1,278 Results for Client Services Associate Jobs in Secondary

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Senior Accountant | Outsourced CFO Services | 1 day onsite

San Francisco, CA
remote
Permanent / Full Time
95000.00 - 110000.00 USD / Yearly
Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing investment management firm in San Francisco to add a Senior Accountant to its team. This is a great opportunity to join a sophisticated, entrepreneurial investment environment where you'll work closely with leadership and have exposure to a variety of accounting and investment operations. The firm offers a collaborative, close-knit culture, along with an attractive hybrid schedule that allows for 3–4 days of work from home each week. Key Responsibilities<ul><li>Maintain and reconcile daily investment activity across client portfolios, including equities, options, foreign exchange, and derivative positions, using portfolio accounting and investment management systems.</li><li>Partner with portfolio managers, brokers, and other counterparties to monitor trade activity and ensure timely transaction settlement.</li><li>Support the operations of closed-end investment vehicles, including capital call calculations, transaction closings, and cash and treasury management.</li><li>Compile investment performance reports, portfolio summaries, and risk metrics for client and investor distribution.</li><li>Review monthly and quarterly fund NAVs, including investor allocations, waterfall calculations, and capital account statements.</li><li>Monitor corporate actions and reconcile activity against prime broker records to ensure accuracy.</li><li>Assist with the development and maintenance of client valuation procedures and expense allocation policies.</li><li>Coordinate and process payments to vendors across investment funds and management companies.</li><li>Leverage Bloomberg to review and update investment valuations and pricing.</li><li>Support annual audit and tax preparation processes by coordinating schedules, documentation, and deliverables.</li><li>Contribute to internal projects, process improvements, and other accounting and operational initiatives as needed.</li></ul>
2026-10-30T22:04:45Z

Senior Accountant | Outsourced CFO Services

San Francisco, CA
remote
Permanent / Full Time
95000.00 - 110000.00 USD / Yearly
Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a growing investment management firm in San Francisco to add a Senior Accountant to its team. This is a great opportunity to join a sophisticated, entrepreneurial investment environment where you'll work closely with leadership and have exposure to a variety of accounting and investment operations. The firm offers a collaborative, close-knit culture, along with an attractive hybrid schedule that allows for 3–4 days of work from home each week. Key Responsibilities<ul><li>Maintain and reconcile daily investment activity across client portfolios, including equities, options, foreign exchange, and derivative positions, using portfolio accounting and investment management systems.</li><li>Partner with portfolio managers, brokers, and other counterparties to monitor trade activity and ensure timely transaction settlement.</li><li>Support the operations of closed-end investment vehicles, including capital call calculations, transaction closings, and cash and treasury management.</li><li>Compile investment performance reports, portfolio summaries, and risk metrics for client and investor distribution.</li><li>Review monthly and quarterly fund NAVs, including investor allocations, waterfall calculations, and capital account statements.</li><li>Monitor corporate actions and reconcile activity against prime broker records to ensure accuracy.</li><li>Assist with the development and maintenance of client valuation procedures and expense allocation policies.</li><li>Coordinate and process payments to vendors across investment funds and management companies.</li><li>Leverage Bloomberg to review and update investment valuations and pricing.</li><li>Support annual audit and tax preparation processes by coordinating schedules, documentation, and deliverables.</li><li>Contribute to internal projects, process improvements, and other accounting and operational initiatives as needed.</li></ul>
2026-10-27T22:48:45Z

Customs Brokerage Supervisor

Aurora, CO
onsite
Permanent / Full Time
60000.00 - 80000.00 USD / Yearly
Customs Brokerage Supervisor We are seeking an experienced Customs Brokerage Supervisor to lead day-to-day customs brokerage operations and support a high-performing team. This position is ideal for someone with strong customs brokerage experience who enjoys mentoring employees, improving processes, ensuring regulatory compliance, and providing exceptional client service.Key Responsibilities<ul><li>Supervise and mentor customs brokerage team members</li><li>Allocate workloads and ensure efficient daily operations</li><li>Monitor compliance with customs regulations, internal procedures, and customer requirements</li><li>Review processes and identify opportunities to improve efficiency</li><li>Ensure customs documentation is complete, accurate, and properly maintained</li><li>Monitor customs authorizations, guarantees, duty deferments, and related compliance requirements</li><li>Partner with management on employee development, performance, and departmental goals</li><li>Support onboarding and transition of new client business</li><li>Maintain strong client relationships and assist with retention efforts</li><li>Monitor accounts receivable, credit limits, and other departmental financial metrics</li><li>Review departmental P& L and assist with planning and performance improvement</li><li>Support implementation of new systems, technology, and process enhancements</li><li>Maintain strong working relationships with customs and trade compliance partners</li></ul>This role is 100% onsite. This is a great opportunity that believes in promoting from within and has a lot of growth opportunities.
2026-10-23T15:43:44Z

