146 Service Providers jobs in Colma
Director/Senior Managing Consultant, Services Business Development-Global Fintech & B2B Service P...
Posted 2 days ago
Job Viewed
Job Description
_Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Director/Senior Managing Consultant, Services Business Development-Global Fintech & B2B Service Providers
Mastercard Services provides cutting edge services in the areas of Business & Market Intelligence, Customer Acquisition and Engagement, Security Solutions, and Open Banking. Focused on thinking big and scaling fast, our sales team is responsible for end-to-end solutions for a diverse customer base including large tech companies, ecommerce, media, fintechs, bin sponsors, processors & program managers
As a member of our Digital Partner & Fintech Business Development team, you will be at the frontline of generating excitement and demand for our unique solutions. We value individuals who possess consultative sales experience, exceptional analytical and problem-solving skills, comfort navigating complex sales processes, and the ability to form and manage successful lasting client relationships.
The Role
As Senior Managing Consultant, you will be instrumental in driving the growth with some of our key customers. You will be responsible for managing a portfolio of strategic clients building on existing relationships and initiating new ones to generate and qualify opportunities and promote Mastercard Services solutions to drive sales.
To be successful the ideal candidate will:
Cultivate strong working relationships with clients, ensuring effective collaboration and engagement while driving revenue growth and expanded buying centers.
Demonstrate strong networking skills and a high degree of confidence initiating contact with new prospects to generate and qualify leads.
Have a customer first attitude, capable of uncovering customer needs beyond their explicit requests and crafting innovative customer strategies.
Take ownership of the sales process, from prospecting to executing commercial contracts, ensuring seamless and efficient sales cycles while driving urgency with clients.
Be responsible for achieving sales targets, revenue goals, and sales projections, consistently delivering outstanding personal performance.
Lead both formal and informal pitches, from storyboarding to face-to-face presentations, delivering concise and persuasive materials tailored to the specific needs and level of the audience.
Collaborate with stakeholders to define and refine engagement scope, ensuring alignment with business objectives and client requirements.
Support project / customer success teams in problem-solving efforts and structuring project workplans.
Create and deliver compelling and concise presentations that effectively communicate key insights and recommendations.
Coach and provide valuable feedback to team members, fostering their professional growth.
Proactively seek new knowledge and skills, contributing to the development of intellectual capital within our organization.
All About You
Significant B2B sales experience, preferably software as a service (SaaS), data & analytics, and/or cybersecurity solutions.
Proven ability to meet/exceed sales targets and quotas
Strong analytical and problem-solving skills, enabling you to tackle complex challenges and gain credibility with account teams.
Strong communication and persuasion skills, both written and oral.
Exceptional relationship management skills, fostering long-term partnerships with clients.
You are a strong networker across relevant stakeholder base with the ability to listen, build common ground and influence to effectively advance business opportunities and generate revenues
You have a strong commercial drive with the ability to monetize senior client relationships based on empathy, thought leadership, knowledge of product impact, and subject matter expertise
Must have the ability to own and drive end-to-end sales including prospecting, scoping/pricing, business case development, contract development, client negotiation, gaining legal approval, sign contracts, and project kickoff.
Experience managing projects and / or teams, showcasing your leadership abilities.
Knowledge of consumer and commercial payments market is a plus
High level of energy, drive, enthusiasm, initiative, and commitment.
Outstanding multitasking abilities in a fast-paced, deadline-driven environment.
Salary Range:
Boston: $164,000-$62,000
Atlanta: 164,000- 262,000
Chicago: 164,000- 262,000
Purchase: 164,000- 262,000
Arlington: 164,000- 262,000
San Francisco: 164,000- 262,000
#servicesbd
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more.
Desktop Support - Help Desk
Posted 2 days ago
Job Viewed
Job Description
We're looking for a skilled and service-oriented IT Support Specialist with 2+ years of experience, particularly in Mac troubleshooting and support. This fully onsite role supports a cutting-edge research environment, working closely with scientists, PhDs, and lab technicians.
Key Highlights:
+ Mac-first environment: 75% of support is Mac-based-candidates must be confident in diagnosing, resolving, and maintaining Mac systems.
+ Hardware & software support: Includes laptops, desktops, printers, and mobile devices (Mac and PC).
+ Tool migration: Assist with the transition from Google Workspace/Slack/Zoom to Microsoft 365/Teams/OneDrive.
+ Device management: Experience with Microsoft Intune and Windows Autopilot is a plus.
