<p>We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation.</p><p><br></p><p><strong><u>Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf</u></strong></p><p><br></p><p>Responsibilities:</p><p>• Advise clients on estate planning strategies to protect and manage their assets effectively.</p><p>• Develop tailored tax planning solutions to optimize financial outcomes for clients.</p><p>• Conduct detailed investment analyses to identify opportunities and mitigate risks.</p><p>• Build and maintain strong client relationships by providing exceptional service and clear communication.</p><p>• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.</p><p>• Monitor market trends and equity investments to provide informed recommendations.</p><p>• Prepare detailed reports and presentations to communicate financial insights and strategies.</p><p>• Ensure compliance with financial regulations and industry standards in all advisory services.</p><p>• Utilize advanced financial tools and software to enhance analysis and decision-making processes</p>
<p>This role is responsible for data aggregation, data quality, reporting, and trend analysis to evaluate program and pharmacy performance. The individual must be skilled in querying and analyzing data, while also supporting end users in interpreting and visualizing insights. Success in this role requires translating business needs into technical solutions that drive accurate and actionable reporting.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Translate business requirements into technical specifications to support data analysis and visualization</li><li>Develop a strong understanding of stakeholder objectives to create clear, impactful dashboards and reports</li><li>Write SQL queries and generate reports by extracting accurate data from multiple databases</li><li>Design and build interactive dashboards and reports using Power BI</li><li>Analyze data to identify trends, optimize processes, and deliver timely insights</li><li>Evaluate datasets for accuracy, completeness, and scope; explain anomalies or inconsistencies</li><li>Support pharmaceutical manufacturer clients with data requests, reporting, and insights</li><li>Aggregate data from multiple sources to support reporting needs</li><li>Investigate and resolve data discrepancies using SQL or statistical analysis tools</li><li>Manage daily reporting and trend analysis for multiple programs</li><li>Ensure reports meet program requirements and are delivered accurately and on time</li><li>Collaborate effectively with cross-functional teams to achieve shared objectives</li><li>Develop reporting solutions by assessing information needs, consulting with users, analyzing workflows, and following the software development lifecycle</li><li>Maintain compliance with all applicable healthcare data privacy regulations, including HIPAA</li></ul><p><strong>Performance Criteria</strong></p><p>Performance is measured by the accuracy, quality, and timeliness of reporting, as well as effective communication with internal teams and external stakeholders. Meeting performance targets across assigned programs is essential.</p>
<p><strong>Data Reporting Analyst</strong></p><p>We are seeking a Data Reporting Analyst to support business reporting and data visualization initiatives. This role will focus on building and maintaining dashboards that provide insight into operational performance, SLAs, and KPIs. The position is an ongoing contract with potential for conversion and follows a hybrid work schedule.</p><p><strong>Responsibilities</strong></p><ul><li>Design, develop, and maintain Power BI dashboards to support business and IT reporting needs</li><li>Analyze and interpret data to track SLAs, KPIs, and operational performance</li><li>Partner closely with the IT Director to review trends, metrics, and reporting requirements</li><li>Ensure data accuracy, consistency, and usability across reports and dashboards</li><li>Support ongoing reporting enhancements and ad-hoc data analysis requests</li></ul><p><br></p>
We are looking for an IT Support Analyst to join a detail-oriented services organization in Stamford, Connecticut. This position supports employees across office environments by maintaining reliable technology operations, resolving user issues, and helping improve business systems. The role also partners with vendors and internal stakeholders to deliver technical projects, manage access, and support application and infrastructure initiatives.<br><br>Responsibilities:<br>• Deliver desktop and end-user support for staff across multiple office locations, ensuring timely resolution of day-to-day technical issues.<br>• Oversee ticket follow-up with external service providers, escalating concerns when needed and tracking performance against agreed service expectations.<br>• Maintain the health of essential IT environments, including endpoint devices, server resources, and network components.<br>• Coordinate technical initiatives from planning through implementation, keeping tasks organized and stakeholders informed throughout delivery.<br>• Support employee onboarding and offboarding by preparing equipment, assigning system access, and assisting with technology orientation.<br>• Administer vendor relationships related to IT services, including onboarding support, contract coordination, and ongoing service review.<br>• Track hardware inventory and manage asset lifecycle activities such as deployment, replacement planning, and records maintenance.<br>• Compile operational updates, reporting, and performance metrics to provide visibility into IT service trends and priorities.<br>• Gather business needs, document requirements, and work with technical teams or vendors to turn those needs into effective system changes.<br>• Assist with technology due diligence, integration efforts, and change support tied to acquisitions, application rollouts, and platform upgrades.