Attorney/Lawyer

White Plains, NY
onsite
Permanent / Full Time
155000.00 - 200000.00 USD / Yearly
Role: Financial Services Litigation Associate Schedule: Hybrid!! (3 days in, 2 remote)Salary: $155,000 - $200,000 + Bonus Opportunities + Comprehensive Benefits A full-service, nationally renowned White Plains law firm is seeking a motivated and detail-oriented Financial Services Litigation Attorney to join its growing practice. The ideal candidate will have 2+ years of commercial litigation experience and will manage a diverse docket of cases, representing banks, lenders, financial institutions, and corporate clients in state and federal courts, as well as in arbitrations and regulatory matters. Key Responsibilities:<ul><li>Manage all phases of financial services and commercial litigation, from initial pleadings through discovery, motion practice, trial preparation, and appeals.</li><li>Handle contested mortgage foreclosures, lender liability claims, bankruptcy adversary proceedings, and creditors' rights issues.</li><li>Draft and argue complex dispositive and discovery motions, briefs, and settlement agreements.</li><li>Take and defend depositions, conduct mediations, and manage court appearances independently.</li><li>Conduct legal research and advise financial institution clients on regulatory compliance and risk mitigation.</li></ul>
2026-10-07T18:24:11Z

Associate Procurement Director

Minneapolis, MN
remote
Temporary / Contract
45.00 - 50.00 USD / Hourly
We are looking for an experienced procurement leader to support strategic sourcing and contracting initiatives for a large client. This Long-term Contract position focuses on enterprise-level IT and indirect spend categories, with opportunities aligned to artificial intelligence, clearinghouse and claims-related solutions, or financial services. The role is best suited for someone who can manage complex negotiations, guide cross-functional sourcing efforts, and deliver thoughtful recommendations in a fast-paced environment. Responsibilities:• Lead sourcing initiatives across enterprise technology and indirect spend areas, with emphasis on software, services, and business process applications.• Develop category strategies that align business needs with market intelligence, cost considerations, and supplier risk assessments.• Direct the full procurement lifecycle, from opportunity assessment and supplier engagement through contract execution and implementation support.• Negotiate complex commercial agreements, including master service agreements, statements of work, and other vendor terms for high-value engagements.• Partner with internal stakeholders to evaluate supplier capabilities and shape sourcing approaches for AI, clearinghouse and claims transaction solutions, or financial services engagements.• Manage multiple procurement projects at once while maintaining clear priorities, timelines, and communication across functional teams.• Use data analysis, benchmarking, and financial evaluation to support recommendations and strengthen sourcing decisions.• Present sourcing strategies and negotiation positions to leadership in a concise, persuasive manner that builds alignment and accelerates decisions
2026-10-15T16:18:44Z

Receptionist - Level 2

Charlotte, NJ
remote
Temporary / Contract
19.00 - 20.00 USD / Hourly
Our client, a prestigious and highly respected financial services organization, is seeking a professional and detail-oriented Mail Sorter / Mailroom Associate to support daily mailroom operations within a large corporate office environment. This individual will play a critical role in ensuring the timely, secure, and accurate distribution of incoming and outgoing correspondence, packages, and internal documents throughout the facility. Key Responsibilities<ul><li>Receive, sort, organize, and distribute incoming mail, packages, and interoffice correspondence throughout a large corporate building.</li><li>Perform scheduled mail delivery and pickup routes across multiple floors and departments.</li><li>Process outgoing mail and packages, including preparing shipments and coordinating with designated carriers.</li><li>Ensure confidential and sensitive financial documents are handled securely and distributed accurately.</li><li>Maintain organized mailroom operations, including inventory of mailing and shipping supplies.</li><li>Track accountable mail, certified mail, overnight deliveries, and special shipments.</li><li>Assist with package logging, scanning, and delivery confirmation processes.</li><li>Serve as a professional point of contact for employees requiring mailroom support and package assistance.</li><li>Support special projects, office services requests, and administrative tasks as needed.</li><li>Maintain compliance with company security, confidentiality, and operational procedures.</li><li>Report delivery discrepancies, damaged items, or mail-related issues promptly.</li></ul>
2026-11-05T19:04:19Z