+ User-facing role: Strong communication skills and a helpful, professional attitude are essential.
This is a great opportunity for someone who thrives in a hands-on, collaborative environment and is eager to grow within a forward-thinking organization.
Requirements
Qualifications:
- Experience Required:
o 2+ years of IT Help Desk/Desktop Support experience.
o Hands-on experience in Mac and PC troubleshooting, hardware diagnostics, and end-user IT support.Technical Skills:
o Proficiency in Microsoft Office 365 administration, including OneDrive, Teams, and device integration.
o Working knowledge of Microsoft Intune and Windows Autopilot.
o Familiarity with basic ticketing systems and escalation protocols.
- Soft Skills:
o Polished and professional demeanor with strong interpersonal communication skills.
o Patient, polite, proactive, and service-oriented attitude - "I'm here to support you" style of work.
o Ability to build trust and maintain positive relationships with highly educated researchers and executives in a biotech setting.
- Preferred:
o Resilience and eagerness to learn onsite processes (biotech experience is not required; training provided).
o Ideally located in the Peninsula/South Bay area to accommodate possible travel to Sunnyvale
Technology Doesn't Change the World, People Do.®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. 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. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Help Desk Technician 1
Posted 15 days ago
Job Viewed
Job Description
Maximus is looking for an entry level Help Desk technician to contribute to the DMCS Help Desk.
This position is remote.
Essential Duties and Responsibilities:
- Responsible for responding to telephone calls, emails, and personnel requests for technical support.
- Identify, research, and resolve technical problems.
- Document, track, and monitor problems to ensure timely resolution.
- Correct application issues, solve network and security problems, and identify common PC software and hardware problems.
- Assign username, password, and access right permissions for multiple proprietary applications, as well as client software.
Job-Specific Essential Duties and Responsibilities:
- Answer internal and external telephone calls for end user issues or requests, complete tickets in the ticketing system and process the requests
- Ask questions to determine work assignment queue
- Monitor customer requests arriving via email for customers seeking help, by completing a ticket in the ticketing system and processing the request
- Serve as the single point of contact to the customer's end users for related issues, problems and requests
- Track, route and redirect problems to correct resources
- Monitor Service Desk for tickets assigned to the queue and process first-in first-out based on priority
- Walk customer through problem-solving process
- Coordinate, monitor and respond quickly and effectively to all Service Desk open incident tickets in order to ensure issues are closed within the required Service Levels, work directly with the Client's service partners for escalation and timely issue resolution
- Provide helpdesk support and resolve problems to the end user's satisfaction
- Verify with the customer that the issue has been resolved and update the ticketing system
- Receives and prioritizes issues and forwards using appropriate escalation procedures
- Identifies, investigates and researches user questions and problems as well as isolating and resolving information systems problems
- Special projects may be assigned and an opportunity to work, based on ability to meet and exceed performance benchmarks
- Recommended procedure modifications or actively contribute to ongoing process improvements
- Assist Service Desk Management with executing reports to monitor and track tickets, reporting, analysis, or testing tasks
Minimum Requirements
- High school diploma or GED required and 0-2 years of relevant professional experience required, or equivalent combination of education and experience.
Job-Specific Minimum Requirements:
- 0-2 years experience
Additional Requirements as per Contract/Client:
- Must be able to obtain a 6C Public Trust government clearance
- Must be a U.S. citizen.
- Must currently reside in the U.S.
- Must be able to pass a criminal background check.
- Must not be delinquent or in default on any federal student loans.
- Employment and continued employment are contingent upon obtaining and maintaining a favorable clearance.
- Final suitability determination is the sole discretion of the Department of Education.
- Obtaining and Maintaining a PIV-I card is a requirement of this position. PIV-I cards must be picked up in person. If applicable, new and existing employees may need to travel via car, train, or plane to a designated location to pick up their new or replacement PIV-I card. Any travel expenses will be paid for by Maximus.
Preferred Skills and Qualifications:
- Microsoft Office
- Help Desk Ticketing Solution such as ServiceNow or SysAid
- ITIL
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Minimum Salary
$
40,000.00
Maximum Salary
$
45,000.00
Technical Support Representative, Client Services
Posted 5 days ago
Job Viewed
Job Description
We are looking for a goal oriented, highly organized, self-starter who works well independently or in a team environment. You should be able to problem solve on your feet, be able to gather technical information from nontechnical people, communicate resolution to non-technical people in a timely manner, and have excellent follow-through and follow-up skills. This position reports to the Technical Support Manager.
