Client Associate / Sr. Client Associate Job at Robert Half (San Francisco)

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Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Jose

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support a Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships
Gain exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

Base + Bonus
15% 401(k) contribution on TOTAL compensation
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
Enrollment in company 401(k) plan (for contract/temporary professionals)

Fulltime

Sr Associate IS Bus Sys Analyst - Training, Communication and Client Engagement (Veeva Vault)

As an IS Bus Sys Analyst, you will act as a critical link between business stake...

Location

India , Hyderabad

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Master’s degree and 3-5 years of Computer Science, IT, Communications, Lifesciences, or related field experience
Bachelor’s degree and 5-7 years of Computer Science, IT, Communications, Lifesciences, or related field experience
Solid experience in client engagement, training and communications, preferably in the pharmaceutical or biotech industry
Hands-on Experience with Veeva Vault Platform and Products, Veeva Reports and Veeva configuration settings & custom builds
Ability to translate technical concepts into clear, user-friendly training and documentation
Strong communication & stakeholder management skills, with the ability to present insights clearly to leadership
Willing and able to work during evening or night shifts, as required based on business requirements

Job Responsibility

Be accountable for standard feature adoption tracking across the Veeva Vault Product Teams
Work with the analytics team to build interactive dashboards and infographics to highlight realized business value
Perform accurate cost-benefit analysis
Conduct ‘Feature Adoption Huddles’ with the functional Product Teams and hold ‘Release Webinars’
Run demand intake boards, perform change impact assessments and conduct change impact workshops
Prepare communication templates for the Enterprise Veeva stakeholders
Craft user-friendly content such as newsletters, FAQs, announcements, and release notes
Act as a liaison between system support and business units
Stay up to date on Veeva Vault features, new releases and best practices
Conduct periodic audits of the various adoption metrics

What we offer

Reasonable accommodation for individuals with disabilities

Helpdesk Senior Associate - ITIL

The Helpdesk Senior Associate - ITIL will provide L1 technical guidance and supp...

Location

India , Bangalore

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Helpdesk Sr. Associate at Grade-5 position in Service Desk
Must be a Graduate. B.Tech/B.E or any other technical degree preferred
Good communication skills with minimum 3 year of international calling experience
Good comprehension & writing skills
Must possess excellent customer handling skills
Should be comfortable to work in rotational shift with 24x7 support window

Job Responsibility

Provide L1 technical guidance in activities associated with identification, prioritization & resolution of reported problems through Phone, Email & Chat
Activities include recognition, research, isolation, resolution & follow up steps
Typically, the associate level participates in a supportive role by acting as a liaison between customers & departments within the Client Infrastructure

Vice President - Fund Accounting

Reporting to the Associate Director Fund Accounting, the Vice President Fund Acc...

Location

Philippines , Manila, Makati City

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

Overall 8 years of experience in Accounting field
Minimum 5 years of Fund Accounting experience is required (ex. Hedge funds, private equity)
Financial Reporting experience an advantage
Minimum 3 years prior managerial or supervisory experience an advantage
Experience in navigating fund accounting systems (ex. Invest One, eFront, Investran is an advantage
A university degree (B.A./ B.Sc./ M.B.A.) in Business (preferably specializing in accountancy or another financial-related discipline)
Professional certification CA, CPA, ACCA or equivalent or other international accounting certifications is an advantage

Job Responsibility

Management of a team consisting of Assistant Vice Presidents, Associates & Sr. Associates
Conduct, facilitate, delegate and monitor the training of team members including the use of relevant accounting software and applications
Assist with recruitment process and provide recommendations for hiring decision
Ensure successful onboarding of new employees and seek assistance from Assistant Vice President or other team members as needed
Ensure proper alignment & implementation of company policies, procedures or standards
Monitor adherence of employees to company standards and business ethics
Execute employee discipline on process, procedures and standards including investigation and corrective action decisions
Responsible for proper management of staff including workload distribution within the team, continued engagement, retention, professional development and wellness of team members
Ensure timely and proper communication of management direction or decisions to the team and vice versa
Conducts performance monitoring, review and support employee development to drive consistent high performance of the team

Fulltime

Vice President of Social Experience

The VP of Social Experience is a creatively-driven senior leadership role that o...

