Director of Client Services Job at Robert Half (Atlanta)

Director of Client Services

We are looking for an experienced Director of Client Services to lead a dedicate...

Location

United States , Lithonia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in client management, with a strong background in leading service teams
Excellent analytical and problem-solving skills to address complex client and operational challenges
Familiarity with accounting principles and analytics to support data-driven decision-making
Knowledge of print production processes and experience in the Printing/Publishing industry is highly preferred
Strong ability to manage vendor relationships and ensure seamless collaboration
Effective multitasking and organizational skills to balance competing priorities
Experience working with big-box retail clients or similar industries is a plus
Willingness to travel occasionally and work weekends or holidays as needed

Job Responsibility

Lead and oversee client service operations, ensuring the team delivers exceptional support and enables the sales organization to focus on growth activities
Collaborate with senior leadership to develop and execute strategic initiatives that enhance service quality and client satisfaction
Act as a point of escalation for complex client issues, resolving challenges and removing barriers to success
Monitor and assess team capacity, ensuring resources are aligned with client needs and organizational goals
Develop and implement tactical plans for client services, co-owning service delivery strategies with sales leadership
Mentor and guide team members in building strong client relationships, managing projects effectively, and utilizing tools and systems
Ensure compliance with client requirements and organizational procedures, maintaining a high standard of service delivery
Analyze and review team performance through regular reporting, identifying areas for improvement and implementing actionable plans
Work closely with sales teams to prepare client presentations, highlighting account activities and identifying opportunities for expansion
Support the onboarding and implementation of new clients, ensuring smooth transitions and alignment with business objectives

What we offer

Medical
Vision
Dental
Life and disability insurance
Company 401(k) plan
Free online training

Director of Client Services

The Director of Client Services leads and scales the firm’s client service and o...

Location

United States , Grand Rapids

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Exceptional organization, follow-through, and strong, tactful communication
5+ years in operations, including 3+ years in team leadership
Ability to document, improve, and scale processes
Proficiency in CRM, workflow, and project management systems
Must obtain Series 7, 66 (or 65/63), Life & Health licenses within 12 months

Job Responsibility

Lead, coach, and grow the Client Operations team
Drive a client-first, service-focused team culture
Oversee hiring, onboarding, and performance management
Own all operations processes, SOPs, and workflow optimization
Drive continuous improvement and operational scalability
Maintain a structured process and workflow library
Lead operational compliance and serve as primary liaison with LPL
Ensure audit readiness and adherence to regulatory standards
Monitor, escalate, and mitigate compliance risks
Manage key vendor and partner relationships

What we offer

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

Fulltime

Director of Client Services

We are looking for an experienced Director of Client Services to lead a dedicate...

Location

United States , Atlanta

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in client management
Strong background in leading service teams
Excellent analytical and problem-solving skills
Familiarity with accounting principles and analytics
Knowledge of print production processes
Experience in the Printing/Publishing industry is highly preferred
Strong ability to manage vendor relationships
Effective multitasking and organizational skills
Experience working with big-box retail clients or similar industries is a plus
Willingness to travel occasionally and work weekends or holidays as needed

Job Responsibility

Lead and oversee client service operations
Collaborate with senior leadership to develop and execute strategic initiatives
Act as a point of escalation for complex client issues
Monitor and assess team capacity
Develop and implement tactical plans for client services
Mentor and guide team members in building strong client relationships
Ensure compliance with client requirements and organizational procedures
Analyze and review team performance through regular reporting
Work closely with sales teams to prepare client presentations
Support the onboarding and implementation of new clients

What we offer

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

Director of Client Services

The Director of Client Services leads and scales the firm’s client service and o...

