25 results for Customer Service Specialist in Manteca, CA

Customer Service Representative

San Leandro, CA
onsite
Temporary
24.70 - 28.60 USD / Hourly
We are seeking an experienced and dedicated Customer Service Representative (CSR) for a temp-to-hire opportunity in San Leandro. The ideal candidate is reliable, highly responsive, detail-oriented, and an enthusiastic team player. Experience in order processing and cross-functional communication is strongly desired. Key Responsibilities:<ul><li>Order Processing: Review incoming orders, ensure data accuracy (ATP), document exceptions and special notes. Communicate proactively with transportation, sales, and warehouse teams to maintain seamless daily workflows.</li><li>Customer Experience: Deliver timely and professional updates related to orders. Serve as the company’s representative for customer inquiries via phone, email, or chat, ensuring customers feel heard and informed.</li><li>Issue Resolution: Proactively identify and help resolve customer issues, escalating complex cases when needed. Leverage product and process knowledge to build trust and deliver accurate, reliable support.</li><li>Attention to Detail: Guarantee data accuracy in all customer and order inputs. Strive for continuous process improvement and share recommended changes with leadership.</li><li>Reliability: Consistently demonstrate commitment to team goals and company values. Contribute positively to the department’s overall success.</li></ul>
2026-03-21T01:04:01Z

Customer Service Representative

Oakland, CA
onsite
Temporary
25.00 - 27.00 USD / Hourly
Customer Service RepresentativeAbout the Role:Join our team as a Customer Service Representative and be the first point of contact for our valued customers.Responsibilities:<ul><li>Respond to customer inquiries via phone, email, or chat</li><li>Provide product/service information</li><li>Process orders and resolve customer issues</li><li>Maintain accurate records of customer interactions</li></ul>
2026-04-01T23:53:44Z

Client Intake Specialist

San Jose, CA
onsite
Temporary
22.00 - 32.00 USD / Hourly
OverviewThe Client Intake Specialist supports attorneys by serving as a primary point of contact for new and existing clients while providing general legal administrative support. This Client Intake Specialist role focuses on managing client communications, coordinating intake and matter setup, maintaining case information, and supporting smooth information flow across legal teams in a fast‑paced law firm environment. Responsibilities• Serve as first point of contact for clients by answering, screening, and directing incoming calls and inquiries• Coordinate client intake and new matter setup, working with internal intake and conflicts teams• Collect, organize, and maintain client and matter information in electronic and paper files• Assist attorneys with calendars, deadlines, scheduling, and basic document preparation• Prepare, edit, and transmit correspondence and legal documents with accuracy and attention to detail• Maintain deadlines and key dates in calendaring systems and support workflow tracking• Collaborate with attorneys and support staff to ensure timely follow‑through and consistent client service• Handle confidential information with professionalism and discretion
2026-03-27T23:48:43Z

Medical Billing Specialist

French Camp, CA
onsite
Contract / Temporary to Hire
20.90 - 24.20 USD / Hourly
We are looking for a dedicated Medical Billing Specialist to join our healthcare team in French Camp, California. This Contract to permanent position offers an excellent opportunity for detail-oriented individuals with expertise in medical billing, accounts receivable, and claims processing to contribute to a dynamic environment. The ideal candidate will possess strong technical skills and the ability to interpret complex healthcare regulations while maintaining exceptional attention to detail and customer service. Responsibilities:• Process and manage billing functions, ensuring compliance with healthcare regulations and accuracy in all claims.• Research and resolve complex issues related to accounts receivable, appeals, and benefit functions.• Utilize advanced knowledge of billing systems, including Allscripts, Cerner Technologies, and EHR systems, to manage patient data effectively.• Maintain and update records using computerized filing systems, ensuring consistency and organization.• Prepare and review detailed reports, including insurance claims and treatment authorization forms, with precision.• Perform coding and data entry tasks that align with departmental procedures and healthcare policies.• Collect and reconcile payments, adjust accounts as necessary, and ensure proper documentation of financial transactions.• Provide exceptional customer service by addressing patient inquiries and explaining billing procedures in a clear and thorough manner.• Train and support team members in technical processes, fostering a collaborative and efficient work environment.• Develop and maintain spreadsheets and databases to track financial and statistical data for reporting purposes.For immediate consideration please contact Cortney 209-225-2014
2026-04-01T00:33:43Z

