Client Advisory Services Associate Job at KMH LLP (Honolulu)

Senior Associate / Associate, Risk Advisory Services

Forvis Mazars is a leader in audit, tax and advisory services worldwide, operati...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Forvis Mazars

Expiration Date

Until further notice

Requirements

Degree holder in Accounting / Finance or related discipline
At least 1-2 years of relevant experiences in professional accounting firms
Member or finalist of professional qualification preferred such as HKICPA / ACCA / CPAA / CIA
Experience working within an internal audit, internal control, operation audit or compliance function as an internal employee or as part of a professional services firm is an advantage
Ability to deliver work within tight timelines, on budget and at a high level of quality
Strong teamwork ability and able to work independently
Fluency in spoken English and Cantonese
Putonghua is a must
Good written presentation skills in both English and Chinese (HKDSE Level 5 or above in Writing, or equivalent)
Logical thinker with good interpersonal and communication skills

Job Responsibility

Assist in design and execute the day-to-day activities of risk management and internal audit review engagements and / or advisory engagements for our listed clients / undergoing IPO application in Hong Kong
Obtain good understanding of business operations, processes and controls
Support the planning of audit activities, including development of audit program, and execution of internal audits
Contribute to proposal development, project scoping, delivery risk management and the initial review of deliverables
Work with client management team to provide insights to client via qualitative and quantitative risk analysis and rating, risk management strategy and relevant internal control objective
Assist in review, analyze, and inspect the implementation of control operations, identify internal control weaknesses and provide value-added recommendations
Assist client listed in Hong Kong to prepare ESG reporting in accordance with ESG Reporting Guide of The Hong Kong Stock Exchange

What we offer

Medical and dental insurance
Life insurance
5-day working week
Discretionary performance bonus
Birthday leave
Marriage leave
Employee activities

Fulltime

Senior Associate / Associate - IT Audit, Risk Advisory Services

Forvis Mazars is a leader in audit, tax and advisory services worldwide, operati...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Forvis Mazars

Expiration Date

Until further notice

Requirements

Degree holder in Information Technology or related discipline
At least 1-2 years of IT audit experience in Audit or consulting firms
Professional experience as an internal employee working on IT risk or IT compliance related function
Member or finalist of professional qualification preferred such as CISA, CISSP or CISM (either one only), HKICPA, ACCA, CPAA
Fluency in spoken English and Cantonese
Putonghua is a must
Good written presentation skills in both English and Chinese
Logical thinker with good interpersonal and communication skills
Willing to travel (more than 50%) and ability to work diligently under pressure

Job Responsibility

Learn and build your knowledge on how to conduct IT audit over general/ application controls, network security, cybersecurity, blockchain platform operations, and apply Computer Assisted Auditing Technique ('CAAT') for data verification, cyber hacking incident investigation
Contribute to execution of IT-related risk assessments in the following areas: cybersecurity, IT strategy and governance, IT operations, business continuity and disaster recovery, network and infrastructure security, cloud and third party risk, programs and projects, automation, GITCs and application controls, and regulatory/compliance requirements
Obtain good understanding of IT infrastructure, programs, networks and database, IT security, identify areas of improvement and make recommendations
Work with client management team to assist in implementation of new processes and controls to address key risks, as necessary
Draft comprehensive executive summaries and final reports for delivery to client senior management and document and review engagement workpapers in accordance with standard Forvis Mazars and industry-accepted methodologies
Assist in kickoff, status, and closing meetings with engagement team and client and contribute to technology risk knowledge base and internal practice development initiatives

What we offer

Medical and dental insurance
Life insurance
5-day working week
Discretionary performance bonus
Birthday leave
Marriage leave
Employee activities

Fulltime

Client Services Associate or Manager

We are looking for an experienced and detail-oriented Client Services Associate ...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Associate’s degree or higher preferred, or 5+ years of relevant experience in client services
Possession of Series 7, 66, and MN Life and Health Insurance License is preferred but not required
Willingness to pursue securities licensing
candidates must be eligible to work in the U.S.
Strong verbal and written communication skills, with a detail-oriented approach to engaging with clients, executives, and external partners
Proven ability to deliver exceptional client service and build strong relationships
Excellent organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment
Familiarity with investment advisory services, client administration, and capital markets
Demonstrated ability to work effectively both independently and collaboratively within a team

Job Responsibility

Coordinate complex client transactions, including preparing and tracking documentation for investments such as 1031 exchanges and real estate deals
Collaborate with title companies, exchange accommodators, and investment sponsors to manage investment closings and ensure timely processing
Assist with client onboarding processes to ensure smooth transitions and effective communication
Monitor ongoing client transactions and investment timelines, ensuring deadlines are met and clients remain informed
Provide proactive and responsive support for client inquiries regarding investment-related services
Facilitate internal communications for executives, including meeting coordination and administrative support
Work collaboratively with cross-departmental teams to maintain an efficient and effective workflow
Uphold confidentiality standards for all client and firm-related information
Support executives in streamlining communication and managing priorities related to client services and transactions

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Client Services Associate

We are looking for a dedicated and detail-oriented individual to join our client...

