Client Services Associate Job at Robert Half (San Jose)

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