Medical Billing Specialist

French Camp, CA
onsite
Contract / Temporary to Hire
20.90 - 24.20 USD / Hourly
We are looking for a skilled Medical Billing Specialist to join our team in French Camp, California. In this role, you will handle complex billing procedures, ensure accurate claims processing, and provide exceptional customer service to patients and stakeholders. This is a Contract to permanent position within the healthcare industry, offering an opportunity to contribute to vital administrative functions while ensuring compliance with regulations. Responsibilities:• Process and manage complex medical billing procedures, including accounts receivable functions and claim submissions.• Review and verify insurance claims, applying advanced knowledge of reimbursement codes and policies.• Research and resolve billing discrepancies to ensure accurate and timely payment processing.• Maintain and update patient records using electronic health record (EHR) systems such as Allscripts and Cerner Technologies.• Generate detailed reports and statistical data to support departmental operations and budget planning.• Provide specialized program-related information to patients, clients, and outside agencies in a detail-oriented manner.• Collaborate with team members to improve billing processes and ensure compliance with healthcare regulations.• Train and assist other staff in billing procedures and system usage as needed.• Handle appeals and benefit functions, ensuring proper documentation and resolution.• Utilize software tools such as Dynamic Data Exchange (DDE) and Epaces for efficient billing and data management. For immediate consideration please contact Cortney at 209-225-2014
2026-04-01T00:38:45Z

Medical Billing Specialist

French Camp, CA
onsite
Contract / Temporary to Hire
20.90 - 24.20 USD / Hourly
We are looking for a detail-oriented Medical Billing Specialist to join our healthcare team in French Camp, California. This Contract to permanent position requires expertise in managing complex billing processes, interpreting healthcare policies, and providing exceptional customer service to patients and clients. The ideal candidate will bring advanced knowledge of billing systems, claim administration, and financial operations to ensure accuracy and efficiency in all tasks. Responsibilities:• Handle specialized and intricate billing processes, including accounts receivable and appeals management.• Research and apply healthcare policies, regulations, and procedures to support accurate claim administration.• Compile, maintain, and process financial data for billing, reimbursement, and reporting purposes.• Utilize advanced systems and software such as Allscripts, Cerner Technologies, and EHR systems to manage patient information and billing records.• Conduct in-depth reviews of legal, custody, and medical records to ensure compliance with reimbursement requirements.• Provide clear and effective communication with patients, clients, and external agencies to address inquiries and resolve billing issues.• Develop and maintain spreadsheets or databases to track financial operations and generate detailed reports.• Prepare and review complex documents, including insurance claims, treatment authorization forms, and subpoenas.• Train or oversee clerical staff as needed, ensuring adherence to office practices and procedures.• Assist in coordinating administrative functions, such as payroll, purchasing, and inventory management.For immediate consideration please contact Cortney at 209-225-2014
2026-04-01T00:43:47Z

Senior Client Service Associate | East Bay RIA Firm!

Walnut Creek, CA
remote
Permanent
90000.00 - 120000.00 USD / Yearly
Jennifer Fukumae with Robert Half Financial Services Division is partnering with a growing, client-focused wealth advisory practice in the Bay Area is seeking a Senior Client Service Associate to join its team. This role partners closely with senior advisors to deliver a high-touch experience to high-net-worth and ultra-high-net-worth clients. The position blends relationship management, financial planning support, and operational oversight, making it ideal for someone who enjoys working directly with clients while staying deeply involved in the financial planning process. Key ResponsibilitiesClient Relationship Management<ul><li>Partner with financial advisors to support onboarding and integration of new client relationships</li><li>Coordinate client and prospect meetings, including scheduling, meeting preparation, and follow-up action items</li><li>Maintain accurate client and prospect records across CRM and internal systems</li><li>Serve as a trusted support partner during client meetings and relationship management activities</li><li>Lead select client review meetings and assist with presenting financial planning updates</li></ul>Financial Planning & Client Support<ul><li>Gather and organize client financial data to support comprehensive planning and investment strategy discussions</li><li>Assist with preparation and implementation of financial plans</li><li>Respond to client inquiries regarding accounts, transactions, and planning-related requests</li><li>Support account opening, maintenance, and servicing across multiple custodial platforms</li><li>Ensure all client interactions and activities are documented within CRM systems</li></ul>Operations & Administration<ul><li>Manage day-to-day client service tasks and ensure a seamless client experience</li><li>Support advisors with operational and administrative workflows tied to client servicing</li><li>Assist with various team projects and internal initiatives as needed</li></ul>Compliance & Risk Oversight<ul><li>Follow firm policies and regulatory requirements to ensure adherence to applicable industry standards</li><li>Monitor account activity and escalate potential compliance concerns when appropriate</li><li>Maintain proper documentation and records for client interactions and transactions</li></ul>Team Collaboration<ul><li>Work closely with advisors and internal stakeholders to support client strategies and investment implementation</li><li>Contribute ideas and feedback during team meetings focused on improving client experience and operational efficiency</li><li>Assist with special projects and initiatives that support the growth of the advisory practic</li></ul>
2026-03-27T23:28:43Z

