Client Relationship Specialist Job at Robert Half (Chicago)

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

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

Fulltime

Client Success Specialist

INFUSE is looking for a highly organized and driven individual to join our amazi...

Location

United Kingdom

Salary:

Not provided

INFUSE

Expiration Date

Until further notice

Requirements

Proven track record of managing client relationships, preferably in a related field such as hospitality, client success, or sales
Strong communication and interpersonal skills
Can handle various tasks with attention to detail, managing priorities effectively in a fast-paced environment.
Empathetic understanding of client needs and ability to address them effectively
Ability to address challenges and proactively offer solutions.

Job Responsibility

Build and maintain strong, long-lasting client relationships
Ensure the timely and successful delivery of our solutions according to client needs and objectives
Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders
Identify and grow opportunities within the territory and collaborate with sales teams to ensure growth attainment
Assist with challenging client requests or issue escalations as needed
Provide assistance across a variety of administrative and operational tasks, such as data entry, updating internal systems, or managing schedules.

Client Support & Engagement Specialist

Are you passionate about helping clients thrive? Love working in a fast-paced, p...

Location

United Kingdom , London

Salary:

18.00 - 20.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

3-5 years' experience in Client Success, Support, or Relationship Management
Strong communication skills - written, verbal, and interpersonal
Proactive mindset with great problem-solving skills
Confidence using PowerPoint and Excel
Ability to juggle multiple clients and priorities with ease
A love for learning new tools and working in a fast-paced environment

Job Responsibility

Manage a portfolio of clients, driving employee engagement across programmes
Own and resolve client queries, working closely with frontline customer service
Understand client goals and tailor support to meet their needs
Create and edit content for campaigns and engagement initiatives
Host calls and webinars to educate clients on programme usage
Troubleshoot issues and identify opportunities to boost engagement
Collaborate with the London-based Account Director to deliver outstanding results

What we offer

Be part of a vibrant, supportive team
Make a real impact and grow your career
Enjoy flexible remote working
Potential to go permanent

Fulltime

Banking Specialist - Client Onboarding & Offering - Expert Team

As a Banking Operations Business Analyst, you will play a pivotal role in ensuri...

Location

Switzerland , Bioggio

Salary:

Not provided

Avaloq

Expiration Date

Until further notice

Requirements

Banking education, Bachelor's degree or equivalent with good knowledge of financial instruments and regulatory requirements
7+ years’ work experience in the banking industry
Excellent knowledge of Banking Operations services (e.g. Securities Operations, Cash Operations, Asset Servicing or Masterdata Management)
Project management skills to manage multiple tasks and prioritize workload effectively
Strong sense of responsibility and solutions oriented with high level of integrity and reliability
Excellent communication (verbal and written) and interpersonal skills with the ability to collaborate effectively with cross-functional teams and to deliver in a fast-paced environment
Good command of written and spoken English (any other language is a plus)
Strong Microsoft Office Suite skills
Adaptability and flexibility in case of occasional and time-limited support across locations aiming to cover specific tasks (e.g., post go-live stabilization)
Positive, pro-active, and can-do attitude with a high level of integrity and reliability

Job Responsibility

Prospect client support: Provide in-depth insights and guidance to prospective clients regarding Banking Operations services, processes, and over-arching market considerations. Understand client needs and tailor offers based on their specific requirements
Onboarding new clients: Collaborate with clients during the pre-project phase to define project scope, objectives, and deliverables. Creation of Banking Operations implementation plans and timelines
Project execution & post go-live: Lead the onboarding process, ensuring successful implementation with a smooth transition into the run operations. You are responsible for the deliverables which include the like of workshops on process business cuts, golden copy set up, user acceptance test coordination, go-live coordination, and post implementation governance
Consultancy: Leverage your deep understanding of Back-office services and the financial industry to provide consultancy to on-premises, software-as-a-service and banking operations-as-a-service Avaloq clients. Assist clients in resolving operational challenges and optimizing their front, middle or back office operations
Meet with assigned clients when needed and perform an initial assessment of a problematic situation requiring support
Drafting concise reports with recommendations and solutions with attention to a client’s wishes, capabilities and limitations
Strategic projects: Engage in strategic initiatives aimed at improving the efficiency, quality, or customer experience within banking operations
Managing relationships with clients and stakeholders
Ensure meaningful project structure and governance, and the management of key stakeholders

What we offer

Annual bonus
Flexible working
Instant recognition
Access to Udemy for professional and personal learning

Fulltime

Client Support Technical Specialist

Client Support Technical Specialist role at Onebox (Fever Group) providing techn...

