<p><strong>Job Posting: Client Service Associate – Wealth Management</strong></p><p>A well-established and rapidly growing investment advisory firm is seeking a highly motivated <strong>Client Service Associate</strong> to join its wealth management team. This role is ideal for professionals looking to deepen their expertise in client relations, portfolio operations, and investment analysis within a collaborative and education-focused environment.</p><p><br></p><p><strong>About the Role:</strong></p><p>The Client Service Associate will play a key role in delivering exceptional service to sophisticated clients, supporting portfolio operations, and ensuring regulatory compliance. The firm offers a unique learning environment with ongoing training in financial technologies and compliance processes, making this an excellent opportunity for career growth in the financial services industry.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to a diverse and sophisticated client base.</li><li>Process account openings, closures, transfers, and other client documentation.</li><li>Prepare and execute trades and client transactions promptly and accurately.</li><li>Support client meetings with performance reports and investment data.</li><li>Maintain confidential client records and ensure regulatory compliance.</li><li>Monitor client communications and respond with urgency and professionalism.</li><li>Track client scheduling, meeting documentation, and portfolio updates.</li><li>Reconcile client accounts with custodial records to ensure accuracy.</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) retirement plan.</li><li>A collaborative team environment with ongoing training and professional 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>Client Service Associate – Wealth Management</strong></p><p>Are you passionate about delivering exceptional client service in the financial services industry? A well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team. This is an exciting opportunity for a seasoned professional looking to deepen their expertise and grow their career in wealth management.</p><p><br></p><p><strong>About the Role:</strong></p><p>As a Client Service Associate, you will play a pivotal role in supporting high-net-worth clients and ensuring the smooth operation of portfolio management activities. You’ll be part of a collaborative team that values continuous learning, professional development, and operational excellence.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Deliver high-touch service to sophisticated clients</li><li>Manage account openings, transfers, closures, and related documentation</li><li>Prepare and process trades and client transactions efficiently</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 standards and internal policies</li><li>Monitor client communications and respond promptly</li><li>Track client scheduling and meeting documentation</li><li>Reconcile client portfolios with custodial records</li></ul><p><strong>What We Offer:</strong></p><ul><li>Competitive compensation tailored to experience</li><li>Comprehensive benefits package including healthcare and 401(k)</li><li>Ongoing training in industry-leading technologies and compliance</li><li>Supportive team environment focused on professional growth</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via<strong> </strong>LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
<p><strong>Client Service Associate</strong></p><p>📍 Walnut Creek, CA | In-Office Preferred (Hybrid Flex)</p><p>💼 $70,000 – $90,000 DOE + Full Benefits + Career Growth</p><p> </p><p>📩 <strong>Interested in learning more?</strong></p><p>Reach out to <strong>Jennifer Fukumae on LinkedIn</strong> for a conversation and apply directly.</p><p> </p><p> <strong>Join a new and growing wealth management firm focused on building long-term client relationships and an exceptional team culture.</strong></p><p> </p><p><strong>Jennifer Fukumae</strong> at Robert Half is partnering with a <strong>boutique RIA in Walnut Creek</strong> that is actively hiring a <strong>Client Service Associate</strong> to support their growing client base and advisory team. This is an exciting opportunity to get in on the ground floor with a firm that's scaling thoughtfully and prioritizing high-touch service, operational excellence, and long-term development of their team members.</p><p> </p><p><strong>About the Role</strong></p><p>As a <strong>Client Service Associate</strong>, you'll serve as a key point of contact for clients and play an integral role in onboarding, account maintenance, and ongoing service. You’ll partner closely with advisors, custodians, and internal systems to ensure smooth and accurate client operations. This is a high-impact role with <strong>room to grow</strong>, <strong>hands-on mentorship</strong>, and visibility into all aspects of the client relationship lifecycle.</p><p><br></p><p><strong>What You’ll Do</strong></p><ul><li>Serve as the first line of communication for client service needs 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 ahead of client reviews</li><li>Maintain accurate client records and support compliance efforts</li><li>Assist with client onboarding, transfers, and ongoing requests</li><li>Support the advisory team on ad hoc administrative and operational tasks</li><li>Learn the firm’s systems, processes, and client service philosophy with <strong>direct mentorship and training</strong></li></ul><p><br></p>
