<p>We are looking for a dedicated Case Manager to join our team in Fairfield, California, supporting our mission in the non-profit sector. This is a Contract position where you will play a vital role in providing outreach, case management, and support services to individuals experiencing homelessness and their families. The ideal candidate will have exceptional organizational skills, a passion for helping others, and the ability to coordinate services that empower clients toward self-sufficiency.</p><p><br></p><p>Responsibilities:</p><p>• Coordinate the client intake process, including initial assessment and eligibility determination for all new referrals.</p><p>• Conduct outreach efforts in various locations to connect with individuals experiencing homelessness and provide necessary support.</p><p>• Manage a caseload of clients, offering intensive housing and vocational case management services.</p><p>• Collaborate with clients to design personalized service plans that align with their goals and needs.</p><p>• Work closely with Housing Specialists to foster relationships with landlords and support housing retention.</p><p>• Develop individual budgets and service plans for clients, ensuring resources are allocated effectively.</p><p>• Facilitate access to community services, including crisis intervention, health care, employment assistance, and substance abuse treatments.</p><p>• Conduct regular meetings with participants to address goals, financial planning, and education or employment opportunities.</p><p>• Maintain accurate and confidential case files, ensuring timely submission of required program reports.</p><p>• Drive to field locations and program sites to deliver services while adhering to agency vehicle policies.</p>
<p>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR DETAILS</p><p><br></p><p>SR. FINANCIAL ANALYST - hybrid role of finance and some accounting</p><p><br></p><p>Responsibilities:</p><p>Perform highly specialized and complex financial analysis, budget analysis, and </p><p>related fiscal functions for a large and diverse hospital service line/department or is </p><p>responsible for coordinating a major budget/financial analysis program in the Hospital </p><p>Finance Department. Duties include financial planning, forecasting and modeling, </p><p>budget development, performance monitoring and management reporting. Prepare</p><p>and provide complex analysis for special and high-level reports for review at the </p><p>executive level. Track expenses for various cost centers. </p><p>Provide leadership in the fiscal planning process and recommends </p><p>process improvements. </p><p><br></p>
<p>Robert Half is the world’s premier provider of specialized talent solutions, connecting skilled professionals with innovative companies. We’re excited to offer a unique <strong>Full-Time Engagement Professional (FTEP)</strong> opportunity for a <strong>Senior Accountant</strong> role. As part of the FTEP program, you’ll enjoy the stability of full-time employment with Robert Half while working on diverse, mission-critical projects for leading organizations. This is a one-of-a-kind opportunity for experienced Senior Accountants looking for professional variety, continuity, and impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant in our FTEP program, you’ll contribute to key financial operations and projects, including:</p><ul><li>Preparing and analyzing financial statements (balance sheet, income statement, cash flow statement, etc.).</li><li>Managing the general ledger and ensuring account reconciliations are accurate and timely.</li><li>Supporting budgeting and financial forecasting efforts.</li><li>Ensuring compliance with GAAP and organizational policies.</li><li>Engaging in process improvement initiatives to drive efficiencies and enhance productivity.</li><li>Assisting with month-end and year-end closings.</li><li>Participating in audits (internal and external) and providing documentation as needed.</li><li>Acting as a mentor to junior accounting staff and sharing best practices.</li></ul><p>You’ll be deployed on exciting projects for top-tier clients, giving you exposure to a wide range of industries, accounting challenges, and forward-thinking organizations.</p>
<p><strong>Senior Associate, Accounting </strong></p><p><strong>Location:</strong> San Francisco (Financial District, Hybrid: Tu–Th in office)</p><p><strong>Compensation:</strong> $85–115k base + bonus + excellent benefits</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing and a supportive, collaborative workplace culture. Headquartered in San Francisco, our team is committed to building long-term value for clients while fostering a people-first environment that emphasizes respect, quality, and continuous learning.</p><p> </p><p><strong>The Role</strong></p><p>The <strong>Senior Associate </strong>will report to the Corporate Accounting Manager and support core accounting functions, with a primary focus on accounts payable and related month-end responsibilities. This role will also contribute to ad hoc projects, audits, and process improvements to help scale our growing business.</p><p> </p><p>This position offers exposure to multiple areas of accounting and finance and requires frequent collaboration with cross-functional teams such as Investment Operations and Finance.</p><p>The ideal candidate is detail-oriented, curious, and proactive—someone who not only executes tasks with precision but also looks for ways to improve processes and strengthen controls.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Perform month-end tasks related to accounts payable and receivable, expense management, fixed assets, and cash accounts.</li><li>Prepare monthly reconciliations for bank and general ledger accounts.</li><li>Maintain and monitor SOX controls related to the general ledger; ensure compliance with internal control requirements.</li><li>Ensure adherence to the company’s expense reporting and capitalization policies.</li><li>Identify and implement process improvements to increase efficiency and accuracy.</li><li>Support ad hoc projects and audits as needed.</li></ul><p> </p>
