Client Service Associate or Senior CSA Job at Robert Half (Mill Valley)

Client Service Associate or Senior CSA

Our client is a boutique wealth management firm known for white-glove service an...

Location

United States , Mill Valley

Salary:

80000.00 - 150000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3–7+ years of client service or operations experience in wealth management ideally with UHNW clients
Experience with custodial platforms such as Schwab Advisor Center (preferred)
Familiarity with CRM or reporting systems like Black Diamond (preferred)
Strong attention to detail and organization
Clear, professional communication skills
High integrity and a client-first mindset

Job Responsibility

Act as a primary contact for client service requests
Manage account onboarding, money movement, and account maintenance
Coordinate client meetings, materials, and follow-ups
Maintain accurate client records, CRM updates, and documentation
Work with custodians to process paperwork and resolve issues
Monitor daily transactions and workflows for accuracy
Support compliance processes and record retention

What we offer

Bonus
Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan

Fulltime

Senior Consultant - Proactive Services

As a Senior Consultant in Unit 42 you will have the opportunity to work across a...

Location

Singapore , Singapore

Salary:

Not provided

Palo Alto Networks Italia

Expiration Date

Until further notice

Requirements

3+ years of consulting experience in SOC, security engineering, SIEM administration, and incident management
Demonstrated success with serving large, multinational organisations in designing and implementing an organisation’s security operations program
Possess a deep technical knowledge in Security Incident and Event Management (SIEM) platforms, Security Orchestration and Response (SOAR) technologies, Endpoint Protection and Response/Next Gen Protection and Response (EDR/XDR) tools, Next GenFirewalls, Threat Intelligence and Hunting platforms
Experience in security operations design, engineering and/or analysis and investigations, ideally in complex environments
Ability to perform detailed assessments, identify areas for improvement and make recommendations to transform an organisation's cyber security operations
Demonstrated experience in improving an organisations security operations capabilities
Experience in conducting threat hunting and/or compromise assessments
Relevant industry certifications including GIAC Defensible Security Architect (GDSA), GIAC Intrusion Analyst (GCIA), GIAC Continuous Monitoring (GMON), CISSP
Understanding of cyber risk frameworks or industry standards such as 800-53, ISO 27001/2, PCI, CIS 18, CMMC
3+ years of experience performing cloud security advisement and risk assessments

Job Responsibility

Work across a number of proactive cyber security domains including Cloud Security, Security Operations, Cyber Risk Management and Artificial Intelligence in cyber security
Deliver the best consulting outcomes for clients, as they work to address the challenges associated with today’s cyber threat landscape

Fulltime

Integration Developer

Integration Developer - Hybrid, PA. Hybrid: Remote and on location work as neede...

Location

United States , Philadelphia

Salary:

Not provided

Ocean Blue Solutions

Expiration Date

Until further notice

Requirements

8+ years proven experience as a Senior developer or similar role with expert knowledge in integrating SAP, Microsoft Dynamics, Azure cloud solutions, and IVR systems and integrations with external systems, specifically in high volume contact center modernization projects
5+ years of hands on expertise in Payment Processing Applications development and maintenance, including newer digital payment methods on projects of various sizes and subject matters is required, but 8+ years’ of experience is preferred
3+ years of experience in backend development using GoLang
3+ years of experience in backend development using .Net
Strong understanding of RESTful API design and decentralized microservices architecture
Experience with containerization tools (Docker, Kubernetes)
Familiarity with cloud platforms (AWS, GCP, or Azure)
Proficiency with ADO, Git and version control workflows
Solid understanding of concurrency, memory management, and performance optimization in Go and .Net
Proficient in the Microsoft Office 365 suite of business software including Teams, Word, Excel, and PowerPoint, plus proficient in Microsoft ADO Testing Module

