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8 results for Product Support Specialist in Sacramento, CA

Desktop Support Analyst
  • Sacramento, CA
  • onsite
  • Temporary
  • 21.77 - 27.00 USD / Hourly
  • We are looking for a skilled and reliable Desktop Support Analyst to join our team on a long-term contract basis in Sacramento, California. This position focuses on providing hands-on technical support during a large-scale hardware deployment, ensuring smooth operations and excellent user experiences. The ideal candidate will have a customer-first mindset, technical expertise, and the ability to work efficiently in dynamic environments.<br><br>Responsibilities:<br>• Perform daily hardware installations and replacements, including PCs, monitors, cables, and peripherals.<br>• Troubleshoot and verify the functionality of newly installed hardware and software.<br>• Provide technical support for Windows 11, Microsoft 365, Teams, Outlook, and OneDrive.<br>• Assist users with password resets, account access issues, and general troubleshooting.<br>• Deliver basic technical assistance to Mac users, including application support.<br>• Manage the deployment of 40–60 devices per day per team, ensuring accuracy and adherence to timelines.<br>• Walk extensively through office buildings to complete equipment installations and replacements.<br>• Maintain professionalism and clear communication while interacting with end-users during setup.<br>• Document completed work and escalate unresolved issues to the appropriate teams.<br>• Ensure proper logging and return of replaced equipment for decommissioning or recycling.
  • 2025-08-14T00:24:02Z
Sr. Client Service Associate - Wealth Mangement
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 85000.00 - 100000.00 USD / Yearly
  • <p><strong>Client Service Associate – Wealth Management</strong></p><p>A boutique wealth management firm is seeking a <strong>Client Service Associate</strong> to join its high-touch, relationship-driven team. Located in Walnut Creek, CA, the firm serves a select group of clients through personalized financial advice and exceptional service. With a stable, referral-based client base and over 15 years of advisory experience, the team is known for its people-first culture and commitment to long-term relationships.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will be the primary point of contact for clients, supporting a range of financial and administrative tasks. This role is ideal for professionals who are detail-oriented, proactive, and passionate about delivering outstanding client experiences. The firm values personal and professional growth, encouraging continuous learning and development.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist clients with beneficiary updates, wire transfers, and rollover requests.</li><li>Respond promptly to client inquiries and provide support across financial products and services.</li><li>Facilitate client onboarding and ensure a smooth, welcoming experience.</li><li>Process client transactions including deposits, withdrawals, and account updates.</li><li>Collaborate with financial advisors to align actions with client financial plans.</li><li>Maintain accurate client records in CRM systems (Salesforce preferred).</li><li>Follow up on pending client requests to ensure timely resolution.</li><li>Uphold confidentiality and security of client information.</li><li>Provide administrative support including report preparation and client-facing materials.</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>
  • 2025-08-29T15:13:44Z
Financial Analyst
  • Livermore, CA
  • onsite
  • Temporary
  • 35.00 - 50.00 USD / Hourly
  • <p><strong>Job Description</strong></p><p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract | Contract-to-Permanent | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul><p><br></p>
  • 2025-08-28T23:58:46Z
Accounts Payable Clerk
  • Walnut Creek, CA
  • onsite
  • Temporary
  • 24.00 - 27.00 USD / Hourly
  • <p>We are seeking a detail-oriented and reliable Accounts Payable Clerk to join our client's team in Walnut Creek, CA. The ideal candidate will be responsible for processing invoices, ensuring accurate payments, maintaining financial records, and supporting the company's financial operations. This position requires excellent organizational skills, a strong work ethic, and proficiency with accounting software.</p><p><br></p><p><strong>Key Duties and Responsibilities:</strong></p><ul><li><strong>Invoice Review and Processing:</strong> Review all invoices for proper documentation, authorization, and approval prior to payment processing.</li><li><strong>Payment Management:</strong> Process invoices, issue and print accounts payable checks, and obtain necessary signatures for disbursements.</li><li><strong>Payment Distribution:</strong> Distribute signed checks as required and ensure timely vendor payments.</li><li><strong>File and Record Maintenance:</strong> Maintain comprehensive accounts payable files, spreadsheets, and reports.</li><li><strong>Cross-functional Collaboration:</strong> Assist Corporate Financial Officers and branch personnel with financial inquiries or support needs.