Client Services Associate or Manager Job at Robert Half (Minneapolis)

VP, Client Services Senior Manager

The KL Client Services Lead is responsible for overall Client Experience relatin...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ yrs experience in a Client Services environment, preferably in Custody
Relevant knowledge of more than 1 Custody function is highly advantageous
Experience working with global, multi-region initiatives, projects and teams, including large matrix organizations
Experience leading/managing Custody operations or any functional unit within Custody is advantageous
Strong Custody knowledge and technical know-how is essential
Strong analytical skills – the ability to analyze processes and systems, evaluate data, and identify process improvements
The ability to coordinate and lead colleagues in achieving a common objective
Exceptionally strong interpersonal and relationship-building skills
Experience in dealing in high volume, client sensitive issues
Energetic, flexible, collaborative, and proactive

Job Responsibility

Service Level Compliance- 100% service level compliance across all functions, in line with both external contractual agreement as well as internal Product/Business expectation
Financial Management across designated GOC for Client Services, ensuring that the department manages cost targets as well as resource management
Standardization of service offering across all Operational functions, ensuring that the Client Experience is “One Custody” globally
Simplify technology across the group, with key focus on client query tooling, data and reporting
Drive Citi initiatives aimed at reducing the high level of touch points and queries within the Bank related to Custody processes
Continually review and enhance the Client services processes in partnership with the Functional Heads and direct management team to drive positive client experience
Support the execution of any associated Location Strategy activities, ensuring that the operation remains fully compliant with all aspects of Send/Receive site requirements, whilst ensuring suitable training material and post go live support is robust and executed
Collaborate with the Productivity Office to assess and support opportunities to reduce inefficiency within the Function
Promptly recognize and take action on gaps within the process control framework to ensure that the control steps across the lifecycle of the process are relevant, documented and understood within the process teams
Staff management

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
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

Fulltime

Licensed Client Services Associate

As a Licensed Client Services Associate, you will be integral to our team, handl...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of relevant experience in the field
Proficiency in Wealth Management
Experience in Private Wealth Management
Possession of Series 63 Licenses
Series 65 qualification
Must hold a Series 6 license
Ability to provide excellent client service
Strong communication and interpersonal skills
Must demonstrate a high level of professionalism and integrity
Proven ability to work effectively in a team-oriented environment

Job Responsibility

Efficiently manage client transactions and money movement requests
Regularly communicate with clients regarding new business and existing issues
Execute client-specific projects as needed
Handle outbound calls and emails to service clients professionally
Review and prepare comprehensive investment reports
Accurately update client information for review meetings
Confirm transactions with clients to ensure accuracy
Responsibly manage calendars and CRM to record client interactions
Resolve client queries via phone and email promptly and effectively
Summarize meeting notes, emails, and financial data for client meetings

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

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

Associate Manager, Client Success

The Associate Manager, leads and supports the Client Success team to deliver exc...

Location

Poland , Krakow

Salary:

11100.00 - 13800.00 PLN / Month

MyTennisLessons

Expiration Date

Until further notice

Requirements

2-5+ years of experience working in a managerial capacity in a support, sales/retention, or Customer Service role
1-3 years minimum experience working in the payment processing and/or software solutions industries
At least 1 year background/experience in portfolio management or processing/software leadership role where you were instrumental in developing processes and department protocols
2-3 years of experience and proficiency with Google Suite, Learning Management Systems such as Lessonly, and related software
Ability to translate your skills to other employees through training and mentoring
Must have excellent verbal and written communication skills to appropriately manage both internal and external partner relationships
Strong retention, marketing, leadership and interpersonal skills
Excellent verbal and written communication skills with strong marketing, sales, retention, or VIP portfolio management background
Thorough understanding of client success processes and department protocols within SpotOn ecosystem and potentially within a specific specialty success group like Integrations, Pricing, or Retention/Cancellations
Ability to moderate both small and large groups