<p><strong>Michelle Espejo with Robert Half Financial Services </strong>is recruiting for a permanent <strong>Family Office Controller</strong> based in San Francisco.</p><p> </p><p>Our client is a well-established family office overseeing a diversified portfolio spanning real estate, hospitality, and specialty agriculture. The team is known for its stability, collaborative culture, and commitment to excellence, offering an environment where each professional’s contributions are valued.</p><p> </p><p>This position provides competitive compensation, comprehensive benefits (medical, dental, vision, life, FSAs, 401(k) match, commuter benefits), a hybrid schedule, and minimal overtime. The role offers exposure to varied industries, professional development opportunities, and the ability to work in a supportive, low-turnover environment.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Manage the full accounting cycle, including accounts payable, general ledger, reconciliations, and financial reporting</li><li>Review and analyze financial statements prior to submission to external CPAs</li><li>Support tax compliance and planning, including reviewing returns prepared externally</li><li>Collaborate with internal stakeholders to address the financial and operational needs of multiple entities</li><li>Oversee accounting for specialized portfolio industries, including real estate and niche operations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Senior Corporate Accountant </strong>at a <strong>Leading Investment Firm</strong>. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p> </p><p>This team is known for its forward-thinking approach and commitment to integrity. The culture is collaborative, growth-oriented, and built on teamwork and excellence. You’ll be part of an award-winning workplace that values both achievement and balance. Perks include competitive pay with annual bonuses, 100% employer-paid medical, dental, and vision for you and your family, generous commuter benefits and more. You’ll also find strong leadership support and opportunities for professional growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Handle month-end close tasks across AP/AR, expenses, fixed assets, and cash accounts</li><li>Prepare reconciliations and ensure accurate general ledger reporting</li><li>Maintain SOX compliance and document internal controls</li><li>Enforce expense and capitalization policies</li><li>Drive process improvements to strengthen operations</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>Jennifer Fukumae</strong> is partnering with an established multi-family office based in San Francisco is seeking a <strong>Client Associate</strong> to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services.</p><p><br></p><p><strong>Client Associate – Multi Family Office</strong></p><p>📍 San Francisco (Steps from Montgomery BART) | Hybrid</p><p>💰 $100,000–$130,000 base (DOE) + Bonus</p><p><br></p><p><strong>About the Firm:</strong></p><ul><li>Headquartered in San Francisco with easy BART access</li><li>Serves a sophisticated UHNW client base with personalized, high-touch service</li><li>Known for long-standing client relationships, cross-functional collaboration, and a modern approach to wealth management</li><li>Emphasizes professional development, mentorship, and continuous improvement</li></ul><p> </p><p><strong>About the Role:</strong></p><p>The Client Associate will be the primary point of contact on assigned client relationships, partnering closely with firm leadership to execute custom strategies. You’ll lead client service initiatives, manage complex planning workflows, mentor junior team members, and collaborate across departments. This is a highly visible, client-facing role that requires both strategic thinking and operational excellence.</p><p> </p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as the day-to-day contact for a portfolio of UHNW clients</li><li>Execute requests promptly and with a high level of accuracy</li><li>Collaborate with firm leadership on bespoke planning and investment strategies</li><li>Serve as a guide and mentor to junior associates and analysts</li><li>Assist with advanced estate planning, philanthropic strategies, and tax-advantaged planning</li><li>Coordinate with clients’ extended teams (e.g., personal CFOs, attorneys, assistants)</li><li>Support new investment allocations, liquidity planning, and account structuring</li><li>Contribute to firm-wide initiatives and special projects</li></ul><p><br></p>
<p><strong>Job Posting: Operations Analyst & Trader</strong></p><p>A cutting-edge quantitative hedge fund is seeking a highly analytical and detail-oriented <strong>Operations Analyst & Trader</strong> to join its dynamic team. This hybrid role offers a unique opportunity to engage deeply in both operational processes and quantitative trading, making it ideal for professionals eager to expand their impact across multiple facets of the investment lifecycle.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Operations Analyst & Trader will play a critical role in ensuring the seamless execution of daily trading activities, maintaining robust operational infrastructure, and supporting fund accounting and finance functions. This position offers exposure to a wide range of financial instruments and the chance to collaborate closely with cross-functional teams including data science, engineering, and compliance.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Trade Operations:</strong> Manage relationships with order management systems (OMS), perform tri-party reconciliations, and process corporate actions across various product types.</li><li><strong>Accounting Support:</strong> Reconcile daily cash, positions, and corporate actions with fund administrators and prime brokers; assist with month-end NAV sign-off, annual audits, and tax preparations.