Account Service Associate

We are looking for an Account Service Associate to support key account operations for a financial services team in Sunnyvale, California. This Long-term Contract position is ideal for someone who combines strong analytical skills with a service-oriented approach and can manage detailed transactional work with accuracy. The role involves assisting with account administration, member support, reporting activities, and compliance-related processes while contributing to smooth day-to-day operations.

Responsibilities:

• Perform recurring reviews and operational checks to verify account accuracy, identify discrepancies, and maintain compliance with internal standards.

• Address member questions related to account eligibility, required paperwork, and general account details with professionalism and clear communication.

• Prepare and submit Adult Protective Services reports in accordance with established guidelines and documentation requirements.

• Assist with unclaimed property activities by updating records and maintaining information within escheatment tracking tools.

• Support the handling of decedent accounts, including ownership changes, account updates, and closure processing as needed.

• Process account transactions such as contributions, distributions, and withholding election updates with careful attention to detail.

• Compile and produce weekly rate and fee schedules to support ongoing account servicing and reporting needs.

• Contribute to special assignments and help maintain procedural documentation, reference materials, and job aids for the team.

• Experience in financial services or a related business environment is preferred.

• Bachelor’s degree in Business Administration, Accounting, Finance, or a comparable combination of education and relevant experience.

• Demonstrated ability to conduct account reviews, audits, or similar detail-oriented operational work.

• Proficiency with Microsoft Office applications, including Excel, and confidence working with computer-based systems.

• Strong customer service skills with a consistent ability to communicate courteously and effectively with staff and members.

• Experience processing financial transactions and maintaining accurate account records.

• Ability to manage multiple tasks, stay organized, and meet deadlines in a structured operational setting.

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.

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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.

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