<p>A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both <strong>Managers</strong> and <strong>Senior Managers</strong> who are passionate about delivering exceptional client service and embody the firm’s “Wealth of Life” philosophy—centered on well-being, personal fulfillment, and empowerment.</p><p><br></p><p>These roles offer the opportunity to work with high-net-worth clients, contribute to firm-wide initiatives, and grow professionally within a collaborative and mission-driven environment.</p><p><br></p><p><strong>Wealth Manager</strong></p><p><strong>Position Overview:</strong></p><p>The Wealth Manager is responsible for managing client relationships, delivering financial planning services, and supporting business development efforts. This role is ideal for advisors with <strong>5+ years of experience</strong> who are ready to deepen their impact and grow within the firm.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Serve as a trusted advisor to high-net-worth clients.</li><li>Deliver tailored financial planning and investment advisory services.</li><li>Assist in developing and executing financial plans across retirement, tax, estate, and risk management.</li><li>Support senior advisors in client acquisition and business development.</li><li>Participate in firm initiatives to enhance client experience and operational efficiency.</li><li>Ensure compliance with regulatory standards and maintain accurate client records.</li></ul><p><strong>Senior Manager</strong></p><p><strong>Position Overview:</strong></p><p>The Senior Wealth Manager is a seasoned professional who leads complex client relationships, mentors junior advisors, and plays a strategic role in firm growth. This role is suited for experienced advisors with <strong>8+ years of experience</strong> who are ready to take on leadership responsibilities.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Independently source, close, and manage high-value client relationships.</li><li>Deliver comprehensive financial planning and investment strategies.</li><li>Mentor and train associate advisors, fostering a culture of excellence.</li><li>Lead business development efforts and increase client wallet share.</li><li>Participate in strategic initiatives and collaborate with leadership on firm-wide goals.</li><li>Ensure compliance and maintain detailed client records.</li></ul><p><strong>Compensation & Benefits (Both Roles)</strong></p><ul><li>Competitive salary and performance-based incentives.</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Opportunities for leadership and professional growth.</li><li><strong>Senior Wealth Managers may be eligible for equity ownership and participation in senior management activities.</strong></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>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><strong>Jennifer Fukumae</strong> at Robert Half Finance and Accounting is partnering with an independent <strong>Registered Investment Advisor (RIA) and financial planning firm in Mountain View, Ca</strong> with over $1.2 billion in assets under management and a client base of approximately 250 high-net-worth individuals and families. Average client relationships range from $2M to $10M in assets, and the firm has grown by over $100 million in AUM in just the last year—demonstrating exceptional investment performance and continued client trust.</p><p> </p><p><strong>The Role:</strong></p><p>The Client Service Associate will play a vital role in delivering a white-glove client experience, supporting advisors, and helping ensure operational excellence. This is an excellent opportunity for a high-performing CSA with RIA experience who enjoys being client-facing and thrives in a collaborative, fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Act as a primary point of contact for client servicing requests and inquiries</li><li>Prepare and process account paperwork, including account openings, transfers, contributions/distributions, and maintenance</li><li>Support advisors in client meeting preparation, follow-up, and ongoing financial planning efforts</li><li>Coordinate with custodians and internal stakeholders to ensure timely resolution of client needs</li><li>Maintain accurate and up-to-date client records and documentation</li><li>Proactively identify opportunities to enhance the client experience</li><li>Assist with ad-hoc projects, including compliance tasks and process improvement initiatives</li></ul>
<p><strong>Wealth Manager / Senior Wealth Manager</strong></p><p>A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic Wealth Management team. The firm is committed to delivering exceptional service to high-net-worth individuals and families, while fostering a culture of personal fulfillment, empowerment, and community engagement.</p><p>This opportunity is ideal for financial advisors who are passionate about holistic wealth management and ready to grow within a collaborative, mission-driven environment.</p><p><br></p><p><strong>Position Overview</strong></p><p>The <strong>Wealth Manager / Sr. Wealth Manager </strong>plays a pivotal role in managing and deepening client relationships, delivering comprehensive financial planning, and contributing to the strategic growth of the firm. Depending on experience, the role may also include leadership responsibilities such as mentoring junior advisors and driving firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Client Relationship Management</strong></p><ul><li>Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment advice.