Responsibilities:
- Act as an escalation point for all inbound cases from Customer Care
- Prioritize cases by impact and work with the team to manage a queue of inbound cases
- Manage walk-up traffic and assist sales, marketing, and engineering as needed with high priority customer-impacting issues
- Monitor a set of customer accounts for breaks in activity and provide proactive outreach to troubleshoot data issues
- Effectively follow-up on open issues with customers and communicate resolution
- 1-2 years prior experience in a technical support role
- Proficient with basic networking, email and sms deliverability, HTML for email and web, and basic database design
- Proficient in Microsoft Office Suite and Window's operating systems
- Working knowledge of data files including DAT, XML, CSV
- Prior experience working at a technology company or start-up environment
- Previous experience with Salesforce CRM and LogMeIn
The Company:
Founded in 2003, Demandforce provides the leading consumer demand creation solution for small business. Our software-as-a-service application is used by thousands of our customers to grow, keep clients coming back, and manage operations more effectively. We help small business thrive in the Internet economy.
Our product, D3, transforms our customer's client base into a valuable social network, making the connections that drive growth, activity, loyalty and business value. D3 delivers unparalleled results, including guaranteed revenue generation, improved customer activity, satisfaction, and retention, and new customer recruitment. We integrate with the customer's existing workflow and IT systems, making D3 operate with near zero administrative overhead. Currently serving dental practices, automotive shops, doctors and health & beauty providers, Demandforce is building a network in which every service business is connected to any consumer via a single click.
The company has achieved 22 quarters of over 80% year-over-year quarterly growth and is led by a management team with over a decade of experience developing and delivering web-based applications that drive real, tangible business value.
Client Services Assistant
Posted 2 days ago
Job Viewed
Job Description
We are looking for a meticulous Data Entry Clerk to join our team, based in San Francisco, California. The role will primarily involve analyzing and processing large amounts of data, with a focus on security-related information. This is a remote position, so applicants can be based anywhere, although they should be prepared to work within the Pacific Standard Time zone.
Responsibilities:
- Analyzing and processing large volumes of data accurately and efficiently
- Performing critical thinking tasks to understand the objective of the data and ensure the accuracy of entries
- Communicating effectively with team members and superiors, especially when needing assistance
- Utilizing strong English skills to comprehend and respond to complex data-related questions
- Demonstrating a high level of reading proficiency to manage high volumes of reading, reviewing, and data entry tasks
- Displaying strong analytical skills to review and analyze data on intake
- Maintaining a consistent work schedule for tracking purposes
- Adapting to repetitive work involving a high volume of reading, reviewing, and data processing.
Requirements
- Candidate must have at least one year of experience in a similar role as a Data Entry Clerk.
- Proficiency in using data entry software and tools is essential.
- Strong understanding and experience with Data Abstraction techniques.
- Familiarity with Criticality Analysis is needed.
- Excellent typing speed with high accuracy levels.
- Proficient in using Microsoft Office Suite, particularly Excel.
- Strong attention to detail and ability to spot data discrepancies.
- Good command over written and spoken English for clear communication.
- Ability to work independently with minimal supervision.
- Good organizational skills to manage multiple tasks simultaneously.
- Proactive learner who can adapt to new data entry tools and software quickly.
- High school diploma or equivalent qualification is required. Higher educational qualifications will be a plus.
TalentMatch®
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. 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. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Client Services Coordinator
Posted 2 days ago
Job Viewed
Job Description
Essential Responsibilities and Tasks
· Live and exemplify the Five Principles of Mars, Inc. within self and team.
· Resolve client problems by determining the cause of the issue, selecting and explaining the solution to the issue, and following up to ensure resolution.
· Recommend potential products or services by recognizing and analyzing client needs.
· Contribute to team effort by accomplishing related results (personal metrics).
· Manage high volume of incoming client requests via telephone, email, and web chat.
· Other job duties as assigned.
Special Working Conditions:
· Ability to work at a computer for long periods of time.
· Project timelines and work volume / deadlines may often require more than 40 hours per week to complete essential duties of this job.
· Must have mental processes for reasoning, remembering, mathematics and language ability (reading, writing, and speaking the English language) to perform the duties proficiently.
· Ability to carry out instructions furnished in written, oral, or diagram form and to solve problems involving several variables.
