We are looking for an experienced Customer Service Manager to oversee daily branch operations, drive sales growth, and lead a team in delivering exceptional customer service. In this role, you will ensure operational efficiency, compliance with regulations, and the promotion of a service-oriented culture through effective coaching and staff development. This is a Contract-to-Permanent position based in Stockton, California.<br><br>Responsibilities:<br>• Manage the daily operations of the branch, including teller activities, vault balancing, and customer service functions.<br>• Drive sales and revenue growth by promoting and selling a variety of bank products and services.<br>• Ensure compliance with regulatory requirements and maintain operational soundness within the branch.<br>• Supervise, coach, and develop branch staff to meet service expectations, policies, and procedures.<br>• Conduct regular one-on-one meetings and team discussions to set goals and address operational issues.<br>• Oversee hiring, training, and retention efforts to build a skilled and motivated team.<br>• Maintain staff schedules to ensure adequate coverage and efficient workflow.<br>• Address customer concerns by providing timely resolutions and maintaining high levels of confidentiality.<br>• Participate in community engagement and establish strong public relations with customers and local organizations.<br>• Perform audits and pre-audits to identify risks and ensure adherence to compliance procedures.
We are looking for a dedicated Customer Service Supervisor to join our team on a contract basis in Piedmont, California. In this role, you will lead and manage customer service operations, ensuring efficient workflows, high-quality service delivery, and effective team supervision. This position requires exceptional leadership skills and a strong focus on maintaining customer satisfaction while driving operational success.<br><br>Responsibilities:<br>• Oversee day-to-day operations of the customer service team, ensuring timely and effective responses to client inquiries.<br>• Implement strategies to enhance customer satisfaction and improve service quality.<br>• Train, mentor, and support customer service representatives to achieve performance goals.<br>• Monitor team activities and provide constructive feedback to improve individual and team performance.<br>• Address escalated customer concerns and resolve issues promptly to maintain positive client relationships.<br>• Develop and maintain efficient workflows and processes to optimize team productivity.<br>• Collaborate with other departments to ensure seamless communication and service delivery.<br>• Prepare and analyze reports on team performance and customer feedback to identify areas for improvement.<br>• Ensure compliance with company policies and procedures in all customer interactions.<br>• Foster a positive and organized work environment that encourages teamwork and continuous improvement.
<p>Robert Half is seeking a Senior ServiceNow Transformation Consultant to lead a major Customer Support modernization initiative for a global enterprise. This Senior ServiceNow Transformation Consultantis a high-impact, strategic role focused on helping the organization migrate from Salesforce Service Cloud to ServiceNow Customer Service Management (CSM) — not as a lift-and-shift, but as a full-scale transformation of global support operations.</p><p>The selected Senior ServiceNow Transformation consultant will bring a fresh, expert perspective on process design, ITIL alignment, and industry best practices. You’ll serve as a trusted advisor to leadership — ensuring the ServiceNow platform, processes, and operating model enable scalability, efficiency, and an exceptional customer experience across a complex, security-focused B2B environment. This Senior ServiceNow Transformation Consultant role is a fully remote role for about 3-6 months. </p><p><br></p><p>Key Responsibilities for Senior ServiceNow Transformation Consultant</p><ul><li>Lead a comprehensive assessment of existing global support processes, identifying inefficiencies and improvement opportunities.</li><li>Partner with cross-functional stakeholders to reimagine customer support workflows, ensuring alignment with ITIL and industry standards.</li><li>Provide strategic guidance during the migration from Salesforce Service Cloud to ServiceNow CSM, advising on functionality gaps and recommending best-practice solutions.</li><li>Evaluate and challenge proposed designs to ensure platform build aligns with transformation goals, scalability, and operational excellence.</li><li>Define and track key performance indicators (KPIs) and develop frameworks for measuring adoption, performance, and ROI.</li><li>Advise on opportunities to leverage AI, automation, and analytics to enhance case management, routing, and self-service capabilities.</li><li>Collaborate with business analysts, architects, and implementation partners to ensure process intent translates effectively into system configuration.</li><li>Deliver benchmarking and maturity assessments, comparing operations to leading B2B support organizations.</li></ul>
