</strong></p><p>San Francisco, CA (Presidio office; 1-3 days in-office depending on schedule)</p><p> </p><p><strong>Salary:</strong></p><p>$110,000 - $140,000 (flexible depending on experience) + bonus</p><p> </p><p><strong>About the Company:</strong></p><p>This investment firm specializes in non-correlated assets, offering unique opportunities beyond traditional asset classes.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Manage the investor relations mailbox, providing a high level of service to Limited Partners (LPs).</li><li>Maintain precise records in the Customer Relationship Management (CRM) system.</li><li>Handle LP account maintenance, including transfers, overdue capital calls, and contact updates.</li><li>Assist with the preparation and distribution of materials for investors, such as quarterly letters.</li><li>Support the fundraising process by managing data rooms, distributing and processing subscription documents, and ensuring CRM accuracy.</li><li>Contribute to special projects and initiatives, including annual meetings, compliance, co-investments, and business development tasks.</li><li>Provide administrative support across all areas of the business, ensuring operations run smoothly.</li></ul><p> </p><p><br></p>Lead Advisor - Holistic Financial Planning Firm<p>Jeff Abrams is partnering with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra High Net Worth client relationships, and working closely with internal stakeholders. This role will be a part of our team that focuses on maintaining strong client relations and handling client requests efficiently.</p><p><br></p><p>Responsibilities:</p><p>· Serves as a Personal CFO for both existing and new clients, leading the client relationship by delivering an outstanding experience and crafting, executing, and managing wealth management strategies aligned with their passions and goals.</p><p>· Utilizes internal and external resources to meet client objectives in areas such as Investment Management, Estate Planning, Tax Strategy, Risk Mitigation, and General Financial Planning.</p><p>· Articulates our unique value proposition to potential clients, positioning us as their trusted financial advisor.</p><p>· Proactively offers recommendations aligned with each client’s financial plan and Investment Policy Statement, while considering the broader strategic implications of their financial situation. Conducts research on investments, tax strategies, estate planning, and relevant regulations.</p><p>· Provides expert advice on investment management, retirement planning, tax strategies, risk management, and estate planning, while educating clients on financial concepts and strategies to empower them to make well-informed decisions.</p><p><br></p><p>For immediate consideration please reach out to Jeff Abrams via LinkedIn</p>Financial Advisor<p>Please <strong>contact <u>Michelle Espejo via LinkedIn or Email</u> </strong>for fastest consideration for this opportunity.</p><p><br></p><p>Join our client, an independent RIA in the vibrant Bay Area as a financial advisor. They craft innovative investment strategies for a diverse clientele, from institutions to entrepreneurs. Benefit from a dynamic, flat organizational structure with direct access to visionary founders. <strong>HYBRID </strong>work schedule. </p><p>Transition from corporate giants to a client-centric culture. This isn't just a job—it's your gateway to a thriving community of collaboration and success.</p><p><br></p><p><strong>Some Responsibilities of a Financial Advisor:</strong></p><ul><li>Offer financial planning and investment advice to clients.</li><li>Develop tailored investment strategies and offer financial guidance.</li><li>Manage assigned clients, ensuring top-notch service and ongoing support.</li><li>Engage in direct, daily interactions with clients and team.</li><li>Thrive in a team-based environment, catering to sophisticated clients.</li></ul>Wealth Advisor<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Wealth Advisor, CFP</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location: </strong>Millbrae; Hybrid</p><p><strong>Salary:</strong> $150-170k + Bonus</p><p> </p><p>A wealth management firm specializing in financial planning and investment advisory services for global law firms is seeking a Wealth Advisor to join their team in San Francisco. This role involves working with high-net-worth (HNW) clients.</p><p> </p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Collaborate with team members to develop holistic financial strategies, addressing key areas such as cash flow management, goal setting, retirement strategies, tax efficiency, risk mitigation, and insurance analysis.</li><li>Analyze financial scenarios to identify opportunities and provide strategic recommendations.</li><li>Deliver engaging, interactive financial presentations during client meetings.</li><li>Prepare for and participate in quarterly client reviews, offering valuable financial insights.</li><li>Manage the onboarding process for new client accounts, ensuring a seamless experience.</li><li>Liaise with custodians to resolve service-related issues efficiently.</li><li>Contribute to business growth initiatives and client acquisition efforts.</li></ul><p> </p>Tax Manager/ Supervisor<p>We are in search of a Tax Manager/ Supervisor to join our team located in San Francisco, California. This role is integral to our operations, as you will be tasked with handling accounting functions, managing financial services, and ensuring tax compliance. You will be utilizing various accounting software systems to carry out your duties efficiently.</p><p><strong>For immediate consideration, please contact Tejay Segundino directly via Linked-In.