</li><li>Independently manage a book of business and cultivate new client relationships through referrals and networking.</li><li>Provide proactive, high-touch service aligned with the firm’s holistic wealth philosophy.</li></ul><p><strong>Financial Planning & Investment Advisory</strong></p><ul><li>Develop and implement financial plans covering retirement, tax, estate, investment, and risk management.</li><li>Continuously monitor and adjust client portfolios to reflect changing goals and market conditions.</li></ul><p><strong>Business Development</strong></p><ul><li>Source and close new client relationships aligned with the firm’s strategic objectives.</li><li>Engage with centers of influence and participate in community and networking events to drive growth.</li></ul><p><strong>Leadership & Strategic Contribution</strong> <em>(Senior-level only)</em></p><ul><li>Mentor and train associate advisors, sharing best practices and fostering professional development.</li><li>Lead firm-wide initiatives to enhance client experience and operational efficiency.</li><li>Collaborate with leadership to shape long-term strategy and growth.</li></ul><p><strong>Compliance & Record-Keeping</strong></p><ul><li>Ensure all client activities comply with regulatory standards and internal policies.</li><li>Maintain accurate documentation of client interactions, financial plans, and investment strategies.</li></ul><p><strong>Compensation & Benefits</strong></p><ul><li>Competitive salary with performance-based incentives.</li><li>Revenue-sharing and goals-based bonuses (senior-level).</li><li>Potential for equity ownership (senior-level).</li><li>401(k) plan with company match.</li><li>Paid time off and holidays.</li><li>Opportunities for leadership roles and participation in senior management.</li><li>Access to advanced training, industry conferences, and networking opportunities.</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: Financial Planning Associate – Wealth Management</strong></p><p>A well-established, people-first wealth management firm in the East Bay is seeking a passionate and detail-oriented Financial Planning Associate to join its collaborative team. With a strong reputation for fiduciary excellence and a client-centric approach, this firm offers a supportive environment where professionals can grow, thrive, and make a meaningful impact in clients’ financial lives.</p><p><br></p><p><strong>About the Firm</strong></p><p>This fee-only Registered Investment Advisor manages approximately $500 million in assets and is known for its long employee tenure and commitment to professional development. The firm provides comprehensive financial planning and investment management services, always acting in the best interest of its clients.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Financial Planning Associate will support advisors in delivering high-quality financial plans and client service. This is an ideal opportunity for someone pursuing or planning to pursue a financial planning certification and looking to gain hands-on experience in a respected advisory firm. The role offers direct client interaction, mentorship from experienced professionals, and a clear path for career advancement.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Schedule and prepare for client meetings, gathering and entering financial data into planning software.</li><li>Communicate with clients in a clear, timely, and professional manner.</li><li>Maintain and organize client records and documentation in CRM systems.</li><li>Collaborate with advisors to review and update financial plans.</li><li>Research client-specific issues and present findings to the team.</li><li>Manage multiple client plans simultaneously with strong attention to detail.</li><li>Assist in developing and maintaining planning processes and procedures.</li><li>Support financial advisors with administrative and planning-related tasks.</li><li>Stay informed on financial planning best practices, tax rules, and retirement strategies.</li></ul><p><strong>Why Join This Team?</strong></p><ul><li>Work in a beautiful office with a supportive, tight-knit team.</li><li>Learn from experienced professionals in a collaborative environment.</li><li>Firm-sponsored financial planning courses and exam fees.</li><li>Strong investment in employee education and career growth.</li><li>Competitive compensation and benefits, including:</li><li>Base salary with annual reviews</li><li>401(k) with 3% safe harbor and up to 7% profit sharing</li><li>4 weeks of PTO from date of hire</li><li>Covered BART pass or parking</li><li>Strong health benefits</li><li>Bonus potential based on performance</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>Our well-established healthcare client is seeking an Accounts Payable Specialist to support them for the next 10-12 months to assist with their Accounts Payable functions in Workday Financials.</p><p><br></p><p><strong>Title: </strong>AP Specialist</p><p><strong>Location:</strong> Remote (Must be willing to work PST hours)</p><p><strong>Job status:</strong> Full-time, 40 hrs/ week</p><p><br></p><p><strong>Job Description</strong></p><p>• Handle the processing of all invoices received for payment in an accurate, efficient and timely manner (high-volume).