Client Service Analyst Job at Robert Half (San Francisco)

Client Service Analyst

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2-5+ years of experience in wealth management, supporting ultra-high-net-worth clients and complex financial relationships
Strong operational and organizational skills with high attention to detail
Comfortable in fast-paced, evolving environments
Strong communication and professional presence
Entrepreneurial, growth-minded, and team-oriented
CRM experience (Salesforce preferred)
Addepar a plus
Strong Excel and technical proficiency

Job Responsibility

Support senior team members on client service and operations
Lead onboarding, including account setup and documentation
Manage investment ops: private investments, subscriptions, redemptions, portfolio maintenance
Coordinate tax workflows with external providers
Process capital calls, wires, and time-sensitive transactions
Maintain KYC, compliance, and CRM accuracy
Support reporting, financial admin, and document management
Liaise with clients and advisors to ensure smooth execution
Improve processes and support tech-enabled workflows

What we offer

flexible remote work
strong benefits
unlimited PTO

Client Service Analyst, RFP & Investment Reporting

Leveraging investment knowledge for RFP and report creation.■About our clientA g...

Location

Japan , 東京23区

Salary:

10000000.00 - 12000000.00 JPY / Year

Randstad

Expiration Date

November 24, 2026

Requirements

At least 2 years of experience working at an asset management firm, trust bank, etc., handling RFIs, RFPs, investment reports, or marketing tasks, and possess a basic knowledge of investment products
High proficiency in Excel (intermediate to PIVOT, various functions such as vlook, sum, sumif, etc.) and ability to handle large volumes of data accurately and efficiently
English reading skills (TOEIC score of 700 or above), ability to conduct email correspondence in English, and, for simple English documents, the ability to request translation support
Conversational English ability preferred, as there are English-speaking team members
Ability to manage time and multitask independently, with flexibility to handle varying workloads, particularly during the busy season (especially April–June)
Teamwork, communication skills, and a proactive work attitude

Job Responsibility

Supporting preparation of RFIs for existing clients
Data creation support for RFPs (primary duty)
Assisting in preparing consultant reports (periodic)
Reviewing GIPS reports and organizing performance data
Supporting document downloads from internal systems
Assisting with various requests and project support

What we offer

健康保険
厚生年金保険
雇用保険
土曜日
日曜日
祝日
賞与

Fulltime

Prime Brokerage Client Service Analyst

Working at Citi is far more than just a job. A career with us means joining a te...

Location

Hong Kong , Kowloon City

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Open for Fresh Graduated, 1-2 years relevant experiences are preferrable
Operational Expertise: demonstrate considerable understanding of key operational functions such as Settlements, Reconciliations, Trade Support, Treasury and Corporate Actions
Strong, influential communicator who is articulate and concise
Strong risk management and control mindset
Provides evaluative judgement based on analysis of factual information in complicated, unique and dynamic situations
draws on diverse range of internal and external sources
Self-reliant, good problem solver, results orientated
Ability to establish and build trust with professionals throughout the business

Job Responsibility

Main point of contact for client/administrator operational queries
Trade handling across equity and fixed income PB, including trade capture, trade kick-outs, broker mapping and connectivity issue resolution with clients/administrators
Management of client trade activity, liaising with settlements and clients to resolve any issues
Management of client cash activity, authorisations, reporting and query resolution
Driving initiatives to reduce Manual Touch Points (MTP’s) for local and global team
Helping to maintain a culture and environment where processes, risks and controls are continually monitored, and potential risks

What we offer

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families
We empower our employees to manage their financial well-being and help them plan for the future
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
We have a variety of programs that help employees balance their work and life, including generous paid time off packages
We offer our employees resources and tools to volunteer in the communities in which they live and work

Fulltime

Private Bank Client Know Your Customer Quality Assurance Client Onboarding Analyst

We’re currently looking for a high caliber professional to join our team as Offi...

Location

Hong Kong , Kowloon City

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

3-5 years of experience in KYC/AML process, compliance, operations, risk & control functions
Demonstrated interpersonal skills, pro-active team player but also able to work independently, with strong written and verbal communication skills
Ability to manage multiple stakeholders across levels, businesses, and geographies
Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment
Capable of multitasking and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile
Proficient in handling urgent and escalation cases and manage internal team expectations
Proficient in Microsoft Office Applications
Consistently demonstrates clear and concise written and verbal communication skills
Proficient knowledge of English (written and spoken)
Bachelor’s/University degree or equivalent experience

Job Responsibility

Responsible to perform independent Client Onboarding KYC due diligence functions of new and existing clients across a variety of teams including private bankers, operations and compliance
To review clients' profiles and work with banker team to fulfill onboarding requirement, full compliance of Bank’s AML/KYC standards, local laws and regulations
Perform Client Name Screening disposition, Sanctions review and Enhanced Due Diligence
Identify and highlight suspicious money laundering activities, deficiencies and other non-compliance issues to management
To prepare client risk assessments and various MIS reports for management reporting to facilitate relevant reviews and strengthening the control process
To observe ongoing gap analysis on policies and standards against existing processes, identify improvement initiatives for streamlining the KYC and Onboarding process
Acts as SME to other stakeholders
Focuses on timely and accurate delivery of all responsible functions, as well as delivering superior customer service and resolution of customer issues, guided by service level agreements and efficiency/accuracy standards
Performs day to day management of volume processing, including daily management of in-process, pending, and service-related activities, ensuring requirements are clearly defined to support all scenarios of KYC account opening and maintenance requirements
Establishes and maintains close working relationship with client, stakeholder and within team to facilitate an open and direct communication of issues, needs, queries and system setups, in such that these may be responded to in an efficient, prompt and professional manner