Location

United States , Minneapolis

Salary:

165000.00 - 174999.00 USD / Year

The Social Lights

Expiration Date

Until further notice

Requirements

20+ years of progressive agency, marketing and social media experience
Exceptional communication skills – verbal, written, and presentation
Fluent in both Keynote and PPT presentation building
Demonstrated knowledge and understanding of social media skills and technology (key tools of the trade)
Enthusiastic about social media marketing, AI and the future of marketing as a whole
Ability to operate and excel in a highly agile, fast-paced culture
Well-organized, strong time management and prioritization skills
Prior experience in a leadership role managing multiple teams/disciplines, collaborating with peers, presenting to and leading clients, managing external partnerships, participating in new business development
Relationship management
Demonstrated leadership integrity

Job Responsibility

Define and uphold the creative standard for our social-first work
Enhance our social-first creative POV and strengthen our creative differentiation
Stand up new creative products and offerings
Establish clear creative benchmarks
Actively shapes our approach to human-first social expression, supported by technology (including AI)
Champion bold thinking and calculated risk-taking
Oversee creative reviews and editorial standards
Develop repeatable creative frameworks
Provide the strategic vision for Content and Care + Engagement
Serve as a strategic advisor to our senior clients and prospects

What we offer

Medical Insurance
Dental Insurance
HSA With Company Contribution
401k Company Matching
Paid Time Off
Technology Enablement + AI Tools
Summer Hours + Flexible Work Options
Pet-Friendly Office
Executive Parking (if local)

Fulltime

Sr. Associate Paralegal

The Associate Paralegal will support a wide array of contract, Technology, and o...

Location

India , Hyderabad

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Bachelor’s degree OR Associate’s degree and four years directly related experience OR High school diploma/GED and 6 years of directly related experience
Four to six years of experience in a paralegal role or relevant legal experience
Experience in biotechnology or pharmaceutical industry, or regulatory law
Superior verbal and written communication skills
Superior negotiation skills
Superior analytical and decision-making skills
Superior interpersonal skills
Superior ability to exercise thoughtful judgment and discretion in a high pressure environment
Strong organizational, multitask and prioritization skills
Attention to detail

Job Responsibility

Work under general direction and supervision of an attorney or paralegal to provide legal support on a wide array of contracting issues
Draft and negotiate high volume of contracts in time sensitive environment while taking responsibility for the quality of work
Ability to conduct in-depth research and analysis and create deliverables based on that research
Support adherence to Amgen policies, legal guidelines, and regulatory requirements
Communicate (written and orally) with internal clients and external parties and collaborate with cross-functional teams
Strong time management skills and ability to manage multiple matters simultaneously
Create, support and deliver training in defined areas
Undertake special projects as assigned and contribute individually and as a team member to project planning and implementation
Adapt to changing business needs, conditions, and work responsibilities
Competency in use of relevant systems and processes

Senior IT Auditor

We are seeking a Senior IT Audit detail oriented to join a dynamic team in the M...

Location

United States , Atlanta

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

CISA, CISSP, CITP, or CIA certification preferred
5–10 years of IT audit experience, including 1–2 years in a management role
Strong knowledge of IT general controls and audit methodologies
Experience with AWS, Azure, and cloud auditing
Background in cybersecurity evaluations and assessments is a plus
Public accounting experience is beneficial, especially with exposure to time and budget management
strong industry experience also considered
Excellent project management skills with the ability to balance multiple priorities and lead project teams
Strong communication, collaboration, and analytical skills

Job Responsibility

Lead IT audit engagements, balancing multiple projects, clients, and deadlines
Manage and mentor entry level auditors or staff (Sr. Associates), ensuring audit quality and timely delivery
Evaluate IT general controls, business processes, and risk management frameworks
Perform cloud audits, including AWS and Azure environments, ensuring compliance with industry standards
Conduct cybersecurity evaluations and assessments to identify gaps and recommend controls
Assist in managing audit budgets and timelines, particularly if coming from a public accounting background
Prepare clear, actionable reports for senior management or clients

What we offer

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

Audit Sr. Associate - Public

We are looking for an experienced audit specialist to join our public accounting...

Location

United States , Virginia Beach

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting is required
At least 5 years of experience in public accounting, with a strong background in audit engagements
Proficiency with Microsoft Office applications, including intermediate to advanced Excel skills
Strong analytical, organizational, and communication skills, with the ability to supervise and develop entry-level team members
Commitment to ongoing career development, industry learning, and effective client interaction

Job Responsibility

Lead audit engagements from planning through completion, coordinating timelines, staffing needs, and budgets to keep projects on track
Prepare, review, and refine audit documentation and supporting workpapers to ensure accuracy and completeness
Evaluate client financial reporting and audit procedures for alignment with applicable federal, state, and local requirements
Perform technical research and support engagement planning based on current accounting standards and relevant regulatory guidance
Provide day-to-day direction, coaching, and oversight to associates and in-charge team members during engagements
Manage several client assignments at once while maintaining quality standards and meeting deadlines
Build client relationships through clear communication, responsive service, and effective collaboration throughout the audit process
Support business development efforts by contributing to proposals, networking activities, and other practice growth initiatives

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training

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Client Associate / Sr. Client Associate

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