We are looking for a skilled Help Desk/Desktop Support Analyst to join our team on a contract basis in New York, New York. In this role, you will provide technical support to end-users, ensuring smooth operations across computer systems and applications. The ideal candidate will be adept at troubleshooting, resolving system issues, and maintaining a high level of customer satisfaction.<br><br>Responsibilities:<br>• Provide timely and efficient technical support to address user issues related to hardware, software, and network systems.<br>• Troubleshoot and resolve problems within Microsoft Windows environments, including Windows 10.<br>• Manage user accounts and permissions within Active Directory, ensuring secure access controls.<br>• Respond to and resolve service desk tickets, maintaining accurate documentation of resolutions.<br>• Assist with basic troubleshooting tasks, including diagnosing connectivity and performance issues.<br>• Deliver clear guidance and training to users on system functionalities and best practices.<br>• Collaborate with team members to escalate complex technical issues and implement solutions.<br>• Maintain up-to-date knowledge of system updates and security protocols to enhance support services.<br>• Ensure consistent and detail-oriented communication with users and stakeholders during issue resolution.<br>• Contribute to the development of support procedures and documentation to improve efficiency.
<p>Robert Half is searching for an experienced<strong> Temporary Conflicts Analyst</strong> to support a law firm on an interim basis. This individual will independently run, review, and clear conflict checks using <strong>Intapp</strong>, with experience handling complex matters involving large financial institutions. This is a <strong>10‑week, on‑site assignment in Downtown Manhattan</strong> requiring someone who can step in immediately and manage a high-volume workflow.</p><p><strong> </strong></p><p><strong>Start Date:</strong> ASAP</p><p><strong>Location:</strong> On-site – Downtown Manhattan</p><p> <strong>Schedule:</strong> Monday–Friday, 9:00 AM–5:00 PM (35 hours/week)</p><p> <strong>Duration:</strong> 10 weeks</p><p> <strong>Pay Rate:</strong> $30–$35 per hour (DOE)</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Run, review, and independently clear conflict checks using <strong>Intapp</strong></li><li>Conduct conflict analysis for <strong>large, complex financial institutions</strong>, including affiliates, subsidiaries, and parent entities</li><li>Identify potential conflicts issues and escalate appropriately</li><li>Communicate clearly and professionally with attorneys and internal teams</li><li>Maintain accuracy and organization while managing a high-volume workload</li></ul><p><br></p>
<p>We are seeking an experienced <strong>Business Analyst</strong> with a strong background in the <strong>Property & Casualty Insurance</strong> industry to support complex technology initiatives. This role will partner with business stakeholders, technical teams, and third-party vendors to gather, analyze, and document functional requirements for underwriting, claims, and data-focused projects.</p><p>The ideal candidate brings deep knowledge of the <strong>P&C insurance domain</strong>, particularly underwriting operations and policy administration, along with strong technical analysis skills and the ability to translate business needs into clear requirements.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Gather, analyze, and document business and functional requirements for complex IT projects.</li><li>Work closely with business users, developers, architects, QA teams, infrastructure teams, and software vendors to ensure requirements are clearly defined and delivered on time.</li><li>Support initiatives related to <strong>underwriting</strong>, <strong>claims applications</strong>, <strong>data integration</strong>, and <strong>data quality</strong>.</li><li>Translate business processes and needs into detailed functional specifications, workflows, and use cases.</li><li>Partner with stakeholders to improve system functionality and support business objectives across the insurance policy lifecycle.</li><li>Assist with requirements validation, testing support, and issue resolution throughout the project lifecycle.</li><li>Identify opportunities where technology can improve operational efficiency and business outcomes.</li></ul><p><br></p>