</p><p>• Manage vendor relationships and build effective partnerships.</p><p>• Perform monthly reconciliations of assigned accounts.</p><p>• Assist in the migration of data to Workday Financials, ensuring accuracy and efficiency.</p><p>• Use your skills in Accounts Payable (AP), Month End Close, and Vendor Account management to enhance the efficiency of our operations.</p><p>• Collaborate with other team members to complete duties as needed.</p><p>• Help the team with the month-end and year-end close process.</p><p>• Maintain accurate historical records by filing documents physically and digitally.</p><p>• Prepare reports detailing accounts payable status.</p><p>• Assist in streamlining and improving the accounts payable process.</p>
<p><strong>Michelle Espejo with Robert Half Financial Services</strong> is recruiting for a <strong>Tax Planner </strong>at a <strong>Nationally recognized Wealth Management Firm</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a flexible <strong>Hybrid</strong> schedule.</p><p> </p><p>This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners. This is a high-impact opportunity to work closely with experienced advisors and play a key role in shaping sophisticated strategies for a loyal and expanding client base.</p><p> </p><p>The firm offers competitive compensation, performance-based bonuses, flexible work arrangements, and a collaborative culture that values initiative, clear communication, and leadership without ego.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Design and execute advanced tax strategies for high-net-worth individuals, executives, and multi-generational families.</li><li>Collaborate with Wealth Advisors to integrate tax planning with estate, investment, and philanthropic strategies.</li><li>Translate complex tax topics into actionable guidance for clients and internal stakeholders.</li><li>Identify planning opportunities during client engagements and support new business development efforts by articulating the firm’s value.</li><li>Review tax returns to uncover forward-looking strategies and align them with broader financial goals.</li><li>Serve as a visible subject matter expert in client meetings, team discussions, and internal trainings.</li><li>Stay current on tax law changes and proactively advise the team and clients on implications.</li></ul><p><strong>*Contact <u>Michelle Espejo via LinkedIn or email</u> for additional info and immediate consideration. </strong></p>
<p><strong>About the Role:</strong></p><p>We are seeking a detail-oriented and deadline-driven <strong>Accounts Receivable (AR) Specialist</strong>. As an AR Specialist, you will play a key role in the financial operations of our organization by ensuring accurate and timely processing of receivables, maintaining customer accounts, and monitoring collections activities. The ideal candidate is a team player with excellent communication skills and a strong background in accounting or finance.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Oversee the full accounts receivable process, including processing, verifying, and reconciling customer invoices.</li><li>Monitor customer payment activity, follow up on outstanding balances, and resolve discrepancies in a timely manner.</li><li>Prepare and deliver regular AR aging reports and collections updates to management.</li><li>Maintain accurate customer account records, ensuring all payments and adjustments are applied correctly.</li><li>Collaborate with internal teams to research and resolve billing issues or disputes.</li><li>Provide top-notch customer service to clients by addressing inquiries and resolving account questions.</li><li>Ensure compliance with company policies and applicable regulations related to AR processes.</li><li>Assist with month-end and year-end close activities as they pertain to accounts receivable.</li></ul>
<p>Reply here with your interest and you will be considered promptly. Ping me on LinkedIn too at Jeffrey Abrams</p><p><strong> </strong></p><p><strong>Company:</strong></p><p>Founded by pioneers in their field, my client is a privately-owned boutique investment manager that has specialized in the small and mid-cap equity market for 25+ years. With a substantial AUM across a diversified top-tier investor base, they have continued to achieve outsized returns and expanded strategically. Their team is seeking a project-minded candidate to join our internal finance and client support team. This is a high-visibility role ideal for someone looking to pursue a long-term career in asset management. </p><p><strong> </strong></p><p><strong>Responsibilities include: </strong></p><p>• RFP Process Management: </p><p> o Write, edit, and craft accurate and relevant responses to Request for Proposal (RFP) and Request for Information (RFI). </p><p> o Gather and analyze relevant data and answers from different financial software. </p><p> o Assist with data and other requests from internal and external stakeholders. </p><p> o Create and update factsheets, presentations, and commentaries </p><p> o Support our Sales team with ad-hoc marketing materials, product positioning materials and reporting </p><p>• Client Reporting & Analytics </p><p> o Maintain and update external performance reporting databases and client databases </p><p> o Analyze the necessary data and respond to data requests from clients or their advisors </p><p> o Collaborate cross-functionally with sales, investment, trading, and compliance teams on ad-hoc projects. </p><p><strong> </strong></p><p>Successful attributes for this role include strong writing, analytical, project management, collaboration, and communication skills, as well as an understanding of financial concepts and the ability to interpret documents. You will collaborate on a frequent basis with investment, sales, and compliance colleagues. </p>