</li><li><strong>Monthly Closings:</strong> Support monthly financial closings by ensuring accounts payable records are up-to-date and accurate.</li><li><strong>Administrative Tasks:</strong> Perform filing, copying, and organizational tasks to maintain department efficiency.</li><li><strong>Order Management:</strong> Receive and organize all direct orders relating to accounts payable processes.</li><li><strong>Support Role:</strong> Execute additional duties assigned by management to help achieve company mission, values, and goals.</li></ul><p><br></p><p><strong>Pre-requisite Core Competencies:</strong></p><ul><li><strong>Problem-Solving Skills:</strong> Ability to troubleshoot and resolve account discrepancies and vendor issues effectively.</li><li><strong>Accuracy and Quality:</strong> Strong attention to detail and commitment to producing thorough and accurate work.</li><li><strong>Work Ethic:</strong> A motivated self-starter willing to go above and beyond to support the team and accomplish tasks.</li><li><strong>Integrity and Judgement:</strong> A demonstrated history of making ethical decisions and exercising sound judgment.</li><li><strong>Professional Growth:</strong> Commitment to ongoing personal and professional development.</li></ul><p><br></p><p>If interested, please reach out to Ashley Moncada for immediate consideration: 510-350-0016</p>
  • 2025-08-15T23:29:07Z
Senior Financial Reporting Analyst
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 105000.00 - 120000.00 USD / Yearly
  • <p><strong>Job Summary:</strong></p><p>We are seeking a highly skilled <strong>Senior Accountant</strong> to join our growing team. This position will play a critical role in managing financial reporting functions, with a focus on providing accurate, timely, and insightful reporting and analysis to support decision-making in a dynamic, private equity-owned environment. The ideal candidate should have a strong foundation in financial reporting, technical accounting, and an analytical mindset to contribute to the company's strategic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting & Analysis:</strong></li></ol><ul><li>Prepare, review, and analyze monthly, quarterly, and annual financial statements in compliance with GAAP.</li><li>Develop and maintain reporting packages for management, private equity stakeholders, and lenders, ensuring accuracy and timeliness.</li></ul><ol><li><strong>Technical Accounting:</strong></li></ol><ul><li>Research and apply relevant accounting principles to address complex accounting issues, including revenue recognition, consolidation, lease accounting, and purchase accounting.</li><li>Stay up to date on emerging accounting standards and implement required changes appropriately.</li></ul><ol><li><strong>Process Improvement:</strong></li></ol><ul><li>Drive process improvement initiatives for financial close and reporting to ensure efficiency and effectiveness.</li><li>Leverage technology, such as ERP systems and Excel, to enhance reporting accuracy and minimize manual effort.</li></ul><ol><li><strong>Collaboration & Stakeholder Communication:</strong></li></ol><ul><li>Partner with cross-functional teams, including operations, FP& A, and tax, to ensure consistency and alignment of financial data.</li><li>Act as a key liaison with external auditors, ensuring audit coordination and successful outcomes.</li></ul><ol><li><strong>Data Analysis & Insights:</strong></li></ol><ul><li>Perform variance analysis to explain differences between actual results, forecasts, and budgets, providing recommendations for optimization.</li><li>Assist executive leadership and private equity stakeholders with ad hoc financial analysis and modeling.</li></ul><ol><li><strong>Compliance Oversight:</strong></li></ol><ul><li>Ensure compliance with internal controls, SOX standards, and other regulatory or contractual financial requirements.</li><li>Support the development and documentation of accounting policies and procedures.</li></ul><p><br></p><p><strong>What We Offer:</strong></p><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development, including training and upskilling programs.</li><li>A collaborative and fast-paced work environment.</li><li><strong>Location:</strong> Hybrid.</li></ul>
  • 2025-08-19T17:14:18Z
WM - Client Service Associate
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 85000.00 - 100000.00 USD / Yearly