Assistant Property Manager

San Diego, CA
remote
Temporary / Contract
35.00 - 45.00 USD / Hourly
Position OverviewOur client, a commercial real estate organization, is seeking a motivated and detail-oriented Assistant Property Manager to support the day-to-day operations and management of a portfolio of commercial properties. Working closely with the Property Manager, this individual will assist with tenant relations, property administration, financial reporting, vendor coordination, and overall building operations.The ideal candidate is organized, proactive, and service-oriented, with a strong interest in commercial real estate and property management. This role offers an opportunity to develop property management expertise while gaining exposure to financial operations, lease administration, and commercial property oversight.Key Responsibilities<ul><li>Assist the Property Manager with the daily operations and administration of an assigned portfolio of commercial properties.</li><li>Serve as a point of contact for tenants, responding to inquiries, coordinating service requests, and helping resolve property-related concerns.</li><li>Coordinate maintenance requests, work orders, building repairs, and preventative maintenance with vendors and engineering teams.</li><li>Assist with vendor management, including obtaining proposals, coordinating services, monitoring work completion, and maintaining vendor records.</li><li>Support lease administration by maintaining tenant files, tracking lease expirations, renewal dates, insurance certificates, and other contractual obligations.</li><li>Assist with accounts payable and receivable, including reviewing vendor invoices, coding expenses, processing payments, and tracking tenant charges.</li><li>Support monthly financial reporting, annual budgets, expense tracking, and operating expense reconciliations.</li><li>Assist with tenant billing, rent collections, and follow-up on outstanding balances.</li><li>Coordinate tenant communications, building notices, property inspections, and tenant meetings.</li><li>Assist with coordinating tenant improvement projects, capital improvements, and building maintenance initiatives.</li><li>Conduct routine property inspections to ensure buildings and common areas are maintained to company standards.</li><li>Maintain accurate property records, contracts, insurance documentation, and operational files.</li><li>Prepare spreadsheets, reports, presentations, and other administrative materials for property management and ownership.</li><li>Provide general administrative and operational support to the Property Manager as needed.</li></ul>
2026-11-07T00:28:44Z

Sales Consultant

Okemos, MI
onsite
Permanent / Full Time
45000.00 - 125000.00 USD / Yearly
Location: Okemos, MI Total Earnings: $21 to $60 per hour. Your pay has two parts: a guaranteed base hourly rate plus commission on what you sell. Expected hours: 32.0 – 45.0 per weekOur client is seeking a polished, customer-focused Sales Associate to represent their premium line of hot tubs and outdoor furniture. This role is responsible for delivering an elevated customer experience, building strong product knowledge, and guiding customers through the sales process with professionalism and confidence. The ideal candidate is consultative, relationship-driven, and comfortable selling high-value products in a retail showroom environment.Key Responsibilities<ul><li>Greet customers and create a welcoming, high-touch showroom experience</li><li>Engage with customers to understand their lifestyle, space, design preferences, and budget</li><li>Present and demonstrate premium hot tubs and outdoor furniture in a compelling and knowledgeable manner</li><li>Educate customers on product features, materials, benefits, care, and available customization options</li><li>Guide customers through the selection process, including product comparisons, upgrades, and accessory options</li><li>Build strong customer relationships that encourage repeat business and referrals</li><li>Stay current on product specifications, inventory availability, promotions, financing options, and competitor offerings</li><li>Partner with team members and leadership to meet individual and showroom sales goals</li></ul>For immediate consideration email your resume to rochelle.carrasco@roberthalf com
2026-10-13T14:04:37Z

