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17 results for Desktop Support Analyst in Santa Clara, CA

Desktop Support Analyst
  • Mountain View, CA
  • onsite
  • Temporary
  • 25.00 - 30.00 USD / Hourly
  • <p>We are seeking a bilingual (Japanese/English) Desktop Support Specialist to join our IT team. The ideal candidate will provide technical support for end users, including hardware, software, and network issues, with a strong focus on supporting Japanese-speaking employees or clients. This role requires excellent troubleshooting skills, customer service, and fluency in both Japanese and English.</p><p><br></p><p>Responsibilities:</p><p>• Deliver technical support for software, hardware, and network systems, ensuring timely issue resolution.</p><p>• Provide specialized assistance to Japanese-speaking users, addressing their IT needs effectively.</p><p>• Manage and maintain system configurations, ensuring optimal performance and user accessibility.</p><p>• Troubleshoot and resolve issues related to Active Directory, backup technologies, and configuration management.</p><p>• Support mobile devices, including Android and Apple products, ensuring seamless functionality.</p><p>• Collaborate with team members to implement and manage Cisco and Citrix technologies.</p><p>• Perform regular maintenance and updates for Dell hardware and other computer systems.</p><p>• Ensure proper documentation of support activities and resolutions for future reference.</p><p>• Monitor and address system alerts to prevent potential disruptions.</p><p>• Deliver excellent customer service while adhering to company standards and best practices.</p>
  • 2025-08-18T13:53:42Z
Desktop Support Analyst
  • Alameda, CA
  • onsite
  • Temporary
  • 33.00 - 35.00 USD / Hourly
  • <p>We are looking for a skilled Desktop Support Analyst to join our team in Alameda, California. In this Desktop Support role, you will provide technical support and troubleshooting expertise to ensure smooth operations across various systems and devices. This Desktop Support role is a great opportunity to work on a long-term contract, collaborating with professionals in a dynamic and fast-paced environment. This Desktop Support Role in an onsite role out of Alameda, Ca.</p><p><br></p><p>Responsibilities:</p><p>• Provide technical assistance and troubleshooting support for Windows devices, Apple devices, and computer hardware.</p><p>• Manage and maintain Active Directory services, ensuring seamless access and security.</p><p>• Configure and deploy software, hardware, and system updates as required.</p><p>• Oversee database management tasks, including updates, backups, and troubleshooting.</p><p>• Implement and monitor configuration management processes to maintain system integrity.</p><p>• Assist in planning and executing system deployments and upgrades.</p><p>• Deliver exceptional customer service while resolving technical issues promptly.</p><p>• Document and update technical procedures to improve team efficiency.</p>
  • 2025-08-29T15:19:11Z
Help Desk Analyst I
  • San Jose, CA
  • onsite
  • Temporary
  • 28.50 - 33.00 USD / Hourly
  • <p>We are looking for a dedicated Help Desk Analyst I to provide exceptional technical support in a dynamic environment. This long-term contract position is based in San Jose, California, and involves assisting users with Tier 1 and Tier 2 desktop support while maintaining a focus on excellent customer service. If you have a passion for solving technical issues and a strong ability to communicate with non-technical users, we encourage you to apply.</p><p><br></p><p>Responsibilities:</p><p>• Deliver Tier 1 and Tier 2 desktop support to end-users, addressing both software and hardware issues.</p><p>• Troubleshoot and resolve problems with devices such as monitors, docking stations, and other peripherals.</p><p>• Provide support for Active Directory, Windows 10, and other Windows-based systems.</p><p>• Manage and resolve service desk tickets in a timely and efficient manner.</p><p>• Offer technical assistance for platforms such as Okta, Zoom, and Slack.</p><p>• Document troubleshooting steps and solutions to contribute to the internal knowledge base.</p><p>• Travel to various sites as needed to provide on-site technical support.</p><p>• Communicate complex technical concepts clearly to non-technical users.</p><p>• Ensure a high level of customer satisfaction by delivering prompt and courteous service.</p>
  • 2025-08-15T18:48:46Z
Desktop Support - Help Desk
  • San Francisco, CA
  • onsite
  • Temporary
  • 30.00 - 38.00 USD / Hourly