  • <p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A boutique wealth management firm located in the heart of Walnut Creek, CA, is seeking a dedicated and personable<strong> Client Service Associate </strong>to join its growing team. This firm is known for delivering highly personalized financial advice to a select group of clients, with a strong emphasis on relationship-building, integrity, and long-term success. With over 15 years of experience in the advisory space, the team is people-first, client-focused, and driven by referrals and reputation.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will serve as a key liaison between clients and advisors, ensuring a seamless and exceptional client experience. This role is ideal for someone who thrives in a fast-paced, service-oriented environment and is passionate about helping others. The successful candidate will be proactive, detail-oriented, and capable of managing multiple tasks while maintaining a high level of professionalism.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist clients with beneficiary updates, wire transfers, and rollover requests.</li><li>Respond promptly to client inquiries and provide support across a range of financial services.</li><li>Facilitate smooth onboarding for new clients and maintain strong, ongoing relationships with existing ones.</li><li>Prepare and process client transactions, including deposits, withdrawals, and account updates.</li><li>Collaborate with financial advisors to ensure client needs are met and aligned with their financial plans.</li><li>Maintain accurate and up-to-date client records in the firm’s CRM system (Salesforce).</li><li>Follow up on pending client requests and ensure timely resolution.</li><li>Uphold confidentiality and security of client information.</li><li>Provide administrative support, including preparing reports, presentations, and client-facing materials.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Be part of a close-knit, collaborative team that values personal and professional growth.</li><li>Work in a firm that prioritizes people, relationships, and long-term success.</li><li>Enjoy a dynamic role with variety, responsibility, and the opportunity to make a meaningful impact.</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>
  • 2025-08-19T02:58:42Z
Staff Accountant
  • Napa, CA
  • onsite
  • Permanent
  • 70000.00 - 85000.00 USD / Yearly
  • <p>Robert Half is looking for highly skilled and motivated accounting professionals to join our <strong>Full-Time Engagement Professionals (FTEP)</strong> program. In this unique role, you’ll have the stability of full-time employment with Robert Half while working on a variety of exciting, challenging, and dynamic engagements as a Staff Accountant with our diverse client base. This is an excellent opportunity to enhance your skills, gain exposure to different industries, and work alongside some of the most respected professionals in the accounting and finance field.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>As a Staff Accountant in the Full-Time Engagement Professionals program, you will:</p><ul><li>Prepare and reconcile complex financial statements, including income statements, balance sheets, and other supporting schedules (Source: Position Description Questionnaire).</li><li>Perform month-end and year-end closing processes, ensuring compliance with GAAP and client-specific requirements.</li><li>Assist with accounts payable (AP) and accounts receivable (AR) functions, including processing, reconciliation, and reporting tasks.</li><li>Maintain and prepare journal entries, account reconciliations, and general ledger work.</li><li>Partner with internal and external stakeholders, including auditors and tax professionals, to support financial reporting and audits (Source: Powerful Word Tracks).</li><li>Support budgeting and forecasting processes by providing analytical insights and variance analysis when required.</li><li>Collaborate with other team members to streamline accounting processes, improve financial reporting efficiency, and implement new systems or tools.</li><li>Participate in special projects and process improvement initiatives as required by clients.</li></ul><p><br></p>
  • 2025-08-15T17:19:15Z
Senior Accountant
  • Walnut Creek, CA
  • onsite
  • Temporary
  • 38.00 - 40.00 USD / Hourly
  • <p><strong>Job Posting: Senior Accountant</strong></p><p><strong>Employment Type:</strong> Contract </p><p><strong>Compensation:</strong> $38 - $50 hourly </p><p> </p><p><strong>About the Role</strong></p><p>Robert Half is partnering with a dynamic and growing organization to fill their <strong>Senior Accountant</strong> position. This is a fantastic opportunity to take your accounting career to the next level while working with a collaborative team that values efficiency, innovation, and professional development. As a Senior Accountant, you will play a pivotal role in managing accounting operations and serving as a leader within the finance team.</p><p> </p><p><strong>Key Responsibilities</strong></p><p><strong>As a Senior Accountant, you will:</strong></p><ul><li>Prepare and analyze financial statements in compliance with GAAP and other accounting standards.</li><li>Ensure timely and accurate month-end, quarter-end, and year-end closings.</li><li>Maintain and reconcile general ledger accounts, including complex journal entries.</li><li>Prepare budgets, forecasts, and variance analyses, while providing insight to key stakeholders.</li><li>Manage tax filings and regulatory compliance requirements.</li><li>Participate in audit preparation and liaise with external auditors.</li><li>Assist in the implementation and improvement of ERP systems and accounting processes.</li><li>Mentor and supervise junior accounting staff, offering guidance to ensure development and accuracy.</li><li>Analyze financial data to support strategic business decisions.</li></ul><p><br></p>
  • 2025-08-26T23:24:31Z