Client Financial Services Coordinator Job at Ellie Mental Health (Clifton Park)

Manager, Services Business Development – Financial Services (Consulting Focus)

As a member of the Services Business Development team, you will be on the frontl...

Location

Poland , Warsaw

Salary:

Not provided

Mastercard

Expiration Date

Until further notice

Requirements

Extensive experience in Strategy Consulting within Financial Services or experience in Sales & Business Development in the Financial Services sector (payments experience is an advantage)
Strong understanding of the Polish banking landscape, with experience engaging senior client stakeholders
exposure to payments is a plus
Proven ability to drive revenue growth and build lasting partnerships by developing and articulating clear value propositions
Ability to combine structured problem solving with commercial acumen and a strong client orientation
Confident communicator with excellent Polish and English, comfortable operating at executive level - additional languages skills (such as German, French, Italian) desirable
Strong analytical skills with the ability to synthesize complex information into clear, compelling narratives
Proven ability to work collaboratively while also owning priorities independently in a fast-paced environment
Experience managing multiple initiatives in parallel, prioritizing based on impact and business context
Undergraduate degree required

Job Responsibility

Drive Services growth in Poland by identifying, shaping, and converting new business opportunities through a value-based, consultative approach
Build trusted relationships with new and existing clients, engaging confidently with mid to senior level stakeholders
Structure and articulate client challenges through clear, insight-led problem statements grounded in market, organizational, and cultural context
Design tailored client propositions by leveraging Mastercard’s full Services portfolio to translate insight into actionable solutions
Lead client conversations and proposals end to end, owning value-oriented proposals and commercial discussions
Partner closely with local leadership, including the Country Manager, Division Lead, Account Management, Product and Marketing, to align priorities and go to market strategy
Mobilize and coordinate internal and external stakeholders to ensure momentum, sponsorship, and delivery success
Contribute to thought leadership and intellectual capital by capturing client insights and best practices
Support team development through active participation in recruiting, onboarding, coaching, and knowledge sharing

Fulltime

New

Sales (Capture) Lead - Financial Services

Accenture is a leading global professional services company, providing a broad r...

Location

Ireland , Dublin

Salary:

Not provided

Accenture

Expiration Date

Until further notice

Requirements

Senior Manager with measurable experience of sales / business development leadership gained within a professional services environment
experience of originating and leading large and complex sales within the Financial Services Sector (Wealth and Asset Management)

Job Responsibility

Originate, shape, and transact large and complex sales opportunities, aligning Accenture’s value proposition to the strategic ambitions of our FS clients leading deals
Manage sales across the full opportunity cycle, including origination, seeking qualification and funding approvals internally, creating value propositions and submitting proposals, shaping client pitches, participating in negotiations, and closing opportunities
Own, develop, and manage relationships with key buyers and decision makers at existing and / or new clients
Collaborate with Accenture ecosystem partners
Commercial shaping of large and complex opportunities
Lead the planning and execution of client pitches
Articulate compelling value propositions through contributing to the authoring of executive summaries which emphasise and evidence Accenture’s differentiation
Author responses to strategically important RFP questions
Manage Accenture approvals to build internal support for opportunities
Create and execute on winning sales strategies to ensure competitive advantage is built and maintained

What we offer

comprehensive training covering business acumen, technical and professional skills development
a variety of formal and informal training programs at every level
access to training and a global network of experts
opportunity to develop a wide range of new skills on the job

Fulltime

Administrative Services Coordinator

We are looking for an organized Administrative Services Coordinator to provide o...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

0-2 years of administrative, office support, or related experience
High school diploma or equivalent required
Proficiency with Microsoft Office applications and basic computer systems
Ability to read and interpret written instructions, memos, and routine correspondence with accuracy
Strong written and verbal communication skills, including the ability to present information clearly to internal teams
Basic understanding of financial concepts, including invoice handling, simple calculations, and percentage-based figures
Ability to handle standard office situations independently, ask questions when clarification is needed, and resolve routine problems effectively
Strong organizational skills with the ability to manage files, schedules, and multiple priorities in an onsite environment

Job Responsibility

Provide daily administrative support by organizing records, managing documents, and assisting with routine office activities
Maintain accurate tenant, vendor, and property files, including items such as insurance documentation and lease-related records, in alignment with company standards
Create and track service requests for vendors, following up on progress to help ensure timely completion of assigned work
Support lease administration by preparing abstracts, updating lease information, and assisting with related reporting and record maintenance
Process invoices by assigning appropriate coding, entering details into the accounting system, and routing documentation for payment
Assist with accounts payable and accounts receivable tasks, including preparing status worksheets and reconciling outstanding balances
Respond to general inquiries from clients, coworkers, and supervisors in a thorough and service-oriented manner
Prepare routine correspondence, reports, and other administrative materials to support departmental operations

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Fulltime

Lead Account Executive Operations - Client Services

The Lead Account Executive provides essential operations support for direct conn...

