- Robert Half Finance & Accounting (Mountain View, CA)
- …recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a full-time permanent role based in San Mateo ... Requirements + Bachelor's degree + 3+ years in client service or operations in wealth management (NO exceptions) + Proficiency in Microsoft Office; experience… more
- Humana (Sacramento, CA)
- …drives automation, and enhances the digital employee experience. + Serve as a trusted advisor to HR customers - serve as the primary liaison between HRIT and ... service quality, cost-effectiveness, and future scalability. + Collaborate with Finance , Legal, and Procurement to ensure alignment on sourcing, renewals,… more
- ServiceNow, Inc. (Santa Clara, CA)
- …presence with C-suite leaders across a variety of functional domains (eg, HR, Finance , Operations , IT, Customer Service, Group P&L leaders) with demonstrated ... of business and technology needs, this leader builds and develops trusted advisor relationships across our customers, partners, and internally in the ServiceNow… more
- Abbott (Los Angeles, CA)
- …Work On:** + **Customer Relationship & Retention:** Serve as a trusted advisor to established customers, fostering loyalty and achieving retention targets. Enhance ... Partner with Sales, Marketing, Customer Support, Technical Service, and Finance to deliver cohesive customer experiences.Escalate and resolve customer challenges… more
- Palo Alto Networks (Santa Clara, CA)
- …analysis, supplier consolidation, and demand optimization + Serve as a key advisor on sourcing best practices, helping internal teams make informed decisions that ... supporting Facilities/Places or Corporate Services + Bachelor's degree in Finance -or equivalent military experience + Demonstrated experience negotiating commercial… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …the ability to collaborate effectively with advisors, investment leadership, and operations teams. The ideal candidate is detail-oriented, proactive, and eager to ... rebalancing tools (Tamarac or similar). + Background in the Registered Investment Advisor or wealth management space. + Process automation or scripting experience. +… more
- Robert Half Finance & Accounting (Orinda, CA)
- …plans using industry-leading tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center + Support process improvements and special projects to enhance ... firm operations Requirements Who You Are: + 1-3 years of...We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… more
- Google (Mountain View, CA)
- …**How you will make 10x impact** + You will serve as a trusted advisor and team player to our Partnerships Org to foster long-lasting partnership relationships. + ... working relationship with our cross-functional teams in Partnerships, Business Development, Finance & Accounting, Engineering, and Product. **What you should have**… more
- Robert Half Finance & Accounting (Redwood City, CA)
- …concerns + Ensures adherence to contractual agreements + Serves as an accounting advisor to management and bookkeepers + Assists in financial oversight across the ... + Background in accounting within the foodservice or retail industry; foodservice operations experience is a plus + Proficient in preparing financial statements,… more
- Robert Half Office Team (San Diego, CA)
- …Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of ... responsibilities, including executive support, family office services, investment operations , and client service. This role serves as a key liaison between the… more