Job Responsibility

Responsible for connecting the different systems, applications, and technologies, including SAP S/4HANA, BRIM, Microsoft Dynamics 365, cloud telephony and IVR, web portals, mobile apps, middleware systems, document storage and retrieval solutions, cloud hosting, and more, to ensure they technically work seamlessly together for best in class performance
Design, develop, and maintain backend services using tools such as .Net, and Go (Golang)
Build and optimize APIs, microservices, and cloud native distributed systems
Collaborate with cross-functional teams to ensure seamless CI/CD pipelines and containerized deployments (Docker, Kubernetes) to deliver high-quality solutions on schedule and within budget
Write clean, maintainable, and well-tested code
Participate in code reviews and contribute to team knowledge sharing
Stay current with .Net, and GoLang best practices and emerging technologies, applying best practices towards leveraging on-demand open APIs
Design and develop scalable and resilient technical architectures to integrate SAP, Microsoft Dynamics, Azure cloud services, IVR systems, and external systems for tolling projects (e.g., payment gateways, backend databases, traffic management systems)
Provide hands-on technical leadership and mentorship to development teams, ensuring adherence to architectural principles, best practices, and industry standards
Utilize deep knowledge of Microsoft government and commercial cloud platforms (Azure) and SAP BRIM to architect solutions that comply with tolling industry regulations and operational requirements

New

Senior Consultant - CRM

As a Senior Consultant in Unit 42 you will have the opportunity to work across a...

Location

Singapore , Singapore

Salary:

Not provided

Palo Alto Networks

Expiration Date

Until further notice

Requirements

3+ years of consulting experience in SOC, security engineering, SIEM administration, and incident management and demonstrated success with serving large, multinational organisations in designing and implementing an organisation’s security operations program, organisational structures, and capabilities
Possess a deep technical knowledge in Security Incident and Event Management (SIEM) platforms, Security Orchestration and Response (SOAR) technologies, Endpoint Protection and Response/Next Gen Protection and Response (EDR/XDR) tools, Next GenFirewalls, Threat Intelligence and Hunting platforms
Experience in security operations design, engineering and/or analysis and investigations, ideally in complex environments, with security event correlations across a variety of sources i.e. cloud, network, endpoint, logs
Ability to perform detailed assessments, identify areas for improvement and make recommendations to transform an organisation's cyber security operations and capabilities to better protect, detect and rapidly respond to modern threats
Demonstrated experience in improving an organisations security operations capabilities such as improvements in asset visibility, threat detection capabilities, automation techniques, case management, enablement of compliance and regulatory requirements
Experience in conducting threat hunting and/or compromise assessments to identify active or dormant indicators of compromise (IoCs) or evidence of unknown threats within an organisations digital environment
Relevant industry certifications including GIAC Defensible Security Architect (GDSA), GIAC Intrusion Analyst (GCIA), GIAC Continuous Monitoring (GMON), CISSP
Understanding of cyber risk frameworks or industry standards such as 800-53, ISO 27001/2, PCI, CIS 18, CMMC
3+ years of experience performing cloud security advisement and risk assessments based upon industry-accepted standards
Hands-on experience with a cloud hosting provider (AWS, Azure, GCP, etc)

Job Responsibility

work across a number of proactive cyber security domains including Cloud Security, Security Operations, Cyber Risk Management and Artificial Intelligence in cyber security
deliver the best consulting outcomes for clients, as they work to address the challenges associated with today’s cyber threat landscape

Fulltime

New

Tax Manager

As a member of Hershey Tax, the successful candidate will have the opportunity t...

Location

Canada , Mississauga

Salary:

Not provided

The Hershey Company

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance or accounting
CPA or JD preferred
5+ years of Canadian corporate tax or public accounting experience
Organized with a problem-solving mindset
Ability to utilize global ERP and tax systems (e.g., S/4HANA, OneSource)
Excellent oral/written communication and teamwork skills
Proficient in MS office and advanced Excel
Strong professional ethics and integrity

Job Responsibility

Lead Canadian federal and provincial income tax compliance, providing management of externally prepared annual income tax returns and supporting documentation
Prepare and review book‑to‑tax difference workpapers, ensuring accuracy, completeness, and audit readiness
Oversee monthly estimated income tax instalments and required February payments
Prepare and post true‑up and tax return journal entries
Analyze and reconcile income tax accrual and payable accounts
Lead Canadian income tax audits, serving as the primary point of contact with tax authorities and external auditors
Own Canadian indirect tax compliance, including preparation and filing of federal and provincial transaction tax returns and related payments
Lead GST/HST/QST tax audits
Prepare and review monthly transaction tax reconciliations
Maintain transaction tax configuration in ERP system

New

Manager Nursing Telemetry

Manages the operations and services of the Cancer Center. Facilitates multi-disc...