Accounts Receivable Clerk

San Ramon, CA
remote
Temporary
25.00 - 30.00 USD / Hourly
Are you proactive, organized, and passionate about supporting financial operations? Join our team as an Accounts Receivable Specialist and contribute to our company’s growth and success. Key Responsibilities:<ul><li>Manage and process incoming payments in a timely manner</li><li>Generate and send customer invoices, statements, and reminders</li><li>Reconcile accounts and resolve discrepancies with clients and internal teams</li><li>Maintain accurate records of transactions and customer accounts</li><li>Assist with month-end closing procedures and reporting</li><li>Support process improvements to streamline accounts receivable functions</li></ul> If you’re interested in this role and available to start immediately, please feel free to contact Dennis Brinkmann 925-271-4809 at your earliest convenience.
2026-04-04T15:33:41Z

Accounting Clerk

Newark, CA
onsite
Permanent
90000.00 - 95000.00 USD / Yearly
PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION AP SPECIALIST90K-95K + BONUS + EQUITY 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!Responsibilities:• Verify and process vendor invoices in a precise and timely manner.• Maintain a large number of vendor accounts while adhering to company policies and procedures.• Collaborate with vendors and internal teams to resolve discrepancies swiftly.• Perform 3-way and 2-way matching of invoices to purchase orders.• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.• Participate in system enhancements and upgrades in collaboration with Financial Systems team.• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.• Perform special projects and other ad-hoc duties as needed.
2026-03-16T22:18:43Z

Director of Accounting Services (Controller)

Stockton, CA
onsite
Permanent
120000.00 - 170000.00 USD / Yearly
Key Responsibilities • Serve as the primary accounting contact and advisor for an assigned portfolio of client accounts. • Manage full-cycle accounting for multiple clients, including general ledger, accounts payable, accounts receivable, payroll coordination, and month-end close. • Set up, maintain, and optimize QuickBooks Online files, including chart of accounts, classes, locations, and integrations. • Prepare and/or review monthly, quarterly, and annual financial statements and management reports for clients. • Ensure timely and accurate reconciliations of bank, credit card, and other key balance sheet accounts. • Develop and monitor client-specific accounting policies, procedures, and internal controls. • Oversee budgeting, forecasting, and cash flow analysis for clients; provide insights and recommendations. • Review work performed by staff/accounting specialists, providing direction, training, and performance feedback. • Coordinate with tax and assurance teams to support year-end engagements and information requests. • Identify process improvement opportunities and implement technology and workflow enhancements for clients. • Assist with onboarding new clients, including needs assessment, engagement scoping, and system setup. • Manage engagement deadlines and priorities across multiple clients, communicating proactively with internal teams and client management. Qualifications • Bachelor’s degree in accounting, finance, or related field required. • CPA license preferred but not required. • Minimum of 8–10 years of progressive accounting experience, including prior supervisor/manager responsibilities. • Prior experience in a CPA firm or client accounting services environment strongly preferred. • Expert-level proficiency with QuickBooks Online, including advanced features and third-party app integrations. • Strong understanding of U.S. GAAP for small to mid-sized businesses. • Experience with non-profit organizations and various reporting requirements related to non-profits. • Proven ability to manage multiple client relationships and competing priorities. • Demonstrated leadership skills, including staff supervision, coaching, and delegation. • High level of comfort working in cloud-based and paperless environments. • Excellent communication and client service skills. • Strong organizational skills, attention to detail, and ability to meet deadlines.
2026-03-20T13:33:43Z