<p><strong>Portfolio Administrator – Investment Operations</strong></p><p>A mission-driven wealth management firm is seeking a detail-oriented and technically skilled Portfolio Administrator to join its growing team. This role is central to the delivery of high-quality investment management services and offers the opportunity to work closely with financial advisors and senior investment leadership.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides comprehensive financial planning and investment management services to a diverse clientele, including individuals, families, and organizations. With a strong emphasis on values-driven advising and long-term client relationships, the firm fosters a collaborative and supportive work environment that prioritizes the well-being of its clients, staff, and communities.</p><p><br></p><p><strong>Role Overview</strong></p><p>The Portfolio Administrator will be responsible for managing portfolio reporting, trading, and rebalancing processes. This position requires a high level of technical proficiency, attention to detail, and the ability to work across multiple platforms and systems. The ideal candidate will also serve as a key internal resource for investment operations and support the Chief Investment Officer in various capacities.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead portfolio reporting, rebalancing, and trade execution processes.</li><li>Serve as the internal expert on Tamarac/Envestnet platforms and custodial systems.</li><li>Manage data integrations between custodians and CRM systems.</li><li>Ensure accurate portfolio setup and account configuration.</li><li>Monitor portfolios for exceptions and maintain data integrity.</li><li>Collaborate with advisors and investment committee on portfolio models and settings.</li><li>Communicate with custodians to ensure timely and accurate trade execution.</li><li>Generate and distribute quarterly client reports.</li><li>Document and improve workflows, policies, and procedures.</li></ul><p><strong>Benefits</strong></p><ul><li>Competitive base compensation and performance-based bonus.</li><li>401(k) with guaranteed firm contributions and profit-sharing.</li><li>Fully paid medical, dental, and long-term disability insurance for employees and dependents.</li><li>Support for professional education and licensing.</li><li>Generous PTO, market holidays, and paid volunteer time.</li><li>Collaborative and flexible hybrid work environment.</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: Accounts Receivable Specialist</strong></p><p> </p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $25 - $30 hourly</p><p> </p><p><strong>About the Role</strong></p><p> </p><p>Robert Half is seeking an experienced <strong>Accounts Receivable Specialist</strong> to join our clients' growing team! This is an opportunity for a skilled and detail-oriented individual to manage and optimize the company’s accounts receivable process. In this role, you’ll take the lead in maintaining accurate financial records, overseeing collections, and delivering exceptional client communication. If you’re looking for a dynamic, supportive environment and the chance to make an impact, this role is perfect for you.</p><p> </p><p><strong>Key Responsibilities</strong></p><p> </p><ul><li>Manage all aspects of the accounts receivable process, including payment posting, account reconciliations, and adjustments.</li><li>Prepare and distribute customer invoices, payment reminders, and aging reports.</li><li>Monitor outstanding invoices and proactively follow up on overdue payments with clients.</li><li>Address and resolve billing discrepancies in a timely and professional manner.</li><li>Provide regular reports and insights on accounts receivable performance to management.</li><li>Collaborate with sales and accounting teams to address customer account inquiries and ensure smooth communication.</li><li>Assist with month-end and year-end financial closing processes.</li><li>Maintain and update customer records with accuracy in accounting software.</li></ul>
<p>A dynamic and values-driven financial services firm is seeking a <strong>Client Services Associate</strong> to join its team. This role is ideal for a service-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client experiences.</p><p><br></p><p><strong>About the Role</strong></p><p>The Client Services Associate plays a pivotal role in maintaining and enhancing client relationships. Acting as a primary point of contact for account-related inquiries, this individual ensures seamless service delivery and supports the broader advisory team in providing personalized financial solutions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the first impression for clients, both in-person and over the phone.</li><li>Build and maintain strong client relationships through attentive and thoughtful service.