</li><li><strong>Trading Execution:</strong> Serve as a backup to the trading team, allocating instructions to brokers and resolving trade breaks.</li><li><strong>Operational Efficiency:</strong> Drive process improvements, reduce operational risk, and ensure compliance with trading guidelines and margin requirements.</li><li><strong>Cross-Team Collaboration:</strong> Partner with internal teams to align trading operations with broader strategic goals.</li></ul><p><strong>Benefits:</strong></p><ul><li>Comprehensive medical, dental, and vision coverage (including dependents).</li><li>401(k) retirement plan.</li><li>Potential for performance-based carry.</li><li>Unlimited PTO and commuter 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>A leading investment management firm is seeking a <strong>Staff or Senior Staff Accountant</strong>, depending on experience, to join its dynamic finance team. This role offers the opportunity to contribute to a mission-driven organization that prioritizes ethical business practices, long-term value creation, and a collaborative workplace culture.</p><p><br></p><p>Reporting to the Corporate Accounting Manager, this position is responsible for managing accounts payable and supporting various accounting functions including month-end close and audits. The accountant will play a key role in maintaining the accuracy and integrity of financial records while collaborating with cross-functional teams across the organization.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute month-end financial reporting tasks related to accounts payable/receivable, expense management, fixed assets, and cash accounts.</li><li>Prepare monthly bank reconciliations and general ledger reconciliations.</li><li>Maintain and monitor SOX controls to ensure compliance and document processes.</li><li>Enforce company policies related to expense reporting and capitalization.</li><li>Identify and implement process improvements to enhance efficiency and strengthen controls.</li><li>Support ad hoc projects and other duties as assigned.</li></ul><p><strong>Qualifications</strong></p><ul><li>2–3 years of operational accounting experience, preferably within investment or asset management.</li><li>Strong understanding of US GAAP and experience applying accounting standards.</li><li>Familiarity with SOX compliance and internal control frameworks.</li><li>Hands-on experience with accounts payable processes and reconciliations.</li><li>Proficiency in accounting systems such as Sage Intacct, SAP Concur, or BILL.com.</li><li>Intermediate Excel skills and strong analytical capabilities.</li><li>Excellent organizational and time management skills.</li><li>Interest in leveraging AI tools or technologies in accounting workflows is a plus.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Competitive compensation and performance-based annual bonus.</li><li>Full coverage of medical, dental, and vision premiums for employees and their families.</li><li>Generous charitable contribution matching program.</li><li>A collaborative, respectful, and intellectually engaging work environment.</li><li>Convenient downtown office location with commuter 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>Corporate Accountant </strong></p><p><strong>Location:</strong> San Francisco (Financial District, Hybrid: Tu–Th in office)</p><p><strong>Compensation:</strong> $85–115k base + bonus + excellent benefits</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a growing, mission-driven investment management firm with a strong reputation for responsible investing and a supportive, collaborative workplace culture. Headquartered in San Francisco, our team is committed to building long-term value for clients while fostering a people-first environment that emphasizes respect, quality, and continuous learning.</p><p> </p><p><strong>The Role</strong></p><p>The <strong>Corporate Accountant </strong>will report to the Corporate Accounting Manager and support core accounting functions, with a primary focus on accounts payable and related month-end responsibilities. This role will also contribute to ad hoc projects, audits, and process improvements to help scale our growing business.</p><p> </p><p>This position offers exposure to multiple areas of accounting and finance and requires frequent collaboration with cross-functional teams such as Investment Operations and Finance.</p><p>The ideal candidate is detail-oriented, curious, and proactive—someone who not only executes tasks with precision but also looks for ways to improve processes and strengthen controls.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Perform month-end tasks related to accounts payable and receivable, expense management, fixed assets, and cash accounts.</li><li>Prepare monthly reconciliations for bank and general ledger accounts.</li><li>Maintain and monitor SOX controls related to the general ledger; ensure compliance with internal control requirements.</li><li>Ensure adherence to the company’s expense reporting and capitalization policies.</li><li>Identify and implement process improvements to increase efficiency and accuracy.</li><li>Support ad hoc projects and audits as needed.</li></ul>