</strong></p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee and coordinate delivery of U.S. tax services, including complex tax return reviews for corporations, partnerships, and individuals</li><li>Advise clients on complex tax issues, transactions, and structuring strategies</li><li>Review tax provisions in line with U.S. GAAP (ASC 740)</li><li>Collaborate across firm departments to offer comprehensive solutions integrating tax, accounting, and other services</li><li>Maintain expertise in U.S. domestic and international tax provisions</li><li>Cultivate market presence and build strong client relationships</li><li>Establish and enforce risk management policies and best practices</li><li>Mentor, manage, and develop junior tax professionals</li></ul>Investor Relations Associate at Thriving Private Equity Firm<p>*Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p><p><br></p><p>Our client is a ~<strong>$2 billion AUM investment firm</strong> specializing in niche assets<strong>.</strong> With a hands-on investment approach, they actively manage their portfolio companies, creating a dynamic and engaging work environment.</p><p> </p><p>The firm offers <strong>hybrid work flexibility with plenty of WFH days, competitive compensation with a generous bonus, </strong>and<strong> 100% employer-paid medical, dental, and vision benefits</strong>, along with exposure to unique asset classes beyond traditional markets.</p><p> </p><p>This position works closely with the Investor Relations Director and internal teams to support fund operations, investor communications, and capital management. Responsibilities include:</p><ul><li>Managing LP account maintenance, including transfers, overdue capital calls, and investor record updates</li><li>Assisting in investor communications, such as preparing and distributing quarterly letters</li><li>Supporting fundraising efforts by managing data rooms, handling subscription documents, and maintaining CRM records</li><li>Overseeing investor-facing processes, including annual meetings, compliance, business development, and co-investments</li><li>Ensuring CRM data accuracy for seamless investor interactions</li></ul><p>Please contact <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for additional info and immediate consideration. </p>Finance Associate for Venture Capital Firm in SF - Hybrid!<p><strong>Job Posting: Finance Associate </strong></p><p><strong>Employment Type: Full-Time</strong></p><p><strong>Location: San Francisco; 2 days a week onsite </strong></p><p><strong>Salary: $100-$140k (DOE)</strong></p><p> </p><p>Join a fast-growing early-stage venture firm specializing in cryptocurrencies, blockchain, and fintech. With $2B AUM, they’re shaping the future of digital finance—and you can be part of it. If you have experience in accounting, tax, or audit, this is your chance to step into the evolving crypto space and make an impact.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Perform in-depth reviews of quarterly reports prepared by the fund administrator.</li><li>Oversee the preparation and distribution of quarterly capital statements to investors.</li><li>Serve as the key point of contact for coordinating and managing relationships with the fund administrator.</li><li>Review financial statements.</li><li>Assist with fund operations, such as capital calls, investment funding, and other fund operation processes. </li></ul><p> </p>Finance Associate (Tax) - Early Stage VC Firm!<p><strong>Job Posting: Finance Associate (Tax)</strong></p><p><strong>Employment Type: Full-Time</strong></p><p><strong>Location: San Francisco; 2 days a week onsite </strong></p><p><strong>Salary: $100-$140k (DOE)</strong></p><p> </p><p>Join a fast-growing early-stage venture firm specializing in cryptocurrencies, blockchain, and fintech. With $2B AUM, they’re shaping the future of digital finance—and you can be part of it. If you have experience in accounting, tax, or audit, this is your chance to step into the evolving crypto space and make an impact.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Perform in-depth reviews of quarterly reports prepared by the fund administrator.</li><li>Oversee the preparation and distribution of quarterly capital statements to investors.</li><li>Serve as the key point of contact for coordinating and managing relationships with the fund administrator.</li><li>Review financial statements.</li><li>Assist with fund operations, such as capital calls, investment funding, and other fund operation processes. </li><li>Assist with fund tax and reviewing K-1 tax returns.</li></ul><p><br></p>Operations Associate, Finance<p><strong>**Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!**</strong></p><p> </p><p><strong>Job Posting: </strong>Operations Associate, Finance</p><p><strong>Employment Type:</strong> Full-Time</p><p><strong>Location:</strong> Palo Alto, CA; Hybrid (2 days in office)</p><p><strong>Comp: </strong>$75-100k (DOE)</p><p> </p><p>A Venture Capital Firm specializing in early-state and growth state investments is looking for an Operations Associate to join their Finance team. This is a great opportunity to be exposed to venture capital and work with entrepreneurs! If you are someone who like to roll up their sleeves and get it done, apply today!</p><p> </p><p>Job Duties:</p><ul><li>Support Family Office and Venture Capital Firm in preparing of documentation and delivery of invoices to clients.</li><li>Prepare and submit documentation for quarterly reviews.</li><li>Communicate and liaise with other teams as needed.</li><li>Assist with weekly timesheets for employees.</li><li>Manage Beneficial Ownership Reporting and oversee stock communications with brokerages.</li><li>Administer internal trading policy updates and maintain trading window calendars.</li><li>Ensure compliance with AML program requirements.