<p>We are looking for a dedicated Logistics Analyst to oversee and optimize supply chain operations, both domestically and internationally, from our West Caldwell, New Jersey location. This role involves ensuring seamless inventory management, timely deliveries, and compliance with regulatory standards while collaborating with cross-functional teams. The ideal candidate will contribute to the efficiency of warehouse operations and maintain strong relationships with suppliers and logistics partners.</p><p><br></p><p>Responsibilities:</p><p>• Manage inventory processes, including order tracking and shipment coordination, using company systems.</p><p>• Oversee domestic and international logistics to ensure timely pickups, deliveries, and carrier selection.</p><p>• Coordinate supplier onboarding, purchase orders, and procurement activities to maintain operational efficiency.</p><p>• Conduct cycle counts and maintain accurate inventory documentation to support warehouse operations.</p><p>• Monitor international shipping regulations, apply HS codes, and liaise with customs brokers for compliance.</p><p>• Develop cost analysis tools and pricing models to inform sourcing and logistics decisions.</p><p>• Support material handling and warehouse operations, including forklift operation when certified.</p><p>• Assist in preparing quality documentation and inspections to align with company standards.</p><p>• Collaborate with teams across operations, quality assurance, finance, and global departments to streamline processes.</p><p>• Track tariffs and shipping costs to ensure compliance and cost-effectiveness.</p>
<p>We are looking for a skilled Data Warehouse Analyst to join our team in New Jersey. In this role, you will transform logistics challenges into actionable insights through advanced data analysis and reporting. By collaborating with cross-functional teams, you will play a pivotal role in enhancing operational efficiency and driving key business decisions.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Operations, Transportation, and Finance teams to establish and refine KPIs that drive logistics and fulfillment performance.</p><p>• Develop and optimize labor planning and forecasting models for warehouse and delivery operations, partnering closely with recruitment teams.</p><p>• Analyze distribution and fulfillment data to uncover performance trends and identify cost-saving opportunities.</p><p>• Design and maintain dashboards and reports to provide real-time insights into logistics metrics, including delivery times, warehouse productivity, and route optimization.</p><p>• Automate reporting processes to improve accuracy and timeliness of operational data.</p><p>• Continuously enhance data integrity and streamline workflows to optimize logistics operations.</p><p>• Work on data modeling and warehousing projects to support scalable analytics and reporting solutions.</p><p>• Partner with stakeholders to deliver clear and actionable insights to improve decision-making processes.</p><p>• Investigate and implement tools and techniques to improve overall business intelligence capabilities.</p>
<p>We are looking for a detail-oriented Data Analyst to support business analysis initiatives in Manhattan, New York. This Long-term Contract position focuses on transforming project needs into tailored data outputs, delivering clear insights that help project managers make informed decisions. The role also involves evaluating operational workflows, identifying meaningful data points, and using technical tools such as Snowflake and regular expressions to improve reporting accuracy and efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Develop customized data reports based on project specifications and business needs.</p><p>• Manage the full data reporting lifecycle, from gathering requirements through final delivery of actionable outputs.</p><p>• Extract, validate, and organize key information to support project managers in planning and decision-making.</p><p>• Review business processes to identify opportunities where data analysis can improve performance and visibility.</p><p>• Create and maintain regular expression rules to structure, classify, or filter data effectively.</p><p>• Write and execute Snowflake queries to retrieve, analyze, and prepare datasets for reporting purposes.</p><p>• Ensure data results are accurate, consistent, and presented in formats aligned with stakeholder expectations.</p>