Client Account Representative Job at Robert Half (Blue Grass)

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , San Francisco

Salary:

67000.00 - 80000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
30 days paid time off each year including Vacation and Holidays

Fulltime

Client Account Manager

We are looking for a professional client service individual to join our Portfoli...

Location

United States , Stamford

Salary:

60000.00 - 75000.00 USD / Year

Albourne

Expiration Date

Until further notice

Requirements

Bachelor’s degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group’s policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures

Job Responsibility

Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne’s systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client’s business
Gain in depth knowledge of the clients’ interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients

What we offer

Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays

Fulltime

Client Services Representative

The main focus of this role will be handling customer orders and inquiries, ensu...

Location

United States , Collierville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a similar role as a Client Services Representative
Proficiency in using Accounting Software Systems
Familiarity with ADP - Financial Services is necessary
Ability to navigate and effectively use Computer Programs
Experience with CRM systems is required
Comfortable in using EHR SYSTEM
Knowledge of About Time software would be advantageous
Capable of Answering Inbound Calls in a detail oriented manner
Understands Benefit Functions and can carry them out efficiently
Ability to perform Billing Functions

Job Responsibility

Efficiently enter all customer orders and maintain high service standards for both internal and external customers
Actively monitor various communication channels to respond to customer inquiries promptly
Update important timelines such as ETA, ATA, schedules and confirmations of arrivals and empty return as directed by the supervisor
Regularly update company-related software to ensure accurate information is available for executing delivery and pickup
Uphold the company's core values and conduct all business operations in a highly ethical manner
Maintain accurate customer credit records and process customer credit applications with precision
Use various software systems, including SixWheel, ADP, and other related software, for basic updates to meet required service levels
Build and maintain solid relationships with vendors and customers, ensuring their needs are met in a timely manner
Communicate intercompany charges and inform supervisor of any vendor or customer disputes
Follow established efficiencies to increase capacity and deliver the highest quality of customer service as per our Service Level Agreements

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Client Services Representative

The selected candidate will be based in Collierville, Tennessee, 38017, United S...

Location

United States , Collierville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2 years of experience in a similar role as a Client Services Representative
Proficiency in using Accounting Software Systems
Familiarity with ADP - Financial Services is necessary
Ability to navigate and effectively use Computer Programs
Experience with CRM systems is required
Comfortable in using EHR SYSTEM
Knowledge of About Time software would be advantageous
Capable of Answering Inbound Calls in a detail oriented manner
Understands Benefit Functions and can carry them out efficiently
Ability to perform Billing Functions

Job Responsibility

Efficiently enter all customer orders and maintain high service standards for both internal and external customers
Actively monitor various communication channels to respond to customer inquiries promptly
Update important timelines such as ETA, ATA, schedules and confirmations of arrivals and empty return as directed by the supervisor
Regularly update company-related software to ensure accurate information is available for executing delivery and pickup
Uphold the company's core values and conduct all business operations in a highly ethical manner
Maintain accurate customer credit records and process customer credit applications with precision
Use various software systems, including SixWheel, ADP, and other related software, for basic updates to meet required service levels
Build and maintain solid relationships with vendors and customers, ensuring their needs are met in a timely manner
Communicate intercompany charges and inform supervisor of any vendor or customer disputes
Follow established efficiencies to increase capacity and deliver the highest quality of customer service as per our Service Level Agreements

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Account Representative - Intern

The ideal candidate will be able to support the Global Guardian Account Manageme...

Location

United States , McLean

Salary:

15.00 USD / Hour

Armada Ltd

Expiration Date

Until further notice

Requirements

Recent college graduates or rising college seniors in pursuit of a Bachelor’s or Master’s degree (Preferred Areas of Study: Business, Criminology, National Security, International Affairs, Foreign Languages, etc.)
Articulate and well accustomed to a client-facing role
Highly motivated and organized, ability to meet deadlines in a timely manner
Superb communication skills and attention to detail
Work well both independently and in a team setting
Proficient in Microsoft Office
Accountable, personable, and hyperresponsive
Has an entrepreneurial mindset excited by implementing creative problem-solving

Job Responsibility

Support Account Management team in execution of daily tasks to ensure the highest quality customer experience
Maintain relationships with customers to better achieve their needs, troubleshoot concerns, and help perform annual account updates
Meet regularly with Account Management team to advance strategic initiatives
Data entry and accuracy verification within Microsoft Office platforms, Customer Relationship Management (CRM) system, and other internal systems
Manage upkeep on reporting data for customers' accounts
Update slide decks for customer meetings

Parttime

Carrier Account Representative

As a Carrier Account Representative, your key responsibilities are establishing ...