</li></ul><p><br></p>Financial CoordinatorWe are offering a permanent employment opportunity for a Financial Coordinator in Palo Alto, California. In this role, you will be an integral part of our team, ensuring that our patients have maximum coverage and hospital reimbursement. You will be the point of contact between our organization and third-party payors, ensuring efficient and accurate financial operations.<br><br>Responsibilities<br>• Act as a liaison between Patient Financial Services, hospital, third party payors, and contracting to ensure seamless financial operations.<br>• Assist with tracking and documenting admission authorizations for transplant patients undergoing evaluations, hospitalizations, and outpatient procedures.<br>• Ensure availability and documentation of insurance coverage for aftercare.<br>• Initiate registration in relevant systems as necessary and maintain patient financial records.<br>• Meet with prospective patients and their families to clarify insurance benefits, assist with application processes, and help obtain other coverage.<br>• Attend weekly financial clearance meetings with the transplant program team.<br>• Develop and maintain detail oriented relationships with insurance carriers and review managers to expedite authorizations.<br>• Adhere to policies and procedures related to financial clearance issues set forth by the senior transplant financial coordinator and director of the program.<br>• Contribute to the development, implementation, and evaluation of departmental operations improvement.<br>• Maintain filing systems for Transplant financial charts.Entry Level Accounts Payable Clerk<p>Robert Half is thrilled to announce an exciting opportunity for an <strong>Entry-Level AP Clerk </strong>to join our <strong>client in Livermore, CA! </strong>Are you ready to join a driven team of professionals and grow your career with a <strong>prestigious and reputable organization</strong>? This is your chance to gain hands-on experience, sharpen your accounting skills, and be part of something remarkable.</p><p><br></p><p><strong>Don’t wait!</strong> Let’s connect today. Message me on <strong>LinkedIn</strong> (Sadaf Ahmadi) to learn more and kick-start your next career move!</p><p> </p><p><strong>What You’ll Do</strong>:</p><ul><li><strong>Financial Recordkeeping</strong>: Assist in maintaining accurate and up-to-date financial records.</li><li><strong>Accounts Payable/Receivable</strong>: Process invoices, payments, and collections.</li><li><strong>Bank Reconciliations</strong>: Reconcile bank statements to ensure accuracy.</li><li><strong>Data Entry</strong>: Input financial transactions into accounting software.</li><li><strong>Reporting</strong>: Prepare basic financial reports and summaries for management.</li><li><strong>Support Senior Accountants</strong>: Assist with audits, month-end close processes, and other accounting projects.</li><li><strong>Compliance</strong>: Ensure adherence to company policies and accounting standards.</li></ul><p><br></p>Financial Business Analyst<p>We are in search of a Financial Business Analyst to become part of our team in Watsonville, California. This role centers around processing customer credit applications, maintaining accurate customer records, and resolving customer inquiries. The position also involves monitoring customer accounts and taking appropriate action. </p><p><br></p><p>Responsibilities</p><p>• Utilize Accounting Software Systems to process customer credit applications with precision and efficiency</p><p>• Maintain and update customer credit records using ADP - Financial Services </p><p>• Address and resolve customer inquiries using CRM </p><p>• Generate reports using Crystal Reports to assist with data analysis and decision-making </p><p>• Apply Data Mining Techniques to extract valuable information from large volumes of data </p><p>• Carry out Accounting Functions to ensure financial accuracy </p><p>• Implement Accrual Accounting practices for the organization's financial dealings </p><p>• Conduct Auditing to ensure compliance and accuracy in financial records </p><p>• Oversee Budget Processes to manage the organization's finances effectively </p><p>• Perform Capital Management to optimize the organization's capital usage </p><p>• Use Microsoft Power BI and Power Business Intelligence to create interactive visualizations and business intelligence capabilities.</p><p><br></p><p>Posted by Director of Staffing Scott Moore</p>Sr. Revenue Analyst<p>We are offering a contract opportunity for an Sr. Revenue Analyst. The position is based in California.</p><p><br></p><p><strong><u>Responsibilities</u></strong></p><p>· Analyze and forecast revenue trends, providing actionable insights to drive financial performance and support strategic decision-making.</p><p>· Collaborates with sales and development teams to create accurate revenue projections based on software sales, subscriptions, or service contracts. </p><p>· Collaborate with sales, finance, and operations teams to ensure accurate tracking and reporting of revenue, including subscription and recurring revenue models.</p><p>· Develop and maintain financial models and dashboards to monitor revenue streams and key metrics for a software-as-a-service (SaaS) environment.</p><p>· Conduct variance analysis and identify drivers impacting revenue performance, presenting findings to senior leadership.</p><p>· Ensure adherence to accounting standards and regulatory requirements for revenue recognition (e.g., ASC 606).</p><p>· Partner with cross-functional teams to optimize pricing strategies, contract structures, and billing processes, aiming to enhance profitability and growth.</p><p>· Support the annual budgeting process, quarterly forecasting, and long-range planning to align revenue targets with corporate objectives.</p><p>Drive process improvements and automation in revenue-related systems and workflows, leveraging data tools and best practices to increase efficiency</p><p><br></p><p><br></p>