AR Accountant

Fairfield, CA
onsite
Temporary
30.00 - 38.00 USD / Hourly
Our Full-Time Engagement Professionals (FTEP) program offers clients access to skilled, full-time employees of our company available for critical projects or interim support. We are seeking a Senior Accounts Receivable (AR) Specialist with in-depth customer deductions experience to join our FTEP team. This individual will be deployed on client engagements requiring expert-level AR management, strong analytical skills, and a customer-focused approach to resolving complex deductions and receivables issues.Key Responsibilities:<ul><li>Manage end-to-end accounts receivable processes, including invoice generation, payment posting, and collections, for assigned client engagements.</li><li>Lead resolution efforts for customer deductions, investigating discrepancies, documenting root causes, and collaborating with client and customer teams to bring swift resolution.</li><li>Analyze and reconcile large volumes of AR transactions, identifying trends and opportunities for process improvement.</li><li>Provide detailed reporting on AR aging, deduction trends, and resolution status to both internal leadership and client stakeholders.</li><li>Ensure accurate and timely application of cash receipts against customer accounts.</li><li>Assist clients with process stabilization and improvement initiatives, leveraging best practices in AR and deduction management.</li><li>Mentor and support junior AR staff during client assignments as needed.</li><li>Maintain strict compliance with all internal and client data privacy and financial policies.</li></ul>
2026-03-19T20:13:50Z

Associate Attorney

San Jose, CA
onsite
Temporary
70.00 - 90.00 USD / Hourly
Distinguished litigation defense law firm in San Jose is seeking a motivated and talented Associate Attorney to join a growing practice. The firm is known for its collaborative team environment, exceptional client service, and commitment to professional development. In this dynamic role as an Associate Attorney, you will play a critical part in the defense of complex insurance matters, working with a diverse portfolio of clients ranging from national insurers to regional businesses. As a valued member of the litigation team, you will be entrusted with conducting thorough case analysis, formulating litigation strategies, managing discovery, drafting legal documents, and representing clients in court proceedings. This is an outstanding opportunity for an attorney who is passionate about litigation, values flexibility, and is eager to take ownership of challenging cases from inception through resolution. Key Responsibilities:<ul><li>Manage all phases of insurance defense litigation, including case evaluation, research, discovery, motion practice, negotiations, and trial preparation.</li><li>Represent clients in mediations, arbitrations, depositions, and court hearings.</li><li>Draft and review legal documents such as pleadings, motions, and discovery requests/responses.</li><li>Collaborate closely with clients, expert witnesses, and firm partners to develop strategies and deliver optimal outcomes.</li><li>Maintain regular communication with clients, providing timely updates and legal counsel throughout each stage of the case.</li></ul>
2026-03-27T16:48:42Z

Contract Attorney

San Jose, CA
onsite
Temporary
70.00 - 100.00 USD / Hourly
Distinguished litigation defense law firm in San Jose is seeking a motivated and talented Contract Attorney to join a growing practice. The firm is known for its collaborative team environment, exceptional client service, and commitment to professional development. In this dynamic role as an Contract Attorney, you will play a critical part in the defense of complex insurance matters, working with a diverse portfolio of clients ranging from national insurers to regional businesses. As a valued member of the litigation team, you will be entrusted with conducting thorough case analysis, formulating litigation strategies, managing discovery, drafting legal documents, and representing clients in court proceedings. This is an outstanding opportunity for an attorney who is passionate about litigation, values flexibility, and is eager to take ownership of challenging cases from inception through resolution. Key Responsibilities:<ul><li>Manage all phases of insurance defense litigation, including case evaluation, research, discovery, motion practice, negotiations, and trial preparation.</li><li>Represent clients in mediations, arbitrations, depositions, and court hearings.</li><li>Draft and review legal documents such as pleadings, motions, and discovery requests/responses.</li><li>Collaborate closely with clients, expert witnesses, and firm partners to develop strategies and deliver optimal outcomes.</li><li>Maintain regular communication with clients, providing timely updates and legal counsel throughout each stage of the case.</li></ul>
2026-03-27T16:53:47Z

Accounts Payable Clerk

Livermore, CA
remote
Temporary
30.00 - 35.00 USD / Hourly
Our company is looking for a detail-oriented Accounts Receivable Specialist to support our growing accounting operations. If you thrive in a fast-paced environment and enjoy working with numbers, we invite you to apply and become an essential member of our finance department. Key Responsibilities:<ul><li>Manage invoicing, billing, and collections to ensure timely receipt of payments</li><li>Monitor outstanding accounts and follow up with clients regarding overdue balances</li><li>Apply payments to customer accounts and reconcile discrepancies</li><li>Assist with month-end closing procedures and prepare aging reports</li><li>Communicate professionally with internal teams and customers to resolve payment issues</li><li>Support audits and ensure compliance with company policies and regulatory requirements</li><li>Maintain accurate and organized records for all accounts receivable transactions</li></ul> If you’re interested in this role and available to start immediately, please feel free to contact Dennis Brinkmann 925-271-4809 at your earliest convenience.
2026-03-21T14:38:41Z

