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

Associate Dentist

Associate Dentist, Charnwood Looking for a new challenge with a supportive, for...

Location

United Kingdom , Shepshed

Salary:

67500.00 - 150000.00 GBP / Year

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

GDC registration + performer number
Indemnity cover
Eligibility to work in the UK

What we offer

Our very own Dental Academy – with courses, mentoring & big-name connections
A mentoring network so you’re never on your own
Chance to step into a mentoring role with extra income
Proven potential to grow your private list (with in-house marketing magic)
Discounts galore: CPD, High Street, Blue Light, courses & more
Free mortgage advice
Charity match funding & a Refer a Friend bonus up to £7,500
Visa sponsorship available (T&Cs apply)
Special interests are encouraged and enthusiastically supported so your clinic can be designed around you
Gain your NHS pension, Enhanced NHS Maternity and Paternity leave, Enhanced NHS Sick pay whilst also building a private list

Parttime

New

Vice President - Rates Options & Exotics Desk Quantitative Analyst

Join us as key member of the Barclays QA team to develop pricing and risk manage...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Essential Skills/Basic Qualifications: Master's degree or higher in Mathematics, Statistics, Engineering, Quantitative Finance, or another quantitative field
6+ years of experience in a top-tier global financial services firm with relevant experience in options and exotics modelling in a front office context
Have covered one or more of these areas: IR Exotics / Credit-IR Hybrids / FX-IR Hybrids / Equity-IR Hybrids
3+ years In-depth C/C++ knowledge
3+ years In-depth Python knowledge
Experience developing in a large, shared pricing library with multiple developers
Experience testing models, preparing technical documentation, and explaining technical concepts to non-technical users
Desirable skills/Preferred Qualifications: Knowledge of additional languages such as VBA, C#, Haskell, etc.
Quantitative Investment Strategies on rates and rates options underlyings

Job Responsibility

Develop pricing and risk management models and analytics for the Rates Options & Exotics business
Provide quantitative analysis and advice regarding the usage of our models
Work with IT on rolling out pricing and risk management models into strategic platforms
Develop tooling for structurers/traders to perform data analysis, back testing, relative value, and index strategy analysis
Support business (Trading desk and their control functions) in their daily activities and processes
Develop the mathematical and financial foundation for new models and methodologies in C++ and Python in Barclays' Quantitative Analytics Libraries
Develop tests, estimation and calibration procedures for the models and methodologies
Write documentation for the models and methodologies including the estimation and calibration procedures

Fulltime

New

Account Senior

We're looking for an Accounts Senior with experience in practice to join our fri...

Location

United Kingdom , Durham

Salary:

Not provided

Sumer Group

Expiration Date

Until further notice

Requirements

AAT Level 4 qualified, or equivalent experience
Strong technical knowledge and experience with Xero, Sage, and QuickBooks
Excellent communication skills with the ability to engage effectively with clients and colleagues
A proactive and diligent approach, ensuring the highest standards of service
Adaptable and able to work independently or as part of a team

Job Responsibility

Preparing statutory financial statements for small, limited companies, including those with more complex accounting needs
Preparing year-end accounts for sole traders and partnerships, some Outsourcing and VAT work
Working closely with clients to gather information, answer questions, and ensure everything runs smoothly
Putting together high-quality files for managers and directors to review
Splitting your time between the office and client sites, depending on what’s needed

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:

Additional Information:

Job Posted:
January 24, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Client Service Associate or Senior CSA