• Client Service Associate for Start Up RIA

    Robert Half Finance & Accounting (Walnut Creek, CA)
    …preferably in wealth management + Familiarity with broker-dealer platforms (LPL preferred ) + Excellent communication and professional demeanor + Proficiency ... in Microsoft Office and CRM systems (Salesforce preferred ) + Organized, detail-oriented, able to manage multiple priorities + Commitment to client privacy and… more
    Robert Half Finance & Accounting (08/29/25)
    - Related Jobs
  • Client Service Associate

    Robert Half Finance & Accounting (Walnut Creek, CA)
    Description Client Service Associate Location: Walnut Creek, CA | In-Office Preferred (Hybrid Flex) Compensation: $70,000 - $90,000 DOE + Full Benefits + Career ... thoughtfully, prioritizing high-touch client service, operational excellence, and long-term professional development. About the Role As a Client Service Associate,… more
    Robert Half Finance & Accounting (08/28/25)
    - Related Jobs
  • Sr. Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    …innovation, and long-term client relationships, the firm fosters a culture of professional excellence and continuous learning. Technology is leveraged to enhance the ... + Exceptional interpersonal and communication skills, with a polished and professional presence + Proven leadership experience in fast-paced or high-growth… more
    Robert Half Finance & Accounting (08/21/25)
    - Related Jobs
  • Human Resources

    Robert Half Finance & Accounting (San Francisco, CA)
    …a thriving law firm in the San Francisco Financial District seeking an HR professional with 2+ years previous law firm industry (or Professional Services) This ... degree in Human Resources, Business Administration, or a related discipline is preferred . Robert Half is the world's first and largest specialized talent solutions… more
    Robert Half Finance & Accounting (08/13/25)
    - Related Jobs
  • Security Driver - Yosemite - Accounting

    ARAMARK (Yosemite National Park, CA)
    …to guests, visitors, and staff Control parking and vehicular traffic Demonstrates professional behavior Protects property and staff by maintaining safe and secure ... without formal notice. **Qualifications** Previous experience as a security officer preferred This position requires the ability to gather and interpret information… more
    ARAMARK (08/08/25)
    - Related Jobs
  • Paraplanner - RIA Firm

    Robert Half Finance & Accounting (Walnut Creek, CA)
    Description Client Service Associate Walnut Creek, CA | In-Office Preferred (Hybrid Flex) $70,000 - $90,000 DOE + Full Benefits + Career Growth Interested in ... grow within a collaborative team environment + Bachelor's degree preferred but not required Why Join This Firm? +...on service, integrity, and excellence + Clear path for professional development into operations, planning, or advisory roles Ready… more
    Robert Half Finance & Accounting (08/19/25)
    - Related Jobs
  • Senior Tax Accountant - Wealth Management Firm

    Robert Half Finance & Accounting (San Jose, CA)
    …clear, proactive communication. Requirements Qualifications + 5+ years of tax experience preferred (open to less if strong client communication skills). + CPA or ... potential: Clear path to growth and long-term equity opportunities. + Professional development: Paid annual conferences and ongoing learning support. + Culture… more
    Robert Half Finance & Accounting (08/30/25)
    - Related Jobs
  • Client Service Associate - Wealth Managment

    Robert Half Finance & Accounting (Mountain View, CA)
    …Associate to join its team. This role is ideal for a service-oriented professional who thrives in a collaborative environment and is passionate about delivering ... Salesforce), document management tools (eg, Box), and portfolio management software is preferred . + Familiarity with custodial platforms such as Schwab, Fidelity, or… more
    Robert Half Finance & Accounting (08/28/25)
    - Related Jobs
  • Sr. Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    …in collaboration, innovation, and long-term client partnerships, these firm values professional excellence, continuous learning, and the use of technology to enhance ... + Proficiency in Microsoft Office Suite; experience with MS Dynamics or Salesforce preferred . + Experience with Schwab Advisor Center is a plus. Excited about this… more
    Robert Half Finance & Accounting (08/20/25)
    - Related Jobs
  • Family Office Sr. CSA

    Robert Half Finance & Accounting (San Francisco, CA)
    …and tax-advantaged strategies. + Maintain strong relationships with clients' professional teams, including executive assistants and personal CFOs. + Mentor ... + Proficiency in Microsoft Office; experience with Microsoft Dynamics or Salesforce preferred . + Experience with Schwab Advisor Center is a plus. Excited about… more
    Robert Half Finance & Accounting (08/16/25)
    - Related Jobs