Tax Manager - Public

Oakland, CA
onsite
Permanent / Full Time
135000.00 - 160000.00 USD / Yearly
We are looking for an experienced Tax Manager to join a respected public accounting firm in Oakland, California. This position offers the opportunity to work closely with firm leadership on a diverse portfolio of tax matters, combining technical review responsibilities with strategic client advisory support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities. Responsibilities: • Direct and review complex tax engagements for individuals, partnerships, corporations, and trust or estate clients, ensuring accuracy and timely delivery. • Advise clients on tax planning opportunities, technical questions, and practical strategies that support both compliance and broader financial objectives. • Research federal and state tax matters, evaluate risks, and translate findings into clear recommendations for clients and internal stakeholders. • Manage examinations and inquiries from taxing authorities, coordinating responses and guiding matters through resolution. • Oversee multiple client assignments at once, balancing deadlines, staffing, and quality expectations in a fast-moving public accounting setting. • Provide leadership to tax team members by reviewing work, offering coaching, and supporting their ongoing technical development. • Partner with firm leadership on client service plans, engagement strategy, and initiatives that strengthen the tax practice. • Maintain strong client relationships through responsive communication, sound judgment, and consistent delivery of high-quality work.
2026-10-26T16:34:05Z

Labor & Employment Associate

Corte Madera, CA
onsite
Permanent / Full Time
135000.00 - 215000.00 USD / Yearly
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 2-10+ 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. 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!
2026-11-06T06:34:09Z

Service Writer

Mechanicsburg, PA
onsite
Temporary / Contract
19.00 - 22.00 USD / Hourly
We are looking for a Service Writer to support a busy onsite service department in Mechanicsburg, Pennsylvania. This position is ideal for someone who enjoys helping customers, managing high call volumes, and keeping service activity organized across multiple digital systems. The person in this role will serve as a key point of contact for service-related communication while ensuring work orders, invoicing, and scheduling details are handled accurately and efficiently. Responsibilities:• Respond to a high volume of incoming service calls and provide timely, attentive assistance to customers and internal teams.• Create, update, and manage work orders and related service documentation within online service platforms.• Enter service-related information accurately, including order details, invoice data, and customer updates, to maintain organized records.• Use platforms such as Eservice Tech, Extend, Outlook, and Microsoft Teams to coordinate daily service activity and communication.• Track hourly associate time through the designated time clock system and ensure supporting information is recorded correctly.• Make outbound calls as needed to confirm service details, provide updates, and resolve open items with customers or technicians.• Maintain clear communication with technicians and service personnel to support smooth scheduling and follow-up.• Deliver a positive customer experience by addressing questions clearly and helping move service requests to completion.
2026-11-06T16:54:07Z

Family Law Attorney

San Diego, CA
onsite
Permanent / Full Time
125000.00 - 225000.00 USD / Yearly
Family Law Attorney - 50% on site, 50% remoteA respected boutique family law firm located in downtown San Diego is seeking an experienced Family Law Attorney (5+ years) to join its growing practice. The firm is known for providing compassionate, strategic counsel and delivering exceptional client outcomes across all aspects of family law - from complex dissolutions to custody disputes and premarital planning. About the RoleThis is an ideal opportunity for a Family Law Attorney who enjoys hands-on case management and client interaction within a collaborative, high-caliber team. The role offers a hybrid schedule (50% on-site, 50% remote) and the chance to take ownership of a diverse caseload. What You’ll Do<ul><li>Manage cases from initial consultation through resolution or trial.</li><li>Handle all aspects of discovery, depositions, mediation, and motion practice.</li><li>Draft pleadings, declarations, and settlement agreements.</li><li>Appear in court regularly for hearings, conferences, and trials.</li><li>Provide strategic guidance and empathetic support to clients navigating sensitive family matters.</li></ul>Compensation & Benefits<ul><li>Competitive base salary commensurate with experience.</li><li>Bonus potential tied to performance and billable hours.</li><li>Hybrid work schedule (downtown office + remote flexibility).</li><li>Comprehensive benefits including health, and 401(k) with match.</li><li>Unlimited PTO</li></ul>
2026-10-23T07:04:33Z