<p>Jennifer Fukumae with <strong>Robert Half’s Finance & Accounting Division</strong> is partnering with a <strong>well-established wealth advisory firm</strong> that provides personalized financial management services to individuals, families, and institutional clients. With approximately <strong>$1.2 billion in assets under management</strong>, the firm offers strategic investment solutions designed to help clients achieve their long-term financial goals.</p><p><br></p><p><strong>About the Firm</strong></p><p>This firm is known for its client-centric approach, collaborative culture, and commitment to excellence. The team takes pride in providing customized, high-touch advisory services while leveraging leading technology and operational best practices to deliver an exceptional client experience. As the firm continues to grow, it remains deeply focused on fostering a supportive environment that values both professional development and teamwork.</p><p><br></p><p><strong>The Opportunity</strong></p><p>The firm is seeking a <strong>Manager, Client Service & Operations</strong> to lead a team of five professionals across Client Service, Operations, and Trading. This individual will play a key role in ensuring that all client and firm activities are executed with accuracy, timeliness, and regulatory compliance, while continuously improving operational processes and supporting the firm’s overall growth.</p><p>This is an excellent opportunity for a seasoned professional who enjoys managing people, driving efficiency, and maintaining a strong client focus in a dynamic wealth management environment.</p><p><br></p>
<p>Billing Manager (Higher Education)</p><p><br></p><p>Natalie Lue with Robert Half if seeking an experienced and detail-oriented Billing Manager to oversee the day-to-day student billing and account management operations in a higher education environment. This role is responsible for ensuring tuition, fees, and other charges are accurately and promptly billed, maintaining student financial account records, and providing exceptional customer service to students and their families. The focus of this position is primarily transactional, centered on billing cycles, account updates, and compliance, with some involvement in system administration or policy development</p><p><br></p><p>Key Responsibilities:</p><ul><li>Generate and distribute tuition and fee bills each term.</li><li>Post charges, adjustments, payments, and credits to student accounts.</li><li>Administer student payment plans and monitor compliance.</li><li>Process refunds in accordance with Title IV and institutional requirements.</li><li>Respond to inquiries from students and families regarding billing, balances, and payment options.</li><li>Provide reminders for upcoming due dates and assist with past-due account follow-up.</li><li>Collaborate with Financial Aid and Registrar teams to ensure account accuracy.</li><li>Assist with reconciliations between student accounts, the general ledger, and the financial aid office.</li><li>Maintain current knowledge of billing policies and procedures specific to higher education.</li><li>Prepare routine reports, including aging, balances, and payment plan statuses.</li><li>Perform other duties as assigned.</li></ul><p><br></p><p>This role offers a great opportunity for professionals with strong accounts receivable experience, and a dedication to accuracy and customer service. Join a close-knit team and help make a positive impact in higher education operations.</p><p><br></p><p>Apply now if you’re ready to bring your expertise in billing management to a rewarding role in higher education!</p><p><br></p>
<p>We are looking for a skilled and dynamic Part Time General Manager to oversee daily operations and ensure the efficient functioning of our team in Oakland, California. This contract position requires a proactive leader who can balance administrative tasks, operational management, and staff development while fostering a safe and productive environment. If you have a passion for leadership and enjoy managing diverse responsibilities, this role is designed for you.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and guide operational activities to ensure efficiency and productivity.</p><p>• Perform administrative tasks such as scheduling, handling deposits, and managing inventory.</p><p>• Lead daily operations while empowering supervisors to maintain smooth workflows.</p><p>• Organize and conduct safety training sessions to promote workplace safety standards.</p><p>• Address HR-related inquiries and resolve issues effectively.</p><p>• Ensure compliance with food safety regulations and uphold quality standards.</p><p>• Monitor team performance and provide constructive feedback to drive improvement.</p><p>• Manage financial functions including accounts payable, accounts receivable, and payroll systems.</p><p>• Utilize tools such as CRM systems and accounting software to streamline operations.</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p><strong>Responsibilities</strong>:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul>
