Associate, Client Service Job at Modoras Accounting Syd (Mumbai)

Associate, Client Service

The Client Service team connects Guidepoint’s clients with subject-matter expert...

Location

Greece , Athens

Salary:

Not provided

Modoras Accounting Syd

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Previous internship/volunteering/extracurriculars
Desire to work in a sales/lead generation role that is KPI and metrics-driven
Ability to work in a fast-paced, results-oriented environment
Excellent time management and organizational skills
Outgoing personality with the ability to speak with people at all professional levels
Intellectual curiosity and desire to learn
Excellent written and verbal communication skills in English
Demonstrated ability to work both individually and as part of an international team

Job Responsibility

Operate in a sales role, identifying the best experts to join our network to provide consultation for client projects
Work with Project Managers and other team members across London and Dusseldorf to develop strategies for satisfying each client project request
Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered
Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients

What we offer

Competitive compensation
Private health insurance
Entrepreneurial environment, autonomy, and fast decisions
International exposure to the global Guidepoint service teams
Casual work environment
Summer and winter team events

Associate, Client Service

The Client Service team connects Guidepoint’s clients with subject-matter expert...

Location

Greece , Athens

Salary:

Not provided

Modoras Accounting Syd

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Previous internship/volunteering/extracurriculars
Desire to work in a sales/lead generation role that is KPI and metrics-driven
Fluency in English and Italian
Ability to work in a fast-paced, results-oriented environment
Excellent time management and organizational skills
Outgoing personality with the ability to speak with people at all professional levels
Intellectual curiosity and desire to learn
Excellent written and verbal communication skills
Demonstrated ability to work both individually and as part of an international team

Job Responsibility

Operate in a sales role, identifying the best experts to join our network to provide consultation for client projects
Work with Project Managers and other team members across London and Dusseldorf to develop strategies for satisfying each client project request
Utilize LinkedIn, press releases, case studies, and the internet to identify the best experts for our clients to get their strategic or investment questions answered
Identify the best leads and invite them to join our network to participate in consultations with our clients
Screen experts to determine their suitability for each specific client project and develop professional profiles to present to your clients

What we offer

Competitive compensation
Private health insurance
Entrepreneurial environment, autonomy, and fast decisions
International exposure to the global Guidepoint service teams
Casual work environment
Summer and winter team events

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Francisco

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support an experienced Wealth Advisor team managing nearly $2B AUM
Drive a world-class client experience
Gain hands-on exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

15% 401(k) contribution on TOTAL compensation
Bonus
Benefits
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
401(k) plan (for contract/temporary professionals)

Fulltime

Client Associate / Sr. Client Associate

A premier private wealth platform managing $70B+ in client assets is looking for...

Location

United States , San Jose

Salary:

80000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

0–3+ years of financial services, client service, or wealth management experience
Strong communication skills and polished client presence
Highly organized, proactive, and thrives in a fast-paced environment
SIE / Series 7 / 66 preferred (or willingness to obtain)
Experience with Salesforce, eMoney, DocuSign, Fidelity/Schwab, or CRM systems is a plus

Job Responsibility

Support a Wealth Advisor team managing nearly $2B AUM across sophisticated client relationships
Gain exposure to investment management, portfolio operations, complex account activity, reporting, and relationship management

What we offer

Base + Bonus
15% 401(k) contribution on TOTAL compensation
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
Enrollment in company 401(k) plan (for contract/temporary professionals)

Fulltime

Senior Client Service Associate

Location

United States , Concord

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–5+ years in UHNW client service (RIA, family office, private bank, etc.)
Experience navigating complex client needs with maturity, discretion, and emotional intelligence
Strong organizational skills, proactive mindset, and high attention to detail
Familiarity with systems like Addepar, Salesforce, and Asana a plus

Job Responsibility

Be the client’s operational quarterback—owning onboarding, money movement, and reporting workflows
Coordinate wires, capital calls, tax document tracking, and alt investment subscriptions
Support philanthropic entities and family office operations with precision
Liaise with custodians, advisors, and internal stakeholders to maintain a seamless client experience
Review and finalize investment reports and performance data (no data entry)

What we offer

Flexible remote-first work model (no required office time)
Low turnover, values-driven culture, and high team retention
Quarterly offsites for team building and strategy sessions
Competitive benefits: 100% paid health/dental/vision for employees, 401(k) match, paid parental leave

Fulltime

Associate, Client Service, Media

The Associate is responsible for servicing media clients through the development...

Location

United States , New York

Salary:

64300.00 - 85000.00 USD / Year

Kantar

Expiration Date

Until further notice

Requirements

Bachelor’s degree in market research/marketing or related social science and analytic disciplines
1+ years of professional market research experience preferred with exposure to quantitative methodologies
1+ years of experience in client facing roles and track record of success in client interactions
Basic understanding of digital advertising principles and practices
Strong process and time management skills
capable of prioritizing and delivering against multiple/competing deadlines
prior project management experience preferred
Proficient computer skills in Microsoft office and Google Suite tools, and ability to master other needed business tools (e.g., data management / cross tab and other proprietary tools)
Strong detail-orientation with ability to manage multiple work streams and collaborate cross-functionally
Excellent communication skills (verbal and written) with ability to use logical reasoning and problem-solving

Job Responsibility

Execute advertising campaign effectiveness research studies for some of Kantar’s top brand, agency and media platform clients
Utilize various tools and partners to complete studies from start to finish
Day to day tasks may include leading kick-off calls, study setup, survey design, data analysis, report writing and presentation of results
Manage project timelines and quality, collaborating with client teams and across departments
Lead meetings to scope and kick off new projects as well as to present data results to clients and their ad agencies
Develop actionable media and creative recommendations for future ad campaigns based on measurement results
Perform quality checks to ensure project accuracy and address issues proactively
Continuously seek to improve skills through training and team support
Build understanding of media capabilities and analytic methods
Exhibit critical thinking, seek process improvements, and foster a positive, inclusive environment

What we offer

Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement
Commuter benefits
Unlimited PTO

Fulltime

Client Service Associate

This is an opportunity to join a highly respected boutique advisory firm that pa...

Location

United States , Oakland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2–4 years of wealth management or family office experience
Experience supporting UHNW or family office clients in a white-glove environment
Strong organizational skills with exceptional attention to detail
Entrepreneurial mindset, intellectual curiosity, and a desire to grow

Job Responsibility

Work directly with ultra-high-net-worth families on complex investment operations, private investments, financial administration, tax coordination, and family office initiatives
Gaining exposure to the inner workings of sophisticated wealth structures

What we offer

100% remote (Hybrid office option available in San Francisco)
Competitive Base + Discretionary Bonus (15–30%)
Unlimited PTO
401(k) Match
Excellent Benefits
Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan
Free online training
Access to top jobs

Fulltime

Client Service Associate

Looking to take your wealth management career beyond the traditional client serv...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2–4 years of wealth management or family office experience
Experience supporting UHNW or family office clients in a white-glove environment
Strong organizational skills with exceptional attention to detail
Entrepreneurial mindset, intellectual curiosity, and a desire to grow

Job Responsibility

Work directly with ultra-high-net-worth families on complex investment operations
private investments
financial administration
tax coordination
and family office initiatives

What we offer

Competitive Base
Discretionary Bonus (15–30%)
Unlimited PTO
401(k) Match
Free online training
Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
Access to top jobs

Fulltime

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Associate, Client Service

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