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 Client Service Associate — Wealth Management

We're recruiting on behalf of a well-established boutique RIA that is deliberate...

Location

United States , Woodland Hills

Salary:

85000.00 - 110000.00 USD / Year

Strategic Employment Partners

Expiration Date

Until further notice

Requirements

3+ years of Senior CSA experience
RIA or wealth management firm background
Direct HNW client interaction
Full ownership of account ops — openings, transfers, ACATs
Schwab Advisor Services experience (Tamarac a plus)
Experience mentoring or guiding junior staff
Series 65 preferred but not required
US Citizens and Permanent Residents are welcome to apply
Unable to provide sponsorship at this time

Job Responsibility

You'll be working directly with high-net-worth clients, owning account operations end-to-end, and mentoring junior associates as the team scales
The right person takes ownership, communicates proactively, and genuinely thrives in a senior client service role

What we offer

Discretionary bonus

Fulltime

Corporate Secretarial (CSD) Associate

Location

Hong Kong , Hong Kong

Salary:

Not provided

Forvis Mazars

Expiration Date

Until further notice

Requirements

Degree holder in any disciplines or IVE graduates
Registered student or member of HKCGI / CGI
With at least 1 year’s working experience in handling company secretarial matters of Hong Kong and overseas companies, preferably with professional firms
Proficiency in CSA program application or similar software will be a bonus
Self-motivated, detail-minded, independent and ability to accomplish tasks under tight deadline
Good command of both English and Chinese

Job Responsibility

To assist in performing full range of company secretarial services for our clients’ Hong Kong and offshore companies including supporting documents, maintenance of statutory records, and attending to internal and external regulatory compliance management under direct supervision of seniors and/or managers

What we offer

Medical and dental insurance
Life insurance
Discretionary performance bonus
Birthday leave
Marriage leave

Fulltime

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

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

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

Resident Assistant

If you’re looking for a job that goes beyond the basics to deliver purpose and j...

Location

United States of America , Hillsboro

Salary:

18.00 - 20.00 USD / Hour

Leisure Care

Expiration Date

Until further notice

Requirements

Demonstrated experience in a caregiving role
Current CNA a plus!

Job Responsibility

Assists resident with activities of daily living (ADL's) and all personal care skills (bathing, dressing, grooming, toileting)
Makes appropriate observations about the resident’s condition in every interaction
Records and follows-up with changes in resident’s condition in a timely manner
Assists residents with laundry and housekeeping services as needed

What we offer

Medical, Dental and Vision
Early Wage Access (access to earned wages when needed!)
401k
10 days vacation & 1 hour Sick Leave earned for every 30 hours worked
Bereavement & Jury Duty Leave
6 Holidays
2 Float Holidays
Flexible Spending Accounts (Health and Dependent Care)
Meal Discounts
Tuition Assistance

Fulltime

Traffic Management CAD Technician

FM Conway is currently recruiting a Traffic Management CAD Technician to join ou...

Location

United Kingdom , Ipswich

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

July 04, 2026

Requirements

Strong knowledge of Traffic Management operations
experience using CAD, BricsCAD and Cone 11 software
ability to read and translate blueprints and technical drawings
ability to work well under pressure, prioritise tasks effectively and have excellent attention to detail
M7 Lantra qualification is highly desirable, but not essential

Job Responsibility

Working within a team of Traffic Management development designers and Project Engineers to ensure that drawings are to a high and legal standard
Producing clear drawings, signage placement layouts and diversion route strategies
Developing safe and efficient traffic management plans for work sites and road network
Carrying out on site assessments as required
Designing sites in accordance with Chapter 8 TSM
Engaging with Project Teams & Engineers to respond effectively to working methods that require traffic Management designs that conform to a legal standard

What we offer

Career and professional development
23 days holiday plus bank holidays
Life assurance
Opportunities for internal and external training
Access to a wide range of shopping discounts through Rewarding Great People platform
Health and well-being benefits including 24-hour advice lines
Support from in-house mental health first aiders

Fulltime

Select Country

Client Service Associate or Senior CSA

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Client Service Associate or Senior CSA

Client Service Associate or Senior CSA

Senior Client Service Associate — Wealth Management

Corporate Secretarial (CSD) Associate

Senior Consultant - CRM

Integration Developer

Senior Consultant - Proactive Services

Resident Assistant

Traffic Management CAD Technician

Our AI answers in your language