Accounts Receivable Clerk

Walnut Creek, CA
onsite
Temporary
25.00 - 30.00 USD / Hourly
Accounts Receivable SpecialistEmployment Type: ContractPay Rate: $25 - $30 hourly About the RoleRobert Half is seeking an experienced Accounts Receivable Specialist to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you. Key Responsibilities<ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul>
2026-03-22T16:58:41Z

Account Service Associate

Sunnyvale, CA
onsite
Temporary
27.33 - 31.65 USD / Hourly
We are looking for a dedicated Account Service Associate to join our team in Sunnyvale, California. In this long-term contract position, you will play a pivotal role in maintaining accurate financial records, ensuring compliance, and delivering excellent service to members and staff. This opportunity is ideal for someone with strong analytical skills and a passion for supporting operational efficiency within the accounting domain. Responsibilities: • Conduct daily operational and account audits to ensure accuracy and compliance. • Respond to member inquiries regarding account eligibility, documentation, and general information. • File Adult Protective Services reports in adherence to regulatory requirements. • Support the escheatment process by updating property records and utilizing escheatment software. • Assist with decedent case management, including account ownership updates and closures. • Process contributions, withdrawals, and withholding election changes accurately. • Prepare weekly rate and fee schedules for review and distribution. • Collaborate on special projects to enhance processes and workflows. • Update and maintain job aids and procedural documents in collaboration with management and staff.
2026-03-28T01:28:46Z

Accounts Receivable Clerk

Dublin, CA
remote
Temporary
30.00 - 35.00 USD / Hourly
We are seeking a detail-oriented and proactive Accounts Receivable Specialist to join our team. In this role, you will be responsible for managing all aspects of accounts receivable, ensuring accuracy and timely collection while supporting branch operations and collaborating with multiple stakeholders. Key Responsibilities:<ul><li>Track all receivables and maintain accurate records.</li><li>Approve new customers for accounts, working closely with branch managers across multiple locations.</li><li>Interface with branch managers to resolve issues with problem accounts.</li><li>Maintain and update customer portfolios with current information.</li><li>Process customer refunds as needed.</li><li>Recommend write-offs for bad debts and service charges after Credit Manager approval.</li><li>Send statements to outstanding customers as requested and as part of the collection process.</li><li>File Preliens when required.</li><li>Work with collections attorneys and agencies to manage delinquent accounts.</li><li>Assist with contract compliance and review accounts receivable ageing.</li><li>Pull and analyze Dunn & Bradstreet reports to assess customer credit risk.</li></ul>If you’re interested in this role and available to start immediately, please feel free to contact Dennis Brinkmann 925-271-4809 at your earliest convenience.
2026-03-21T14:44:00Z

Accounts Receivable Clerk

Hayward, CA
remote
Temporary
30.00 - 35.00 USD / Hourly
We are seeking a detail-oriented and proactive Accounts Receivable Specialist to join our team. In this role, you will be responsible for managing all aspects of accounts receivable, ensuring accuracy and timely collection while supporting branch operations and collaborating with multiple stakeholders. Key Responsibilities:<ul><li>Track all receivables and maintain accurate records.</li><li>Approve new customers for accounts, working closely with branch managers across multiple locations.</li><li>Interface with branch managers to resolve issues with problem accounts.</li><li>Maintain and update customer portfolios with current information.</li><li>Process customer refunds as needed.</li><li>Recommend write-offs for bad debts and service charges after Credit Manager approval.</li><li>Send statements to outstanding customers as requested and as part of the collection process.</li><li>File Preliens when required.</li><li>Work with collections attorneys and agencies to manage delinquent accounts.</li><li>Assist with contract compliance and review accounts receivable ageing.</li><li>Pull and analyze Dunn & Bradstreet reports to assess customer credit risk.</li></ul> If you’re interested in this role and available to start immediately, please feel free to contact Dennis Brinkmann 925-271-4809 at your earliest convenience.
2026-03-21T14:48:44Z

