Senior Client Services Associate Job at Robert Half (San Jose)

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

Senior Associate

Senior Associate position in the Dopkins Assurance Services Group. The role invo...

Location

United States , Buffalo

Salary:

Not provided

Dopkins & Company, LLP

Expiration Date

Until further notice

Requirements

Taking responsibility for client work being performed on time, appropriate scope of services and within budget
Taking responsibility for service quality, thoroughness and accuracy
Staying current on regulatory and industry issues and shares applicable information with others
Managing risk in the client service process by following professional standards
Keeping current with a changing Federal and State regulatory environment
Assessing problem/issue materiality and interpreting the implications for the client
Consistently taking on work outside of “comfort zone”, asking for stretch assignments to develop
Conducting self-review to ensure work is complete and no open issues exist
Demonstrating an understanding of and applying assurance-based concepts
Developing the ability to recognize assurance issues

What we offer

Access to department and Firm leaders at all levels through our open-door policy
Opportunity to serve a wide array of clients, as to size, complexity and industry
Opportunity to advance your career based upon hard work and merit
Close-knit group of young professionals who work well together and with whom you develop friendships
Strong support to develop technical expertise
Be recognized, and also recognize your peers for exceptional service, through the Firm’s internal communications system

Private Client Tax Associate Director

Our client, a leading firm of Chartered Accountants in Edinburgh, is seeking a t...

Location

United Kingdom , Edinburgh

Salary:

70000.00 - 100000.00 GBP / Year

Crowe Watson

Expiration Date

Until further notice

Requirements

CTA/ACA/ACCA qualified (or equivalent)
Significant experience in private client tax advisory within a senior role
Strong technical knowledge of UK tax legislation and planning
Must have a minimum of 5 years previous experience working within a UK Practice environment
Excellent communication and relationship management skills
A proactive, strategic mindset with a commercial approach to client service

Job Responsibility

Provide strategic tax planning and advisory services to high-net-worth individuals, trusts, and business owners
Lead and manage a portfolio of private clients, ensuring exceptional client service and compliance
Develop and mentor junior team members, fostering a culture of continuous learning and development
Identify new business opportunities and contribute to the firm’s growth strategy
Stay up to date with legislative changes and ensure clients receive proactive tax advice

What we offer

flexible working
company pension

Fulltime

Senior Associate

Senior Associate role in the Dopkins Tax Advisory Group. The role involves clien...

Location

United States , Buffalo

Salary:

Not provided

Dopkins & Company, LLP

Expiration Date

Until further notice

Requirements

Taking responsibility for client work being performed on time, appropriate scope of services and within budget
Taking responsibility for service quality, thoroughness and accuracy
Staying current on regulatory and industry issues and shares applicable information with others
Managing risk in the client service process by following professional standards
Keeping current with a changing Federal and State regulatory environment
Assessing problem/issue materiality and interpreting the implications for the client
Consistently taking on work outside of “comfort zone”, asking for stretch assignments to develop
Conducting self-review to ensure work is complete and no open issues exist
Demonstrating an understanding of and applying tax planning concepts
Developing the ability to recognize tax issues

Job Responsibility

Client Service and Expertise
Professional Development
Leadership Skills
Growth and Profitability

What we offer

Access to department and Firm leaders at all levels through our open-door policy
Opportunity to serve a wide array of clients, as to size, complexity and industry
Opportunity to advance your career based upon hard work and merit
Close-knit group of young professionals who work well together and with whom you develop friendships
Strong support to develop technical expertise
Be recognized, and also recognize your peers for exceptional service, through the Firm’s internal communications system

Senior Associate Building Surveyor

A prestigious independent Property Consultancy, located in central London, is se...

Location

United Kingdom , London

Salary:

75000.00 - 85000.00 GBP / Year

Brandon James

Expiration Date

Until further notice

Requirements

MRICS qualification (essential)
A RICS-accredited degree
Strong property knowledge with a professional services focus
A consultancy or private practice background
Excellent client management skills and a commercially minded approach

Job Responsibility

Delivering professional services such as dilapidations, leasehold advice, and contract administration
Building and maintaining client relationships in the public and private sectors
Leading on instructions and supporting the development of the London team
Contributing to the consultancy’s growth strategy with your commercial insight

What we offer

Holidays: 25 days annual leave plus an additional day off on your birthday
Life assurance and private medical insurance
5% employer pension contribution
Season ticket loan, gym discounts, retail vouchers, and a cycle-to-work scheme
Electric vehicle scheme and longevity awards

Fulltime

Assurance Senior Associate

As part of the Financial Services Industry team, you'll work with some of the na...