  • <p><br></p><p>Position Overview:</p><p>We are seeking an enthusiastic and hardworking Help Desk/Desktop Support Specialist with 2+ years of experience to deliver onsite IT support for a dynamic, cutting-edge company headquartered in South San Francisco. This is an onsite-only role (no WFH option) requiring close collaboration with researchers, PhDs, and laboratory technicians. The individual will handle 75% Mac, 25% PC support and assist the organization with their migration from Google Workspace/Slack/Zoom to Microsoft Office 365/OneDrive/Teams. The ideal candidate exhibits professionalism, patience, excellent communication skills, and a “how can I support you” mindset.</p><p>This position is offered as a contract role with the potential for extension or conversion to a permanent position for hard-working individuals eager to grow within the organization.</p><p><br></p><p>Key Responsibilities:</p><p>• Laptop and Hardware Support:</p><p>o Provide IT support for Mac (75%) and PC (25%) laptops, desktops, printers, and mobile devices.</p><p>o Assist with the installation, setup, troubleshooting, and maintenance of hardware and peripherals.</p><p><br></p><p>• Collaboration Tool Migration:</p><p>o Support the transition from Google Workspace/Slack/Zoom to Microsoft Office 365/OneDrive/Teams, ensuring users are onboarded seamlessly and productive without disruption.</p><p><br></p><p>• Microsoft Intune and Windows Autopilot:</p><p>o Utilize Intune and Autopilot to configure, manage, and deploy hardware and Windows devices.</p><p><br></p><p>• Customer Support & Communication:</p><p>o Deliver polished, professional, and respectful onsite tech assistance to internal scientists, PhDs, laboratory technicians, and corporate staff.</p><p>o Actively listen to and diagnose reported issues, explain technical resolutions in layman’s terms, and ensure minimal downtime for users.</p><p><br></p><p>• Incident Resolution and Ticketing Systems:</p><p>o Serve as main support onsite, escalating issues to ticketing system or team lead for higher-level concerns.</p><p>o Document issues and resolutions in the ticketing system for accurate historical records.</p><p><br></p><p>• Proactive Troubleshooting:</p><p>o Conduct preventive health checks, troubleshoot hardware and software challenges, and prioritize addressing active incidents quickly and effectively.</p><p><br></p><p> </p>
  • 2025-08-12T22:33:47Z
Business Systems Analyst
  • San Ramon, CA
  • remote
  • Permanent
  • 100000.00 - 120000.00 USD / Yearly
  • <p>We are looking for a detail-oriented remote Business Systems Analyst. In this role, you will work closely with cross-functional teams to analyze and optimize business processes, ensuring seamless alignment with organizational goals. Your expertise in tools such as Jira, Microsoft Office Suite, and Agile methodologies will be critical to delivering impactful solutions.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Develop and maintain expertise in assigned products and business areas</li><li>Analyze data from various sources to provide recommendations and resolve issues</li><li>Lead requirement gathering and documentation with business partners</li><li>Collaborate with technical teams and vendors on solution components (e.g., integrations, extensions)</li><li>Design and configure enterprise applications</li><li>Lead or assist with testing planning and execution</li><li>Support system deployment and migration activities</li><li>Provide ongoing system administration and support</li><li>Serve as a subject matter expert in communications with IT, leadership, vendors, and other stakeholders</li></ul>
  • 2025-08-08T15:08:46Z
Budget Analyst
  • San Ramon, CA
  • remote
  • Temporary
  • 40.00 - 50.00 USD / Hourly
  • <p><strong>Budget Analyst/Accountant II – District Advisory Services</strong></p><p><strong>Location:</strong> Hayward</p><p><strong>Employment Type:</strong> Full-Time | Hybrid | Contract | Contract-to-Hire</p><p><strong>Work Year:</strong> 261 Days</p><p><strong>Compensation:</strong> $41.44 – $50.36 per hour</p><p><br></p><p><strong>Position Overview:</strong></p><p>Robert Half is actively seeking a <strong>Budget Analyst/Accountant II</strong> to support our client’s <strong>District Advisory Services</strong> team. This dynamic role involves providing critical fiscal oversight and financial support to local education agencies (LEAs), which include school districts and charter schools. Candidates with a solid understanding of budgeting and accounting—particularly in school finance—are encouraged to apply. We’re looking for adaptable, detail-oriented professionals who thrive in collaborative settings.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze LEA financials, budgets, Local Control and Accountability Plans (LCAPs), interim reports, unaudited actuals, multi-year projections, cash flow, and audit documents.</li><li>Conduct fiscal oversight and compliance monitoring for school districts and board-authorized charter schools.</li><li>Verify LEA revenue sources and reconcile entitlements with state reports.</li><li>Assess grants and entitlements for financial alignment and appropriateness.</li><li>Deliver technical assistance and financial training to LEAs and county office administrators.</li><li>Support directors in ensuring compliance with AB1200/AB2756 (requirements for financial transparency and accountability).</li></ul><p><br></p>
