Client Services Associate Job at Lorica Partners (Sydney)

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Client Services Associate

We are looking for a Client Services Associate to join a Financial Services team...

Location

United States , Santa Barbara

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in business, communications, or a related field is preferred
Prior experience in client services, portfolio support, banking, wealth management, or another client-facing environment
Strong verbal and written communication skills with the ability to interact effectively with clients and colleagues
Excellent attention to detail and organizational skills, with the ability to manage multiple priorities effectively
Experience handling financial transactions such as wire transfers, funds transfers, or related account service activities
Proficiency with Microsoft Office and comfort learning firm systems and service platforms
Sound judgment, problem-solving ability, and a proactive approach to client satisfaction
Ability to work both independently and collaboratively in a fast-paced setting

Job Responsibility

Respond to client questions and requests with accurate information, thoughtful follow-up, and a high standard of service
Support the new client setup process by gathering required information, preparing documentation, and helping ensure a smooth onboarding experience
Process and review account-related activity such as deposits, withdrawals, required minimum distributions, wire transfers, and other funds movement requests
Work closely with advisors and internal partners to resolve service matters efficiently and improve the overall client experience
Maintain accurate client records by updating documentation, entering data carefully, and confirming that files remain complete and current
Monitor accounts, agreements, and related paperwork to help ensure transactions and documentation align with applicable requirements
Build working knowledge of firm offerings and wealth management services in order to provide informed support to clients
Contribute ideas that strengthen service delivery, streamline client interactions, and support long-term relationship management

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan

Fulltime

Client Services Associate

Robert Half is partnering with a growing construction company seeking a Client S...

Location

United States , San Diego

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience in Client Services, Customer Service, Operations Support, or Administrative roles within the construction industry
Strong understanding of construction workflows, order processes, and project coordination
Experience managing high-volume client communication via phone and email
Proven ability to handle order status inquiries, issue resolution, and customer follow-up from start to finish
Familiarity with construction terminology such as RFIs, submittals, purchase orders, and change orders preferred
Proficiency in Microsoft Office Suite (Excel, Outlook, Word)
Experience with CRM or ERP systems (Procore, Sage, or similar platforms a plus)
Strong communication and relationship-building skills with a customer-first mindset
Highly organized with excellent attention to detail and follow-through
Ability to multitask and prioritize in a fast-paced environment

Job Responsibility

Serve as the primary point of contact for clients regarding order status, project updates, service requests, and general inquiries
Respond to incoming phone calls and emails in a timely, professional manner while providing accurate information and updates
Provide proactive communication to clients regarding order tracking, delivery timelines, material availability, and project progress
Coordinate with internal departments (operations, sales, procurement, and project management) to ensure client needs are met
Research and resolve client issues related to orders, billing discrepancies, service delays, or product availability
Maintain accurate records of all client interactions, service requests, and order updates in CRM or ERP systems
Assist with processing and tracking purchase orders, change orders, and related documentation
Monitor open orders and ensure clients receive timely status updates throughout the lifecycle of each project
Support scheduling and coordination of deliveries, installations, or service timelines as needed
Identify service gaps or recurring issues and escalate appropriately to ensure client satisfaction

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training

Fulltime

Client Services Associate

Robert Half Finance & Accounting has partnered up with a global investment manag...

Location

United States , Palm Beach

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of relevant industry experience within wealth management or asset management
Working knowledge of financial operations and data management
Demonstrated ability to manage multiple assignments simultaneously in a high-volume, deadline-sensitive setting
Strong attention to detail with effective organizational and follow-up skills
Ability to collaborate successfully with a small team while supporting shared service goals
Professional communication skills, both verbal & written

Job Responsibility

Coordinate day-to-day client service and operational support for wealth management accounts, ensuring requests are completed accurately and on schedule
Prepare and process investment-related documentation, cash movements, reconciliations, and other account administration tasks
Maintain client accounts by handling updates, monitoring operational activity, and supporting routine and ad hoc reporting needs
Partner closely with relationship management colleagues to deliver timely follow-through on client matters and service inquiries
Track service requests and administrative workflows with a high level of precision while meeting deadlines in a busy environment
Contribute to internal reporting and data oversight by compiling information, updating records, and monitoring key operational details
Use portfolio, custodial, and internal service platforms to manage daily processing and support account operations
Follow established compliance requirements, operational controls, and industry guidelines across all assigned activities

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
Free online training

Fulltime

Client Services Associate

This role requires excellent communication skills and a strong ability to foster...

Location

United States , Deerfield

Salary:

55000.00 - 58000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years of experience in a customer service or liaison role.
Strong interpersonal and communication skills, with the ability to build positive relationships.
Bachelor's Degree required.
Experience in marketing or working with creative professionals is a plus.
Exceptional organizational skills and attention to detail.
Ability to work collaboratively in a team-oriented environment.
Proficiency in tracking and reporting project outcomes.
Commitment to providing superior customer service in all interactions.

