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
medical, vision, dental, and life and disability insurance
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

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

New

.NET Developer - Common Platforms, Avp

Citi, the leading global bank, has approximately 200 million customer accounts a...

Location

United States , Jacksonville

Salary:

96960.00 - 145440.00 USD / Year

Citi

Expiration Date

July 08, 2026

Requirements

Bachelor's degree or equivalent work experience in Computer Science, Information Technology, or a related field
5+ years of experience in application development, systems management, or project delivery in a technology environment, with demonstrated growth in scope and responsibility
Proficiency in .NET development, including VB.NET and C#, on Windows-based systems
Working knowledge of JavaScript and SQL Server for application and database development
Experience with Unix scripting and Autosys for job scheduling and automation
Demonstrated use of GitHub for source control and collaborative software development
Familiarity with Agentic AI tools (e.g., Claude, Devin) and AI/ML development practices
Experience in the credit card or financial services industry is strongly preferred
Knowledge of Python and/or Precisely client/server-based printing solutions is a plus
Proven ability to lead application development teams within both Waterfall and Agile SDLC environments

Job Responsibility

Manage application development deliverables across the full software development life cycle (SDLC), applying Waterfall or Agile methodologies as appropriate for each project
Gather technical requirements, code specifications, and test plans across multiple concurrent projects
Perform analysis, design, development, testing, implementation, and production maintenance of enterprise applications with minimal supervision
Provide technical expertise to resolve complex issues through in-depth evaluation of business and system processes
Ensure alignment to established architectural standards and proactively identify opportunities to modernize existing applications
Support development activities within the Mail Management System and Statement System integration environments as part of the Cards SDLC
Apply AI/ML development skills, including Agentic AI tools such as Claude and Devin, to enhance application capabilities and delivery efficiency
Develop and maintain Unix scripts and Autosys job scheduling configurations in support of automated workflows
Collaborate effectively with remote and distributed teams, fostering positive working relationships across organizational boundaries
Lead and integrate within a team of experienced application developers, exercising adaptive leadership and conflict resolution in a high-tempo operating environment

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

!

New

Student Respiratory

The Student Respiratory position provides diagnostic, therapeutic, and education...

Location

United States , Lafayette

Salary:

Not provided

Franciscan Health

Expiration Date

Until further notice

Requirements

Enrolled in Accredited Respiratory Program
High School Diploma/GED
Basic Life Support Program (BLS) - American Heart Association
Student Permit to Practice Respiratory Care - State Licensing Board

Job Responsibility

Schedule procedures
Inform supervisor of problems as they arise
Communicate and interact with physicians
Follow hospital infection control and isolation procedures

Parttime

New

Agentic AI Tech Lead

We are seeking an expert Hands-On Technical Lead to serve as the player-coach fo...

Location

Canada , Mississauga

Salary:

120800.00 - 170800.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

10+ Years experience
5+ years of experience in AI/ML, with at least 2+ years in Generative AI
3+ years of leadership experience managing technical teams and delivering complex software or AI solutions
Extensive hands-on experience with AWS services and infrastructure related to AI/ML
A strong portfolio of projects showcasing the successful delivery of AI solutions into a production business environment
Bachelor’s or Master’s degree in Computer Science, Data Science, AI, or a related field

Job Responsibility

Core Platform & Application Development: Lead the development of custom AI platform components, including full-stack applications utilizing Python and Angular
Code and optimize multi-tenant intelligent agents utilizing modular orchestration patterns such as ReAct and ReWOO, and frameworks like Google's Agent Development Kit (ADK)
Develop and enforce clean, decoupled integration layers
Advanced Data Retrieval & Logic Engineering: Write the data ingestion and retrieval code for advanced RAG architectures
Develop seamless integrations with graph and vector databases (such as Neo4j and pgvector)
Design robust LLM instructions and classification logic to prevent collisions in complex workflows
Use Case Development & Forward Deployment: Act as a Forward Deployed Engineer (FDE), working directly with Subject Matter Experts (SMEs)
Partner with UI and workflow integration developers to ensure the backend agentic logic connects flawlessly with user-facing layers and existing enterprise APIs

Fulltime

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Client Service Associate or Senior CSA

Job Description

Job Responsibility

Requirements

What we offer

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