  • 2025-08-15T23:48:46Z
Senior Financial Reporting Analyst
  • Walnut Creek, CA
  • onsite
  • Permanent
  • 105000.00 - 120000.00 USD / Yearly
  • <p><strong>Job Summary:</strong></p><p>We are seeking a highly skilled <strong>Senior Accountant</strong> to join our growing team. This position will play a critical role in managing financial reporting functions, with a focus on providing accurate, timely, and insightful reporting and analysis to support decision-making in a dynamic, private equity-owned environment. The ideal candidate should have a strong foundation in financial reporting, technical accounting, and an analytical mindset to contribute to the company's strategic goals.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ol><li><strong>Financial Reporting & Analysis:</strong></li></ol><ul><li>Prepare, review, and analyze monthly, quarterly, and annual financial statements in compliance with GAAP.</li><li>Develop and maintain reporting packages for management, private equity stakeholders, and lenders, ensuring accuracy and timeliness.</li></ul><ol><li><strong>Technical Accounting:</strong></li></ol><ul><li>Research and apply relevant accounting principles to address complex accounting issues, including revenue recognition, consolidation, lease accounting, and purchase accounting.</li><li>Stay up to date on emerging accounting standards and implement required changes appropriately.</li></ul><ol><li><strong>Process Improvement:</strong></li></ol><ul><li>Drive process improvement initiatives for financial close and reporting to ensure efficiency and effectiveness.</li><li>Leverage technology, such as ERP systems and Excel, to enhance reporting accuracy and minimize manual effort.</li></ul><ol><li><strong>Collaboration & Stakeholder Communication:</strong></li></ol><ul><li>Partner with cross-functional teams, including operations, FP& A, and tax, to ensure consistency and alignment of financial data.</li><li>Act as a key liaison with external auditors, ensuring audit coordination and successful outcomes.</li></ul><ol><li><strong>Data Analysis & Insights:</strong></li></ol><ul><li>Perform variance analysis to explain differences between actual results, forecasts, and budgets, providing recommendations for optimization.</li><li>Assist executive leadership and private equity stakeholders with ad hoc financial analysis and modeling.</li></ul><ol><li><strong>Compliance Oversight:</strong></li></ol><ul><li>Ensure compliance with internal controls, SOX standards, and other regulatory or contractual financial requirements.</li><li>Support the development and documentation of accounting policies and procedures.</li></ul><p><br></p><p><strong>What We Offer:</strong></p><ul><li>Competitive salary and benefits package.</li><li>Opportunities for professional development, including training and upskilling programs.</li><li>A collaborative and fast-paced work environment.</li><li><strong>Location:</strong> Hybrid.</li></ul>
  • 2025-08-19T17:14:18Z
Budget Analyst / Accountant II
  • Hayward, CA
  • remote
  • Temporary
  • 41.44 - 51.36 USD / Hourly
  • <p><strong>Budget Analyst/Accountant II</strong> – District Advisory Services</p><p><strong>Location:</strong> Hayward</p><p><strong>Employment Type:</strong> Full-Time, Hybrid, Contract, Contract to hire </p><p><strong>Work Year:</strong> 261 Days</p><p><strong>Compensation: </strong>Hourly Pay Range: $41.44 – $50.36</p><p><br></p><p><strong>Position Summary</strong></p><p>Robert Half is seeking a Budget Analyst/Accountant II to join our client's District Advisory Services team. This role provides fiscal oversight and support to local education agencies (LEAs), including school districts and charter schools. The ideal candidate will bring a strong foundation in accounting and budgeting—preferably within school finance—and demonstrate initiative, attention to detail, and the ability to thrive in a collaborative environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze LEA financials, budgets, LCAPs, interim reports, unaudited actuals, multi-year projections, cash flow, and audit reports.</li><li>Conduct fiscal oversight and monitoring for districts and board-authorized charter schools.</li><li>Verify LEA revenues and reconcile entitlements and apportionments to state reports.</li><li>Review grants and entitlements for reasonableness and alignment with financials.</li><li>Provide technical assistance and training to LEAs and county office administrators.</li><li>Support directors in ensuring LEA compliance with AB1200/AB2756 requirements.</li></ul><p><br></p>
  • 2025-08-14T20:14:24Z
Financial Analyst
  • Livermore, CA
  • onsite
  • Temporary
  • 35.00 - 50.00 USD / Hourly