Hospitality Associate

New York, NY
onsite
Temporary / Contract
19.95 - 21.00 USD / Hourly
We are looking for a Hospitality Associate-Event Support team member with relevant experience and a detail-oriented approach to help maintain a welcoming, organized office experience. This Long-term Contract position is ideal for someone who thrives in fast-moving service environments and can confidently support meetings, pantry areas, and day-to-day hospitality needs across a busy corporate setting. The right person will bring a customer-focused approach, adapt quickly to changing priorities, and contribute to a collaborative team culture. Responsibilities: • Prepare meeting and conference spaces before events and return rooms to standard condition once sessions conclude. • Oversee pantry and beverage stations by replenishing refreshments, monitoring supplies, and keeping equipment ready for daily use. • Maintain coffee machines and beverage areas to ensure employees and guests have consistent access to clean, stocked service points. • Coordinate food and catering deliveries, arrange refreshments for meetings, and provide on-site support during scheduled events. • Assist with larger hospitality setups, post-event cleanup, and room resets across multiple office floors as business needs change. • Track inventory levels for snacks, beverages, and workplace supplies, and alert the team when items need to be reordered. • Support high-traffic service periods with urgency and professionalism while adjusting to shifting requests throughout the day. • Work closely with teammates to cover multiple pantry locations and hospitality areas in a team-oriented office environment.
2026-10-20T15:03:51Z

Inside Sales Representative

Concord, CA
onsite
Temporary to Hire
20.00 - 20.00 USD / Hourly
Robert Half's client is seeking an Inside Sales Representative for a hybrid position in Concord, CA. Are you someone who enjoys helping people, building relationships, and guiding customers toward the right solution? In this role, you'll connect with prospective customers and their families, understand their unique needs, and help them make informed decisions with confidence. If you're energized by meaningful conversations, sales goals, and helping others navigate important choices, we'd love to hear from you! This is a hybrid work arrangement after training is complete. What you'll do as an Inside Sales Representative:<ul><li>Connect with inbound and marketing-generated leads to understand customer needs and recommend appropriate products and services.</li><li>Build trust with customers, caregivers, and family members through empathetic, consultative conversations.</li><li>Guide sales opportunities through the decision-making process and help customers take the next step when the timing is right.</li><li>Maintain detailed and accurate records of customer interactions, lead activity, and sales progress within company systems.</li><li>Conduct timely follow-up with prospective customers to nurture relationships and improve conversion outcomes.</li><li>Meet daily activity metrics, sales goals, and revenue objectives in a fast-paced environment.</li><li>Partner with team members and leadership to identify customer trends, common objections, and opportunities for improvement.</li></ul>What We're Looking For<ul><li>Previous experience in sales, customer service, call center, inside sales, admissions, or a customer-facing role.</li><li>Strong communication skills with the ability to build rapport quickly and effectively.</li><li>A consultative sales approach focused on understanding customer needs and creating positive experiences.</li><li>Comfort working in a goal-driven environment with performance metrics and sales targets.</li><li>Strong organizational skills and attention to detail.</li><li>Ability to multitask, prioritize, and manage a high volume of customer interactions.</li><li>Proficiency with CRM systems, sales software, and Microsoft Office applications.</li><li>Reliable attendance and flexibility to work various shifts between 6:00 AM and 5:00 PM.</li><li>High school diploma or equivalent required; additional education is a plus.</li></ul>Why Join Us?<ul><li>Competitive compensation with performance incentives.</li><li>Comprehensive training and ongoing support.</li><li>Collaborative team environment with opportunities for growth.</li><li>Meaningful work helping customers make important decisions.</li><li>Stable schedule options within daytime operating hours.</li></ul>If you're interested in this Inside Sales Representative role, please apply today.
2026-11-07T00:18:50Z

Associate Attorney - Corporate/M&A

Minneapolis, MN
onsite
Permanent / Full Time
190000.00 - 250000.00 USD / Yearly
Mid-Level Corporate Attorney (M& A Focus) | Minneapolis (Hybrid)A leading, full-service law firm in downtown Minneapolis is seeking a mid-level Corporate Attorney (5–7+ years of experience) to join its sophisticated business transactions practice. This is an excellent opportunity to work closely with experienced dealmakers on a wide range of mergers and acquisitions while maintaining meaningful autonomy within a highly collaborative team environment. About the RoleIn this position, you will counsel privately held companies, entrepreneurs, and investment groups on a broad range of business transactions across multiple industries. The team works on deals spanning a wide spectrum in size and complexity, providing experience with both middle-market matters and more intricate, high-value transactions involving multiple stakeholders. You’ll play an active role at every stage of the transaction process—from early planning and due diligence through drafting, negotiation, and closing—while delivering practical, commercially focused guidance to clients. Key Responsibilities<ul><li>Structure and execute a wide range of transactions, including mergers, acquisitions, recapitalizations, and corporate reorganizations</li><li>Lead and support due diligence efforts, identifying legal and business risks</li><li>Draft and negotiate transaction documents, including letters of intent, purchase agreements, and ancillary agreements</li><li>Advise clients on financing arrangements, coordinating with lenders and investors</li><li>Navigate regulatory and compliance considerations, including antitrust-related matters and required filings</li><li>Counsel clients on strategic transactions such as joint ventures, partnerships, and cross-border deals</li></ul>
2026-10-23T14:04:00Z

