<p>Our Oakland, CA banking client is seeking an IT Support Specialist to join their team. In this role, you will ensure efficient operation of network, computer, and telecommunication resources with a strong focus on customer service. Responsibilities include installing and maintaining hardware/software, updating mobile device policies, performing preventative maintenance, user access management, troubleshooting, backup procedures, IT audit support, and providing after-hours support as needed.</p><p><br></p><p>This role is 5 days a week onsite in Oakland, CA.</p>
<p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a Wealth Management Firm</strong> seeking a full-time, experienced <strong>Client Service Specialist</strong> to join their growing team. This role is based in <strong>San Francisco</strong> (hybrid, 3 days in-office) with the option to work from the Menlo Park office as needed.</p><p> </p><p><strong>Compensation:</strong> $80,000–$90,000 (DOE) + Bonus + <strong>6% 401(k) match</strong></p><p><strong>Schedule:</strong> Hybrid (3 days in-office), WFH 2 days once trained</p><p> </p><p>This boutique investment advisory firm serves approximately 700 client families and institutions with an average AUM of ~$3M. With more than 85 years in operation, the team delivers sophisticated investment management and active planning across generations of clients.</p><p> </p><p>This position is primarily <strong>back-office/administrative</strong> with some direct interaction via email and phone—not client meetings or investment discussions. Ideal for someone who is operationally strong, detail-oriented, and proactive in improving process and client experience.</p><p> </p><p><strong>What You’ll Do</strong></p><ul><li>Support client relationships by tracking client communications and completing service requests (money movement, account consolidation, access updates, DocuSign preparation, etc.).</li><li>Coordinate with the Client Service team to prepare for client meetings, including reports, data gathering, and CRM updates (Salesforce/eMoney).</li><li>Communicate with clients by phone or email to answer operational questions and resolve administrative issues.</li><li>Initiate and monitor service requests with custodians such as Schwab, Fidelity, or Pershing.</li><li>Assist with account openings, transfers, reregistration, stock option exercises, cost basis research, donations, RMDs, and distributions.</li><li>Maintain accurate records by updating the portfolio accounting system and CRM.</li><li>Contribute to quarterly reporting—production, review, and delivery of client reports.</li><li>Ensure client service procedures are followed and continuously enhanced for efficiency and quality.</li></ul><p><br></p>
<p>Robert Half's retail client is looking for a contract-to-permanent onsite customer service / sales representative. This position does require weekend availability to be considered.</p><p><br></p><p>In this customer service / sales position, you will be responsible for the following:</p><p><br></p><p>Establish strong rapport and provide ongoing support to each member of the showroom</p><p>sales team.</p><p>Follow and maintain documentation of all sales leads as outlined in company</p><p>procedures. Salespersons are expected to designate working hours to lead generating</p><p>activities.</p><p>Document all pre- and post- completion follow-up with each client in Evosus software to</p><p>receive a full commission. Salespersons are expected to designate working hours to</p><p>follow-up activities.</p><p>Provide superior, attentive customer service to every individual client in person, via</p><p>phone or email. Salespersons are expected to designate showroom time to</p><p>“live” selling and closing presentations.</p><p>Attend periodic sales meetings and trainings as assigned. Salespersons are expected</p><p>to allocate working hours to sales reporting, self-study and training.</p><p>Maintain showroom appearance and operations.</p><p>Opening/Closing Checklist if there is no designated Showroom Assistant.</p><p>Provide daily administrative support to counter staff and attend to the P.O.S. retail desk</p><p>as needed.</p><p>Maintain strong workflow communications with delivery and service staff.</p><p><br></p><p>If you are interested in this customer service role, submit your resume today!</p>
<p>We're seeking a <strong>Lead IT Technician</strong> to join our client's team and provide superior IT support and leadership. If you're a skilled technician with excellent leadership and technical expertise, this position offers an exciting opportunity to manage a team while ensuring smooth IT operations.</p><p> </p><p><strong>Key Responsibilities</strong></p><p> </p><ul><li>Oversee and guide a team of IT Support Technicians, providing training, prioritizing tasks, and ensuring adherence to organizational and legal standards.</li><li>Act as the primary escalation point for complex or unresolved IT support issues, assisting your team in problem resolution.</li><li>Manage the Help Desk ticketing system, including tracking, prioritizing, and resolving tickets, and conducting root-cause analysis for recurring issues.