Accounts Receivable Clerk

Concord, CA
onsite
Temporary
25.00 - 30.00 USD / Hourly
Accounts Receivable Clerk Employment Type: ContractPay Rate: $25 - $30 hourly About the RoleRobert Half is seeking an experienced Accounts Receivable Specialist to join our clients' growing team! This is an opportunity for a skilled and detail-oriented professional to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you. Key Responsibilities<ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul>
2026-03-22T16:58:41Z

Financial Planner - RIA Firm - East Bay 2 days Onsite

Walnut Creek, CA
remote
Permanent
120000.00 - 140000.00 USD / Yearly
Financial Planner – Join a Growing $4B+ RIA | Flex Schedule + 2 Days Onsite Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a thriving East Bay RIA managing over $4B in assets under management to hire a Financial Planner ready to take their career to the next level.This is not just another planning role—this is an opportunity to step into a high-growth, advisor-centric firm where your expertise in building financial plans is valued, your voice is heard, and your career trajectory is intentional.If you enjoy creating meaningful financial strategies but want more collaboration, more exposure, and more impact, this is the move. Why this role stands out:<ul><li>Work with a high-quality, established client base</li><li>Join a collaborative, growth-minded advisory team</li><li>Only 2 days onsite + flexible Fridays for better work-life balance</li><li>Real opportunity to influence planning strategy and process</li><li>Be part of a firm that is actively growing and investing in talent</li></ul> What You’ll Do<ul><li>Partner closely with Advisors to design and deliver comprehensive financial plans</li><li>Gather and analyze client data to build customized planning strategies</li><li>Sit in on client meetings and serve as a subject matter expert across planning topics</li><li>Support the development and presentation of complex, high-impact financial plans</li><li>Conduct research across areas like tax, estate, retirement, and equity compensation planning</li><li>Maintain and optimize data within financial planning tools and platforms</li><li>Help refine internal processes, policies, and best practices</li><li>Stay ahead of industry trends and bring new ideas and insights to the team</li></ul>
2026-03-31T04:28:46Z

Attorney/Lawyer

Walnut Creek, CA
onsite
Permanent
250000.00 - 380000.00 USD / Yearly
Top real estate law firm is seeking a skilled land use attorney to join their team. This role offers the opportunity to work on challenging projects in a collaborative environment, representing a broad range of reputable clients. If you have proven expertise in land use law and a passion for delivering exceptional legal services, we encourage you to apply. This role offers competitive compensation based on experience, along with a comprehensive benefits package that includes health insurance, paid time off, and retirement benefits. Responsibilities:• Advise clients on land use matters, including project entitlements and administrative proceedings.• Represent clients in hearings and negotiations related to zoning, permitting, and land development.• Conduct thorough legal research and analysis to provide strategic recommendations.• Collaborate with a team of experienced attorneys to deliver comprehensive solutions.• Draft and review legal documents, including contracts, agreements, and regulatory filings.• Stay updated on changes in land use and real estate laws to ensure compliance.• Build and maintain strong client relationships by providing clear communication and expert guidance.• Support team growth through mentoring and knowledge sharing within the group.• Participate in firm-wide initiatives to promote diversity and inclusion.• Manage multiple cases efficiently while meeting deadlines and client expectations.
2026-03-25T17:44:09Z

Financial Planner for RIA Firm $4B+ AUM!

Walnut Creek, CA
remote
Permanent
115000.00 - 130000.00 USD / Yearly
Jennifer Fukumae with Robert Half’s Financial Services Division is partnering with a well-established East Bay RIA managing $4B+ in AUM to add a Financial Planner to their growing team. This is a high-impact opportunity for a CFP® professional who enjoys building comprehensive financial plans, working directly with Advisors, and contributing to a collaborative, client-first environment—with only 2 days onsite! What You’ll Be Doing• Lead the development of comprehensive, customized financial plans for high-net-worth clients• Partner closely with Advisors and actively participate in client meetings as a financial planning expert• Drive the design, presentation, and execution of sophisticated planning strategies across retirement, tax, estate, and equity compensation• Conduct in-depth research on planning strategies, regulatory updates, and industry trends• Maintain and optimize client data within financial planning platforms• Help shape and refine internal planning processes, policies, and best practices• Act as a key resource to Advisors on complex planning scenarios and evolving client needs
2026-03-27T23:33:45Z

