• Client Service Associate - Wealth Management Firm

    Robert Half Finance & Accounting (San Francisco, CA)
    …+ Proficiency in Microsoft Office; CRM experience (Salesforce/MS Dynamics) preferred + Schwab Advisor Center familiarity a plus Interested or even just curious? ... Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market. Robert Half is the world's first and largest… more
    Robert Half Finance & Accounting (01/06/26)
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  • Client Service Associate - Top‑Tier Wealth…

    Robert Half Finance & Accounting (San Jose, CA)
    …banking + Strong analytical and problem‑solving skills + Familiarity with Fidelity or Schwab custodial platforms is a plus + Experience with Black Diamond or ... Morningstar preferred (training available) + Proficiency with Salesforce and Microsoft Office (Excel, Word, PowerPoint) Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities… more
    Robert Half Finance & Accounting (12/31/25)
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  • Client Service Assoicate | RIA Firm |

    Robert Half Finance & Accounting (San Jose, CA)
    …Excellent communication and problem-solving skills. + Familiarity with tools like Fidelity, Schwab , Salesforce, and Microsoft Office suite. + Series 7 and 65 ... licenses are a plus Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great… more
    Robert Half Finance & Accounting (12/28/25)
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  • Client Service Associate - Elite Wealth Management

    Robert Half Finance & Accounting (San Jose, CA)
    …banking + Strong analytical and problem‑solving skills + Familiarity with Fidelity or Schwab custodial platforms is a plus + Experience with Black Diamond or ... Morningstar preferred (training available) + Proficiency with Salesforce and Microsoft Office (Excel, Word, PowerPoint) Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities… more
    Robert Half Finance & Accounting (12/24/25)
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  • Director, Global Stock Administration

    NVIDIA (Santa Clara, CA)
    …years of experience leading and developing high-performance teams. + Experience with Schwab Equiview and familiarity with global equity plan complexities. + Strong ... interpersonal skills and attention to detail; highly organized with a drive for continuous improvement. + Proven leadership with a track record of mentoring, team-building, and cross-functional collaboration. Ways to Stand Out from the Crowd: + Deep… more
    NVIDIA (12/22/25)
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  • Senior Client Service Associate - RiA Firm

    Robert Half Finance & Accounting (San Francisco, CA)
    …service experience, ideally within a RIA or wealth management firm. + Experience with Schwab is a major plus. + Securities licensing is helpful; licenses can be held ... by the firm. + Strong organization skills and proven attention to detail. + Exceptional interpersonal, verbal, and written communication abilities. For expedited consideration or to have a conversation about other roles in, please send a message to Jennifer… more
    Robert Half Finance & Accounting (12/21/25)
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  • Sr. Manager, Equity Administration

    Sunrun (San Francisco, CA)
    …(eg, Section 16 filings). + Manage the equity platform (Currently utilizing Charles Schwab ) and work with the team to ensure that all equity transactions and ... data are complete, accurate, and properly reconciled. + Provide exceptional customer service and issue-resolution support to employees and executives regarding their equity inquiries. + Collaborate on the development and delivery of employee and… more
    Sunrun (12/14/25)
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  • Assistant Director, Program Residential Services

    Stanford University (Stanford, CA)
    …conferences, and other university-affiliated guests. The GSB Residences comprise the Schwab Residential Center, which opened in 1997, and Jack McDonald Hall, ... which opened in 2016 with roughly 480 beds. In this role, you will have the opportunity to make a difference in the day-to-day lives of GSBexecutives and studentsas you refine theGSB living and learning environment. If youare a service-oriented, optimistic… more
    Stanford University (11/21/25)
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  • Event Planner

    Stanford University (Stanford, CA)
    …student and executive residential experiences and food service programs. The Schwab Residential Center is a 24hour, 7-day/week residence, conference center. Primary ... responsibilities include: + Design, plan, implement, and coordinate customized events. + Serve as a member of the Event Operations team and contribute to a wide variety of functional areas, including decisions around scheduling, event logistics, and… more
    Stanford University (11/11/25)
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