Location

United States , Chicago

Salary:

95000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of work experience in another public accounting firm
Commercial Services experience required
Bachelor's Degree required
CPA license achieved or eligibility to sit for the exam
Strong experience using Microsoft Office Suite
Knowledge of audit software such as CaseWare or ProSystem FX

Job Responsibility

Serve as the engagement lead on specific client accounts
Take responsibility for pre-engagement planning, execution, and final deliverables
Develop detailed engagement work plans
Illustrate budgets and schedules
Actively participate in proposals
Manage a team of staff associates, including interns, while providing regular performance coaching and feedback
Gain the respect and confidence of the CRZ team through effective client management, timely and accurate communication, and clear and concise direction and leadership

What we offer

Medical/Dental
401k
time off
medical, vision, dental, and life and disability insurance for contract/temporary professionals
company 401(k) plan enrollment for hired contract/temporary professionals

Fulltime

Senior Client Manager

The Sr Client Manager leads junior and senior level relationships with clients a...

Location

United States , Portland

Salary:

90000.00 - 110000.00 USD / Year

SGK

Expiration Date

Until further notice

Requirements

Bachelor’s Degree in Sales, Marketing or related field
8+ years progressive account management experience in a Creative Design Agency, Market Research firm or similar consulting environment
or equivalent combination of education and experience
5+ years in a leadership role (direct or indirect)
High degree of proficiency MS Office Suite, Outlook & Internet applications
Strong analytical, prioritizing, interpersonal, problem-solving, presentation, budgeting, project management (from conception to completion), & planning skills
Strong verbal and written communication skills (including analysis, interpretation, & reasoning)
Solid understanding and application of mathematical concepts
Ability to develop and maintain collaborative relationships with peers and colleagues across the organization, as well as, internal and external clients
Ability to work well autonomously and within a team in a fast-paced and deadline-oriented environment.

Job Responsibility

Supports the Company’s profitability efforts by managing efficient, accurate, and timely coordination of the assigned project activities.
Acts as a strategic partner to assigned clients by demonstrating a significant understanding of their market and business sectors and their specific challenges and opportunities. Provides insights and perspectives that support client initiatives and align company services with client needs.
Develops innovative proposals to capture both account growth and new business opportunities.
Coordinates client-specific projects throughout the lifecycle, including estimate creation, selection of appropriate projects and sub-projects, assignment of resources, monitoring project progress, and generation of the client/project invoice.
Ensures meeting of volume and revenue targets for each account.
Builds new relationships and nurtures existing relationships with internal and external clients.
Creates strong and effective partnerships with Brand Development and Brand Deployment teams through sharing a deep understanding of client markets and business sectors and specific challenges and opportunities facing those clients. Works with company leaders to develop solutions that align our services with client needs.
Assess and manages risks associated with profitability leakage by researching, understanding, and resolving any identified issues (i.e. process, operational, client relationship specific, etc.).
Analyzes the performance of the Company-Client business relationship through analytics models and performance metrics with goal to establish agreed tactical and strategic priorities and strategies to achieve those goals.
Ensures client retention is maximized by facilitating the delivery of custom tailored solutions to meet clients’ objectives and expectations.

Senior Associate Corporate Solicitor

I’m delighted to be supporting a leading national law firm as they continue the ...

Location

United Kingdom , Birmingham

Salary:

80000.00 - 90000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

5+ years’ PQE in corporate law, ideally with experience in mid-market deals
A solid foundation in transactional work and client-facing advisory roles
Strong commercial awareness, drafting ability, and attention to detail
Someone who’s collaborative, proactive, and driven to progress within a dynamic team
A desire to be part of a growing practice that values long-term development over short-term targets

Job Responsibility

Managing a range of corporate transactions including M&A, investments, reorganisations, and joint ventures
Collaborating with peers nationally to deliver exceptional service and share sector insights
Playing an active role in business development, client relationship management, and cross-selling initiatives
Supporting, mentoring, and helping develop junior members of the team
Working with a strong sense of autonomy, backed by Partner-level guidance and support

What we offer

Bonus scheme up to 20%, rewarding performance and contribution
Realistic billable hours target – fewer than 1200
Private Medical Insurance
27 days’ annual leave + bank holidays
Electric vehicle scheme
Life Assurance and Pension with Scottish Widows
Flu vaccinations and eye care support

Fulltime

Senior Client Services Associate

Robert Half

Location:
United States , San Jose

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 15, 2026

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