Grants Accounting Manager

Oakland, CA
onsite
Permanent
105000.00 - 120000.00 USD / Yearly
Andrew Castillo is recruiting for a mission-driven nonprofit transforming communities across Oakland and Contra Costa County. Their programs touch over 10,000 lives each year—supporting early education, career readiness, financial empowerment, housing stability, arts, and more. Our Client celebrates diversity, fosters growth and creates a workplace where your ideas and expertise can make a real impact. As the Grants Manager, you’ll play a key role in ensuring that programs have the financial backbone to thrive. You’ll manage post-award grant finances, compliance, billing, and reporting, while leading a small but mighty team. If you’re a strategic thinker with a knack for numbers and love helping communities flourish, this role is for you. What You’ll Do: Financial Leadership & Compliance<ul><li>Lead post-award grants and contracts management: budgeting, reporting and ensuring compliance with federal regulations and internal policies.</li><li>Review grant and contract allocations to ensure proper expense coding, allowability, and adherence to administrative cost limits.</li><li>Prepare financial reports for funders, internal leadership, and audits.</li><li>Serve as the go-to expert for Uniform Guidance and fund accounting practices.</li></ul>Billing & Accounts Management<ul><li>Oversee funder billing, invoicing, and cash receipts to ensure accuracy and timeliness.</li><li>Track accounts receivable, reconcile balance sheets and manage month-end procedures.</li><li>Forecast cash flow and support efficient financial operations across programs.</li></ul>Team Leadership & Development<ul><li>Supervise, mentor, and develop a team of finance professionals.</li><li>Recruit and onboard new staff; foster growth through training and goal setting.</li><li>Ensure adherence to internal controls and smooth departmental operations.</li></ul>Perks & Benefits<ul><li>2 weeks paid vacation + sick time + 14 holidays + floating holidays</li><li>Medical, dental, and life insurance</li><li>403(b) retirement plan with employer match</li><li>Commuter benefits and flexible spending accounts</li><li>Development opportunities and a joyful, collaborative workplace</li></ul>
2026-03-30T03:18:44Z

Employment Attorney

Walnut Creek, CA
onsite
Permanent
150000.00 - 225000.00 USD / Yearly
Boutique law firm is seeking a skilled Attorney to join their collegial team in Walnut Creek, California. This role involves providing expert advice and counsel on employment law matters, including wage and hour issues, litigation, and compliance. The ideal candidate will bring a strong background in employment law and a commitment to delivering exceptional legal guidance to clients. This role offers competitive compensation based on experience + a comprehensive benefits package that includes health insurance, paid time off, and retirement benefit. Responsibilities:• Advise clients on employment law matters, including compliance with state and federal regulations.• Handle employment litigation cases, including preparation and representation during depositions.• Provide counsel on wage and hour issues and ensure adherence to legal standards.• Draft and review legal documents related to employment law, such as contracts and policies.• Represent clients in hearings, trials, and other legal proceedings as needed.• Conduct in-depth legal research to support case strategies and client advisement.• Collaborate with clients to develop effective solutions to complex employment-related challenges.• Stay updated on changes in employment law and provide proactive guidance to clients.• Work closely with other attorneys and legal staff to ensure seamless case management.• Maintain accurate and organized case files and documentation.
2026-03-25T17:13:43Z

HR Business Partner

Pleasanton, CA
onsite
Temporary
45.00 - 48.00 USD / Hourly
We are looking for a skilled HR Business Partner in the SF Bay Area to assist our client on this long-term contract position. This role will require travel once a week around the Bay Area to various client locations. You will collaborate with business leaders and employees to drive organizational success while ensuring adherence to company policies, employment laws, and union agreements. This position offers an exciting opportunity to provide strategic HR guidance in a unionized environment while supporting performance management and employee relations. Responsibilities:• Collaborate with managers and leaders to align workforce planning and organizational development initiatives with business goals.• Offer expert advice on employee engagement, performance management, and organizational effectiveness.• Interpret and administer collective bargaining agreements to ensure compliance with union contract provisions.• Foster strong labor-management relationships by serving as a liaison between management and union representatives.• Investigate and support the resolution of employee grievances in accordance with company policies and union agreements.• Implement HR programs and policies that enhance employee relations and support compliance with employment laws.• Provide training and guidance to leaders on HR best practices and labor law requirements.• Assist in developing strategies to improve overall employee satisfaction and organizational culture.• Monitor and ensure adherence to HR compliance standards across all levels of the organization.
2026-03-19T16:58:44Z