Client Service Associate Director Job at Robert Half (Menlo Park)

Associate Director – Client Onboarding

The Associate Director – Client Onboarding will be an integral part of the Wayst...

Location

Ireland , Dublin

Salary:

Not provided

Waystone Governance Ltd.

Expiration Date

Until further notice

Requirements

Minimum 6 years’ experience in an investment funds environment
Knowledge of AIFMD, UCITS and MiFID
Client facing background with presentation and project management skills
Motivated individual with enhanced interpersonal skills and adept at building relationships
Strong interpersonal and communication skills (both written & verbal)
Strong attention to detail and keen on delivering quality work
A team player, enthusiastic, and self-motivated
Commercial awareness and understanding of business environments

Job Responsibility

Managing and delivery of all Onboarding / Launch projects for clients, generally to be comprised of more complex launches and/or large strategic client relationships and/or ETF relationships
Act as lead contact person with Fund Boards, Investment Managers, and across the different service providers, principally the Fund Administrator, Depositary, Auditors and Legal Advisors in the launch phase of new funds
Act as an escalation point for team members and assist them in addressing and resolving any issues on fund launches and acting as an interface to senior management of Client Onboarding function
Oversight of the projects to ensure they remain operationally efficient and financially profitable as well as managing planning for future expected launches and resource allocation across domiciles
Ensure knowledge is current and updated as and when they are circulated by reading and implementing processes to ensure adherence to any relevant changing regulation
Identify procedures that need to be implemented or changed, lead the charge to ensure changes are made, take responsibility for training, and ensure that procedures are adhered to on an ongoing basis
Keeping Salesforce, Compass and all relevant MI up to date with all relevant services in relation to onboarding activity and ensure MI reporting is maintained and distributed accurately and on time
Attending, when available, training sessions on relevant topics and ensuring all teams are onboard with the changing operating and regulatory environment

Fulltime

Associate Director, Client Tax Support

This is a foundational role and the first dedicated hire focused on client tax s...

Location

United States , New York

Salary:

130000.00 - 170000.00 USD / Year

Clear Street

Expiration Date

Until further notice

Requirements

Exceptional client service instincts
Experience supporting retail clients within a broader broker-dealer environment
Deep understanding of how clients engage with tax concepts, documentation, and reporting
Ability to design clear, intuitive, and scalable support approaches
Tax technical knowledge
Experience in client-facing tax support operations
Experience with tax form review and documentation support
Experience with tax reporting and withholding client inquiries

Job Responsibility

Define and deliver a best-in-class, client-centric tax support experience
Lead day-to-day tax support activities
Serve as a key player in defining the long-term vision for client tax support delivery
Own day-to-day client tax support operations for institutional and retail client populations
Provide timely and accurate responses to client tax questions
Act as escalation point for complex tax form review and tax documentation questions
Drive continuous improvement in client satisfaction, response quality, and turnaround times
Define and help execute the vision for a modern, digital-first client tax support experience
Support the development of scalable client-facing tax support solutions
Identify opportunities to standardize, automate, and simplify tax support processes

What we offer

Competitive compensation packages
Company equity
401k matching
Gender neutral parental leave
Full medical, dental and vision insurance
Lunch stipends
Fully stocked kitchens
Happy hours

Fulltime

Client Service Associate, Team Lead

The CSA, Team Lead at Aprio plays a pivotal role in driving client service excel...

Location

United States , Overland Park

Salary:

Not provided

Aprio

Expiration Date

Until further notice

Requirements

Five+ years of directly related industry experience
experience in financial planning and/or the securities industry
Demonstrated leadership and team development skills, with mentorship experience
Proven ability to manage change, drive process improvements, and implement best practices
Proficiency in Microsoft Office is required
experience with any CRM, portfolio management, and document management software is a plus
Numerical accuracy, exceptional attention to detail and time management
Strong ethics and integrity, with a commitment to maintaining client confidentiality
College Degree (preferred)
Strong problem-solving abilities, especially in high-pressure or complex client situations

Job Responsibility

Work with the Director of Client Service to help lead, mentor, and develop client service associates, promoting a culture of excellence, collaboration, and continuous improvement
Work with the Director of Client Service to help design and implement client service strategies, workflows, and best practices to enhance the overall client experience
Act as an escalation point for complex client issues, providing timely and effective resolutions while maintaining a high level of client satisfaction
Work with the Director of Client Service to help ensure all client service activities adhere to industry regulations and firm policies, working closely with compliance teams to mitigate any risks
Develop and maintain strong relationships with clients, advisors, and other team members across the firm
Full awareness of assigned client base — who they are, any special needs they might have, ongoing tasks for each client relationship, etc
Coordinate directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc
Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc., in order to ensure we are meeting clients’ expectations and delivering exceptional service
Regularly interface with clients as an extension of the advisory teams
Serve as the subject matter expert on client account activity. Monitor for issues and escalate accordingly

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Associate Director, Client Services

Gupta Media is seeking an Associate Director, Client Services to lead key D2C an...