Location

Spain , Barcelona

Salary:

Not provided

Fever

Expiration Date

Until further notice

Requirements

Experience in technical support, helpdesk, or client-facing troubleshooting roles
Work proficiency in English
Excellent communication skills, building trust and strong relationships with clients
Proactive mindset, anticipating client needs and providing solutions
Strong teamwork abilities, collaborating with different teams to deliver the best experience
Empathy and customer focus, understanding their needs and delivering outstanding service
Problem-solving skills, efficiently managing and resolving issues

Job Responsibility

Be the go-to person for our clients — providing fast, friendly, and effective technical support
Deliver training sessions to help clients make the most of our platform
Manage helpdesk-style support, responding to incidents with speed, clarity, and professionalism
Work cross-functionally with internal teams to improve processes and enhance the overall client experience
Participate in on-site event support when needed, ensuring smooth operations and exceptional service
Activating/deactivating promotions and templates
Ticketing setup and configuration
Exporting data, generating reports, and monitoring access activity

What we offer

Temporary contract 6 months + Permanent contract
Hybrid work model – Possibility to work 3 days from home
23 vacation days + your birthday off
Training budget to fuel your growth
Private health insurance with a special employee discount for you and your family
Wellhub access – Stay active and healthy
Flexible remuneration with Endenred
Team events, after-work activities & two annual parties
Additional pay for on-call and event travel shifts

Fulltime

Client Specialist

Talbots is a leading omni-channel specialty retailer of women's clothing, shoes ...

Location

United States , Bound Brook

Salary:

16.42 - 20.55 USD / Hour

Ann Taylor

Expiration Date

Until further notice

Requirements

Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store
Possess excellent written and verbal communication skills and a high level of integrity
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her
Professional, assertive, and friendly with the ability to make decisions independently
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems
Have open availability of 20 – 29 hours per week
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays

Job Responsibility

Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally
Support all service enhancers to build strong relationships including active use of Concierge
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust
Actively participate in community/store activities and events that promote the Talbots Brand
Professionally represent the brand image.

What we offer

Growth tools to grow beyond this position
Incentive Opportunities
Comprehensive benefits packages accessible to both full time and eligible part time employees
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within
Other Perks: Referral Incentive Program, discounts on travel, shopping, concerts and more.

Parttime

Client Specialist

Client Specialist position at Talbots, a leading omni-channel specialty retailer...

Location

United States , Chestnut Hill

Salary:

15.50 - 19.40 USD / Hour

Ann Taylor

Expiration Date

Until further notice

Requirements

Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store
Possess excellent written and verbal communication skills and a high level of integrity
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her
Professional, assertive, and friendly with the ability to make decisions independently
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems
Have open availability of 20 – 29 hours per week
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays

Job Responsibility

Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally
Support all service enhancers to build strong relationships including active use of Concierge
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust
Actively participate in community/store activities and events that promote the Talbots Brand
Professionally represent the brand image.

What we offer

Growth opportunities
Incentive Opportunities
Comprehensive benefits packages accessible to both full time and eligible part time employees
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within
Referral Incentive Program
discounts on travel, shopping, concerts and more.

Parttime

Client Specialist

Talbots is a leading omni-channel specialty retailer of women's clothing, shoes ...

Location

Canada , Calgary

Salary:

Not provided

Ann Taylor

Expiration Date

Until further notice

Requirements

Driven to create, build and cultivate relationships with customers and the community with a focus on prospecting and establishing a strong clientele from existing and new customers
Possesses a strong ambition and passion for achieving goals, both as an individual and as a member of the store team and thrives working in a team environment
Able to work cooperatively in a diverse work environment
Passionate about selling and seeks organized and thoughtful ways to drive new traffic into the store
Possess excellent written and verbal communication skills and a high level of integrity
Demonstrates strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful for her
Professional, assertive, and friendly with the ability to make decisions independently
Possess the technological aptitude to navigate POS/computer/iPad/handheld systems
Have open availability of 20 – 29 hours per week
Able to work a flexible schedule based on the needs of the business including evenings, weekends, and holidays

Job Responsibility

Create and foster a culture of hospitality through exceptional customer experiences and build enduring relationships both internally and externally
Support all service enhancers to build strong relationships including active use of Concierge
Achieve sales and service metrics in key measurable areas including: Clientelling/Outreach, Appointment Setting, Talbots Classic Awards etc
Plan and prioritize tasks and responsibilities to meet the needs of the customer and business
Seek to understand customer needs & wants with curiosity and confidence through intentional conversation
Share current products and fashion trends with customers to appropriately wardrobe, inspire and build trust
Actively participate in community/store activities and events that promote the Talbots Brand
Professionally represent the brand image

What we offer

Growth opportunities
Incentive Opportunities
Comprehensive benefits packages accessible to both full time and eligible part time employees
Generous Discount: 50%, 60% & 70% Merchandise Discount off Talbots and Haven Well Within
Referral Incentive Program
discounts on travel, shopping, concerts and more

Parttime

Client Relationship Specialist

Robert Half

Location:
United States , Chicago

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
August 20, 2025

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Job Description:

Job Responsibility:

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