<p><strong>Corporate Accounting Associate</strong></p><p>We’re working with an industry-leading investment management firm in San Francisco that’s seeking a <strong>Corporate Accounting Associate</strong> to play an integral role in their accounting operations. This is an exciting opportunity to join a mission-driven firm that prioritizes ethical business practices, has a collaborative and people-focused culture, and offers long-term growth potential.</p><p><br></p><p><strong>About the Company:</strong></p><p>This organization is the largest pure-play responsible investment firm in the U.S., managing billions in assets under management (AUM). They’re known for investing responsibly in businesses that align with their mission of sustainability, ethical leadership, and delivering value to customers. Headquartered in San Francisco, this firm provides employees with a supportive and intellectually stimulating culture where professional growth and work-life balance are paramount.</p><p>With a hybrid work model allowing three days in-office and two days remote, they encourage collaboration while emphasizing flexibility. Recognized nationally for their workplace culture, they offer employees competitive benefits and the chance to be part of a close-knit, forward-thinking team.</p><p><br></p><p><strong>What You’ll Do:</strong></p><p>As the <strong>Corporate Accounting Associate</strong>, you’ll report directly to the Corporate Accounting Manager and take on critical responsibilities within financial operations. You'll ensure the accuracy of the firm’s financial reporting, make process improvements as the firm scales, and assist with audits and month-end close. You'll also work closely with cross-functional teams, including Investment Operations and Finance, to help align accounting operations with organizational goals.</p><p>Your day-to-day responsibilities will include:</p><p><br></p><ul><li>Completing month-end financial reporting tasks, including accounts payable and receivable, expense management, fixed assets, and cash accounts.</li><li>Preparing bank account reconciliations and general ledger reconciliations each month.</li><li>Ensuring compliance with SOX controls, internal expense policies, and capitalization policies, while documenting processes.</li><li>Identifying opportunities for process improvements to increase operational efficiency.</li><li>Supporting audit preparation and handling ad hoc projects as assigned.</li></ul><p><strong>What’s In It For You:</strong></p><p>This firm offers a competitive compensation package, along with a rich suite of benefits. Highlights include:</p><ul><li>Competitive salary, plus an annual bonus based on personal and company performance</li><li>Comprehensive medical, dental, and vision coverage (100% paid for you and your family with no waiting period)</li><li>2:1 charitable contribution matching</li><li>Generous commuter subsidies for easy access to their Financial District office near BART, Muni, ferries, and cable cars</li><li>A hybrid work model balancing office collaboration and remote flexibility</li><li>Opportunities to work alongside bright, intellectually curious individuals in a supportive work culture</li></ul><p><strong> Excited about this opportunity?</strong> Apply today and send your resume <strong>via LinkedIn to Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p>As an <strong>Advisor</strong>, you will manage the day-to-day operations of client service teams, providing analytical, operational, and administrative support across the client lifecycle—from acquisition to retention. You’ll be the first point of contact for clients, helping them navigate complex financial planning strategies and ensuring their wealth aligns with their life goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary contact for client communications and collaborate with Lead Advisors on strategic responses</li><li>Review client portfolios and recommend strategic and tactical planning opportunities</li><li>Prepare comprehensive meeting deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis</li><li>Conduct advanced financial analysis on topics such as tax loss harvesting, equity compensation, and risk management</li><li>Review and approve trades and portfolio rebalances</li><li>Lead client meetings and ensure timely execution of post-meeting actions</li><li>Coordinate with internal teams (Tax, Investments, Estate Planning) to deliver holistic financial strategies</li><li>Mentor and guide team members on complex planning topics</li><li>Maintain and update the Wealth Management Scorecard for each client</li><li>Manage CRM documentation and ensure timely execution of intra-day requests (e.g., trades, wire transfers)</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive compensation package</li><li>Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, wellness stipends, and more</li><li>Award-winning workplace culture focused on equity, inclusion, and personal growth</li><li>Opportunities for career advancement and community involvement</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>A leading global institutional asset management firm is seeking a highly experienced and motivated <strong>Sr. Manager / Controller (DOE)</strong> to join its hedge fund accounting team. This role is based in San Francisco and offers a unique opportunity to contribute to the financial operations of a firm managing approximately $40 billion in assets across multi-strategy and specialized hedge funds</p><p><br></p><p><strong>Position Overview</strong></p><p>The<strong> Sr. Manager / Controller</strong> will play a critical leadership role in overseeing fund accounting processes, managing a high-performing team, and ensuring the accuracy and integrity of financial reporting. Reporting directly to the Global Controller, this individual will collaborate across departments including Tax, Legal, Operations, and Investor Relations, and will serve as a key liaison to senior leadership.</p><p>This role is ideal for a detail-oriented professional with deep expertise in hedge fund structures (both share class and partnership), strong proficiency in Advent Geneva, and a passion for continuous improvement through digital transformation initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and review monthly NAV closing packages and unaudited financial statements; oversee year-end audits and disclosures.</li><li>Manage investor profit and loss allocations and performance reporting in line with fund agreements.</li><li>Support Investor Relations and Performance Analytics teams with specialized reporting and inquiries.</li><li>Oversee third-party administrator deliverables, ensuring timely and accurate investor statements and transparency reports.