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Client service United States, San Jose Jobs

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Client Service Associate
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United States , San Jose
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Robert Half
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Until further notice
Client Services Associate
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Join a rapidly growing wealth management firm in San Jose as a Client Services Associate. This on-site role requires 3+ years of industry experience and expertise with Fidelity, Schwab, and Salesforce. You will provide exceptional client service, process transactions, and ensure regulatory compli...
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United States , San Jose
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Not provided
https://www.roberthalf.com Logo
Robert Half
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Until further notice
Client Services Associate
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Join a rapidly growing wealth management firm in San Jose as a Client Services Associate. This on-site role requires 3+ years of industry experience and expertise with Fidelity, Schwab, and Salesforce. You will provide exceptional client service, process transactions, and ensure regulatory compli...
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Location
United States , San Jose
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Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Senior Client Services Associate
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Join a fast-growing investment advisory firm in San Jose as a Senior Client Services Associate. Leverage your 5+ years of wealth management experience to deliver exceptional service to sophisticated clients, handling accounts, transactions, and portfolio operations. This role offers mentorship, h...
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United States , San Jose
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Salary
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Explore a world of opportunity in client service jobs, a dynamic profession centered on building and nurturing the vital relationships between an organization and its customers or clients. Professionals in this field act as the primary liaison, strategic partner, and advocate, ensuring client satisfaction, driving retention, and contributing directly to business growth. Whether titled Client Service Manager, Account Director, or Customer Success Lead, the core mission is consistent: to understand client needs deeply and orchestrate internal resources to deliver exceptional value and service. Individuals in client service roles typically manage a portfolio of client accounts or oversee service delivery for a broader segment. Their day-to-day responsibilities are multifaceted, blending strategic thinking with hands-on execution. Common duties include developing and implementing client engagement strategies, setting and tracking performance goals, and conducting regular business reviews. They analyze client feedback and market data to identify opportunities for expanded service or to address challenges proactively. A significant part of the role involves internal collaboration, acting as the client's voice within their own organization to ensure seamless delivery from various departments like sales, operations, and technical teams. Furthermore, they are often responsible for monitoring key metrics, managing budgets or P&Ls for their accounts, and reporting on client health and revenue performance to leadership. To thrive in client service jobs, a specific set of skills and attributes is essential. Exemplary communication and interpersonal skills are paramount, as the role requires constant interaction, negotiation, and presentation to both clients and internal stakeholders. Strong emotional intelligence and relationship-building capabilities allow these professionals to establish trust and become a trusted advisor. Analytical and problem-solving skills are crucial for interpreting data and crafting tailored solutions. Project management proficiency is also a common requirement, given the need to juggle multiple client priorities and complex deliverables simultaneously. Typically, employers seek candidates with a bachelor’s degree and several years of experience in customer-facing roles, often within professional services, financial services, technology, or similar industries. A proactive, client-centric mindset, keen attention to detail, and the ability to work autonomously as well as part of a cross-functional team are the hallmarks of a successful client service professional. Pursuing client service jobs means entering a career that is both challenging and rewarding, offering a direct impact on client success and business outcomes. It is ideal for those who are passionate about service, strategy, and fostering long-term partnerships.

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