<p>We are looking for an experienced Real Estate Services Coordinator to join our team in Sunnyvale, CA. This contract position involves providing administrative support and ensuring smooth daily operations within a property management environment. The ideal candidate will excel in customer service, communication, and administrative tasks while working on-site five days a week.</p><p><br></p><p>Responsibilities:</p><p>• Greet visitors and direct them to the appropriate personnel or resources.</p><p>• Handle incoming service requests and dispatch them to the correct teams for resolution.</p><p>• Assist with processing invoices and maintaining accurate records.</p><p>• Support the management team with administrative duties, including scheduling and correspondence.</p><p>• Coordinate communication with tenants, vendors, and engineering staff as needed.</p><p>• Monitor and manage work order systems to ensure timely task completion.</p><p>• Provide front desk coverage and act as the first point of contact for inquiries.</p><p>• Help facilitate the smooth operation of mixed-use retail and office properties.</p><p>• Address tenant concerns promptly and professionally, escalating issues when necessary.</p>
<p><strong>Jennifer Fukumae</strong> with Robert Half is partnering with a boutique, San Francisco-based multi-family office that provides tailored financial solutions to ultra-high-net-worth individuals and families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office support. The team fosters a collaborative and forward-thinking culture, grounded in long-term client relationships. They value professional excellence, continuous learning, and leveraging technology to enhance the client experience.</p><p> </p><p>Responsibilities:</p><ul><li>Act as the primary point of contact for all service-related client needs, ensuring timely and precise execution across a range of requests</li><li>Collaborate with senior leadership to implement client-specific strategies and contribute to firm-wide initiatives</li><li>Build deep relationships by understanding client preferences, anticipating needs, and exceeding expectations</li><li>Guide and support junior team members, including Client Service Associates and Analysts, on shared accounts</li><li>Work closely with clients and their external advisors (tax, legal, estate) to implement complex wealth planning strategies, including philanthropic and tax-advantaged initiatives</li><li>Foster strong relationships with clients’ extended professional teams, such as personal CFOs, executive assistants, and family office staff</li><li>Serve as a mentor and subject matter resource for new team members</li><li>Partner with internal investment professionals to assist in cash deployment and portfolio implementation</li><li>Provide cross-functional support on internal projects and firm priorities as needed</li></ul><p><br></p>
<p>Local retail client looking for a temp to hire onsite customer service sales representative. This position requires weekends to be worked! </p><p><br></p><p>In this customer service sales position, you will be responsible for the following:</p><p><br></p><p>Establish strong rapport and provide ongoing support to each member of the showroom</p><p>sales team.</p><p>Follow and maintain documentation of all sales leads as outlined in company</p><p>procedures. Salespersons are expected to designate working hours to lead generating</p><p>activities.</p><p>Document all pre- and post- completion follow-up with each client in Evosus software to</p><p>receive a full commission. Salespersons are expected to designate working hours to</p><p>follow-up activities.</p><p>Provide superior, attentive customer service to every individual client in person, via</p><p>phone or email. Salespersons are expected to designate showroom time to</p><p>“live” selling and closing presentations.</p><p>Attend periodic sales meetings and trainings as assigned. Salespersons are expected</p><p>to allocate working hours to sales reporting, self-study and training.</p><p>Maintain showroom appearance and operations.</p><p>Opening/Closing Checklist if there is no designated Showroom Assistant.</p><p>Provide daily administrative support to counter staff and attend to the P.O.S. retail desk</p><p>as needed.</p><p>Maintain strong workflow communications with delivery and service staff.</p><p><br></p><p>If you are interested in this customer service role, submit your resume today! </p>