Location

United States , Boston

Salary:

100000.00 - 125000.00 USD / Year

Gupta Media

Expiration Date

Until further notice

Requirements

7+ years of experience, including in an agency or in-house agency environment, leading integrated brand, digital, and go-to-market strategies, preferably for D2C or subscription brands
Strong strategic thinker able to turn business goals and insights into clear marketing, creative, and audience direction
Strong understanding of performance marketing and customer journey strategy
Deep Account Management expertise with proven success owning client relationships, running complex workstreams, and maintaining account health and growth
Exceptional client relationship leader with executive presence and proven success guiding senior stakeholders
Excellent communicator with strong organizational skills and a growth-oriented, proactive approach
Candidates must be authorized to work in the US for at least 3 years

Job Responsibility

Translate business goals into integrated campaigns spanning media, creative, content, and customer journey strategy
Build strong client relationships and act as a strategic partner who anticipates needs and brings clear direction
Manage cross-functional teams to deliver cohesive, high-performing work across media, creative, and strategy
Develop clear briefs, POVs, insights, and recommendations that move brands forward
Lead workshops, presentations, and strategic discussions with senior stakeholders
Identify growth opportunities and support new business efforts through thoughtful guidance and strong storytelling
Ensure account health through clear communication, organization, resource alignment, and fiscal management

What we offer

health, dental, vision, and pet insurance
Flexible and Dependent Care Savings Accounts
a 401(k) with up to 5% Safe Harbor contributions
paid time off
paid family leave
commuting and wellness stipends
opportunities for professional development and career growth
annual bonus plan based on the company's performance

Fulltime

Associate Director, Client Finance

As an Associate Director, Client Finance, you will serve as a trusted financial ...

Location

United States , New York City

Salary:

120000.00 USD / Year

Taylor

Expiration Date

Until further notice

Requirements

4–5 years of experience in client finance, FP&A, or agency finance
Strong understanding of GAAP, accruals, and revenue recognition
Proven ability to manage billing and forecasting accurately under pressure
Advanced Excel skills (lookups, pivots, dashboards, complex formulas)
Experience with QuickBooks Enterprise Online or similar accounting systems
Experience owning or administering time-tracking systems
Strong organizational skills and ability to manage multiple deadlines
Clear, confident communicator with both finance and non-finance stakeholders
Ownership mindset with a demonstrated track record of improving workflows and reliability
Strong time management skills, including the ability to prioritize multiple deadlines and effectively manage workload

Job Responsibility

Client Billing and Financial Operations: Own the end-to-end monthly billing process, ensuring accuracy, timeliness, and strong documentation across all billing cycles
Proactively identify and resolve billing issues before they impact cash flow or client relationships
Serve as a backup and support partner to the Senior Controller, liaising with Account teams and Accounts Receivable to support timely collections and AR issue resolution
Deliver clean, well-supported billing packages that reduce downstream corrections and rework
Financial Analysis, Reporting, and Forecasting: Conduct detailed financial analysis to assess profitability, pacing, and performance of client workstreams
Maintain and deliver month-end reporting, budget trackers, burn reports, WIP analysis, over-servicing reporting, and utilization reporting
Prepare materials and commentary for monthly revenue forecast meetings, including quarter-over-quarter growth insights
Maintain and reconcile monthly fee charts across all revenue streams, partnering closely with Account Leads to ensure accuracy and compliance with Taylor’s revenue recognition policies
Staffing, Capacity, and Revenue Planning: Evaluate staff utilization and capacity using forecasted and actual data, identifying risks and opportunities early
Support staffing vs revenue planning through clear summaries, templates, and structured checkpoints throughout the month

Fulltime

New

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

New

Associate / Associate Director – Data Centre Mechanical or Electrical Engineer

This is a significant opportunity for an experienced Associate or Associate Dire...

Location

Romania , Bucharest

Salary:

Not provided

Cundall

Expiration Date

Until further notice

Requirements

A degree in Mechanical Engineering, Electrical Engineering, Building Services Engineering or a related discipline
Chartered Engineer status, or equivalent professional registration
Significant experience in building services design within a consultancy or design environment
Strong experience in the data centre sector, ideally including hyperscale or large-scale mission critical projects
A good understanding of data centre design principles, resilience, redundancy, energy efficiency and operational performance
Experience managing engineers and coordinating multidisciplinary design teams
A proven ability to manage multiple projects, deadlines and client expectations
Strong commercial awareness, including fee management, programme control and scope management
Excellent client-facing communication skills
A quality-focused approach and the confidence to challenge, review and improve design outputs

Job Responsibility

Lead and support the delivery of mechanical or electrical design packages for major data centre projects
Manage project teams, technical deliverables, programmes, fees and quality standards
Review designs and provide technical leadership across your discipline
Work closely with clients, architects, contractors and multidisciplinary design teams
Help establish, mentor and grow a dedicated data centre team in Bucharest
Support recruitment, training and capability development within the local team
Contribute to client relationship management and support repeat business
Help develop and refine standardised data centre design approaches for global clients
Participate in R&D, technical studies and innovation initiatives linked to future data centre design
Support the senior leadership team in shaping the continued growth of Cundall’s Critical Systems business

Director or associate director bpa origination

Make a difference on the grandest stage of BPA Origination. A major global finan...

Location

United Kingdom , London

Salary:

Not provided

Star Actuarial Futures

Expiration Date

Until further notice

Requirements

Detailed understanding of BPA propositions and Solvency UK financial metrics
Ability to lead the end-to-end lifecycle of a transaction
Well-honed interpersonal skills
Passion for nurturing and valuing talent and less experienced members of a team

Job Responsibility

Oversight of origination and delivery of new bulk annuity and other de-risking opportunities
Structuring transactions, pre-empting potential problems and developing pragmatic solutions
Liaising with pricing, investment, longevity, capital & legal teams, driving high-impact, end-to-end delivery of projects and client propositions
Championing innovative solutions to complex solutions within a competitive and constantly evolving market

Fulltime

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Client Service Associate Director

Job Description

Job Responsibility

Requirements

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