· Ability to stand, walk, stoop, kneel, crouch, and climb as well as manipulate (lift, carry, move) up to 50 pounds.
· Requires good hand-eye coordination, arm-hand-finger dexterity with the ability to grasp, and visual acuity to use a keyboard and operate necessary equipment.
· The noise level in the work environment is normally moderate.
· Environment where pets are present.
Experience, Education and/or Training:
· Associate's degree preferred, or the equivalent combination of education, training and experience that provides the required knowledge, skills, and abilities. High School diploma/GED is required.
· Minimum of one year of relevant customer service and/or call center experience is required.
· Excellent communication skills.
· Ability to multi-task, prioritize, and manage time effectively
· Strong client contact handling skills and active listening.
Banfield Pet Hospital® is committed to a diverse work environment in which all individuals are treated with respect and dignity. It is our mission to provide equal employment opportunities to all candidates and to ensure that access to jobs is strictly based on job-related criteria.
WE ARE A DRUG-FREE, SMOKE-FREE, EQUAL OPPORTUNITY EMPLOYER. Company Policy, Federal and State Laws Forbid Discrimination Because of Age, Color, Race, Religion, Sex, Disability, Sexual Orientation or National Origin.
Client Services Executive - Northern California
Posted 2 days ago
Job Viewed
Job Description
As a Client Services Executive you will lead WWT Services sales efforts with regional Fortune 500/Enterprise level customers across all verticals. Armed with the expertise of our sales engineering team and domain experts, you'll identify, build, and nurture relationships with our customer leaders, serving as a trusted advisor to identify gaps within the customers technical environment and deliver impactful solutions in areas such as Infrastructure Modernization, Multicloud Architecture, Security Transformation, Digital Experiences, and AI. With our Advanced Technology Center and Platform ( ) at your fingertips for briefings, training, workshops, demos and POC's you'll be delivering best in class results for your customers.
**What will you be doing?**
Always curious and with outcomes in mind, the Client Services Executive will grow WWT's Services business by leading a consultative services sales process for assigned accounts and regions, identifying and developing new work opportunities as well as extension and expansion of existing work, preparing budgets and pricing, creating and delivering proposals, contributing to statements of work, actively driving closure of opportunities with our account teams, and coordinating smooth transitions of awarded engagements from the sales phase to the service delivery phase.
WWT's Services business consists of (but are not limited to) the following services offerings: Advisory, Lab, Supply Chain, Deployment, Strategic Staffing, Lifecycle and AppDev services. Technology areas where services are offered include: Collaboration, Data & AI, Hybrid Cloud, Network, Storage, Compute, Security, Infrastructure Modernization & Automation.
**Responsibilities:**
+ Increase Services profitability and revenue in assigned accounts and regions.
+ Develop Services business in assigned accounts and regions including collaboration and support from other team members.
+ Serve as the single point of contact for sales of Services for assigned accounts and regions
+ Establish and maintain contact with assigned clients.
+ Develop relationships with key clients specific to Services engagement and within the overall account strategy set by the WWT Account Manager and Client Executive.
+ Create and develop new Services opportunities in assigned accounts and regions.
+ Serve as a trusted advisor and provide continued sales Services oversite of all active programs/projects
+ Monitor and report on the services health and finances for the region
+ Opportunity qualification, tracking, and forecasting
+ Support in forecasting future resource requirements
+ Work with OEM services teams to increase their awareness of the WWT's services portfolio offerings within the assigned geography(s)
+ Supportrequirements gathering and scoping sessions with clients and WWT stakeholders.
+ Negotiate with WWT suppliers including OEMs and service delivery partners and subcontractors on scope, pricing, delivery methodology and approach.
+ Not responsible for but be able to support and contribute to the creation of appropriate work break down structures, preliminary resourcing plans, cost estimates, and pricing for services engagements.
+ Develop and present preliminary proposals as part of the scoping and services sales process.
+ Work with any WWT internal departments as needed to create services engagements that are set up for success.
+ Develop and present statements of work that are accurate, detailed, and contractually protect WWT from "scope creep" and cost overruns.
+ Upon award of an engagement, work with internal teams if applicable to ensure that the engagement is set up accurately.
+ Work with deliveryteam(s) to ensure that the engagement is transitioned smoothly from the sales phase and into the service delivery phase.
+ Actively participate in customer-facing project/program kickoffs managed by PMs to explain and clarify the agreed upon objective, scope, and deliverables for the engagement.