<p>A respected legal membership organization based in the San Francisco Bay Area is seeking a highly organized, detail-oriented, and customer-focused professional to join their team as a Membership Education & Events Coordinator.</p><p><br></p><p>This fully remote role offers a unique opportunity to gain hands-on experience in membership support, event coordination, and continuing education program management. The Coordinator will play a key role in supporting legal professionals through engaging programs and events. </p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Process new member applications, renewals, and maintain accurate membership records.</li><li>Conduct outreach to support renewals and re-engage lapsed members.</li><li>Generate membership reports and assist with member communications.</li><li>Support planning and execution of virtual educational programs and networking events.</li><li>Coordinate with leadership and speakers to gather materials, conduct tech walk-throughs, and manage logistics.</li><li>Draft promotional content including e-blasts and program announcements.</li><li>Track attendance, issue certificates, and upload MCLE records to the State Bar of California (training provided).</li><li>Provide exceptional customer service to members, participants, and speakers.</li><li>Troubleshoot basic technical issues related to Zoom, ProLearn, and other platforms (training provided).</li><li>Assist with administrative tasks to support overall program operations.</li></ul>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>Are you a client-focused professional with a passion for financial services and a drive to grow your career in wealth management? Join a dynamic and rapidly expanding investment advisory firm that values continuous learning, collaboration, and excellence in client service.</p><p><br></p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you’ll play a pivotal role in supporting high-net-worth clients and ensuring the smooth operation of portfolio activities. You’ll be part of a knowledgeable and supportive team, receive hands-on training in industry-leading tools and technologies, and contribute meaningfully to client relationships and operational success.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver exceptional service to sophisticated clients.</li><li>Process account openings, transfers, closures, and other documentation.</li><li>Prepare and execute trades and client transactions promptly.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain accurate and confidential client records.</li><li>Ensure compliance with regulatory requirements and internal policies.</li><li>Monitor and respond to client communications with urgency and professionalism.</li><li>Track client scheduling and meeting documentation.</li><li>Reconcile client portfolios with custodial records and maintain data integrity.</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation based on experience.</li><li>Comprehensive benefits package including healthcare and 401(k).</li><li>A culture of learning with training in industry tools like FactSet, Bloomberg, and Morningstar Direct.</li><li>Opportunities for career advancement and skill development.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Associate, Client Services Accounting</strong></p><p>Are you a meticulous and motivated accounting professional seeking a role where your work truly matters? Join a mission-driven organization that provides high-touch financial services to multigenerational clients, combining strategic insight with operational excellence.</p><p><br></p><p><strong>About the Organization</strong></p><p>This San Francisco-based family office supports the financial and personal lives of high-net-worth individuals through a comprehensive suite of services including investment oversight, financial reporting, tax planning, and philanthropic support. With a strong emphasis on partnership, integrity, and long-term value creation, the team operates with a unified purpose: to foster enduring relationships and help clients thrive across generations.</p><p><br></p><p><strong>Why This Role Matters</strong></p><p>As an Associate in the Client Services Accounting team, you’ll be a key contributor to the delivery of exceptional financial support. You’ll manage day-to-day transactions, prepare detailed financial reports, and collaborate across departments to ensure seamless service. Your work will directly impact client satisfaction and the continued evolution of service delivery.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Execute core accounting functions including accounts payable, reconciliations, and financial reporting.</li><li>Prepare journal entries, cash forecasts, and quarterly financial statements.</li><li>Analyze and reconcile bank, brokerage, and credit card accounts.</li><li>Collaborate across departments to deliver integrated financial insights and reporting.</li><li>Communicate directly with clients, estate managers, and vendors to manage payments and reporting requests.</li><li>Support the accounting of real property, investments, and asset transfers.</li></ul><p><strong>What Success Looks Like</strong></p><ul><li>Building trusted relationships through diligence, accuracy, and confidentiality.</li><li>Bringing fresh ideas and perspectives to enhance client service delivery.</li><li>Thriving in a team-oriented environment that values learning, innovation, and mutual support.