  • <p><strong>Job Description</strong></p><p><strong>Position Title:</strong> Financial Analyst - Mid Level</p><p><strong>Employment Type:</strong> Contract | Contract-to-Permanent | Project-Based</p><p><strong>Compensation:</strong> $35 - $50 hourly</p><p> </p><p><strong>Position Overview</strong></p><p>We are looking for a <strong>detail-oriented</strong> and <strong>proactive Financial Analyst</strong> to become an integral part of our dynamic finance team. This position will play a critical role in driving data-informed decision-making through financial analysis, forecasting, and trend evaluation. The ideal candidate will demonstrate robust analytical skills, a deep understanding of financial reporting, and a commitment to process improvement.</p><p> </p><p><strong>Key Responsibilities</strong></p><ul><li>Analyze financial statements and reports to produce actionable insights for business decisions.</li><li>Prepare budgets, forecasts, and financial models to support strategic initiatives.</li><li>Monitor key performance indicators (KPIs), investigating trends and anomalies.</li><li>Collaborate with departmental managers to align financial strategies with organizational goals.</li><li>Assist with month-end and year-end closing processes, ensuring accuracy and compliance.</li><li>Improve financial reporting processes to enhance efficiency and effectiveness.</li><li>Research market trends and economic conditions impacting business performance.</li><li>Support special projects including mergers and acquisitions, process enhancements, and new business </li></ul><p><br></p>
  • 2025-08-28T23:58:46Z
Sr. Financial Analyst
  • Emeryville, CA
  • onsite
  • Temporary
  • 63.34 - 73.34 USD / Hourly
  • <p>Our non-profit client in Emeryville is seeking a Senior Financial Analyst for a 6+ month engagement. In this collaborative role, you will oversee financial operations related to external funding awards, including federal, state, and private support. This position requires a deep understanding of financial compliance, reporting, and complex cost-sharing models in alignment with regulatory standards. The pay for this role is expected to be $65 - $80/hr. DOE and location. Local consultants are expected to work 3-days/week on-site in Emeryville. Remote consultants will travel initially and as needed.</p><p><br></p><p>Responsibilities:</p><p>• Develop and manage detailed budgets for federal, state, and other external awards, ensuring compliance with program objectives and funding requirements</p><p>• Analyze payroll projections and track staffing utilization to ensure accurate program expense management</p><p>• Conduct regular audits of timekeeping systems to confirm proper allocation and booking of expenses</p><p>• Provide technical guidance to program teams on budget preparation, financial reporting, and award management</p><p>• Monitor and track award spending to ensure alignment with funding terms, resolving discrepancies when necessary</p><p>• Prepare and submit reimbursement requests to funding agencies, ensuring accuracy and timeliness</p><p>• Create detailed financial reports for funders, including monthly, quarterly, and annual reconciliations of expenditures</p><p>• Negotiate indirect cost rates with members and subrecipients, ensuring compliance with organizational and regulatory standards</p><p>• Maintain thorough documentation for all financial transactions and communications with funders</p><p>• Utilize automated financial systems and tools to generate reports, conduct variance analyses, and support decision-making</p>
  • 2025-08-04T20:38:43Z
Budget Analyst
  • Hayward, CA
  • onsite
  • Temporary
  • 39.59 - 45.84 USD / Hourly
  • We are looking for a skilled Budget Analyst to join our team in Hayward, California. This long-term contract position involves providing financial analysis and oversight to local education agencies, including school districts and charter schools. The ideal candidate will have a strong background in accounting and budgeting, preferably in school finance, and possess excellent analytical and collaborative skills.<br><br>Responsibilities:<br>• Perform detailed analysis of financial reports, budgets, multi-year projections, cash flow statements, and audit findings.<br>• Monitor fiscal operations and compliance for school districts and board-authorized charter schools.<br>• Reconcile state funding reports with actual revenue and entitlement data to ensure accuracy.<br>• Review and validate grant and funding allocations to align with organizational budgets.<br>• Deliver technical guidance and training to administrators in local education agencies and county offices.<br>• Support leadership in maintaining adherence to financial compliance standards such as AB1200 and AB2756.<br>• Assist in preparing interim financial reports and unaudited actuals for educational institutions.<br>• Collaborate with various stakeholders to improve financial processes and ensure transparency.<br>• Provide insights and recommendations to enhance budget management and fiscal planning.
