Client Relationship Associate Job at Robert Half (New York)

Client Relationship Associate

This is a great opportunity for someone who thrives in a fast-paced, detail-driv...

Location

United States , San Ramon

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
1+ year of experience in a financial services, operations, or data-focused role in Wealth Management
Strong attention to detail and comfort working with high-volume, time-sensitive tasks
Highly dependable with the ability to work independently in a structured trading schedule
Strong organizational skills and a mindset focused on precision and accountability

Job Responsibility

Act as the central hub for trade execution, processing advisor-submitted requests with accuracy and speed
Manage and execute 40–80 trades daily across platforms such as Schwab and Fidelity
Ensure data accuracy and clean trade entry across all transactions
Collaborate directly with custodians’ trading desks to resolve discrepancies and execution issues
Monitor daily trading activity and escalate any operational or risk-related concerns
Partner with the investment team on reporting, ad hoc analysis, and process improvements
Help enhance and streamline trading workflows as the firm continues to scale

What we offer

Medical, dental, and vision coverage
401(k) with 3% employer match
PTO starting at 13 days (growing to 18 days with tenure) plus standard holidays
Stable, long-term environment with a supportive and experienced team

Fulltime

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

Client Relationship Associate, Wealth Management

As an entry-level Customer Relationship Associate, you serve as the initial poin...

Location

United States , Boston

Salary:

70000.00 - 80000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance or related business field is preferred and considered in lieu of experience
1-3 years of Financial services or related experience in lieu of Bachelor's degree
CRPC designation will be expected to be garnered within 12 – 24 months from start date
Strong commitment to the client relationship experience
Working knowledge of retirement and retirement income planning
Full adherence to FINRA/DOL fiduciary standards
Dedication to delivering an outstanding client experience
Willingness to share best practices
Strong work ethic
Combination of inbound and outbound calling experience

Job Responsibility

Handle retail client inbound call volumes and all associated client service requests (30+ inbound calls/day and support for all client service execution for the Investor Channel team)
Assist with account set-up, documentation and basic transactions
Support advisors with scheduling and follow-ups
Learn financial services basics and begin licensing preparation
Other duties as assigned

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

Associate Client Relationship Manager

As an Associate Client Relationship Manager (ACRM), you will be the first point ...

Location

United Kingdom of Great Britain and Northern Ireland , Leeds

Salary:

Not provided

The Private Office

Expiration Date

Until further notice

Requirements

Ability to work under pressure and multi-task on a day-to-day basis
Excellent people skills
Experience as a Senior CDA or Team Leader
Working to deadlines and meeting high targets
Confident in managing relationships with both advisers and your team
Ability to delegate and workflow manage within your team of CRMs
Excellent communication skills
Building strong and effective working relationships with Advisers, Clients and the wider business

Job Responsibility

To be the key contact for Financial Advisers
To be the first point of contact for clients and ensure all questions and queries are responded to as soon possible
Being the “go to person” for Advisers for day to day client/case specific queries including work priorities within your team of CRMs
Provide excellent telephone-based service to our clients and Financial Advisers
Responsible for the client onboarding journey, including obtaining About You/KYC information and ensuring all paperwork and ID information has been received
Ownership of the Curo record, ensuring it’s accuracy and maintenance including when a client requests a change of personal information
Responsible for pre and post review planning, including contacting the client to arrange a meeting and/or requesting updated information and documentation in advance
Owns the post meeting outcomes, including creating a task for advice where applicable or completing the review and communicating to the client
Responsible for daily collaboration with CRM team and maintains an awareness of all Adviser needs, including where holiday or sickness cover is required

What we offer

Company discretionary bonus scheme
Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
Private Healthcare
Group Income Protection
Life Assurance
Eye Care Scheme
Wellbeing programme
Bike to Work Scheme
Full support with professional qualifications

Fulltime

Relationship Manager / Client Service Associate

This role requires a unique combination of detail orientation and relationship‑b...

