- Robert Half Finance & Accounting (Sacramento, CA)
- …in implementing ERP Solutions. * Proficiency with About Time software. * Excellent customer service skills. * Proficient in KPI Reporting. * Extensive knowledge ... costs. * Develop and manage relationships with vendors, ensuring quality service and cost-effectiveness. * Monitor distribution processes to guarantee timely and… more
- Robert Half Finance & Accounting (Santa Barbara, CA)
- …and ongoing detail oriented support for Associate Advisors and Client Service Administrators to promote skill development and career growth. Lead team-building ... employee relations matters, fostering a collaborative and solutions-focused work environment. Client Service & Compliance Oversight: Act as a point of escalation for… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Capability to address Invoice Issues, with a proactive approach to problem-solving and customer service . * Expertise in Invoice Reconciliation, with a track ... Perform reconciliation of invoices to ensure accuracy. * Review and monitor customer accounts regularly. * Take appropriate action based on account monitoring… more
- Robert Half Accountemps (Encinitas, CA)
- …to detail and organizational skills. + Excellent communication and customer service abilities. + Familiarity with accounting software and Microsoft Excel. + ... Responsible For: + Generate and send invoices based on sales orders and service agreements. + Monitor accounts receivable aging and follow up on outstanding… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …dynamic Wealth Management team. The firm is committed to delivering exceptional service to high-net-worth individuals and families, while fostering a culture of ... client relationships through referrals and networking. + Provide proactive, high-touch service aligned with the firm's holistic wealth philosophy. Financial Planning… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Mentor and guide team members on complex planning topics and service delivery. + Collaborate with internal specialists and external partners (eg, CPAs, ... attorneys) to achieve client objectives. + Lead local service teams and contribute to firm-wide initiatives and training programs. Business Development & Community… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Managers and Senior Managers who are passionate about delivering exceptional client service and embody the firm's "Wealth of Life" philosophy-centered on well-being, ... communication skills. + Growth mindset and collaborative approach to client service . Sr. Manager Qualifications: + Undergraduate degree in Finance, Business… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …(extensions, etc) -Provide detailed focus on projects, and alert the Principal/Client Service Director of technical tax issues that may arise -Ensure tax compliance ... -Research technical tax issues (eg Tax Code, RIA) and assist client service team in forming conclusions related to complex tax issues Requirements: -Bachelor's… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …collaborate with internal teams, and leverage external resources to deliver exceptional service and results. This role is ideal for someone who thrives in ... and community events to promote the firm's mission + Lead a local service team to ensure high client satisfaction and retention + Support business development… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …local business strategy, and ensure consistent delivery of exceptional client service . This role blends operational leadership, people management, and market ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more