Legal Assistant (Litigation/Land Use)

Seattle, WA
onsite
Permanent / Full Time
75000.00 - 100000.00 USD / Yearly
Robert Half is partnering with a well-established and highly respected Seattle law firm to identify a Legal Assistant with litigation experience to join its collaborative team. This is an excellent opportunity for a detail-oriented legal professional who thrives in a fast-paced environment and enjoys supporting attorneys across a variety of practice areas. The firm is known for its collegial culture, strong commitment to employee development, and dedication to delivering exceptional client service. The successful candidate will play a key role supporting litigation attorneys and may also assist with matters involving real estate, land use, business law, and other practice areas. Key Responsibilities<ul><li>Provide proactive administrative and legal support to multiple attorneys</li><li>Draft, edit, proofread, and format legal correspondence, pleadings, agreements, memoranda, and other documents</li><li>Manage attorney calendars, deadlines, and case-related assignments</li><li>Coordinate and maintain both electronic and physical client files</li><li>Open new matters and assist with conflict check procedures</li><li>Prepare and organize exhibits, information packets, presentations, and case materials</li><li>Research court rules and filing requirements in various jurisdictions</li><li>Perform electronic court filings and ensure compliance with applicable court procedures</li><li>Enter and review attorney time entries and assist with timekeeping administration</li><li>Support billing processes, including reviewing and editing pre-bills</li><li>Coordinate depositions, court reporters, and service of process</li><li>Assist with trial preparation, including preparation of motion and trial binders</li><li>Work closely with attorneys, paralegals, clients, and external vendors to ensure matters progress efficiently</li></ul> Salary: $70,000 - $100,000 annually, depending on experience.Comprehensive benefits package includes:<ul><li>Medical and vision insurance</li><li>Optional dental coverage</li><li>Health reimbursement plan</li><li>Flexible benefit/cafeteria plan options</li><li>Life and AD& D insurance</li><li>Long-term disability coverage</li><li>Retirement savings plan with 401(k)</li><li>Paid vacation and sick leave</li><li>Transportation or parking subsidy</li><li>Additional voluntary benefit offerings</li></ul>
2026-10-29T21:08:44Z

Financial Planner

Mountain View, CA
remote
Permanent / Full Time
100000.00 - 160000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-06T03:08:45Z

Financial Planner at RIA

Mountain View, CA
remote
Permanent / Full Time
100000.00 - 150000.00 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing! They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities:<ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-11-04T22:23:38Z

Account Supervisor/Director

Davie, FL
onsite
Permanent / Full Time
80000.00 - 90000.00 USD / Yearly
We are looking for a senior client services leader to guide strategic communications programs for major accounts. This role blends executive-level client partnership, team leadership, and campaign oversight to help clients reach business goals through thoughtful planning and measurable execution. The ideal candidate brings strong business judgment, an effective communication style, and the ability to lead high-performing account teams in a fast-paced environment. Responsibilities: • Build trusted partnerships with key clients by gaining a deep understanding of their priorities and advising them on effective communications strategies. • Identify opportunities to grow existing accounts and work closely with internal partners to support revenue expansion efforts. • Shape integrated communications plans using audience insights, market intelligence, and competitive context to advance client objectives. • Provide direction to account teams to ensure programs are aligned with client expectations, timelines, and broader business goals. • Lead, coach, and develop account managers by setting clear expectations, supporting growth, and encouraging strong team performance. • Oversee the delivery of multi-channel campaigns, ensuring work is coordinated smoothly and executed to a high standard. • Review campaign results, interpret performance data, and recommend adjustments that improve outcomes and strengthen client impact. • Partner with executives and cross-functional stakeholders to offer strategic counsel and support informed decision-making. • Prepare executive-ready reports and presentations that summarize results, highlight insights, and guide next steps for clients and leadership.
2026-10-21T13:08:48Z