Location

United States , Bakersfield

Salary:

54.19 - 88.54 USD / Hour

American Nursing Care

Expiration Date

Until further notice

Requirements

Registered nurse license in the state of CA
Basic Life Support from the American Heart Association
Bachelor's degree or a combination of education and/or additional job related experience in lieu of the degree
Minimum of three (3) years of nursing experience
Minimum of one (1) year of leadership experience

Job Responsibility

Manages the operations and services of the Cancer Center
Facilitates multi-disciplinary programs to develop standard of care in clinical pathways
Assures departmental competency and compliance to all regulatory, accreditation and hospital standards of care
Prepares and justifies annual budgeting, maintaining effective staffing plans, determining productive and non-productive expenditures, and determining non-labor expense requirements
Coordinates capital equipment budget in collaboration with medical staff
Explores and initiates revenue enhancement activities
Manages department budget within fiscal year approved targets
Participates in the planning, development and implementation of organizational operational and strategic goals
Develops, implements and monitors department safety management programs
Develops and implements business and marketing plans to aid in the development and advancement of service line

What we offer

health/dental/vision
FSA
matching retirement plans
paid time off
tuition assistance
adoption assistance

Fulltime

New

Principal Software Engineer

Microsoft is a company where passionate innovators come to collaborate, envision...

Location

India , Hyderabad

Salary:

Not provided

Microsoft Corporation

Expiration Date

Until further notice

Requirements

12+ years in development and design experience (C++/C# and/or Java) on products or services that have shipped to customers
3+ years of experience designing and building large scale distributed systems
3+ years of experience leading, coaching or mentoring engineers
A minimum of a bachelor’s degree in computer science, Computer Engineering, Software Design, Software Engineering, or a related field, or equivalent alternative education, skills, and/or practical experience
Ability to meet Microsoft, customer and/or government security screening requirements are required for this role
This position will be required to pass the Microsoft Cloud Background Check upon hire/transfer and every two years thereafter

Job Responsibility

Driving a strategy and architecture for the next-generation Agent cloud Platform that seamlessly integrates data across all Business and Industry Co-pilot groups
Responsible for the design, development and maintenance of the services, APIs and resources that underpin multiple core initiatives and projects across the Dynamics organization, at enterprise scale, with a quality first mindset
Refining and driving a service maturity and DRI health strategy through architecture and infrastructure investments needed to meet goals for SLA and SLA Attainment, autodetection, multi-region outage reduction, and DRI phone call reduction
Closely work with partners across teams and disciplines in the organization and across Microsoft to deliver on the vision for the product
Contribute to org-wide investments to reduce cost of the services, focusing on operability of the service including security, privacy, resiliency and quality of service

Fulltime

New

Nurse Manager ICU

Our 25-bed Intensive Care Unit (ICU) provides specialized care for a diverse pat...

Location

United States , Westminster

Salary:

48.04 - 74.62 USD / Hour

American Nursing Care

Expiration Date

Until further notice

Requirements

3 years RN experience, required
1-year clinical leadership experience, required
High School GED required
A degree in nursing (BSN or MSN), required
Current RN License to practice in state of employment as applicable, required
BLS through the American Heart Association
Must sit for appropriate board certification within six months of hire or transfer into the role. Certification must be passed/obtained within two years of hire or transfer into the role.
Clinical and/or Leadership certification required within 6 months of hire or transfer.
Credential: Nursing Specific- ANCC Approved
Physical Requirements - Medium Work - (Exert up to 50lbs force occasionally, and/or up to 20lbs frequently, and/or up to 10lbs constantly)

Job Responsibility

Management of clinical nursing practices and patient care delivery on the assigned unit(s)
Management of human, fiscal, material, support and systems resources while achieving and maintaining the goals of a unit or department by focusing on the unit or department’s daily operations
Demonstrates a high level of integrity, willingness to take on new challenges and prioritizes associate engagement
Promotes a positive work environment by being visible and available to all levels of staff and customers
Supports associate development needs with an emphasis on evidence-based practice and education

What we offer

health/dental/vision
FSA
matching retirement plans
paid time off
tuition assistance
adoption assistance

Fulltime

Client Service Associate or Senior CSA

Robert Half

Location:
United States , Mill Valley

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 19, 2026

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