+ Understand structure of service delivery organizations and incorporate lessons learned into future engagements.
+ Identify and develop additional services opportunities in the assigned accounts.
+ Conduct difficult, customer-facing discussions to address significant scope changes and/or other challenges.
+ Identify staffing opportunities and engage WWT Strategic Sourcing team members to pursue such opportunities.
+ Actively participate in project/program closeout process to confirm client satisfaction with the completed engagement, to gather lessons learned and areas for improvement for future engagements, and to identifyadditional opportunities.
+ Candidate must live in the Bay Area
+ Consulting experience and/or proven history of successful consultative sales
+ Bachelor's or Master's degree or equivalent experience
+ 10 years of related experience defining, selling, and delivering large scale services engagements
+ Ability to negotiate mutually agreeable outcomes in complex project/program scenarios with clients, partners, and WWT stakeholders
+ Competency in analytical problem solving, customer/partner relationships, network products and technology expertise, project management, and strategic insight
+ Strong written and verbal communication skills
+ Ability to use critical thinking and problem-solving skills
Want to learn more about Global Enterprise Sales? Check out the Solutions and Services we provide on the platform: states and localities require employers to post a reasonable estimate of salary range. A reasonable estimate of the current base pay range for this position is $140,000.00 to $170,000.00 annually. Actual salary will be based on a variety of factors, including shift, location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base pay.
If you have any questions or concerns about this posting, please email .
**#LI-MG2**
WWT will consider for employment, without regard to disability, a disabled applicant who satisfies the requisite skill, experience, education, and other job-related requirements of the job and is capable of performing the essential requirements of the job with or without reasonable accommodation. World Wide Technology is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, age, disability, veteran status, genetic information, or other characteristics protected by law. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please call and ask for Human Resources.
Be The First To Know
About the latest Service providers Jobs in Colma !
Business Process Specialist, Private Client Services
Posted 10 days ago
Job Viewed
Job Description
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Process Specialist, Private Client Services at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Business Process Specialist, PCS on the National AMS team, you’ll be a strong process design focused professional who knows how to balance efficiency, quality and consistency in systems. Working in conjunction with the Business Process Leader, you will focus on the activities within your line of business, participating in working groups, in collaboration with national and regional representatives, to create standardized workflows across MMA National that take full advantage of our technology toolkit. In tandem with workflow design, the National Business Process Specialist will support efforts to configure our AMS, document all processes and procedures, design reporting outputs, create client deliverables and lead training efforts.
The National AMS Business Process Specialist, PCS will work to define requirements, redesign, and implement best-in class business processes, workflows and data standards. This position will consider agency management system, reporting tools, and other available technology and software when creating new processes. You will document and maintain procedures, and other business process artifacts, to be used both in training and as an ongoing reference. The AMS Business Process Specialist, PCS will report to the Business Process Leader. You will consistently demonstrate National MMA core values of integrity, collaboration, passion, innovation, and accountability.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
Understanding of the insurance brokerage business with 3+ years of experience in personal lines high net worth insurance
Proven critical thinking, analytical, and problem-solving skills
A knack for process improvement, specifically refining the efficiency, quality, and effectiveness of various workflows and procedures by deploying best practices
Strong organizational skills, with an ability to prioritize workload and balance multiple projects simultaneously, and demonstrated successful follow through on deliverables
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
3+ years of experience in a client facing servicing and/or business process role
Experience working with agency management systems such as Applied Epic
These additional qualifications are a plus, but not required to apply:
Experience working with client relationship (CRM) system such as Salesforce
Experience creating and maintaining procedure documentation
We know there are excellent candidates who might not check all these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Remote Work, but some travel will be required
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:
Follow us on social media to meet our colleagues and see what makes us tick:
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-REMOTE
The applicable base salary range for this role is $58,200 to $108,500.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Applications will be accepted until: October 13, 2025
Accountant, Client Services at Multi Family Office
Posted 2 days ago
Job Viewed
Job Description
Michelle Espejo with Robert Half Financial Services is recruiting a Client Service Accounting Associate for a family office. This is a full-time, permanent role based in San Francisco with a hybrid schedule.
Join a firm that provides comprehensive services, including investment management, financial planning, tax support, and philanthropic services while building long-term client relationships. This role offers a collaborative environment with mentorship and growth opportunities, excellent benefits such as full medical, dental, and vision coverage, 401k match, profit-sharing, unlimited PTO, generous parental leave, and flexible remote work. You will also have access to paid courses and certifications and the chance to work on high-impact projects.