Accounts Receivable Clerk

Addison, TX
remote
Temporary / Contract
20.00 - 22.00 USD / Hourly
We are looking for an Accounts Receivable Clerk to support customer account activity and payment-related inquiries for a Long-term Contract opportunity based in Addison, TX. This role focuses on resolving invoice questions, assisting with order-related support, and partnering with internal teams to keep account records accurate and up to date. The position begins with an onsite training period of approximately 60 days and may transition to a hybrid schedule of three remote days and two in-office days per week based on business needs. Responsibilities:• Support assigned customers with accounts receivable activities, order-related administrative tasks, and service requests while coordinating with shared support teams.• Respond to customer questions regarding billing status, payments, credits, and other account issues in a timely and attentive manner.• Investigate outstanding balances, short payments, and unapplied credits, then document findings clearly within account records.• Perform collection follow-up on past-due accounts by using established aging schedules, correspondence standards, and outreach procedures.• Partner with customers, sales personnel, and internal accounts receivable staff to gather required documentation and submit completed items for review.• Research missing or unresolved invoice details and help drive timely resolution for customers and internal stakeholders.• Maintain consistent communication with sales teams and cross-functional employees to ensure account issues are addressed efficiently.• Handle inbound customer inquiries related to account status, invoice support, and general service needs while delivering a high standard of customer care.
2026-10-29T18:43:48Z

Financial Advisor

Harrisburg, PA
onsite
Permanent / Full Time
70000.00 - 80000.00 USD / Yearly
We are looking for an experienced Financial Advisor to support clients with thoughtful wealth planning and investment guidance. In this role, you will develop tailored financial strategies, oversee portfolio performance, and help individuals make informed decisions aligned with their long-term objectives. The ideal candidate combines strong market knowledge with a consultative approach and a commitment to outstanding client service. Responsibilities: • Develop trusted client relationships by assessing financial priorities, risk appetite, and long-range objectives to deliver individualized guidance. • Design comprehensive wealth strategies that address investment planning, retirement preparation, and broader financial goals. • Evaluate market activity, investment products, and asset allocation options to recommend suitable portfolio approaches. • Review and adjust client portfolios regularly to reflect changing market conditions and evolving financial needs. • Maintain full compliance with applicable regulations, firm standards, and ethical standards in all advisory activities. • Expand business opportunities through prospecting, referrals, networking, and engagement within the community. • Educate clients on financial concepts, investment choices, and diversification strategies so they can make confident decisions. • Partner with internal and external specialists, including tax and estate planning advisors, to deliver well-rounded financial solutions.
2026-10-23T11:18:42Z

Corporate Attorney

Wheaton, IL
onsite
Permanent / Full Time
90000.00 - 130000.00 USD / Yearly
OverviewA well-established, sophisticated law firm in the Chicago suburbs is seeking a Corporate Associate Attorney to join its collaborative transactional practice. This role is ideal for an attorney seeking to build a long-term career in franchise and corporate law within a supportive, growth-oriented environment. The position offers meaningful autonomy, including responsibility for an existing client base, while working closely with experienced attorneys on complex and engaging matters. The practice is strictly transactional and regulatory – no litigation. Practice FocusThe firm’s corporate practice spans a wide range of general business matters, including:<ul><li>Entity formation and structuring</li><li>Business acquisitions and sales</li><li>Corporate governance</li><li>Drafting and negotiating complex commercial agreements</li></ul>
2026-10-20T19:48:43Z

