Client Service Associate Job at Robert Half (San Francisco)

Summer Associate, Client Service

Looking for an internship with commercial frontline responsibility and the oppor...

Location

United States , New York

Salary:

Not provided

AlphaSights

Expiration Date

Until further notice

Requirements

Undergraduate Junior (Class of 2027)
Track record of strong academic performance (minimum GPA of 3.3)
Extracurricular achievement throughout school and university
Internship experience evidencing an interest in business is a plus
Outstanding communication skills
Fluent English and Portuguese are required
Work authorization in the United States
We don’t sponsor visas but will consider applicants with STEM/OPT eligibility

Job Responsibility

Recruiting experts: you will spend a significant part of your day speaking on the phone with experts who are uniquely relevant matches for your clients’ projects, often under tight deadlines
Understanding the project and market context and the legal and regulatory environment in which your clients and experts operate
Taking ownership of every aspect of your projects, from initiating and managing client-expert communications to meticulously scheduling calls to ensure seamless collaboration between them

What we offer

Opportunity to receive a full-time employment offer to return post-graduation
A unique training curriculum and intense on-the-job coaching, helping you develop highly transferable commercial and managerial skills
An inspiring, high-energy, merit-based environment with ambitious peers
Prime midtown office with state-of-the-art amenities
option to WFH each Friday

Fulltime

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Wexford

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

Client Service Associate

We are seeking a skilled and professional Client Service Associate to support fi...

Location

United States , Pittsburgh

Salary:

70000.00 - 95000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

5+ years of experience as a Client Service Associate at a financial services company
Active Series license (Series 6 or Series 7 required)
Ability to thrive in a fast-paced environment while juggling multiple priorities
Microsoft Office Suite proficiency

Job Responsibility

Provide high level administrative support to a team of financial advisors
Onboard and maintain new client accounts, optimizing operational efficiencies
Enter client calls and manage all related documentation for completed deals
Communicate with clients while maintaining a high level of professionalism
Coordinate thank-you notes and assist in planning advisor-client events
Support team's business development efforts by maintaining marketing materials

What we offer

Competitive wages
Increased earning potential
Room for growth from within

Fulltime

Associate Client Service Consultant

Altera, a member of the N. Harris Computer Corporation family, delivers health I...

Location

India

Salary:

Not provided

Altera Digital Health Inc. UK

Expiration Date

Until further notice

Requirements

Bachelor's Degree, preferably in Healthcare or Banking and Finance
Minimum 3+ year of experience
Excellent Communication Skills
Able to work on a shifting schedule

Job Responsibility

Liaison with various departments (e.g. OS, Legal) within the company for achieving desired common objective
Answer, as appropriate, inquiries and facilitate resolution of issues raised
Work as an effective member of a team from a variety of departments within the company
Handle escalations pertaining to unresolved cases
Maintain a positive rapport with customers while discussing or resolving problem situations
Troubleshoot appropriately to identify root cause of the issue
Participate in the development of departmental goals and objectives, and identify opportunities for process improvement
Effective probing skills to elicit customer information
Ability to translate user-oriented language into technical information
Track and document requests and ensure proper notation of customer problems or issues

What we offer

competitive total rewards package, including holidays, vacation, and medical, disability and life insurance

Client Services Associate

The Client Service Associate (CSA) role is part of the team that is responsible ...

Location

Australia , Sydney

Salary:

Not provided

Lorica Partners

Expiration Date

Until further notice

Requirements

Loves building trusted relationships with clients
Communicates clearly and confidently, both written and verbal
Is organised, detail-oriented, and takes pride in doing things properly
Has positive energy and keeps things moving without needing a push
Experience in financial services or client support is a bonus, but not essential — mindset and capability matter more.

Job Responsibility

Providing a broad range of high-quality services to existing and prospective clients

Client Service Associate

As a Client Service Associate, your work is at the heart of what we do: you’ll b...