</li><li>Prepare and review regulatory filings (e.g., BEA, CIMA) in coordination with Compliance.</li><li>Coordinate global annual audit processes with external auditors and internal stakeholders.</li><li>Review valuation models for private equity and debt investments in hedge fund portfolios.</li><li>Drive modernization and optimization of accounting processes and systems.</li></ul><p><strong>Compensation & Benefits</strong></p><p>Compensation is competitive and commensurate with experience. The role includes eligibility for a discretionary bonus and a comprehensive benefits package, including medical, dental, and vision insurance, as well as retirement savings and pension plans.</p><p><br></p><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>Wealth Advisor / Lead Wealth Advisor</strong></p><p>A nationally recognized, purpose-driven wealth management firm is seeking experienced and client-focused professionals to join its growing advisory team. With a collaborative, team-based approach and a commitment to helping clients align their wealth with their passions and purpose, this firm offers a dynamic environment for advisors who want to make a meaningful impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><br></p><p><strong>Client Relationship Management</strong></p><ul><li>Act as a Personal CFO, leading client relationships and delivering tailored wealth management strategies.</li><li>Serve as the first point of contact for client communications and ensure timely, thorough responses.</li><li>Lead client meetings and oversee execution of post-meeting action items.</li></ul><p><strong>Financial Planning & Strategy</strong></p><ul><li>Prepare and present comprehensive planning deliverables including Cash Needs Analysis, Strategic Asset Allocation, and Vocational Freedom Analysis.</li><li>Provide strategic recommendations across investment management, estate planning, tax planning, and risk management.</li><li>Review and approve trades, portfolio rebalances, and tactical implementation steps.</li></ul><p><strong>Team Leadership & Collaboration</strong></p><ul><li>Mentor and guide team members on complex planning topics and service delivery.</li><li>Collaborate with internal specialists and external partners (e.g., CPAs, attorneys) to achieve client objectives.</li><li>Lead local service teams and contribute to firm-wide initiatives and training programs.</li></ul><p><strong>Business Development & Community Engagement</strong></p><ul><li>Support new client acquisition through referrals, networking, and participation in the sales process.</li><li>Represent the firm at public speaking engagements and community events.</li><li>Cultivate relationships with centers of influence and custodial partners.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive compensation based on experience and role.</li><li>Comprehensive benefits package including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends.</li><li>Flexible work culture with in-office collaboration and opportunities for career growth.</li><li>Award-winning workplace culture focused on authenticity, inclusion, and community 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>
<p>Robert Half is the world’s premier provider of specialized talent solutions, connecting skilled professionals with innovative companies. We’re excited to offer a unique <strong>Full-Time Engagement Professional (FTEP)</strong> opportunity for a <strong>Senior Accountant</strong> role. As part of the FTEP program, you’ll enjoy the stability of full-time employment with Robert Half while working on diverse, mission-critical projects for leading organizations. This is a one-of-a-kind opportunity for experienced Senior Accountants looking for professional variety, continuity, and impact.</p><p>With the FTEP model, you’ll be part of our exclusive network of highly skilled professionals who benefit from:</p><ol><li><strong>Access to a Larger Talent Pool</strong>: Work alongside some of the top minds in the industry.</li><li><strong>Continuity of Work</strong>: Enjoy consistent placement on exciting engagements without gaps between projects.</li><li><strong>Re-engagement Opportunities</strong>: Collaborate with repeat clients to deepen your visibility and career impact.</li></ol><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant in our FTEP program, you’ll contribute to key financial operations and projects, including:</p><ul><li>Preparing and analyzing financial statements (balance sheet, income statement, cash flow statement, etc.).</li><li>Managing the general ledger and ensuring account reconciliations are accurate and timely.</li><li>Supporting budgeting and financial forecasting efforts.</li><li>Ensuring compliance with GAAP and organizational policies.</li><li>Engaging in process improvement initiatives to drive efficiencies and enhance productivity.</li><li>Assisting with month-end and year-end closings.</li><li>Participating in audits (internal and external) and providing documentation as needed.</li><li>Acting as a mentor to junior accounting staff and sharing best practices.</li></ul><p>You’ll be deployed on exciting projects for top-tier clients, giving you exposure to a wide range of industries, accounting challenges, and forward-thinking organizations.</p>