</li></ul><p><strong>Perks & Benefits</strong></p><p>This role offers a highly competitive compensation package and a robust benefits suite including:</p><ul><li>Medical, dental, and vision coverage</li><li>401(k) with 5% match + annual contribution</li><li>Paid parental leave (20 weeks), medical leave, and flexible vacation</li><li>Childcare stipend, infertility benefits, and mental health support</li><li>Generous volunteer time off and donation matching</li><li>Ongoing education assistance and career development support</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Client Service Associate – Wealth Management</strong></p><p>A rapidly growing investment advisory firm is seeking a <strong>Client Service Associate</strong> to join its high-performing team. This role offers hands-on experience in client relations, portfolio operations, and investment analysis, with access to cutting-edge tools like FactSet, Bloomberg, and Morningstar Direct. Ideal for professionals looking to deepen their expertise and grow within a collaborative, education-focused environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Deliver high-touch service to sophisticated clients</li><li>Process account openings, transfers, trades, and other transactions</li><li>Prepare performance reports and support client meetings</li><li>Maintain accurate client documentation and ensure compliance</li><li>Monitor client communications and portfolio needs</li><li>Reconcile client accounts with custodial records</li></ul><p><strong>What’s Offered</strong></p><ul><li>Competitive compensation based on experience</li><li>Full healthcare benefits</li><li>401(k) retirement plan</li><li>Ongoing training and career development</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Senior Client Associate – Wealth Management</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. This firm serves ultra-high-net-worth clients with a full suite of services including investment management, financial planning, lending strategy, and bespoke family office solutions. The culture is collaborative, client-focused, and committed to professional growth and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct client engagement with sophisticated families and their advisors</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and bespoke planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure</li><li>Competitive compensation and comprehensive benefits package</li></ul><p><strong>Key Responsibilities</strong></p><ul><li>Serve as primary contact for client service needs across assigned relationships</li><li>Execute client requests with precision and timeliness</li><li>Collaborate with senior leadership on strategic initiatives</li><li>Guide associates and analysts on shared client accounts</li><li>Support clients with estate, tax, and philanthropic planning</li><li>Partner with investment teams on portfolio creation and cash deployment</li><li>Maintain relationships with clients extended professional teams</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Client Service Associate </strong>at a <strong>Multi Family Office</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p><strong>Work with some of the Bay Area's most successful families.</strong> This multi-family office provides investment management, financial planning, lending strategies, and tailored family office services, all while building lasting client relationships that span generations.</p><p> </p><p>You’ll serve as the primary point of contact for assigned relationships, partner with senior leadership on customized strategies, and collaborate across teams to deliver seamless support. This role offers direct exposure to senior management, meaningful career growth, and the chance to make a daily impact.</p><p> </p><p>On top of competitive pay,<strong> 401(k) match, and comprehensive benefits</strong>, you’ll enjoy a hybrid schedule, flexible vacation, and <strong>sabbatical programs</strong> - because balance matters here.</p><p><br></p><p><strong>Responsibilities</strong></p><ul><li>Act as the main contact for UHNW clients, ensuring requests are handled promptly</li><li>Partner with senior leaders on strategies and initiatives</li><li>Build strong client relationships by anticipating needs</li><li>Collaborate with associates and analysts for seamless execution</li><li>Support clients with wealth transfer, philanthropy, and tax-efficient strategies</li><li>Maintain close ties with client teams (executive assistants, chiefs of staff, personal CFOs)</li><li>Partner with investment teams on portfolios and new assets</li><li>Contribute to firm-wide projects and initiatives</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Position Overview:</strong></p><p>The Assistant Property Manager works collaboratively with the Property Manager to oversee and coordinate daily operations of residential, commercial, or mixed-use properties. This position focuses on ensuring exceptional tenant satisfaction, efficient property management, and maintaining the financial and operational performance of the property.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Support the Property Manager in managing all aspects of property leasing, operations, and maintenance. (Source: 2026 RH Salary Guide.xlsx)</li><li>Facilitate communication with tenants to address inquiries, resolve complaints, and maintain positive relationships.