Tax Partner - Public Accounting

Baltimore, MD
onsite
Permanent / Full Time
140000.00 - 200000.00 USD / Yearly
Tax Partner – Public Accounting Are you a public accounting Principal / Partner ready for the next chapter of your career? This is a rare opportunity to join a respected, established firm that is thoughtfully planning for the future and looking to add a next-generation leader to its partnership group. Our client is seeking a Tax Partner on the earlier side of their partner career who is excited by the opportunity to grow with the firm, help shape its future, and play a meaningful role in carrying forward its legacy. This is an ideal opportunity for a proven public accounting leader who wants more than just a seat at the table — someone who wants to help guide the transition to the firm’s next generation of leadership while continuing to expand client relationships, mentor talent, and drive strategic growth.This is more than a lateral move. It is a chance to join a firm with a strong reputation, an established client base, and a clear vision for succession and long-term continuity. Why This Opportunity Stands Out<ul><li>Join a well-established public accounting firm with a strong legacy and market presence</li><li>Step into a high-impact leadership role with the ability to influence the firm’s long-term direction</li><li>Be part of a thoughtful succession and leadership transition plan</li><li>Opportunity to continue building your partner career in an environment focused on growth and continuity</li><li>Work alongside a collaborative leadership team committed to mentoring the next generation</li><li>Help preserve and extend the firm’s client relationships, culture, and reputation</li></ul>What You’ll Do<ul><li>Serve as a strategic leader within the firm and contribute to long-term planning and growth initiatives</li><li>Manage and expand trusted relationships with clients, serving as a key advisor and business partner</li><li>Support the continuation and evolution of the firm’s legacy, values, and leadership culture</li><li>Mentor and develop managers, senior staff, and emerging leaders across the practice</li><li>Help drive practice development, client retention, and business growth</li><li>Collaborate with other firm leaders on succession planning and transition strategies</li><li>Provide leadership in delivering exceptional client service and maintaining high professional standards</li><li>Identify opportunities to enhance operations, strengthen the firm’s market position, and support future leadership continuity</li></ul>Ideal CandidateThis opportunity is best suited for a rising or earlier-tenured Partner who has already established themselves in public accounting and is now looking for a firm where they can make a lasting impact. The ideal candidate will bring strong client leadership, business judgment, and growth potential, along with a genuine interest in helping lead a respected firm into its next era. If you are looking for a partner-level opportunity with long-term upside, leadership influence, and the chance to help shape a firm’s future, we encourage you to apply directly to Tracy Kaszuba on LinkedIn or to Tracy.Kaszuba at RobertHalf.
2026-10-28T19:43:44Z

Associate Global Forwarding Agent

Southfield, MI
onsite
Temporary / Contract
20.00 - 21.00 USD / Hourly
This is a contract position suited for someone who is organized, thorough, and comfortable managing shipment documentation, timelines, and communication across multiple parties. The person in this role will help keep freight moves on track from order initiation through final delivery while maintaining accurate records and providing timely updates. Responsibilities:• Coordinate international freight activities from purchase order release through final cargo delivery, ensuring each shipment progresses according to customer expectations and service requirements.• Review and maintain shipment records with a high degree of accuracy, including routing details, dates, documentation, and applicable trade terms.• Respond to customer inquiries with clear, attentive communication and apply foundational logistics knowledge to support day-to-day service needs.• Prepare straightforward to moderately complex pricing quotes by gathering shipment details and aligning them with established rate guidelines.• Work closely with internal teams, overseas offices, agents, and external vendors to keep shipments moving efficiently and resolve issues quickly.• Follow customer-specific standard operating procedures and help ensure compliance with documented processes throughout the shipment lifecycle.• Monitor milestones and take action on routine shipment tasks to support on-time execution and consistent service performance.• Contribute to a collaborative team environment and assist with additional logistics or administrative duties based on business needs
2026-10-28T23:13:44Z

Conference Coordinator

New York, NY
onsite
Temporary / Contract
23.75 - 25.00 USD / Hourly
We are looking for an experienced and service-driven Coordinator to support a high-visibility conference and executive reception environment in New York, New York. This Contract position is ideal for someone who excels at creating a welcoming on-site experience, managing meeting logistics, and responding quickly to changing needs with discretion. The role combines front-desk presence, event coordination, and day-to-day operational support for employees, executives, and guests using shared meeting and event spaces. Responsibilities: • Create a welcoming arrival experience for executives, employees, visitors, and event participants at the reception area. • Coordinate meeting room and event space reservations, maintain accurate schedules, and respond promptly to booking inquiries. • Partner with administrative staff, facilities teams, and security personnel to keep daily operations organized and running smoothly. • Support event execution by arranging room layouts, confirming setup details, and ensuring spaces are fully prepared well before scheduled start times. • Provide hands-on assistance with catering, beverage service, room turnover, and post-event cleanup as needed. • Troubleshoot basic audiovisual and virtual meeting issues to help meetings and presentations proceed without disruption. • Handle sensitive information and executive activity with sound judgment, confidentiality, and a calm, thoughtful approach. • Offer guidance on site amenities and assist guests or facilitators with directions and general event-related questions. • Monitor the condition of conference areas and submit service or maintenance requests when issues arise. • Take on additional operational or customer support duties as assigned to meet business needs.
2026-10-26T12:34:09Z

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1278 results for Client Services Associate in Secondary