Location

United States , Grand Rapids

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Exceptional organization, follow-through, and strong, tactful communication
5+ years in operations, including 3+ years in team leadership
Ability to document, improve, and scale processes
Proficiency in CRM, workflow, and project management systems
Must obtain Series 7, 66 (or 65/63), Life & Health licenses within 12 months
CFP® (or in progress)
Experience in RIA, broker-dealer, or hybrid environments (LPL preferred)
Familiarity with LPL systems, compliance, and operational frameworks
Experience leading operational transformation initiatives
Exposure to AI/automation tools

Job Responsibility

Lead, coach, and grow the Client Operations team
Drive a client-first, service-focused team culture
Oversee hiring, onboarding, and performance management
Own all operations processes, SOPs, and workflow optimization
Drive continuous improvement and operational scalability
Maintain a structured process and workflow library
Lead operational compliance and serve as primary liaison with LPL
Ensure audit readiness and adherence to regulatory standards
Monitor, escalate, and mitigate compliance risks
Manage key vendor and partner relationships

What we offer

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

Fulltime

Director of Client Services

We are looking for an experienced Director of Client Services to lead a dedicate...

Location

United States , Atlanta

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in client management, with a strong background in leading service teams
Excellent analytical and problem-solving skills to address complex client and operational challenges
Familiarity with accounting principles and analytics to support data-driven decision-making
Knowledge of print production processes and experience in the Printing/Publishing industry is highly preferred
Strong ability to manage vendor relationships and ensure seamless collaboration
Effective multitasking and organizational skills to balance competing priorities
Experience working with big-box retail clients or similar industries is a plus
Willingness to travel occasionally and work weekends or holidays as needed.

Job Responsibility

Lead and oversee client service operations, ensuring the team delivers exceptional support and enables the sales organization to focus on growth activities
Collaborate with senior leadership to develop and execute strategic initiatives that enhance service quality and client satisfaction
Act as a point of escalation for complex client issues, resolving challenges and removing barriers to success
Monitor and assess team capacity, ensuring resources are aligned with client needs and organizational goals
Develop and implement tactical plans for client services, co-owning service delivery strategies with sales leadership
Mentor and guide team members in building strong client relationships, managing projects effectively, and utilizing tools and systems
Ensure compliance with client requirements and organizational procedures, maintaining a high standard of service delivery
Analyze and review team performance through regular reporting, identifying areas for improvement and implementing actionable plans
Work closely with sales teams to prepare client presentations, highlighting account activities and identifying opportunities for expansion
Support the onboarding and implementation of new clients, ensuring smooth transitions and alignment with business objectives.

What we offer

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

Fulltime

Director of Client Services

We are looking for an experienced Director of Client Services to lead a dedicate...

Location

United States , Atlanta

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Proven experience in client management, with a strong background in leading service teams
Excellent analytical and problem-solving skills to address complex client and operational challenges
Familiarity with accounting principles and analytics to support data-driven decision-making
Knowledge of print production processes and experience in the Printing/Publishing industry is highly preferred
Strong ability to manage vendor relationships and ensure seamless collaboration
Effective multitasking and organizational skills to balance competing priorities
Experience working with big-box retail clients or similar industries is a plus
Willingness to travel occasionally and work weekends or holidays as needed.

Job Responsibility

Lead and oversee client service operations, ensuring the team delivers exceptional support and enables the sales organization to focus on growth activities
Collaborate with senior leadership to develop and execute strategic initiatives that enhance service quality and client satisfaction
Act as a point of escalation for complex client issues, resolving challenges and removing barriers to success
Monitor and assess team capacity, ensuring resources are aligned with client needs and organizational goals
Develop and implement tactical plans for client services, co-owning service delivery strategies with sales leadership
Mentor and guide team members in building strong client relationships, managing projects effectively, and utilizing tools and systems
Ensure compliance with client requirements and organizational procedures, maintaining a high standard of service delivery
Analyze and review team performance through regular reporting, identifying areas for improvement and implementing actionable plans
Work closely with sales teams to prepare client presentations, highlighting account activities and identifying opportunities for expansion
Support the onboarding and implementation of new clients, ensuring smooth transitions and alignment with business objectives.

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

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

Fulltime

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

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