<p>Are you ready to make a meaningful impact in the lives of others? A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking a <strong>Lead Advisor </strong>to join its San Francisco office. This is a unique opportunity to serve as a trusted financial partner, helping clients align their wealth with their passions and purpose.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Lead Advisor, you will act as a Personal CFO for a select group of clients, guiding them through comprehensive wealth management strategies. You’ll lead client relationships, collaborate with internal teams, and leverage external resources to deliver exceptional service and results. This role is ideal for someone who thrives in a fast-paced, team-oriented environment and is passionate about helping others live richer lives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as the primary relationship manager for clients, designing and implementing personalized wealth management plans</li><li>Coordinate across disciplines including investment management, estate planning, tax strategy, risk management, and general financial planning</li><li>Represent the firm’s value proposition to prospective clients and build long-term trust</li><li>Develop relationships with centers of influence (e.g., attorneys, CPAs) and custodial retail branches</li><li>Participate in public speaking engagements and community events to promote the firm’s mission</li><li>Lead a local service team to ensure high client satisfaction and retention</li><li>Support business development efforts and generate referrals from existing clients</li><li>Mentor and coach team members, contributing to their professional growth</li><li>Assist in developing and delivering internal training programs</li></ul><p><strong>Compensation & Benefits:</strong></p><ul><li>Competitive compensation package</li><li>Comprehensive benefits including medical, dental, vision, retirement plans, paid time off, parental leave, transportation benefits, and wellness stipends</li><li>Flexible work culture with a focus on in-office collaboration</li><li>Opportunities for career advancement and personal development</li><li>Inclusive and values-driven workplace committed to equity and community 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>
<p><strong>Job Posting: Senior Client Service Associate– Multi-Family Office</strong></p><p>A prestigious and forward-thinking multi-family office headquartered in San Francisco is seeking a highly motivated <strong>Senior Client Service Associate </strong>to join its growing team. This firm is known for delivering bespoke financial services to ultra-high-net-worth individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office services.</p><p><br></p><p><strong>About the Firm</strong></p><p>With a culture rooted in collaboration, innovation, and long-term client partnerships, these firm values professional excellence, continuous learning, and the use of technology to enhance the client experience. The team is composed of dedicated professionals who thrive in a supportive, high-performance environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Senior Client Service Associate </strong>will serve as a trusted advisor and primary point of contact for a select group of clients. This role requires a proactive problem solver who is detail-oriented, resourceful, and committed to delivering exceptional service. The ideal candidate will be a natural leader, capable of mentoring junior team members and contributing to firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Act as the lead contact for all service-related needs for designated client relationships.</li><li>Execute client requests with precision, efficiency, and a high level of professionalism.</li><li>Collaborate with senior leadership on strategic initiatives and customized client solutions.</li><li>Build deep relationships by understanding client preferences and consistently exceeding expectations.</li><li>Guide and support Client Service Associates and Analysts on shared client accounts.</li><li>Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies.</li><li>Maintain strong relationships with clients’ external teams (e.g., executive assistants, personal CFOs).</li><li>Mentor new hires and serve as a technical resource within the Client Service team.</li><li>Partner with investment teams on portfolio creation and cash deployment strategies.</li><li>Contribute to internal projects and cross-functional initiatives as needed.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a respected firm serving some of the most sophisticated clients in the industry.</li><li>Be part of a collaborative, mission-driven culture that values innovation and continuous improvement.</li><li>Enjoy a flexible hybrid work structure, generous vacation policy, and a sabbatical program.</li><li>Competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching.</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>Robert Half is the world’s premier provider of specialized talent solutions, connecting skilled professionals with innovative companies. We’re excited to offer a unique <strong>Full-Time Engagement Professional (FTEP)</strong> opportunity for a <strong>Senior Accountant</strong> role. As part of the FTEP program, you’ll enjoy the stability of full-time employment with Robert Half while working on diverse, mission-critical projects for leading organizations. This is a one-of-a-kind opportunity for experienced Senior Accountants looking for professional variety, continuity, and impact.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p>As a Senior Accountant in our FTEP program, you’ll contribute to key financial operations and projects, including:</p><ul><li>Preparing and analyzing financial statements (balance sheet, income statement, cash flow statement, etc.).</li><li>Managing the general ledger and ensuring account reconciliations are accurate and timely.</li><li>Supporting budgeting and financial forecasting efforts.</li><li>Ensuring compliance with GAAP and organizational policies.</li><li>Engaging in process improvement initiatives to drive efficiencies and enhance productivity.</li><li>Assisting with month-end and year-end closings.</li><li>Participating in audits (internal and external) and providing documentation as needed.</li><li>Acting as a mentor to junior accounting staff and sharing best practices.</li></ul><p>You’ll be deployed on exciting projects for top-tier clients, giving you exposure to a wide range of industries, accounting challenges, and forward-thinking organizations.</p>
