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

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

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
medical, vision, dental, and life and disability insurance
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

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

Quality Associate II

As a Quality Associate II, you will have the outstanding opportunity to lead all...

Location

United States , Mountain Home

Salary:

88000.00 - 110000.00 USD / Year

Baxter

Expiration Date

Until further notice

Requirements

Minimum associate’s degree required
Bachelor’s of Science strongly preferred
At least 5 years of operations or quality experience, with leadership experience highly preferred
Ability to generate reports, trend performance, and perform data analysis for quality systems
Strong interpersonal communication and leadership skills
Self-motivated with the ability to handle a variety of tasks
Reliable attendance is essential, with the possibility of overtime work, including nights and weekends
Ability to use hands and fingers to manipulate office equipment
Capability to stand and walk for extended periods
Ability to lift up to 40 lbs

Job Responsibility

Possess detailed knowledge of GMP/QSR, ISO requirements, Corporate Quality Manual (CQM), SOP's, specifications, and in-process and final release requirements
Demonstrate excellent communication skills, both written and spoken, for presentations, classroom instruction, and generating reports, memos, and project status updates
Apply direct technical and organizational management skills to initiate, implement, complete, and sustain subordinate activities and behaviors
Implement and ensure compliance of manufacturing and quality control operations with corporate specifications, SOPs, and Good Manufacturing Practices/Quality System Regulations
Take direct responsibility for the plant pest control program, including coordinating with pest control vendors and performing regular inspections and annual reports
Participate in or manage quality assessments of suppliers to analyze compliance and assess risk
Frequently interact with subordinate supervisors and functional peer group managers
Coordinate the plant calibration program, partnering with maintenance staff on calibrations and preparing monthly completion reports for management review
Coordinate the site visual inspection program and continuous process verification (CPV)
Engage directly with auditors regarding pest control, calibrations, visual inspection, critical systems, and CPV

What we offer

Support for Parents
Continuing Education/ Professional Development
Employee Heath & Well-Being Benefits
Paid Time Off
2 Days a Year to Volunteer
Medical and dental coverage that start on day one
Insurance coverage for basic life, accident, short-term and long-term disability, and business travel accident insurance
Employee Stock Purchase Plan (ESPP), with the ability to purchase company stock at a discount
401(k) Retirement Savings Plan (RSP), with options for employee contributions and company matching
Flexible Spending Accounts

Fulltime

New

Server

We are looking for a Server who brings friendly energy, enthusiasm, and willingn...

Location

United States , Gainesville

Salary:

10.98 USD / Hour

Perkins Restaurant & Bakery

Expiration Date

Until further notice

Requirements

Prior serving experience is preferred, but not required
Excellent customer service and interpersonal skills
Ability to work in a fast-paced, team-oriented environment
Ability to lift and carry up to 50 lbs
Ability to stand, walk, reach, and bend for extended periods

Job Responsibility

Provides excellent customer service to all guests, ensuring their satisfaction
Greets guests promptly, assists with menu selection, and makes recommendations when necessary
Accurately takes and places orders, delivering them promptly once prepared
Addresses guests' concerns or issues, escalating to management as needed
Maintains cleanliness of tables, dining area, and pantry during shift
Completes all side work as assigned
All other duties as assigned

What we offer

Weekly Pay
Competitive Wages
Meal Discounts
Paid Vacation Time
Flexible Scheduling
401(k) Savings Plan
Advancement Opportunities
Medical, Dental, Vision, Life Insurance, Disability Insurance
401k with Company Match
Growth Opportunities

Parttime

New

Business Execution Director

Wells Fargo is seeking a Business Execution Director to support Business Credit ...

Location

United States , Wilmington; Charlotte; Columbus

Salary:

185000.00 - 300000.00 USD / Year

Wells Fargo

Expiration Date

May 27, 2026

Requirements

10+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of management or leadership experience
Experience in risk management, business execution, governance, compliance, or regulatory affairs, preferably within financial services or payments/cards
Strong knowledge of credit card or payments businesses, including regulatory and operational risk considerations

Job Responsibility

Own and oversee the risk and control framework for the Business Credit Card business, ensuring alignment with enterprise risk standards
Identify, assess, and manage operational, compliance, reputational, and strategic risks across the product lifecycle
Lead risk assessments, issue management, and remediation plans
ensure timely closure of audit, regulatory, and risk findings
Act as the primary point of accountability for risk-related matters impacting the business
Manage regulatory engagement and preparedness including examinations, inquiries, and ongoing supervisory activities related to the business credit card portfolio
Partner closely with Legal, Compliance, and Corporate Risk to interpret regulatory requirements and translate them into business-ready actions
Ensure policies, procedures, and controls meet applicable laws and regulations (e.g., UDAAP, payments, credit, servicing, and data governance obligations)
Lead governance routines for the business, including risk committees, change management forums, and executive readouts
Develop and maintain high-quality management reporting, KPIs, KRIs, scorecards, and issue tracking to support senior leadership decision-making

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

Select Country

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:

Additional Information:

Job Posted:
January 24, 2026

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