What we offer

Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country
We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world
We empower our employees to manage their financial well-being and help them plan for the future
Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
We have a variety of programs that help employees balance their work and life, including generous paid time off packages
We offer our employees resources and tools to volunteer in the communities in which they live and work. In 2019, Citi employee volunteers contributed more than 1 million volunteer hours around the world

Fulltime

Customer Service Analyst 2

The Customer Service Analyst 2 is an intermediate-level position responsible for...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years of relevant experience
Experience in customer service preferred
Computer proficiency
Consistently demonstrate clear and concise written and verbal communication
Proven investigative and analytical skills
Demonstrated ability to present concepts and influence change
Consistently deliver high-quality customer service with focus on building client relationship and achieving quality results
Proven ability to work under limited supervision within a team environment
Bachelor's degree/University degree or equivalent experience
Fluent conversational English

Job Responsibility

Serve as single point of contact for internal partners and external clients, interacting with key teams to identify and resolve issues
Ensures customer inquiries are answered in an efficient and timely manner, maintaining compliance with departmental standards
Conduct necessary analyses to address client needs
Communicate resolutions to clients
Develop and maintain client portfolio through regular calls and face to face interaction, as needed
Inform clients about problems (system failures, market issues) and provide regular resolution updates
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Customer Service Analyst 1

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous relevant experience preferred
Fundamental understanding of Custody products, accounting and regulatory policies
Demonstrated knowledge of AI tools
Proven investigative, analytical and risk management skills
Demonstrated ability to present concepts and influence/lead change
Consistently demonstrate clear and concise written and verbal communication
Bachelor's degree/University degree or equivalent experience

Job Responsibility

Process securities transactions, provide analytic input for traders and aid in review of derivative products
Identify and resolve securities and derivative settlement issues, and make process improvement recommendations to leadership
Analyze moderately complex reports to satisfy management requirements, aid in control activities, and contribute to the launch of product services
Monitor and suggest solutions to errors to minimize risk to the bank, through an intermediate knowledge of procedural requirements
Escalate transaction processing issues to the appropriate department and collaborate on a solution
Design and analyze moderately complex reports, in coordination with standards set by direct leadership
Assist with control activities, and the launch of new products and services
Ensure processes adhere to audit and control policies
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Fulltime

Operational Risk Analyst - Client Asset Regulation

The purpose of this role is to support and strengthen client asset regulatory pr...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree in finance, economics, law or related field
4-6 years of experience in financial services compliance, client asset regulation, or operational risk
Knowledge of APAC client asset regulation is preferred
understanding of UK/EU frameworks is a plus
Strong analytical and problem-solving skills
with high attention to detail
Excellent communication and collaboration skills to work effectively within a global team
Ability to manage multiple priorities in a dynamic environment

Job Responsibility

Support the APAC region in implementing and maintaining client asset regulatory frameworks and controls, initially for Global Markets
Assist in interpreting regional regulatory requirements and ensuring alignment with global policies
Collaborate with the global team to ensure consistent application of client asset practices across the regions
Conduct reviews and assessments of APAC client asset processes, highlighting issues and recommending improvements
Prepare reports, dashboards, and presentations for internal stakeholders and regulators (if required)
Monitor APAC regulatory developments and provide insights on potential impacts to client asset practices
Support internal and external audits or regulatory inquiries relevant to APAC

What we offer

Discover the top benefits offered to our global workforce, designed to support your well-being, growth and work-life balance

Fulltime

Application Support Analyst - Client Technology

The Application Support Analyst is responsible for taking ownership of issues an...

Location

United Kingdom , London

Salary:

Not provided

Marex

Expiration Date

Until further notice

Requirements

Solid background in Windows, Linux/Unix OS, including one of the following: SQL, PostgreSQL, MongoDB, Oracle
Must be able to work under demanding conditions with a calm demeanour
Experience gained in a financial services background, ideally finance
Ability to work as part of a team in an environment with changing expectations
Proven ability to show a proactiveness in picking up issues and improving existing processes
Process-driven and systematic mindset
Experience with ITIL and change management processes
Excellent documentation, communication, and organizational skills
Ability to build strong relationships with Application Development teams and business sponsors
General front-to-back knowledge of the flow for trading/clearing/operational process in settlement of futures and OTC

Job Responsibility

Support business users offering second- and third-line support
Knowledge of scripting language (PowerShell, Python...)
Manage new system analysis and implementation
Experience of Salesforce from an administrative perspective is desirable
Provide incident management per ITIL standards
Liaison between technology department and business groups to communicate system changes
Manage process and trading system documentation in existing template
produce and regularly maintain to a high standard
Ensure active tasks retain focus through workflow and prioritisation awareness
Manage vendor system upgrades and implementation

Fulltime

Select Country

Client Service Analyst

Job Description

Job Responsibility

Requirements

Nice to have

What we offer

Looking for more opportunities?

Client Service Analyst

Client Service Analyst

Client Service Analyst, RFP & Investment Reporting

Prime Brokerage Client Service Analyst

Private Bank Client Know Your Customer Quality Assurance Client Onboarding Analyst

Customer Service Analyst 2

Customer Service Analyst 1

Operational Risk Analyst - Client Asset Regulation

Application Support Analyst - Client Technology

Our AI answers in your language