</li><li>Ensure compliance with property-specific lease agreements and legal requirements.</li><li>Monitor property budgets, including rent collection, expense tracking, and preparing financial reports.</li><li>Coordinate property inspections to ensure compliance with maintenance and safety standards.</li><li>Manage vendor relationships, monitor the progress of contracted jobs, and oversee repairs and maintenance projects.</li><li>Assist in property leasing activities, including marketing units, showing properties to prospective tenants, and processing lease applications.</li><li>Maintain organized records of lease agreements, invoices, and other property-related documentation.</li></ul><p><br></p>
<p>Alison Brenchley, Robert Half is on the lookout for an Organizational Development Partner to be part of our team based in Sunnyvale, California. The role is in the IT Software industry where you will be working closely with the VP of Global HR Services. Your primary tasks will be to develop, implement, and maintain impactful organizational development strategies. </p><p><br></p><p>Responsibilities </p><p>• Collaborate with all HR team levels to develop and build organizational and training programs.</p><p>• Utilize your knowledge of ERP solutions and CRM to maintain efficient and accurate customer credit records.</p><p>• Facilitate leadership development programs and present training initiatives.</p><p>• Ensure compliance and effective internal communication within the organization.</p><p>• Use your skills in strategic planning to process customer credit applications accurately and efficiently.</p><p>• Use your experience in ADP - Financial Services to monitor customer accounts and take appropriate action.</p><p>• Contribute to the budget process and internal reporting system to maintain financial health.</p><p>• Utilize your experience in 3M to work on career development strategies for the team.</p><p>• Leverage your skills in Human Resources (HR) Administration for effective organizational development.</p>
<p><strong>Associate – Client Services Accounting</strong></p><p>Are you a detail-driven accounting professional looking to make a meaningful impact in a collaborative, mission-focused environment? Join a dynamic team that supports high-net-worth, multigenerational clients through exceptional financial services and strategic guidance.</p><p><br></p><p>This is a unique opportunity to grow your career in a role that blends technical accounting, client service, and cross-functional collaboration. You’ll be part of a close-knit team that values excellence, innovation, and integrity—while contributing to a purpose-driven organization that prioritizes long-term relationships and community impact.</p><p><br></p><p><strong>About the Role</strong></p><p>As an Associate in the Client Services Accounting team, you’ll play a vital role in delivering accurate, timely, and confidential financial support. You’ll manage day-to-day transactions, prepare financial reports, and partner with internal teams to provide comprehensive insights and solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute core accounting functions including accounts payable, reconciliations, and journal entries.</li><li>Prepare quarterly financial statements and cash forecasts.</li><li>Analyze bank, brokerage, credit card, and other balance sheet accounts.</li><li>Review investment valuations, loans, and other financial data for reporting.</li><li>Interface directly with clients, estate managers, and vendors to manage payments and respond to inquiries.</li><li>Collaborate with internal teams on client reporting and strategic initiatives.</li><li>Maintain compliance with regulatory standards and internal policies.</li></ul><p><strong>What Success Looks Like</strong></p><ul><li>Delivering accurate and timely financial support with discretion and professionalism.</li><li>Building trusted relationships with clients and internal partners.</li><li>Contributing ideas to improve service delivery and operational efficiency.</li><li>Supporting teammates and fostering a culture of learning and innovation.</li></ul><p><strong>What You’ll Gain</strong></p><ul><li>Competitive compensation based on experience and education.</li><li>Comprehensive benefits including:</li><li>Medical, dental, and vision coverage</li><li>401(k) with 5% match + annual employer contribution</li><li>Paid parental leave (20 weeks), medical leave, and flexible vacation</li><li>Childcare stipend, infertility benefits, and mental health support</li><li>Volunteer time off, donation matching, and service awards</li><li>Education assistance and career development support</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Senior Client Associate – Family Office</strong></p><p>A highly respected multi-family office is seeking a <strong>Senior Client Associate</strong> to join its San Francisco-based team. The firm provides ultra-high-net-worth families with a comprehensive suite of services, including investment management, financial planning, lending strategies, and bespoke family office solutions. The culture is collaborative, client-centric, and deeply committed to professional development and innovation.