  • 2025-08-14T23:54:24Z
Accounts Payable Tech
  • Seaside, CA
  • onsite
  • Contract / Temporary to Hire
  • 22.80 - 26.40 USD / Hourly
  • <p><strong>Accounts Payable Specialist</strong></p><p><strong>Position Overview:</strong></p><p>We are seeking a meticulous and detail-oriented <strong>Accounts Payable Specialist</strong> to join our growing team. This role is responsible for ensuring the accuracy, timeliness, and efficiency of the accounts payable process while maintaining adherence to organizational policies and standards. The successful candidate will manage a variety of financial disbursement and reporting functions while providing critical support for month-end and year-end financial closings.</p><p><strong>Key Responsibilities:</strong></p><ul><li><strong>Auditing and Compliance:</strong> Review and audit vouchers and documents to ensure accuracy, completeness, validity, and compliance with established standards and policies. Generate necessary reports and apply corrections as required.</li><li><strong>Payment Processing:</strong> Process and distribute checks securely via mail or pickup. Handle voided or canceled checks and manage reissuances when needed.</li><li><strong>Policy Development:</strong> Plan, develop, and evaluate disbursement policies and procedures to optimize efficiency. Collaborate with systems analysts to enhance on-campus financial systems.</li><li><strong>Vendor Management:</strong> Research and resolve outstanding balances on account statements. Communicate with vendors and internal departments to ensure timely resolutions.</li><li><strong>Data Compilation and Reporting:</strong> Assist in the preparation of data for financial reports and analyses. Support month-end processes by reconciling accounts payable against the general ledger, analyzing vendor withholding balances, and generating month-end reports.</li><li><strong>Accrual Reporting:</strong> Provide crucial support for quarterly and year-end accrual reporting efforts.</li><li><strong>Training and Workshops:</strong> Conduct accounts payable workshops and training sessions for campus personnel to ensure compliance and process improvement.</li><li><strong>Document Management:</strong> Maintain, store, and archive records in a virtual document management system, ensuring easy accessibility and organization.</li><li><strong>Process Improvement:</strong> Identify opportunities to refine and improve the payment process, ensuring greater efficiency and accuracy.</li><li><strong>Workflow Management:</strong> Coordinate and route documents and e-signature collection efficiently via workflow management systems.</li></ul><p><br></p>
  • 2025-08-28T22:28:46Z
Family Office Sr. CSA
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <p><strong>Senior Client Service Associate – Multi-Family Office</strong></p><p><br></p><p>A prestigious multi-family office headquartered in San Francisco is seeking a highly motivated and experienced <strong>Senior Client Service Associate </strong>to join its team. This firm provides ultra-high-net-worth clients with a full spectrum of services, including investment management, financial planning, lending strategy, and bespoke family office solutions.</p><p><br></p><p>The ideal candidate is a proactive problem solver with a passion for client service, a strong sense of ownership, and a collaborative mindset. This role offers the opportunity to work closely with senior leadership, contribute to strategic initiatives, and mentor junior team members in a dynamic, client-focused environment.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Serve as the primary point of contact for client service requests across designated relationships.</li><li>Execute client requests with precision, efficiency, and a commitment to exceeding expectations.</li><li>Collaborate with senior management on firm-wide initiatives and customized client strategies.</li><li>Build deep client relationships by understanding preferences and delivering tailored service.</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’ professional teams, including executive assistants and 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.</li><li>Support internal teams on special projects as needed.</li></ul><p><strong>Benefits</strong></p><ul><li>Competitive compensation and comprehensive benefits including medical, dental, vision, and 401(k) matching.</li><li>Flexible vacation policy, sabbatical program, and hybrid work structure.</li><li>Commitment to diversity, equity, and inclusion.</li><li>SEC-registered investment advisor.</li></ul><p><strong>Excited about this opportunity?</strong> Apply today and send your resume via LinkedIn to<strong> Jonathan Christian (JC) del Rosario</strong> — I’d love to connect!</p>