Location

Hong Kong , Hong Kong

Salary:

425700.00 - 586400.00 USD / Year

Avomind

Expiration Date

Until further notice

Requirements

Undergraduate degree, no subsequent experience necessary
Track record of strong academic performance (minimum GPA of 3.3 or 2:1 equivalent)
Extracurricular achievement throughout school and university
Internship experience evidencing an interest in business
Outstanding communication skills
Fluent English or C2 level is required
foreign language skills are desired

Job Responsibility

Field incoming client briefs and utilize business acumen to find and recommend the most relevant experts for each project
Complete tasks across multiple projects quickly and under pressure
Understand the project brief and the legal and regulatory environment in which clients operate
Apply compliance protocols to each situation
Confidently reach out to, recruit, and vet experts who are uniquely relevant matches for client projects
Take on direct revenue responsibility and own monthly targets from the outset

What we offer

15 days annual leave
six months full maternity leave
six weeks full paternity leave
Private medical & dental insurance
annual health check-ups
Tax-advantaged housing allowance up to 50% of monthly base salary
State-of-the-art office with amenities in the heart of Hong Kong
option to WFH each Friday

Fulltime

Client Service Associate

As a Client Service Associate, your work is at the heart of what we do: you’ll b...

Location

Hong Kong , Hong Kong

Salary:

425700.00 - 586400.00 USD / Year

Avomind

Expiration Date

Until further notice

Requirements

Undergraduate degree, no subsequent experience necessary
Track record of strong academic performance (minimum GPA of 3.3 or 2:1 equivalent)
Extracurricular achievement throughout school and university
Internship experience evidencing an interest in business
Outstanding communication skills
Fluent English or C2 level is required
foreign language skills are desired

Job Responsibility

Field incoming client briefs and utilize your business acumen to find and recommend the most relevant experts for each project
Complete tasks across multiple projects quickly and under pressure and go the extra mile to impress your clients with your proactivity and responsiveness
Understand the project brief and the legal and regulatory environment in which your clients operate
Apply the compliance protocols to each situation
Confidently reach out to, recruit, and vet experts who are uniquely relevant matches for your client’s projects
Take on direct revenue responsibility and own monthly targets from the outset

What we offer

15 days annual leave
six months full maternity leave
six weeks full paternity leave
Private medical & dental insurance
annual health check-ups
Tax-advantaged housing allowance up to 50% of monthly base salary
State-of-the-art office with amenities in the heart of Hong Kong
option to WFH each Friday

Fulltime

Associate Coordinator, Client Services

As Associate Coordinator, Client Services, you will support client-facing excell...

Location

United States

Salary:

40000.00 - 55000.00 USD / Year

Vaniam Group

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Strong customer service focus
history of going above and beyond
Strong attention to detail and enjoyment of administrative tasks
Expert organization and follow-through skills
Strong skills in PowerPoint or other slide creation software
comfort with creating and formatting slide decks
Ability to communicate clearly and work collaboratively in a dynamic, virtual environment
Strong interpersonal skills
interact effectively and professionally at all levels

Job Responsibility

Serve as the point of contact for internal client services leadership and cross-functions (Creative, Sci Comm, Finance, etc.)
Create kick-off documents and meeting materials that support client deliverables
Manage best practices across clients with enforcement of SOPs
Coordinate with Business Operations, Digital, Creative, and Editorial teams to ensure timelines as directed by client services leadership
Partner with client services on tasks such as proposal or SOW preparation, call setup, status updates, and other coordination tasks for business development
Pitch coordination: timelines, routing, and process management with Client Services Leadership
Support meeting coordination and routing of agenda items and action items post-call to ensure clarity and accountability
Support team meetings management and scheduling
Support regular project status meetings with internal core team and clients as necessary
Prepare, schedule, and participate in client status meetings as needed

What we offer

100% remote environment with opportunities for local meetups
Positive, diverse, and supportive culture
Passionate about serving clients focused on cancer and blood diseases
Investment in you with opportunities for professional growth and personal development through Vaniam Group University
Health benefits – medical, dental, vision
Generous parental leave benefit
Focused on your financial future with a 401(k) plan and company match
Work-life balance and flexibility
Flexible time off policy for rest and relaxation
Volunteer time off for community involvement

Fulltime

Client Service Associate

Robert Half

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 06, 2026

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