Location

United States , Houston

Salary:

109900.00 - 125400.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED or equivalent certification
At least 6 years of payments industry experience within financial services

Job Responsibility

Providing dedicated operational support to various stakeholders, including acquirers, network partners, issuers and processors
Conducting research on complex situations and troubleshooting issues related to end-to-end transaction processing, acceptance complaints and issuer launches
Supporting business development through the onboarding of new franchises, issuers, acquirers, processors
Managing compliance with operating rules and regulations, coordinating certification and supporting participants through the semi-annual release process
Leading internal projects, ensuring documentation meets auditing requirements, and serving as a Subject Matter Expert (SME) on key authorization and settlement applications, internal systems and tools
Managing strategically important partners and driving continuous improvement by seeking holistic solutions for client-impacting issues
Client Engagement: This is a client-facing role requiring approximately 10% travel

What we offer

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits

Fulltime

Client Services Assistant

Our client is looking for a Client Services Assistant with relevant experience t...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of experience in wealth management, financial services, or a comparable high-net-worth client service environment
Strong working knowledge of client service practices within advisory services or related financial settings
Proficiency with Microsoft Excel and experience using Salesforce to manage client or service-related information
Excellent written and verbal communication skills, with the ability to interact professionally across a fast-paced office environment
Demonstrated ability to stay organized, manage follow-through effectively, and maintain close attention to detail
Proven success handling multiple priorities while meeting firm deadlines and maintaining service accuracy
A bachelor’s degree is preferred

Job Responsibility

Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners
Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience
Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows
Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools
Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule
Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time
Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Associate Director of Client Services

Join a highly regarded wealth advisory and family office platform serving ultra-...

Location

United States , San Francisco Bay Area

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
Strong understanding of investment and wealth management operations
Exceptional client service, communication, and relationship management skills
Ability to thrive in a fast-paced, evolving environment with significant autonomy
High level of professionalism, discretion, and attention to detail
Entrepreneurial mindset with a desire to grow into future leadership opportunities
Comfortable leveraging technology to manage complex client relationships, reporting, and workflows
experience with Salesforce, Addepar, and related wealth management platforms is a plus
Advanced Excel skills and strong overall technical proficiency

Job Responsibility

Serve as a key relationship manager and trusted point of contact for client families
Coordinate client onboarding, account setup, and ongoing service needs
Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
Manage client reporting, financial administration, and time-sensitive transactions
Coordinate with tax professionals, advisors, and family office stakeholders
Maintain compliance, KYC, CRM, and document management processes
Help improve workflows and contribute to operational efficiencies and technology initiatives

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Client Services Manager

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4-7+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
Strong understanding of investment and wealth management operations
Exceptional client service, communication, and relationship management skills
Ability to thrive in a fast-paced, evolving environment with significant autonomy
High level of professionalism, discretion, and attention to detail
Entrepreneurial mindset with a desire to grow into future leadership opportunities
Comfortable leveraging technology to manage complex client relationships, reporting, and workflows
experience with Salesforce, Addepar, and related wealth management platforms is a plus
Advanced Excel skills and strong overall technical proficiency

Job Responsibility

Serve as a key relationship manager and trusted point of contact for client families
Coordinate client onboarding, account setup, and ongoing service needs
Support investment operations, including alternative investments, subscriptions, redemptions, and portfolio administration
Manage client reporting, financial administration, and time-sensitive transactions
Coordinate with tax professionals, advisors, and family office stakeholders
Maintain compliance, KYC, CRM, and document management processes
Help improve workflows and contribute to operational efficiencies and technology initiatives

Client Services Executive

Location

United Kingdom , Bishop's Stortford

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

Experience is required within a Financial Services IFA support role, with sound knowledge of a variety of modern platforms
Working knowledge of a variety of financial products, including pensions, investments, and protection
Experienced using all Microsoft applications, including Word, Excel, Teams and Outlook
Able to use own initiative and takes ownership of any task through to completion, displaying a flexible and positive attitude
A focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism
GCSE level A-C/5-9 in English and Maths

Job Responsibility

Client Liaison & Servicing – Act as the first point of contact for client queries. Provide excellent customer service to maintain strong relationships with adviser, client and support staff across all areas of the business
Relationship Management – Work with advisers to ensure all clients requests are dealt with from start to finish in a timely manner, ensuring clear and concise communication though-out. Hold regular 1:1 meeting with advisers to set clear workflow priorities. Manage client expectations accordingly and keep them fully informed
Provider & Third-Party Communication – Liaise with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Administration Support - To provide technical and administrative support to allocated IFAs including pre-population of forms, money laundering, fact finds and management of incoming post. preparation of client review packs, research, illustrations, liaison with the paraplanning team as needed, preparation of new business packs and submission of new business cases for processing, coordination / oversight of payment requests
Maintenance of Client Records - ensuring all client data is accurate and kept up to date
Continuous Process Improvements – Constantly look for ways to improve internal processes to support good client outcomes, highlighting any recommendations to the relevant stakeholders for review
Policies and Procedures – Ensure that all internal policies are adhered to, and actions are in line with FCA guidelines.

What we offer

Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
Contributory pension scheme, and death-in-service benefit
Competitive salary and annual discretionary bonus, following one year’s service
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
Enhanced maternity, adoptive and paternity pay
Loyalty bonus and additional holiday days, based on length of service
Employee referral bonus scheme
Social events

Fulltime

Select Country

Client Financial Services Coordinator

Job Description

Job Responsibility

Requirements

What we offer

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