</li><li>Design, deploy, and manage computer images and software, ensuring compliance with software licensing agreements.</li><li>Coordinate technical support for events, including setup of audio/visual and video-conferencing equipment.</li><li>Install, maintain, patch, and upgrade computer systems and applications, while ensuring compatibility with the network.</li><li>Collaborate with staff to establish standards for IT support services, with a focus on efficiency and user satisfaction.</li><li>Maintain inventory and manage asset tracking for hardware and software, including overseeing upgrades and replacements.</li><li>Contribute recommendations for new hardware/software acquisitions and assist in purchasing processes.</li><li>Document configurations, user instructions, and workflows for organizational and end-user reference.</li><li>Stay informed on emerging technologies and best practices, ensuring cutting-edge solutions for the organization.</li><li>Assist with special IT projects spanning multiple departments or impacting the entire institution.</li></ul><p> </p><p><strong>Supervisory Responsibilities</strong></p><p> </p><ul><li>Supervise, mentor, and support a team of IT Support Technicians.</li><li>Provide input to the IT Director regarding team performance and professional development.</li></ul>
<p>Workday Business Systems Analyst III Finance Business Systems</p><p><br></p><ul><li>100% Remote</li><li>Must be located in the US</li><li>Must be US Citizen or Green Card Holder</li><li>This position does NOT offer C2C or Sponsorship now or in the future!</li></ul><p><br></p><p>Robert Half is searching for a strong Workday Business Systems Analyst III Finance Business Systems- you will be responsible for supporting and maintaining our global enterprise applications.</p><p>You will work with the business, technical staff and vendors to assess business requirements and processes and align them with appropriate technology solutions that result in improved functionality, process efficiency and accuracy. You will lead and support all aspects of delivery inclusive of planning, analysis, requirements, design, configuration, testing, deployment and support. Must have experience with Workday Finance Business Systems</p><p><br></p>
<p>We are looking for a skilled Help Desk Analyst to join our team on a contract basis in Lathrop, California. In this role, you will provide technical support and ensure the smooth operation of computer systems, software, and peripherals. This position is ideal for someone with a strong background in troubleshooting, hardware installation, and user training.</p><p><br></p><p>Responsibilities:</p><p>• Provide prompt and effective support by diagnosing and resolving issues with computer hardware, software, and peripherals.</p><p>• Install and configure hardware components, including servers, personal computers, modems, and other devices.</p><p>• Monitor system performance, identify and address operational issues, and conduct regular preventive maintenance such as backups and equipment cleaning.</p><p>• Train users on the proper use of computer systems, software applications, and web-based technologies.</p><p>• Maintain accurate inventory records of all computer hardware, software, and telecommunications equipment.</p><p>• Cisco Switch configuration (Must have) </p><p>• Analyze and address spyware logs to ensure a secure and efficient computing environment.</p><p>• Research and evaluate emerging technologies, including advancements in hardware, software, and help desk systems, to meet organizational needs.</p><p>• Collaborate with relevant groups and attend meetings to stay informed about industry trends.</p><p>• Provide administrative support for computing systems as needed.</p><p>• Perform additional technical tasks and responsibilities as required.</p>
We are looking for a skilled Attorney/Lawyer to join our team in Pleasanton, California. The ideal candidate will have strong drafting and writing abilities, with experience in real estate transactions and vendor agreements. This role offers an excellent opportunity for attorneys seeking to transition into transactional work.<br><br>Responsibilities:<br>• Draft and review purchase and sale agreements, leases, and vendor contracts with precision and attention to detail.<br>• Prepare procurement documents, including bids and requests for qualifications, ensuring compliance with legal standards.<br>• Develop and maintain a variety of legal forms and templates to streamline transactional processes.<br>• Collaborate with stakeholders to address legal concerns and provide strategic advice on real estate transactions.<br>• Conduct legal research to support contract negotiations and decision-making processes.<br>• Ensure clarity and brevity in all written communications and legal documentation.<br>• Assist in managing civil litigation aspects, including briefing and discovery, when necessary.<br>• Provide expert guidance on contract law and regulatory requirements.<br>• Foster strong relationships with vendors and clients through effective communication and negotiation.