Job Responsibility

Act as the primary point of contact between physician-clients, their staff, and patients, ensuring seamless communication.
Coordinate and oversee operational processes, including planning, implementing, and analyzing project outcomes.
Support the creation and distribution of marketing materials by collaborating with graphic designers, copywriters, and printers.
Develop and maintain strong relationships with clients to ensure satisfaction and address any concerns.
Provide exceptional customer service to all stakeholders, consistently exceeding expectations.
Track project progress and report on successes and areas for improvement.
Facilitate communication between internal teams and external clients to ensure alignment on goals and deliverables.
Ensure all patient interactions are handled with professionalism and empathy, fostering trust and confidence.

What we offer

bonus
health
vision
dental
401k
PTO

Fulltime

Client Services Associate

GLG is seeking French Speaking Associates who are excited to learn and excel at ...

Location

United Kingdom , London

Salary:

Not provided

GLG

Expiration Date

Until further notice

Requirements

Bachelor’s degree or higher (required)
0-3 years of work experience in client-facing, sales, or account management roles
Demonstrated critical thinking and creative problem-solving skills
Excellent communication and interpersonal skills, including comfort with phone-based outreach
Ability to work independently and collaboratively, in an ever-changing and fast-paced environment
Receptive to close coaching and feedback
Ability to multitask and prioritize effectively, while ensuring an attention to detail
Hustle and tenacity that drives you to go above and beyond to delight clients
Appreciation for data and understanding the numbers
Willingness to work flexible and extended hours (including evenings and some holidays) based on client needs and expectations

Job Responsibility

Engaging daily with clients to build relationships, deliver tailored support, and deploy custom solutions that enable our clients to win
Owning client projects from start to finish – that includes scoping a project, searching for and/or recruiting the right expert(s), and delivering high-quality outcomes to both our clients and our experts
Collaborating with colleagues, your manager, and internal stakeholders to bring GLG’s full product suite to the table so that we can maximize commercial outcomes, grow revenue, and ensure retention of existing accounts
Upholding GLG’s compliance framework and embracing our company values

Fulltime

Client Services Associate

GLG is seeking Turkish Speaking Associates who are excited to learn and excel at...

Location

Ireland , Dublin

Salary:

Not provided

GLG

Expiration Date

Until further notice

Requirements

Bachelor’s degree or higher (required)
0-3 years of work experience in client-facing, sales, or account management roles
Demonstrated critical thinking and creative problem-solving skills
Excellent communication and interpersonal skills, including comfort with phone-based outreach
Ability to work independently and collaboratively, in an ever-changing and fast-paced environment
Receptive to close coaching and feedback
Ability to multitask and prioritize effectively, while ensuring an attention to detail
Hustle and tenacity that drives you to go above and beyond to delight clients
Appreciation for data and understanding the numbers
Willingness to work flexible and extended hours (including evenings and some holidays) based on client needs and expectations

Job Responsibility

Engaging daily with clients to build relationships, deliver tailored support, and deploy custom solutions that enable our clients to win
Owning client projects from start to finish – that includes scoping a project, searching for and/or recruiting the right expert(s), and delivering high-quality outcomes to both our clients and our experts
Collaborating with colleagues, your manager, and internal stakeholders to bring GLG’s full product suite to the table so that we can maximize commercial outcomes, grow revenue, and ensure retention of existing accounts
Upholding GLG’s compliance framework and embracing our company values

Client Services Associate

We are looking for a dedicated and experienced Client Services Associate to join...

Location

United States , Portage

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

A minimum of 5 years of experience in the financial services industry
Bachelor's degree in finance, economics, business, or a related field is preferred
Proficiency in using financial systems and software, with the ability to learn new platforms quickly
Strong organizational skills and exceptional attention to detail
Excellent verbal and written communication abilities
Proven problem-solving skills with the capacity to work independently and collaboratively
Self-motivated and results-driven with a goal-oriented mindset
Demonstrated professionalism, discretion, and adherence to ethical standards

Job Responsibility

Collaborate with the investment team to prepare portfolio recommendations and documentation for client meetings
Participate in client meetings and manage follow-up tasks to ensure seamless communication
Facilitate the onboarding process for new clients by collecting necessary information and completing required paperwork
Update and maintain client records in the organization's system, ensuring all data is accurate and current
Process client requests promptly and accurately, including beneficiary updates, address changes, account transfers, required minimum distributions (RMDs), and money movements
Execute trades based on recommendations provided by the investment team
Coordinate with custodians, fund companies, and other financial institutions to address transactions and resolve account-related issues
Input client information into financial planning software and assist in the analysis and preparation of presentations
Uphold strict confidentiality of client information and comply with all regulatory standards and guidelines

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Client Services Associate

Our financial management organization is seeking a proactive, customer-focused C...

Location

United States , Del Mar

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Previous experience in client services, financial services, or a related administrative role preferred
Strong interpersonal and communication skills, with a client-first mindset
Exceptional attention to detail and organizational abilities
Proficiency in Microsoft Office Suite
experience with CRM or financial software a plus
Ability to maintain confidentiality and professionalism at all times
Bachelor’s degree in business, finance, or related field preferred, but not required

Job Responsibility

Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person
Support financial advisors with client onboarding, documentation, and account maintenance
Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality
Prepare and review account forms, transfer requests, and related paperwork
Assist in the preparation of client meetings, reports, and presentation materials
Maintain up-to-date client records and support data entry into CRM and portfolio management systems
Help resolve client service issues and escalate as necessary
Collaborate with internal teams to support compliance, operations, and administrative tasks

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Fulltime

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