- 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 ... partnering with a boutique RIA in Walnut Creek that is actively seeking a Client Service Associate to support its growing client base and advisory team. This is an… more
- Robert Half Accountemps (Thousand Palms, CA)
- …records. * Collaborate with team members and stakeholders to deliver exceptional customer service . * Communicate effectively, both verbally and in writing, ... Description We are looking for a detail-oriented Accounting Specialist to join our team in Thousand...processes. * Experience with administrative office tasks and providing customer service . * Advanced knowledge of Microsoft… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Services Associate to join its team. This role is ideal for a service -oriented professional who thrives in a collaborative environment and is passionate about ... point of contact for account-related inquiries, this individual ensures seamless service delivery and supports the broader advisory team in providing personalized… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Job Posting: Client Service Associate - Wealth Management A well-established and rapidly growing investment advisory firm is seeking a highly motivated ... Client Service Associate to join its wealth management team. This...contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, ... serves a select group of clients through personalized financial advice and exceptional service . With a stable, referral-based client base and over 15 years of… more
- Robert Half Finance & Accounting (San Jose, CA)
- Description Client Service Associate - Wealth Management Are you passionate about delivering exceptional client service in the financial services industry? A ... well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its dynamic team. This is an exciting opportunity for a… more
- Robert Half Accountemps (Vista, CA)
- Description A fast-paced and client-focused company in Vista is seeking an Accounting Specialist with a strong billing background to join their finance team. This ... and who thrives in a role that blends transactional accuracy with customer -facing coordination. What You'll Be Responsible For: + Prepare and submit invoices… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, ... remote or hybrid from our San Francisco office. Senior Client Service Associate $90,000-$110,000 base + 15-30% discretionary bonus 100% Remote (Optional… more
- Robert Half Finance & Accounting (Redlands, CA)
- Description A well-established, privately owned service company based in Redlands. With a strong reputation for excellence and decades of success in the field, our ... team is committed to delivering exceptional service to our clients while fostering a collaborative and...experienced and dynamic Controller to lead and manage the accounting department, provide strategic financial insights, and ensure compliance… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families. This firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office ... + Serves a sophisticated UHNW client base with personalized, high-touch service + Known for long-standing client relationships, cross-functional collaboration, and a… more