<p><strong>San Francisco (Presidio) – Hybrid, 1–2 days in office</strong></p><p><strong>$130–150k Base + Bonus</strong> (DOE)</p><p><strong>If interested in this role, please send a message to <em>Jennifer Fukumae on LinkedIn</em> for quickest consideration.</strong></p><p> </p><p><strong>Jennifer Fukumae with Robert Half Finance and Accounting is partnering with a specialized private investment firm</strong> focused on unconventional, misunderstood, and idiosyncratic asset classes.</p><p> </p><p><strong>About the Firm</strong></p><p>This firm invests in high-yield, risk-adjusted opportunities that fall outside traditional asset classes and is ~$1.5B AUM and preparing for additional fund raises.</p><p> </p><p><strong>Key Responsibilities</strong></p><p>As a Fund Manager, you will take on elevated ownership across fund operations, reporting, and team oversight:</p><ul><li>Oversee all Fund and GP general ledger activities</li><li>Manage quarterly and annual reporting cycles, ensuring accurate financial statements</li><li>Partner with finance leadership on audit, tax, and compliance deliverables</li><li>Maintain oversight of capital call/distribution processes</li><li>Review and enhance reporting packages prepared by the accounting team</li><li>Advise on complex, non-routine fund or transaction issues</li><li>Lead, mentor, and develop junior staff</li><li>Collaborate closely with Investor Relations on LP communications</li><li>Serve as a key point of contact between internal leadership and external providers</li></ul><p><br></p>
<p>We are looking for a highly experienced interim Chief Information Officer (CIO) to lead a critical evaluation of IT systems and operations within a higher education environment. This contract position requires a strategic leader who can identify inefficiencies, recommend cost-effective solutions, and oversee the implementation of optimized IT systems. This is a remote position and offers a unique opportunity to collaborate with both internal teams and external vendors to drive transformative improvements in technology and operations.</p><p><br></p><p>Responsibilities:</p><p>• Conduct a comprehensive assessment of IT systems, including payroll, enterprise software, and technology infrastructure, within a higher education organization.</p><p>• Identify redundancies and inefficiencies in the current technology stack and propose cost-saving measures.</p><p>• Provide detailed recommendations for modernizing and streamlining IT operations to enhance functionality and reduce costs.</p><p>• Perform cost evaluations and analyses of existing systems, focusing on overlap and operational redundancies.</p><p>• Collaborate with internal IT teams and external vendors to implement recommended changes effectively.</p><p>• Manage the evaluation project within tight deadlines, ensuring decisions are delivered by the set timeline.</p><p>• Work closely with stakeholders to optimize and streamline systems such as Moodle, Microsoft 365, Windows, Ellucian Colleague, and Oracle.</p><p>• Oversee the implementation and optimization of recommended IT solutions over several months.</p><p>• Ensure seamless communication and collaboration across cross-functional teams during the project.</p><p>• Provide strategic leadership to ensure IT systems align with organizational goals and long-term sustainability.</p>
We are looking for a skilled Help Desk Analyst I to join our team in San Francisco, California. In this role, you will provide Tier 1 IT support, assisting users with technical issues and ensuring smooth operation of software and hardware systems. This is a long-term contract position, offering an excellent opportunity to grow your expertise in IT support and customer service.<br><br>Responsibilities:<br>• Respond promptly to user inquiries and provide technical assistance for hardware, software, and system issues.<br>• Troubleshoot and resolve problems related to computer components, internal architectures, and external peripherals.<br>• Manage and support virtual meetings and live streaming platforms, ensuring smooth operation and user satisfaction.<br>• Escalate complex technical issues to higher-level support when necessary, ensuring quick resolution.<br>• Utilize ticketing systems to track, prioritize, and document user requests and resolutions.<br>• Administer and troubleshoot software suites, including Google Workspace, enterprise password managers, and productivity applications.<br>• Deliver exceptional customer service while maintaining a meticulous and solution-oriented approach.<br>• Collaborate with team members to improve support processes and enhance user experience.<br>• Maintain knowledge of IT trends and tools to continuously improve support capabilities.<br>• Provide guidance and training to users on various IT systems and applications.