<p>Robert Half is recruiting an experienced Corporate Associate for a highly regarded transactional boutique law firm in downtown San Francisco (flexible telecommute) that services emerging technology and start-up clientele. The Associate is responsible for actively managing their start-up clients’ corporate matters (significant direct client interface), assisting with corporate formation & maintenance, doing due diligence and closings for venture capital and private equity financings, and equity administration (including providing guidance in updating capitalization tables). </p><p><br></p><p>The firm is looking for a start-up lawyer with 4+ years of experience doing the aforementioned work on behalf of venture-backed private companies, preferably at a large- or mid-sized SF or Silicon Valley law firm. The Associate needs to be motivated by direct client service (this is a client-facing role), responsiveness, and relationship building. </p><p><br></p><p>The reason this opportunity stands out from the rest is that this very friendly, congenial law firm is all about WORK-LIFE BALANCE. There is very little evening and weekend work. The billable hour requirement is 1,250/yr and there are good bonuses for exceeding that low threshold. The career trajectory for these positions is either partnership-track or to become a General Counsel at a successful start-up. Many of their alumni are lead in-house counsel for top technology clients. The firm is casual, laid back, and they often do social get-togethers and teambuilding events. A wonderful place to work!</p><p><br></p><p>Our client is offering an annual base salary of $175,000 - 235,000+/yr, DOE and annual production bonuses (described above). The firm pays 100% of medical/dental/vision premiums for the employee and the dependents (!!), contributes 3% of total annual compensation to a 401k plan, has a good PTO policy, and pays generous monthly stipends for commuting, cell phone, etc. For confidential consideration, please email resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Job Opportunity: Senior Client Service Associate – Multi-Family Office</strong></p><p>A prestigious, forward-thinking multi-family office based in San Francisco is seeking a <strong>Senior Client Service Associate</strong> to join its growing team. This firm delivers highly customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and comprehensive family office services.</p><p><br></p><p><strong>About the Firm</strong></p><p>Rooted in collaboration, innovation, and long-term client relationships, the firm fosters a culture of professional excellence and continuous learning. Technology is leveraged to enhance the client experience, and the team thrives in a supportive, high-performance environment.</p><p><br></p><p><strong>Role Overview</strong></p><p>As a Senior Client Service Associate, you’ll be the primary point of contact for a select group of clients, acting as a trusted advisor and strategic partner. You’ll lead service delivery, mentor junior team members, and contribute to firm-wide initiatives that elevate the client experience.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the lead contact for all service-related needs across assigned client relationships</li><li>Execute client requests with precision, professionalism, and a proactive mindset</li><li>Collaborate with senior leadership to deliver tailored solutions and strategic initiatives</li><li>Build deep client relationships by understanding preferences and consistently exceeding expectations</li><li>Guide and support Client Service Associates and Analysts on shared accounts</li><li>Assist clients and their advisors with complex wealth transfer, philanthropic, and tax-advantaged strategies</li><li>Maintain strong relationships with clients’ external teams (e.g., executive assistants, personal CFOs)</li><li>Mentor new hires and serve as a technical resource within the Client Service team</li><li>Partner with investment teams on portfolio construction and cash deployment strategies</li><li>Contribute to internal projects and cross-functional initiatives</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work with a respected firm serving some of the most sophisticated clients in the industry</li><li>Be part of a collaborative, mission-driven culture that values innovation and continuous improvement</li><li>Enjoy a flexible hybrid work structure, generous vacation policy, and sabbatical program</li><li>Receive competitive compensation and comprehensive benefits, including medical, dental, vision, and 401(k) matching</li></ul><p><strong>Interested in learning more?</strong></p><p>Send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect and explore how this opportunity could be the perfect next step in your career.</p>
<p>Robert Half is recruiting a Family Lawyer for a top-ranked matrimonial law firm in downtown SF (hybrid preferred; remote OK for very experienced practitioners). The Attorney is responsible for managing own caseload from start to finish, including appearing on behalf of clients in court and motion hearings, conducting/defending depositions, and trial advocacy. Our client’s firm is a premier family law practice representing clients in divorce proceedings, including high asset dissolutions and middle-class family clients). There are over a dozen attorneys in this firm and 10 legal support staff (including an experienced team of family law paralegals). </p><p><br></p><p>Qualifications for the Associate/Counsel position include the following: (i) 2-10+ years of family law practice; (ii) good experience doing appearances in court, depositions, and trials; (iii) strong research and writing skills, and excellent courtroom oral advocacy prowess; (iv) good case management skills; and (v) active and in good standing with the State Bar of California. </p><p><br></p><p>This is an ideal opportunity for an experienced advocate who enjoys mastering family law and wants plenty of courtroom and trial litigation experience. Our client is offering a starting base salary of $140,000 – 200,000+/yr. There is a lucrative bonus program for exceeding the annual billable hour target. Employment benefit package includes medical, dental, vision, disability, and life insurance, 401(k) Plan with Firm match, accrue 3 weeks CTO at start, paid federal holidays, and CLE and Bar dues covered by the Firm. </p><p><br></p><p>For confidential consideration, please email resume to Jon Lucchese, Vice President of Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p><strong>Compensation:</strong> $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a boutique RIA in Walnut Creek that is actively seeking a <strong>Client Service Associate</strong> to support its growing client base and advisory team. This is an exciting opportunity to join a firm that is scaling thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development.