<p><strong>Client Service Associate</strong></p><p><strong>Location:</strong> San Jose, CA</p><p><strong>Industry:</strong> Financial Services / Investment Advisory</p><p><br></p><p>A rapidly growing investment advisory firm is seeking a detail-oriented and client-focused <strong>Client Service Associate</strong> to join its wealth management team. This is an excellent opportunity for a seasoned professional to advance their career in a collaborative environment that emphasizes education, technology, and continuous improvement.</p><p><br></p><p><strong>About the Firm</strong></p><p>The firm provides a unique learning environment with ongoing training in financial technologies (FactSet, Bloomberg, Morningstar Direct) and compliance processes. Employees receive strong support from a well-established team and gain hands-on experience in client relations, portfolio operations, and investment analysis.</p><p><br></p><p><strong>Position Overview</strong></p><p>The Client Service Associate will play a key role in supporting sophisticated clients and ensuring smooth operational execution. This role requires strong organizational skills, attention to detail, and the ability to thrive in a fast-paced environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Provide high-touch service to high-net-worth clients</li><li>Process account openings, closures, transfers, and related paperwork</li><li>Prepare and execute trades and client transactions</li><li>Support client meetings with performance reports and investment data</li><li>Maintain accurate client documentation and compliance records</li><li>Monitor client communications and respond promptly</li><li>Track client scheduling and meeting documentation</li><li>Reconcile client portfolio accounts with custodial records</li><li>Provide weekly updates on client pipeline and portfolio needs</li></ul><p><strong>What We Offer</strong></p><ul><li>Competitive compensation</li><li>Healthcare benefits</li><li>401(k) retirement plan</li><li>Supportive team culture focused on growth and 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>Robert Half Legal is recruiting a Labor & Employment Associate for the Marin County office of its large statewide law firm client. The ideal candidate will have 3-8+ years of practice in L& E and/or commercial litigation. Qualifications include excellent writing and oral advocacy skills, diverse discovery and law & motion experience, and optimally some deposition and trial advocacy. This is definitely a partnership-track opportunity, so career-minded litigators who are looking to join a firm that has a good program for business and career development and a genuine interest in developing partners are encouraged to apply.</p><p><br></p><p>The target salary is $135,000 - 200,000+/yr, DOE, plus sizeable monthly productivity bonuses and a discretionary annual bonus (ranging from $7,000 to $20,000+). Comprehensive benefits, including the firm’s profit-sharing contributions to the retirement plan, are a part of the employment package. For confidential consideration, please email your resume to Jon Lucchese, Vice President for Permanent Placement Services Practice, at jon.lucchese‹at›roberthalf‹dot›com . Thank you!</p>
We are looking for an experienced HR Coordinator to join our team in White Plains, New York. This is a contract position offering the opportunity to contribute to various HR functions, including employee relations, benefits administration, and compliance. The ideal candidate will be highly organized, detail-oriented, and comfortable working in a fast-paced environment.<br><br>Responsibilities:<br>• Administer employee benefit programs, including health insurance enrollment, while ensuring compliance with applicable regulations.<br>• Manage onboarding processes for new employees, including training sessions and the completion of necessary documentation.<br>• Facilitate offboarding procedures by handling paperwork and providing support to departing employees.<br>• Post job openings, screen applications, conduct interviews, and assist in selecting candidates for open roles.<br>• Address employee grievances, mediate workplace disputes, and support resolution efforts.<br>• Ensure adherence to labor laws, San Francisco ordinances, and company policies.<br>• Process and oversee leave requests under the Family and Medical Leave Act (FMLA), ensuring timely documentation and compliance.<br>• Handle Worker’s Compensation claims related to occupational injuries and illnesses.<br>• Verify and manage the completion of I-9 forms, including monitoring work authorization re-verifications.<br>• Collaborate with union representatives to ensure compliance with collective bargaining agreements and assist in resolving union-related matters.
We are looking for an experienced Principal Engineer Lead to oversee the development, optimization, and governance of our Finance and HR systems. In this pivotal role, you will collaborate with cross-functional teams, stakeholders, and vendors to ensure the systems are secure, compliant, and aligned with organizational objectives. This position offers the opportunity to contribute strategically to system innovation and efficiency within the healthcare industry.<br><br>Responsibilities:<br>• Lead the design, configuration, and integration of Finance and HR systems with other enterprise platforms.<br>• Identify and implement system enhancements to improve operational efficiency and ensure compliance with industry regulations.<br>• Collaborate with internal teams, including Finance, HR, and IT, as well as external vendors to gather requirements and deliver solutions.<br>• Enforce security protocols and compliance standards specific to healthcare regulations and data privacy.<br>• Stay informed on emerging technologies and industry trends to recommend solutions that enhance workflows and data management.<br>• Manage vendor relationships, including performance evaluations and contract negotiations, to ensure optimal service delivery.<br>• Provide strategic guidance to executive leadership regarding system capabilities and technology advancements.<br>• Monitor system performance and troubleshoot issues to ensure reliability and functionality.<br>• Develop and maintain documentation for system processes, configurations, and integrations.<br>• Facilitate training sessions for end-users to ensure proper utilization of systems.
<p>Must be on-site on in South San Francisco on Wednesdays. Monday, Tuesday, Thursday, Friday is remote.</p><p><br></p><p>Robert Half has an exciting, long-term contract Sr. Recruiter opportunity with a reputable Technology company in South San Francisco. This role is mostly Hybrid with an anchor day in office every Wednesday. Our client has been in business for over 25 years. They work directly with the Marines, Airforce, Navy, and Amry to provide visual simulation image generators and 3D models for the US Government and Government Prime Contractors. </p><p><br></p><p>Our client is looking for a candidate who has a strong background in large volume recruiting and coordination (ideally in the tech space). They currently have 15 open positions that need your help with and are expecting a high growth period in Q4. Please find the details below and if interested, apply now! We are looking to start someone immediately. Do not wait! Apply now.</p><p><br></p><p><strong> </strong></p><p><strong>Key Responsibilities:</strong></p><p><strong>Recruiting & Talent Acquisition</strong></p><ul><li>Lead full-cycle recruiting efforts: sourcing, screening, interviewing, and closing candidates for a variety of roles.</li><li>Partner with hiring managers to understand role requirements, develop job descriptions, and create effective recruiting strategies.</li><li>Leverage job boards, LinkedIn, networking, and creative sourcing techniques to build qualified talent pipelines.</li><li>Manage candidate communication and ensure a positive candidate experience throughout the hiring process.</li><li>Coordinate interview scheduling and feedback collection to ensure timely decisions.</li></ul><p><strong>Onboarding</strong></p><ul><li>Facilitate onboarding for new hires, ensuring a smooth transition and positive first impression.</li><li>Partner with HR colleagues to ensure all new hire paperwork and compliance requirements are completed.</li></ul><p><strong>HR Support </strong></p><ul><li>Act as a point of contact for employee concerns and queries, fostering a positive and supportive work environment.</li><li>Support and administer employee leave requests and benefits programs, including health insurance, retirement plans, and other employee benefits.</li><li>Assist employees with benefits inquiries and support annual enrollment processes.</li><li>Ensure HR practices comply with federal, state, and local employment laws and regulations.</li><li>Assist in maintaining accurate employee records, tracking required documentation for compliance and audits.</li><li>Conduct or assist with record audits and mandatory reports, such as I-9 audits, EEo-1 Filings, payroll audits and other compliance reporting</li><li>Assist with all aspects of offboarding employees, as needed</li><li>Administer and troubleshoot project codes on NetSuite</li><li>Assist with ad-hoc initiatives as business needs arise</li></ul>