<p>Our ocean conservation nonprofit client is seeking a collaborative, communicative <strong>Salesforce Systems Administrator</strong> to join their team in a hybrid capacity. The ideal candidate will be onsite in Monterey at least on Tuesdays and Thursdays, as well as for key meetings, strategy sessions, and collaborative whiteboarding.</p><p><br></p><p>They are passionate about creating an inclusive workplace that values diversity. They firmly believe that having a team of diverse backgrounds and voices working together increases their capacity to serve visitors and fulfill their mission. The org welcomes people from all backgrounds into their team and strongly encourages people of color, LGBTQ+ individuals, veterans, and people with disabilities to apply.</p><p><br></p><p><strong>This Salesforce Systems Administrator will be:</strong></p><p>– Overseeing Salesforce architecture, administration, and performance across Nonprofit Cloud, Marketing Cloud, and Data Cloud, ensuring data governance, security, and scalability</p><p>– Designing custom objects, fields, and data flows aligned with IT policies and needs</p><p>– Supporting Salesforce implementation, configuration, and integrations with tools like Marketing Cloud, Tableau, DocuSign, Stripe, Intacct, and custom APIs etc</p><p>– Building and maintaining Lightning Web Components (LWC) and backend APIs for workflows associated with ticketing, donations, event sign-ups, membership, and more</p><p>– Managing entity relationship diagrams, archival processes, and historical data migration, including legacy membership data</p><p>– Automating workflows and backend processes to improve efficiency</p><p>– Monitoring Salesforce performance, logs, scheduled jobs, and integrations, proactively resolving issues</p><p>– Conducting security audits, permission reviews, and compliance checks for backup and archival systems</p><p>– Leading deployments and updates using DevOps tools, change sets, and GitHub</p><p>– Staying current with Salesforce releases to ensure compatibility and smooth upgrades</p><p>– Partnering with the System Integrator vendor for transition to internal ownership and stability</p><p>– Collaborating with teams across Guest Experience, Marketing, Membership & Development, Education, Finance, and Technology & Innovation to deliver integrated solutions</p><p>– Implementing and maintaining backup, restore, and disaster recovery processes</p><p>– Serving as a technical governance and systems optimization resource with potential growth into architecture or leadership roles</p>
<p>Our client is seeking a Technology Asset Management Coordinator II to support enterprise-wide technology asset lifecycle management with a focus on ServiceNow automation, ServiceNow Asset Management, and inventory control. This role is responsible for ensuring accurate asset tracking, optimizing inventory workflows, and supporting the procurement, deployment, return, and disposal of technology equipment across the organization.</p><p><br></p><p>The Coordinator II maintains detailed asset records, drives process accuracy, and works closely with IT teams, end users, and vendors to ensure equipment is delivered and managed efficiently. This role requires hands-on work in warehouse and office environments and the ability to lift up to 35 lbs.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute and enhance ServiceNow Asset Management workflows, including automation, asset updates, inventory reconciliation, and lifecycle tracking.</li><li>Maintain asset records across procurement, deployment, returns, repairs, and end-of-life.</li><li>Process daily receiving of technology equipment and update all corresponding ServiceNow asset records with barcode scans and documentation.</li><li>Coordinate shipping, receiving, and distribution of laptops, desktops, mobile devices, and peripherals.</li><li>Prepare, process, and track purchase orders for inventory replenishment.</li><li>Manage equipment returns from corporate and field offices; evaluate and re-enter reusable equipment into inventory.</li><li>Maintain inventory accuracy through regular audits, cycle counts, and reconciliation reports.</li><li>Process and close Asset Management tickets, ensuring complete documentation and timely customer communication.</li><li>Coordinate e-waste collection and disposal following company and environmental guidelines.</li><li>Create and maintain reports on inventory levels, asset lifecycle metrics, and audit findings.</li><li>Follow all Robert Half IT guidelines, policies, and security standards.</li></ul>