</p><p> </p><p><strong>About the Role</strong></p><p>As a Client Service Associate, you will be a primary point of contact for clients and an integral part of the advisory team. This role involves managing client onboarding, account maintenance, and ongoing service requests, while ensuring a seamless client experience. You’ll collaborate with advisors, custodians, and operations staff to deliver accurate, timely, and personalized service.</p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first point of contact for client service requests via phone and email</li><li>Coordinate account openings, money movements, and maintenance across custodians (e.g., Schwab, Fidelity)</li><li>Prepare meeting materials, performance reports, and documentation for client reviews</li><li>Maintain accurate client records and assist with compliance requirements</li><li>Support client onboarding, transfers, and day-to-day operational needs</li><li>Partner with the advisory team on administrative and operational projects</li><li>Learn firm systems, processes, and service philosophy through direct mentorship and training</li></ul><p><br></p>
We are looking for a dedicated Customer Experience Specialist to join our team in San Jose, California. In this contract role within the medical devices industry, you will play a key part in ensuring a seamless onboarding experience for customers, from the point of sale to full system integration. This position involves coordinating installations, managing schedules, and resolving customer concerns while maintaining high standards of service excellence.<br><br>Responsibilities:<br>• Coordinate the delivery, installation, and clinical scheduling processes to ensure customers experience a smooth onboarding journey.<br>• Manage sales orders, track progress, and provide timely updates to customers regarding the status of their orders.<br>• Collaborate with cross-functional teams, including sales, finance, logistics, and engineering, to meet customer needs efficiently and accurately.<br>• Address and resolve customer issues related to shipping, installation, or clinical training, ensuring minimal disruptions.<br>• Proactively identify potential delays and implement solutions to maintain the flow of operations.<br>• Maintain and update detailed records of customer interactions, onboarding statuses, and feedback within the CRM system.<br>• Contribute to continuous improvement efforts by suggesting process optimizations based on customer feedback and operational insights.<br>• Coordinate schedules for Customer Engineers and Clinical Trainers to ensure timely installations and training sessions.<br>• Escalate complex issues to management as needed to achieve swift resolutions.<br>• Uphold company standards and policies while delivering exceptional customer service.
<p>Robert Half is working with a respected <strong>insurance defense firm in Emeryville</strong> seeking an experienced <strong>Litigation Paralegal</strong> to join their team on a <strong>contract-to-hire</strong> basis. This is a fantastic opportunity for a skilled paralegal to contribute to complex defense cases while building a long-term career with a dynamic legal team.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Draft, review, and respond to discovery requests</li><li>Assist with trial preparation, including exhibit binders, witness coordination, and trial notebooks</li><li>Conduct legal and factual research to support defense strategies</li><li>Summarize depositions, medical records, and expert reports</li><li>Manage case calendars, deadlines, and filings (state and federal courts)</li><li>Provide comprehensive litigation support through trial and resolution</li></ul><p><br></p>
<p><strong>Financial Performance Analyst</strong></p><p><strong>San Mateo, CA</strong></p><p><strong>$90K–$125K + Bonus (DOE)</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> is partnering with a high-performing, collaborative investment team managing tens of billions in assets for a sophisticated client base. This is a <strong>high-visibility, project-driven role</strong> where your writing, analytical, and problem-solving skills will have a direct impact on client relationships and business growth.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li><strong>Craft winning RFP/RFI responses</strong> and client questionnaires with precision and insight.</li><li>Partner with sales, investment, and compliance teams to produce impactful marketing materials, fact sheets, and client presentations.</li><li>Manage and update performance databases, analyze investment data, and prepare tailored client reports.</li><li>Collaborate cross-functionally on special projects in a fast-paced, entrepreneurial environment.</li></ul><p> </p><p><strong>What We’re Looking For</strong></p><ul><li>Bachelor’s degree and <strong>2+ years</strong> of relevant experience (finance, marketing, data, or client service).</li><li>Exceptional written and verbal communication skills.</li><li>Strong analytical mindset and attention to detail.</li><li>Proficiency in Microsoft Office; experience with FactSet, Morningstar, or other investment tools a plus.</li><li>Ability to work <strong>onsite five days per week</strong>.</li></ul><p> </p>