Location

United States , Orinda

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
2–3 years’ experience in financial services in a client‑facing role
Series 65 license (or ability to obtain within 30 days)
Strong understanding of taxable and retirement account types
Excellent verbal and written communication skills
Strong organizational skills with high attention to detail
Proficiency in Word, Excel, and CRM systems

Job Responsibility

Support advisors in onboarding new clients and facilitating smooth transitions
Coordinate the opening of new accounts and transfer of assets
Process distributions, including RMDs
maintain annual RMD tracking
Work directly with custodians to process account service requests
Document all client interactions and follow‑up in the firm’s CRM

What we offer

Excellent work‑life balance
Competitive base salary with annual reviews and merit‑based increases
Strong retirement offering (safe harbor + profit sharing)
Employer-covered parking or transit pass
Discretionary bonuses
4 weeks of PTO from the start date
Comprehensive health benefits
A positive, people‑focused work environment with long-tenured staff

New

Associate Client Manager (Advanced English)

Location

Brazil , Anytown (DT)

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Advanced English
Entry level experience working as part of a sales team in a fast-paced environment
Entry level experience in a sales environment and/or customer service role
Entry level experience in the IT or professional services industry with a focus on business development and/or sales
Some experience working with Salesforce.com contact platform
Relevant experience gained in an inside sales / tele sales environment is advantageous
Some experience in working for/in/with Japanese companies would be advantageous

Job Responsibility

Develops open and effective channels of communication in with each client within the assigned account to expand all solutions
Supports the Client Management team in managing and growing relationships to drive expansion and renewals across all solutions within assigned accounts in the foundational segment
Assists with minimizing churn and maximizing retention as well as learning how to uncover opportunistic HVS opportunities
Under supervision, assists with driving client satisfaction throughout the entire lifecycle of the clients’ buying process, by assisting with the commercial agreement for each client
Under direct guidance, engages with clients to address concerns and develops ability to provide recommends possible solutions that can be delivered by the organization
Develops the ability to generate demand by assisting with the identification of client current needs and engages clients through digital marketing channels
Learns how to build enduring relationships and develops an understanding of the client industry, business environment and strategy to identify current and future opportunities for the company
Effectively articulates how the company can add value through our services and solutions, with a focus on HVS offerings
Under supervision, influences and works closely with vendors to achieve required results
Uses company's sales tools and methodology to effectively manage territory, accounts, opportunities, pipelines and forecast

What we offer

Vaga Hibrida
Contratação modelo CLT
Seu equipamento de trabalho
Vale-transporte
Vale-refeição/alimentação
Auxílio home-office
Plano de saúde e odontológico para você e sua família
Seguro de vida em grupo
Participação nos Lucros e Resultados (PLR) anual
Convênio farmácia

Fulltime

New

Relationship Associate

We are looking for a Relationship Associate to join our Citi Handlowy team in In...

Location

Poland , Krakow

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

min. 2 years of experience within commercial/corporate banking
Higher education (Bachelor's/Master's degree) or equivalent professional experience
The ability to think analytically and knowledge of data analysis tools and methodologies
Meticulousness in making judgments and recommendations based on the analysis of information
Developed communication and diplomatic skills, essential for exchanging complex and confidential information
Must be fluent in Polish and English

Job Responsibility

Supporting Relationship Managers in managing the portfolio of existing customer relationships
Building lasting relationships and effectively managing issue escalations
Ensuring the timely fulfillment of regulatory requirements, including the Know Your Client (KYC) process
Assisting clients in accessing Citi's global network, providing them with product support and local service worldwide
Actively participating in the onboarding process for new clients and their branches, from KYC verification to initial credit arrangements
Coordinating credit applications and their approval processes within Citi's global network
Identifying new revenue opportunities and positioning selected products in the client offering
Monitoring the utilization of credit lines and ensuring that credit documentation is up to date
Assessing risk when making business decisions, safeguarding the company's reputation and Citigroup's assets

What we offer

Employer paid Defined Contribution Pension Plan contribution of 7% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave
statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Extra days off provided to employees celebrating significant service anniversaries, with eligibility occurring every five years

Fulltime

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