Location

United States , San Antonio

Salary:

Not provided

Arrive Logistics

Expiration Date

Until further notice

Requirements

Bachelor’s degree is preferred with an emphasis on Business or a related field
Eager to contribute to a high-energy environment
A strong work ethic is essential
Strong communication skills, with a demonstrated ability to get things done over the phone, through email, and face-to-face
Able and excited to build relationships with a wide variety of people

Job Responsibility

Establishing and growing relationships with carrier partners to service our customers’ needs while providing best-in-class service
Focus on building new relationships with carrier partners across the country
Manage the carrier partners that you identified during the training program as you develop and procure new relationships
Sharpen your relationship building and customer service skills alongside your Carrier team and manager
Build internal relationships with our Business Development team members and work together to find the best solutions for their clients
Emphasize service – you will be measured on KPIs like on-time deliveries, proactive tracking and outbound calls
Earn industry certifications that will prepare you to source capacity for different types of service offerings

What we offer

Comprehensive benefits package, including medical, dental, vision, life, disability, and supplemental coverage
Matching 401(k) program
Employee Resource Groups
Office wide engagement activities, team events, happy hours and more
Casual dress code
Free on site parking plus covered parking and electric vehicle charging stations
Free coffee
Free counseling sessions through our Employee Assistance Program
Company paid holidays, paid vacation time and wellness days
100% paid parental leave

Fulltime

Carrier Account Representative

Carrier Account Representative role at Arrive Logistics, a leading transportatio...

Location

United States , Chicago

Salary:

50000.00 USD / Year

Arrive Logistics

Expiration Date

Until further notice

Requirements

Bachelor’s degree is preferred with an emphasis on Business or a related field
Eager to contribute to a high-energy environment
A strong work ethic is essential
Strong communication skills, with a demonstrated ability to get things done over the phone, through email, and face-to-face
Able and excited to build relationships with a wide variety of people

Job Responsibility

Establish and grow relationships with carrier partners to service our customers’ needs while providing best-in-class service
Focus on building new relationships with carrier partners across the country
Manage the carrier partners that you identified during the training program as you develop and procure new relationships
Sharpen your relationship building and customer service skills
Build internal relationships with our Business Development team members and work together to find the best solutions for their clients
Emphasize service – you will be measured on KPIs like on-time deliveries, proactive tracking and outbound calls
Earn industry certifications that will prepare you to source capacity for different types of service offerings

What we offer

Comprehensive benefits package, including medical, dental, vision, life, disability, and supplemental coverage
Matching 401(k) program
Employee Resource Groups
Office wide engagement activities, team events, happy hours
Casual dress code
Access to LifeStart gym in our office building
Free counseling sessions through our Employee Assistance Program
Company paid holidays, paid vacation time and wellness days
100% paid parental leave
Referral Program

Fulltime

Carrier Account Representative

As a Carrier Account Representative, your key responsibilities are establishing ...

Location

United States , Austin

Salary:

Not provided

Arrive Logistics

Expiration Date

Until further notice

Requirements

Bachelor’s degree is preferred with an emphasis on Business or a related field
Eager to contribute to a high-energy environment
A strong work ethic is essential
Strong communication skills, with a demonstrated ability to get things done over the phone, through email, and face-to-face
Able and excited to build relationships with a wide variety of people

Job Responsibility

Establishing and growing relationships with carrier partners to service our customers’ needs while providing best-in-class service
Focus on building new relationships with carrier partners across the country
Manage the carrier partners that you identified during the training program as you develop and procure new relationships
Sharpen your relationship building and customer service skills alongside your Carrier team and manager
Build internal relationships with our Business Development team members and work together to find the best solutions for their clients
Emphasize service – you will be measured on KPIs like on-time deliveries, proactive tracking and outbound calls
Earn industry certifications that will prepare you to source capacity for different types of service offerings

What we offer

Comprehensive benefits package, including medical, dental, vision, life, disability, and supplemental coverage
Matching 401(k) program
Employee Resource Groups
Office wide engagement activities, team events, happy hours and more
Casual dress code
Convenient location close to the airport and downtown
Free on site parking
Fully stocked coffee bar, Broker’s Brew
Onsite gym
Free counseling sessions through our Employee Assistance Program

Fulltime

Client Account Representative

Robert Half

Location:
United States , Blue Grass

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 31, 2026

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January 31, 2026