</li><li>Handle client service requests, including account openings, transfers, deposits, withdrawals, and updates.</li><li>Monitor custodial alerts and take appropriate action.</li><li>Process required minimum distributions (RMDs) and other account maintenance tasks.</li><li>Collaborate with advisors to onboard new clients and educate them on account access.</li><li>Maintain accurate records in the CRM and manage client meeting calendars.</li><li>Support client communications and assist with mailings.</li><li>Contribute to special projects and administrative initiatives as needed.</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>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</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 Wealth Advisor </strong>at a <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</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>Paraplanner </strong>at a growing <strong>RIA</strong>. This is a full-time permanent role based in <strong>Marin County</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</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 </strong>with<strong> Robert Half Financial Services</strong> is recruiting for a <strong>Financial Advisor</strong> at a thriving RIA. This is a full-time permanent role based in <strong>San Francisco</strong> with a <strong>Hybrid</strong> schedule.</p><p><br></p><p>Our client is a leading Registered Investment Advisor with $10 billion in assets under management. They’re seeking an energetic and dedicated Associate Advisor to join their team. This is a great opportunity to contribute to the financial success of high-net-worth clients in a firm that values excellence, collaboration, and continuous growth.</p><p><br></p><p>Enjoy a hybrid work model, comprehensive healthcare benefits, generous PTO, and a strong focus on professional development—all in a role designed to support a fulfilling and impactful career.</p><p><br></p><p><strong>Responsibilities: </strong></p><ul><li>Be the go-to contact for client communications, building lasting relationships.</li><li>Assess client portfolios and deliver strategic, personalized recommendations.</li><li>Prepare in-depth materials for client meetings, showcasing analyses of cash needs and asset allocations.</li><li>Execute advanced spreadsheet analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies.</li></ul><p>Reach out to <strong><u>Michelle Espejo via LinkedIn or email</u></strong> for immediate consideration and additional info. </p>
<p><strong>Job Posting: Accounts Receivable Clerk</strong></p><p> </p><p><strong>Employment Type:</strong> Contract</p><p><strong>Pay Rate:</strong> $25 - $33 hourly</p><p> </p><p><strong>About the Role</strong></p><p>Join the growing accounting team as an <strong>Accounts Receivable Clerk</strong> with Robert Half! We are looking for an organized and detail-oriented professional to oversee and enhance the company’s receivables process. In this role, you’ll handle collections, maintain accurate financial records, and build strong relationships with clients. If you thrive in a supportive and collaborative environment, we encourage you to apply!</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Process accounts receivable transactions, including posting payments and account reconciliations.</li><li>Create and distribute invoices and statement reminders for customers.</li><li>Identify and address overdue balances by monitoring accounts.</li><li>Communicate with clients to resolve billing discrepancies and answer payment-related questions.</li><li>Assist with monthly reporting on accounts receivable for management.</li><li>Collaborate with sales and accounting teams to address account-related inquiries.</li><li>Participate in month-end and year-end closing processes.</li><li>Keep accurate and up-to-date client records within the accounting software.</li></ul><p><br></p>
<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>
We are looking for an experienced Operations Specialist to oversee day-to-day operational processes and ensure the smooth functioning of IT systems and communications. This contract position is based in Oakland, California, and offers an opportunity to manage teams, optimize workflows, and support HR services. The ideal candidate will bring a strong background in operations management, technology systems, and compliance.<br><br>Responsibilities:<br>• Supervise staff members, including the Operations Coordinator and Receptionist, to ensure efficient workflow and performance.<br>• Serve as the primary IT resource, overseeing all technology systems, network service providers, and communications infrastructure.<br>• Manage operational processes and ensure the maintenance of all facilities and systems.<br>• Act as the liaison for employees by coordinating HR services and collaborating with external organizations.<br>• Lead and manage a team of contract Operations Assistants to provide facilities and operational support.<br>• Oversee compliance efforts and auditing processes to ensure adherence to organizational standards.<br>• Maintain and optimize enterprise resource planning (ERP) systems for streamlined operations.<br>• Implement data processing workflows and ensure accuracy in check processing.<br>• Utilize CRM tools effectively to enhance communication and client relationship management.<br>• Monitor and refine financial services processes, including ADP systems.