  • 2025-08-15T00:48:45Z
Sr. Client Service Associate
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <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>
  • 2025-08-20T15:44:33Z
Sr. Client Service Associate
  • San Francisco, CA
  • onsite
  • Permanent
  • 100000.00 - 130000.00 USD / Yearly
  • <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>
  • 2025-08-20T15:44:33Z
Systems Engineer / Systems Analyst – ITSM & Automation
  • Martinez, CA
  • onsite
  • Contract / Temporary to Hire
  • 65.00 - 81.12 USD / Hourly
  • <p>Our client is seeking a Systems Engineer / Systems Analyst with a strong background in IT Service Management (ITSM) and hands-on JavaScript development skills. This role focuses on configuring, enhancing, and automating ITSM and IVR systems to streamline workflows and improve operational efficiency within a healthcare environment.</p><p><br></p><p>While experience with ServiceNow is highly preferred, candidates with equivalent ITSM platform experience are encouraged to apply. The ideal candidate will have a proven track record of creating customized workflow solutions, developing automation scripts, and integrating systems to support enterprise IT operations.</p><p><br></p><p>Key Responsibilities</p><ul><li>Configure, enhance, and maintain ITSM platforms to enable efficient workflows and automation.</li><li>Develop custom JavaScript scripts for both front-end (AngularJS, UI components) and back-end (automation scripting, business rules, and API integrations).</li><li>Design and implement specialized, custom workflows within ITSM and IVR systems.</li><li>Collaborate with stakeholders to gather requirements, define solutions, and ensure alignment with business objectives.</li><li>Integrate IVR platforms with ITSM workflows to improve call routing and user experience.</li><li>Ensure compliance with healthcare IT standards and regulatory requirements, including HIPAA.</li><li>Healthcare industry experience (required).</li><li>Minimum 3 years of experience in a Systems Engineer, Systems Analyst, ITSM Developer, or similar role.</li><li>Strong knowledge of IT Service Management (ITSM) processes and workflows.</li><li>Hands-on experience developing JavaScript-based automations for both front-end and back-end processes.</li></ul><p><br></p>
  • 2025-08-27T21:18:44Z
Manager, Credit Risk
  • San Ramon, CA
  • remote
  • Permanent
  • 120000.00 - 150000.00 USD / Yearly
  • <p>Are you a seasoned leader in credit risk management, ready to take on a strategic role with regional influence? If you thrive on developing high-performing teams, driving results, and mitigating financial risk, this opportunity could be your next great career move.</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a skilled and dynamic <strong>Manager, Credit Risk</strong> to join our team within a centralized, corporate credit risk function. In this role, you’ll lead a talented team of Credit Analysts while influencing risk strategies that align with corporate objectives. You will leverage your expertise to evaluate financial capacity, manage portfolio risk, and collaborate with senior leadership to ensure robust credit policies are implemented and upheld.</p><p><br></p><p><strong>What You'll Be Responsible For</strong></p><ul><li><strong>Leadership & Team Development:</strong> Provide strategic and tactical management for a team of 2+ Credit Analysts. You’ll oversee hiring, training, mentoring, and performance management to foster growth and success.</li><li><strong>Credit Risk Strategy Execution:</strong> Manage workflows like the Daily Over Limit Report and Over Limit Expiration Report to ensure compliance, staffing efficiency, and high-quality standards.</li><li><strong>Risk Management Oversight:</strong> Support credit assessment processes, monitor portfolio risk trends (e.g., market/industry/geopolitical factors), and recommend actionable strategies.</li><li><strong>Policy Development:</strong> Develop, refine, and implement credit risk guidelines, procedures, and financial models, ensuring compliance with corporate goals and regulatory requirements.</li><li><strong>Collaborative Solutions:</strong> Work cross-functionally with the credit and collections team to solve client credit challenges, review contracts for risk, and improve overall credit risk management practices.</li></ul>
  • 2025-08-22T15:48:44Z