</p><p><br></p><p><strong>Why This Role Stands Out</strong></p><ul><li>Direct engagement with sophisticated families and their advisory teams</li><li>Opportunity to lead client relationships and mentor associate team members</li><li>Exposure to complex wealth strategies and customized planning initiatives</li><li>Flexible vacation policy, sabbatical program, and hybrid work environment</li><li>Competitive compensation and a comprehensive benefits package</li></ul><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service across assigned relationships</li><li>Execute client requests with accuracy, efficiency, and discretion</li><li>Collaborate with senior leadership on strategic initiatives and client solutions</li><li>Guide and support associates and analysts on shared client accounts</li><li>Assist clients with estate, tax, and philanthropic planning needs</li><li>Partner with investment teams on portfolio construction and cash deployment</li><li>Maintain strong relationships with clients’ extended professional networks</li></ul><p><strong>Interested in this opportunity?</strong></p><p>Apply today or send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect and explore whether this could be the right next step in your career.</p>
<p>We are looking for a skilled Management Analyst to join our team in Richmond, California. This long-term contract position requires a proactive individual with strong administrative and organizational skills to support various operational tasks. The role offers a hybrid work environment and flexible scheduling, making it an excellent opportunity for candidates seeking to contribute to the healthcare sector.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate and manage schedules, including setting appointments and maintaining meeting calendars.</p><p>• Handle inbound and outbound calls professionally, providing excellent customer service and resolving inquiries.</p><p>• Prepare detailed meeting minutes and distribute them to relevant stakeholders.</p><p>• Process and complete expense reports with accuracy and attention to detail.</p><p>• Organize and maintain records, ensuring data entry tasks are performed efficiently.</p><p>• Provide guidance on federal leave policies (FMLA, Paid parental leave, LWOP, payroll discrepancies</p><p>• Manage and track operating budgets exceeding $100K</p><p>• Assist with training coordination </p><p>• Act as liaison to HR management and participate in supporting with onboarding, benefits coordination and compliance documentation</p><p>• Manage email correspondence, responding promptly and effectively to internal and external communications.</p><p>• Utilize Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook, to create and edit documents, presentations, and reports.</p><p>• Support project management activities by assisting with administrative tasks and tracking progress.</p><p>• Provide assistance during weekly meetings, ensuring all necessary arrangements and documentation are completed.</p><p>• Collaborate with team members to streamline administrative processes and improve workflow efficiency.</p><p>• Liaison between staff and facilities management in regard to laboratory and office space needs </p><p>• Subject expert regarding conference travel and conference approval procedures </p><p><br></p><p>If you are interested, please apply today and call us at (510) 470-7450</p><p><br></p>
<p>Our successful Robert Half client is seeking an experienced Tax Manager to join their growing organization. This role is working on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team...apply soon for consideration!</p><p>Responsibilities:</p><p>-Manage tax and compliance deliverables through assignment of returns and related filings (extensions, etc)</p><p>-Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise</p><p>-Ensure tax compliance (accurate and timely filings, extensions, review of tax returns for client and related entities)</p><p>-Research technical tax issues (e.g. Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues</p><p><br></p><p>Requirements:</p><p>-Bachelor's degree in business or related field preferred, Master's a plus; CPA preferred </p><p>-Experience with high net worth individual tax, partnership, trust, estate tax</p><p>-Strong supervisor experience (will manage 3 staff)</p><p>-Excellent communication and client relationship skills</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Lead Advisor </strong>at a <strong>Thriving Wealth Management</strong>. This is a full-time permanent role based in <strong>Danville </strong>with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do’s, preparing cases, delegating tasks to associate advisors, and handling everything needed to support both the client and the senior advisor.