Responsibilities:
+ Manage accounts payable, coding, approvals, and high-volume payments
+ Handle monthly reconciliations, month-end close, and client reporting
+ Collaborate with vendors and estate managers to ensure smooth operations
+ Support quarterly accounting, cash flow analysis, trial balances, and investor reporting
+ Assist with philanthropic payments, budgeting, forecasting, and process improvements
*Contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Requirements
+ 3-10 years of accounting or financial operations experience (family office, trusts, property, or financial services preferred)
+ Strong financial skills, organization, critical thinking, and communication
+ Familiarity with Sage Intacct, Solver, Salesforce, or Bill.com a plus
+ Bachelor's degree required; CPA or Master's degree is a plus
Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively looking or open to hearing about what's out there.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. 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. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
US Seasonal Tax-Private Client Services Senior Manager
Posted 2 days ago
Job Viewed
Job Description
At EY, we're all in to shape your future with confidence.
We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.
**Seasonal Tax Manager - Private Client Services - *Remote*** ** **
Private Client Services (PCS) is a growing practice within EY, and you'll see that growth reflected in our career opportunities. The team has a dedicated focus toward serving privately held companies and their owners and their families. These clients span from family-owned businesses to private equity owned companies. One thing they all have in common is they are high growth private companies. As many companies choose to no longer go public, this is an ever increasing and exciting group of companies from start-up companies all the way to multibillion-dollar global private enterprises. With a diverse portfolio of interesting and challenging work, you'll make an impact on some of the most technically demanding tax planning and compliance projects around. You'll be part of a growing global team, acting as a key point of contact for a wide range of clients and colleagues. In return, you can expect plenty of support designed with your own personal skills and experience. EY is a dynamic place to develop not only your technical tax knowledge, but also your professional leadership and business acumen.
**The opportunity**
You'll join the team at a critical time, leveraging your expertise to help support our clients. In return, you can expect the support of some of the most engaging colleagues around. You'll receive hourly, over-time eligible pay, and a unique opportunity to enhance or refine your skills within one of our high performing tax teams.
**Your key responsibilities**
As a seasonal tax manager your main priority could include reviewing complex individual tax returns, income tax planning of high-net-worth individuals and families, partnership tax compliance, or S Corp tax compliance for our Private Tax clients. Expectations around hours are discussed during the interview process for each role, so you'll be able to share your availability and know what to expect prior to coming aboard. In this role you'll be able to work remotely from within the United States, with no travel required.
**Skills and attributes for success**
+ A strategic eye toward prioritizing when working on multiple complex projects
+ Influencing skills, and the confidence and curiosity to question existing processes
+ The ability to produce technical writing and research in a tax context
+ Experience performing high quality review of complex tax returns
+ Knowledge/experience in handling High Net Worth and Individual Tax Returns, or complex partnership compliance
+ Experience with federal and state personal and trust income tax
+ A thorough understanding of estate and wealth planning
+ Experience researching tax issues to develop effective tax planning strategies and translate complex data from a range of sources into client-ready insights and deliverables
+ Comfort with working remotely in a virtual team environment
**To qualify for the** **role** **you must have** ** **
+ Valid US Certified Public Accountant (CPA) license or active state bar membership
+ A bachelor's degree in Accounting, Finance, Business, or a related discipline
+ A minimum of 4 years of relevant experience in tax compliance for private client individuals, partnerships, and/or S Corps
+ Strong analytical skills, written/verbal communication skills, interpersonal; problem-solving ability and attention to detail
**Ideally,** **you'll** **also have**
+ A proven record of excellence in tax accounting for financial statements with a top or mid-tier firm
**What we look for**
We're interested in strong team players who support their colleagues in reaching their goals while also considering their own workload and deliverables. We're looking for people with a genuine passion for tax, and the future of tax, and are inspired to help our clients meet complex tax obligations. If you have a strong quality focus, the desire to develop meaningful relationships, and the ambition to deliver above and beyond expectations, this role is for you.
**What we offer you**
At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more .
+ The salary range for this job in all geographic locations in the US is $120/hr to $150/hr. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography.
**Are you ready to shape your future with confidence? Apply today.**
EY accepts applications for this position on an on-going basis.
For those living in California, please click here for additional information.
EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
**EY | Building a better working world**
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.
Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.
EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law.
EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at .