<p><strong>PLEASE CONTACT CHRISTINA TRAN AT ROBERT HALF FOR MORE INFORMATION</strong></p><p><br></p><p><strong>AP SPECIALIST</strong></p><p><strong>90K-95K + BONUS + EQUITY</strong></p><p><br></p><p>Exciting opportunity to join a growing publicly traded biotech company seeking an AP Specialist to join their expanding team. Position offers a competitive salary and excellent benefits!</p><p>Responsibilities:</p><p>• Verify and process vendor invoices in a precise and timely manner.</p><p>• Maintain a large number of vendor accounts while adhering to company policies and procedures.</p><p>• Collaborate with vendors and internal teams to resolve discrepancies swiftly.</p><p>• Perform 3-way and 2-way matching of invoices to purchase orders.</p><p>• Reconcile vendor statements and work with the Purchasing team to resolve discrepancies.</p><p>• Process employee expense reports, validate expenses are within company guidelines, correct errors, and question abnormal expenses.</p><p>• Participate in system enhancements and upgrades in collaboration with Financial Systems team.</p><p>• Provide excellent customer service to all stakeholders, including vendors, management, and colleagues.</p><p>• Perform special projects and other ad-hoc duties as needed.</p>
<p>We are looking for a Junior Financial Analyst to join our client in Hayward, California. This is a Contract to permanent position where you will contribute to the asset management portfolio by handling reporting, compliance, and financial analysis tasks. The role offers an opportunity to collaborate with senior asset managers and gain experience in areas such as regulatory compliance, property tax exemption filings, and financial forecasting.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Prepare and submit various certifications, reports, and forms to lenders, investors, and government agencies in compliance with regulatory agreements.</p><p>• Maintain schedules and trackers to monitor deadlines and requirements for lenders, investors, and regulatory agencies.</p><p>• Research partnership agreements, financing documents, and tax returns to support operations.</p><p>• Assist with commercial rent collections and offer customer service to assigned commercial tenants.</p><p>• Support the accurate processing of surplus cash distributions and ensure timely execution.</p><p>• Participate in due diligence activities for buyouts, refinancing, and permanent financing conversions.</p><p>• Conduct financial analysis, monitor budget variances, and assist with forecasting for assigned portfolios.</p><p>• Manage replacement reserve reimbursement processes and identify opportunities for improvement.</p><p>• File property tax exemption documentation and track property tax refunds for assigned portfolios.</p>
<p><strong>Senior Wealth Advisor– Independent RIA</strong></p><p><strong>Location:</strong> Mill Valley, CA | Hybrid (2–3 days in office)</p><p><strong>Compensation:</strong> $175,000 – $200,000 DOE + Bonus + Profit Share</p><p><br></p><p><strong>Jennifer Fukumae</strong> is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a <strong>Senior Wealth Advisor</strong>. This role offers the chance to be part of a firm that blends financial expertise with a holistic “wealth of life” philosophy, supporting clients in achieving financial freedom, well-being, and meaningful impact.</p><p><br></p><p><strong>About the Role</strong></p><p>The Senior Wealth Manager will serve as a trusted advisor to high-net-worth clients while also playing a leadership role within the firm. This position is designed for an experienced advisor with <strong>8+ years of experience</strong> who thrives in a collaborative environment and is excited about mentoring junior advisors, leading client strategy, and contributing to firm-wide initiatives.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead client relationship management and deliver advanced planning strategies.</li><li>Oversee and mentor junior advisors, fostering a culture of excellence.</li><li>Provide financial planning and investment guidance with a high level of expertise.</li><li>Contribute to strategic initiatives and business development.</li><li>Represent the firm in the community and strengthen its reputation.</li></ul>