</p><p> </p><p>The firm actively supports your professional development with FINRA sponsorships and CFP study programs, while also <strong>offering mentorship, a collaborative culture</strong>, and a strong commitment to work-life balance.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support Senior Advisors with financial planning and investment strategies.</li><li>Participate in client meetings and manage follow-ups.</li><li>Assist with onboarding new clients and building relationships.</li><li>Prepare reports, recommendations, and financial analyses.</li><li>Handle client service tasks, CRM updates, and paperwork.</li><li>Help improve workflows and insurance proposals.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Managing Director – Wealth Advisory</strong></p><p>Are you a strategic leader, team builder, and passionate coach ready to shape the future of a high-performing advisory office? This is a rare opportunity to lead a thriving wealth management team in one of the nation’s most dynamic markets. Join a purpose-driven organization that blends financial expertise with a deep commitment to helping individuals live richer, more meaningful lives. With a collaborative culture, national recognition for workplace excellence, and a fast-growing footprint, this firm is redefining what it means to serve clients with care, clarity, and purpose.</p><p><br></p><p><strong>About the Role</strong></p><p>As Managing Director, you’ll oversee a local team of 25+ advisors and professionals, driving business performance, team development, and client service excellence. You’ll partner with senior leadership to align strategy, optimize growth, and ensure your office delivers a remarkable experience to every client. This role blends leadership, business strategy, and operational execution—ideal for someone who thrives in a fast-paced, people-first environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Business Leadership</strong></p><ul><li>Lead the local office, managing financial performance and contributing to P& L decisions.</li><li>Use data-driven forecasting to inform team structure and strategic planning.</li><li>Monitor performance metrics across growth, service, and team health.</li></ul><p><strong>Growth & Market Strategy</strong></p><ul><li>Collaborate with growth leaders to expand market presence and brand recognition.</li><li>Represent the firm in the local community, building relationships and visibility.</li></ul><p><strong>Team Leadership</strong></p><ul><li>Inspire and coach advisory and growth teams.</li><li>Foster a culture of engagement, alignment, and support.</li><li>Serve as the local culture carrier and first-line leader.</li></ul><p><strong>Client Service & People Management</strong></p><ul><li>Oversee client assignments to ensure balance and optimized service delivery.</li><li>Use capacity data and advisor insights to make strategic staffing decisions.</li><li>Partner on workforce planning and resource allocation.</li></ul><p><strong>Operational Excellence</strong></p><ul><li>Ensure consistent execution of best practices while tailoring for local needs.</li><li>Identify and resolve bottlenecks to improve teammate and client experience.</li><li>Align local efforts with scalable growth frameworks.</li></ul><p><strong>Benefits</strong></p><ul><li>Medical, dental, and vision coverage</li><li>Retirement plan</li><li>Generous PTO and holiday flex-days</li><li>Summer flex-days and paid holidays</li><li>Parental leave</li><li>Transportation benefits</li><li>Unlimited volunteer time off</li><li>Professional and personal wellbeing stipend</li><li>Additional fringe benefits</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to <strong>Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Jennifer Fukumae with Robert Half's Financial Services Division</strong> is partnering with a well-established wealth management firm that is dedicated to acting in clients’ best interests through personalized strategies and disciplined portfolio management. This role is in San Ramon, CA and requires 4 days on-site. </p><p> </p><p>The firm’s philosophy is rooted in providing objective, client-first advice designed to help clients accumulate, protect, and transfer wealth. With a collaborative culture and strong operational support, the team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes. This is a rare opportunity to join a high-integrity, growth-focused advisory team where you’ll step into an established client base and have the freedom to build your practice with full firm support.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Provide strategic financial advice and comprehensive planning across services such as debt management, investments, retirement, and insurance.</li><li>Develop personalized financial plans tailored to each client’s needs and goals.</li><li>Build and strengthen client relationships through proactive communication and ongoing support.</li><li>Monitor market performance and client portfolios, recommending adjustments as needed.</li><li>Maintain compliance with all industry regulations and firm standards.</li></ul><p><br></p>