Job Responsibility

Supervise and oversee client escalations to reduce wait time and offer all viable alternatives to clients to obtain BUY-IN
Balance day-to-day operations within the Client Success department while ensuring merchant concerns/escalations are given priority and addressed swiftly
Coaching on how to effectively manage high-level/complex merchant concerns using EQ
Respond to Team Leads or CSS/CSMs issues and/or high-level escalations requiring intervention promptly with all documentation, communication, reports uploaded to SFDC
Analysis of attrition for Client Success portfolios quarterly and yearly and churn and At Risk data
Maintain accurate records and document all service activities and discussions regarding department processes, personnel, or client escalations
Collaborate across all departments to address/resolve client needs and delegate as appropriate with proper oversight to ensure these items are completed
Become proficient / have extensive knowledge of all processes and guidelines for Client Success guidelines, practices, and protocols including product software and hardware offerings
Coordinate, collaborate and facilitate with all SpotOn departments to ensure merchant requests/concerns are handled timely and appropriately
Ensure team meets KPIs consistently and works collaboratively with department management to address disciplinary issues or prohibitive behavior who will work with HR on any formal actions required

What we offer

Fully paid private healthcare in LuxMed
Access to the Worksmile platform with a monthly top-up
Subsidized access to breakfast and lunch through the vending machine in Kraków office, and lunches in Gdańsk office once a week
New, modern, bright and comfortable office space in the city centre
A lot of free parking spots around the office
Access to the company’s library
Great working atmosphere
Chill out room with a PlayStation, table tennis, and mini gym
Free snacks and beverages in a kitchen
Company parties and social activities

Fulltime

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

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

Office & Client Services Associate

Our client is looking for an enthusiastic, self motivated person to join their F...

Location

United Kingdom , Edinburgh

Salary:

12.21 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in a customer service role with excellent verbal and written communication skills
Administrative and organisational experience
Customer service or sales experience - ideally in property, hospitality, or retail
Quick-thinking and able to respond effectively & efficiently
Confident, courteous, and professional demeaner

Job Responsibility

Deliver front of house support to residents and visitors, creating a welcoming environment where individuals feel comfortable raising concerns about their accommodation or wellbeing
Accurately update and manage the company's internal booking and customer relationship management systems
The role includes a sales element - encouraging re-lets, conducting show flat tours and supporting the lettings process
Assist with property tours to support maximum occupancy
Ensure the building is operated and maintained in line with company policies and procedures to provide a high-quality service
Respond promptly and effectively to enquiries and complaints, taking appropriate action in accordance with company procedures
Gather and act on feedback to continuously improve services
Organise and deliver monthly events and assist with the coordination of open days
Maintain review scores across all platforms at or above 4 stars
Comply with all Health and Safety regulations

What we offer

25 days holiday, plus bank holidays
Paid overtime
Pension scheme
Life Assurance cover
Employee Assistance Scheme

Fulltime

Client Operations Associate

The Client Services Department ensures smooth operations and serves as the front...

Location

United Kingdom , London

Salary:

38000.00 - 50000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Operational experience, preferably in asset management
Strong client service ethos
Positive attitude
Collaborative spirit
Diligence and attention to detail
Proactive
Eager to build relationships
Interest in the organisation's future direction

Job Responsibility

Data Entry
Report Generation
Client Onboarding
Dealing and Settlement
Cash Management
Enquiry Management
Call Handling
Ad-Hoc Projects

What we offer

Culture where your voice is valued
Training and Development
Recognition of Performance
Contributing to Change
Equality, Diversity, and Inclusion

Fulltime

Client Services Associate or Manager

Robert Half

Location:
United States , Minneapolis

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 21, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Client Services Associate or Manager

VP, Client Services Senior Manager

Licensed Client Services Associate

Client Services Associate

Associate Manager, Client Success

Summer Associate, Client Service

Associate Coordinator, Client Services

Office & Client Services Associate

Client Operations Associate

Client Services Associate or Manager

Robert Half

Location:United States , Minneapolis

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 21, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Client Services Associate or Manager

VP, Client Services Senior Manager

Licensed Client Services Associate

Client Services Associate

Associate Manager, Client Success

Summer Associate, Client Service

Associate Coordinator, Client Services

Office & Client Services Associate

Client Operations Associate

Location:
United States , Minneapolis

Category:
Finance

Contract Type:
Not provided

Job Posted:
March 21, 2026