Location

United States , Philadelphia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of two years of administrative experience working with detailed information
Previous experience in financial services, brokerage, or advisor teams
Strong organizational skills and ability to manage multiple priorities effectively
Excellent verbal and written communication skills
Proficiency in Microsoft Office applications, particularly Excel
High school diploma required
Motivated team player with a commitment to continuous growth

Job Responsibility

Prepare and process account documentation to support client service operations
Compile onboarding packets and create reports for client meetings
Provide administrative assistance for financial planning and investment advisory services
Coordinate with financial institutions to manage account setups, transfers, and maintenance
Organize and maintain accurate client records, ensuring timely handling of sensitive documents and correspondence
Assist advisors by preparing review materials, generating reports, and managing mail logistics
Schedule and organize office meetings and facilitate client communications
Work onsite at least two days per week to support operational needs

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Client Services Associate

This Client Services Associate (CSA) role is integral to delivering a seamless, ...

Location

United States , Mill Valley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of client service or operations experience within wealth management or financial advisory environments
Exceptional attention to detail with strong organizational capabilities
Highly professional demeanor with excellent written and verbal communication skills
Demonstrated integrity, discretion, and client-first mindset
Proficiency in Microsoft Office

Job Responsibility

Serve as a primary point of contact for client service inquiries, delivering timely, professional support
Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)
Coordinate client meetings, including scheduling, preparation, and follow-up
Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues
Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance
Maintain accurate client records, CRM updates, reporting, and task tracking
Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Senior Client Services Associate

This Client Services Associate (CSA) role is integral to delivering a seamless, ...

Location

United States , Mill Valley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–7+ years of client service or operations experience within wealth management or financial advisory environments
Exceptional attention to detail with strong organizational capabilities
Highly professional demeanor with excellent written and verbal communication skills
Demonstrated integrity, discretion, and client-first mindset
Proficiency in Microsoft Office

Job Responsibility

Serve as a primary point of contact for client service inquiries, delivering timely, professional support
Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)
Coordinate client meetings, including scheduling, preparation, and follow-up
Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues
Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance
Maintain accurate client records, CRM updates, reporting, and task tracking
Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Senior Client Services Associate

Join a fast-growing investment advisory firm, known for client-driven growth and...

Location

United States , San Jose

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong written, verbal, and interpersonal skills
5+ years of wealth management experience
Detail-oriented, proactive, and able to manage multiple priorities
Collaborative and able to contribute insights to the team

Job Responsibility

Deliver exceptional service to sophisticated clients
Handle new accounts, transfers, closings, and client transactions accurately
Prepare trades, reports, and client meeting materials
Maintain client documentation and ensure compliance with firm guidelines
Monitor client communications and coordinate scheduling
Reconcile client accounts and support portfolio integrity

What we offer

medical
vision
dental
life and disability insurance
company 401(k) plan

Senior Associate – Transaction Advisory Services (TAS)

The TAS Senior Associate will assume a wide set of responsibilities across buy a...

Location

United States , Chicago

Salary:

135000.00 - 180000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business administration or a related field
advanced degree or professional certification (CFA, CA) preferred
Four plus years of experience in financial consulting, advisory services or audit, preferably with exposure to transaction-driven or capital markets environments
Experience in financial modeling and financial statements analysis as well as accounting treatments
Familiarity with Tableau and Alteryx preferred

Job Responsibility

Work directly with senior personnel at the Company and their clients to develop comprehensive solutions to complex transactional challenges
Execute buy and sell side diligence including but not limited to historical and projected financial and operating trends analysis, quality of earnings analysis, working capital and net debt consideration analysis
Draft clear and compelling reports outlining key takeaways and participating in management meetings
Review transaction agreements, customer and vendor contracts
Collaborate closely with performance improvement, restructuring and investment banking colleagues
Support internal trainings and best practice sharing
Support talent acquisition and firm-building initiatives
Contribute to a high-performing, inclusive and values-driven culture

What we offer

medical, vision, dental, life, and disability insurance
bonus

Fulltime

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Client Advisory Services Associate

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