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

Catering Manager

We’re looking for an inspirational Compass Manager to lead the delivery of outs...

Location

United Kingdom , Coventry

Salary:

30598.00 GBP / Year

14forty

Expiration Date

Until further notice

Requirements

1+ year’s management experience in a catering or hospitality environment
Strong culinary knowledge with the ability to train and coach
Excellent people management and stakeholder engagement skills
A positive, can‑do attitude with a genuine desire to make a difference

Job Responsibility

Champion exceptional patient dining, delivering nutritious, high‑quality meals for patients, staff and visitors
Lead, coach and inspire your team to consistently deliver outstanding food and service
Proactively monitor standards, implement improvements and exceed contract expectations
Build strong relationships with hospital stakeholders and act on patient feedback and PX insights
Manage budgets, stock, waste, KPIs and SLAs to achieve strong commercial results
Ensure full compliance with food safety, hygiene, health & safety and audit requirements

What we offer

Contributory pension scheme
Grow your career with our Career Pathways and MyLearning programmes
Quick access for you and your immediate family to a Digital GP, and wider healthcare benefits
Exclusive travel discounts with TUI, Expedia, Booking.com and many more
Save money on your food shop with discounts on Tesco, Sainsbury's, Morrisons and many more
Up to 44% off cinema tickets to enjoy your favourite blockbuster
Receive cash rewards every time you spend and use them on a wide range of brands
Un-wind with us with free wellness, mindfulness and exercise classes
You can share all discounts and offers with your friends and families

Fulltime

New

Mobile Associate - Retail Sales

This role supports retail operations by engaging customers and facilitating thei...

Location

United States , Surprise

Salary:

20.00 USD / Hour

T-Mobile

Expiration Date

Until further notice

Requirements

High School Diploma/GED (Required)
6 months of customer service and/or sales experience, Retail environment (Preferred)
Passionate customer advocate with the desire to be yourself when connecting and having fun doing it! (Required)
Competitive drive and proven ability to succeed in a fast-paced sales environment. (Required)
Willingness to work alongside peers and store leaders, learning and sharing ideas, while serving customers and providing resolutions to issues. (Required)
Effective at balancing customer needs and performance goals. (Required)
At least 18 years of age
Legally authorized to work in the United States

Job Responsibility

Develop proficiency in customer service and sales to deliver personalized technology and service solutions that meet individual needs
Utilize digital tools to demonstrate network coverage, service plans, and product features to enhance customer understanding and engagement
Complete required training to build knowledge of retail processes, systems, and wireless technology innovations
Collaborate with colleagues across channels to support a seamless customer experience and contribute to team initiatives
Also responsible for other duties/projects as assigned by business management as needed

What we offer

Medical, dental, and vision insurance
Flexible spending account
401(k)
Employee stock grants
Employee stock purchase plan
Paid time off
Up to 12 paid holidays
Paid parental and family leave
Family building benefits
Back-up care

Parttime

New

Ppc Specialist

The Performance Media team sits within our Marketing department and are responsi...

Location

United Kingdom , Manchester

Salary:

Not provided

Boots

Expiration Date

Until further notice

Requirements

A passion for PPC and innovation in this space, with a performance-driven growth mindset, keen to make a huge difference across the UK's biggest healthcare retailer
Experience in a similar PPC role at either agency or in-house level (hands on experience with SA360, Google Analytics and Google Ads is desirable)
Proficiency in managing large scale marketing budgets and ensuring optimal deployment in-channel
Strong attention to detail and analytical skills are essential as are the ability to craft a story from data
A passion for the wider landscape of Digital Marketing with a hunger for developing your knowledge

Job Responsibility

Managing the day-to-day delivery of the PPC strategy for all key product categories including budget management, optimising towards core ROAS KPIs, setting priorities and giving direction to our Agency PPC team
Driving Strategy development, change and innovation in the Paid Search space – supporting the PPC Manager in integrating industry leading technology, new bidding approaches and shopping sophistication, taking the lead on key projects – all in the name of driving growth
Measurement and reporting
producing reports and communicating Paid Search results to internal and external stakeholders, continuously showcasing the value being driven by the PPC channel
Working closely with internal stakeholders across Ecommerce, Marketing and Finance to ensure the PPC channel is supporting business priorities, wider marketing campaigns and key projects
The management of a Tier One Google Account and working in close proximity with some of the best Retail talent Google has to offer
Direct line management responsibility of 1 x PPC Executive

What we offer

Boots Retirement Savings Plan
Discretionary annual bonus
Generous employee discounts
Enhanced maternity/paternity/adoption leave pay and gift card for anyone expecting or adopting a child
Flexible benefits scheme including option to buy additional holiday, discounted gym membership, life assurance, activity passes and much more
Access to free, 24/7 counselling and support through TELUS Health, our Employee Assistance Programme

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

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

Similar Jobs for Client Service Associate or Senior CSA