Senior Client Services Associate Job at Robert Half (Walnut Creek)

Senior Client Services Associate

Join a respected wealth management firm known for delivering an exceptional clie...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience
3–5 years in wealth management
Strong knowledge of investment products, account types, and regulations
Confident communicator with strong relationship management skills
Detail-oriented, organized, and comfortable juggling priorities
Tech savvy with CRM and portfolio management systems

Job Responsibility

Partner with advisors to onboard new clients and deliver white-glove service
Lead and support client meetings, including reviews and plan presentations
Open and maintain accounts
handle client inquiries and service requests
Keep CRM records accurate and fully documented
Act as a primary contact for client servicing and proactively anticipate needs
Monitor account activity and ensure compliance with industry regulations
Collaborate on investment strategy and participate in team initiatives

What we offer

competitive pay
ongoing training
clear growth potential
medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Senior Client Services Associate

Join a respected wealth management firm known for delivering an exceptional clie...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience
3–5 years in wealth management
Strong knowledge of investment products, account types, and regulations
Series 65 is a major plus
Confident communicator with strong relationship management skills
Detail-oriented, organized, and comfortable juggling priorities
Tech savvy with CRM and portfolio management systems

Job Responsibility

Partner with advisors to onboard new clients and deliver white-glove service
Lead and support client meetings, including reviews and plan presentations
Open and maintain accounts
handle client inquiries and service requests
Keep CRM records accurate and fully documented
Act as a primary contact for client servicing and proactively anticipate needs
Monitor account activity and ensure compliance with industry regulations
Collaborate on investment strategy and participate in team initiatives

What we offer

Competitive pay
ongoing training
clear growth potential
medical, vision, dental, and life and disability insurance
401(k) plan

Senior Client Services Associate

Join a respected wealth management firm known for delivering an exceptional clie...

Location

United States , Walnut Creek

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience
3–5 years in wealth management
Strong knowledge of investment products, account types, and regulations
Series 65 is a major plus
Confident communicator with strong relationship management skills
Detail-oriented, organized, and comfortable juggling priorities
Tech savvy with CRM and portfolio management systems

Job Responsibility

Partner with advisors to onboard new clients and deliver white-glove service
Lead and support client meetings, including reviews and plan presentations
Open and maintain accounts
handle client inquiries and service requests
Keep CRM records accurate and fully documented
Act as a primary contact for client servicing and proactively anticipate needs
Monitor account activity and ensure compliance with industry regulations
Collaborate on investment strategy and participate in team initiatives

What we offer

Competitive pay
ongoing training
clear growth potential
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Senior Client Services Associate

This Client Services Associate (CSA) role is integral to delivering a seamless, ...

Location

United States , Mill Valley

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3–7+ years of client service or operations experience within wealth management or financial advisory environments
Exceptional attention to detail with strong organizational capabilities
Highly professional demeanor with excellent written and verbal communication skills
Demonstrated integrity, discretion, and client-first mindset
Proficiency in Microsoft Office

Job Responsibility

Serve as a primary point of contact for client service inquiries, delivering timely, professional support
Manage account onboarding, maintenance, and money movement (wires, ACH, transfers, RMDs)
Coordinate client meetings, including scheduling, preparation, and follow-up
Interface with custodians (e.g., Charles Schwab) to process documentation, track transfers, and resolve issues
Monitor daily transactions and workflows to ensure accuracy, timeliness, and compliance
Maintain accurate client records, CRM updates, reporting, and task tracking
Collaborate cross-functionally with advisors and compliance partners to support regulatory requirements and efficient firm operations

What we offer

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

Senior Client Services Associate

Join a fast-growing investment advisory firm, known for client-driven growth and...

Location

United States , San Jose

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong written, verbal, and interpersonal skills
5+ years of wealth management experience
Detail-oriented, proactive, and able to manage multiple priorities
Collaborative and able to contribute insights to the team

Job Responsibility

Deliver exceptional service to sophisticated clients
Handle new accounts, transfers, closings, and client transactions accurately
Prepare trades, reports, and client meeting materials
Maintain client documentation and ensure compliance with firm guidelines
Monitor client communications and coordinate scheduling
Reconcile client accounts and support portfolio integrity

What we offer

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

Senior Associate, Client Services

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

Philippines , Clark, Pampanga

Salary:

Not provided

Aprio

Expiration Date

Until further notice

Requirements

Bachelor's degree in accounting
At least 3-4 years of working experience in the BPO industry
Experience using accounting software
Experience handling Retail, Franchise and Hospitality clients preferred
A licensed CPA is an advantage
Can communicate clearly and effectively
Amenable to work on a hybrid work setup either in Makati or Clark (note that initially, this requires to work onsite for the 1st 2 months)
Dayshift work schedule from 6:30am to 3:30pm PHT

Job Responsibility

Automation - Check/fix and ensure that all automated items are working properly, sales, payroll, inventory, payables, etc.
Fixed Assets - Ensure that all fixed assets are included in program, correct term, save invoices, and update recurring depreciation/amortization on a go forward basis.
Delivery Recs - Get, record, chargebacks, delivery fees, marketing, sales tax. All items for delivery rec.
Investment Reconciliation - Ensure all investment accounts tie in and are properly accounted for.
Transmittal - Transmit to McDonalds by the 25, validate and ensure all points are taken care of.
Ratios - Make sure client understand ratios and that we share trends.
Cash Projections - Depending on Client - Looking Out 5-20 days to ensure cash needs are met.
E-Sales - By 12:00pm Central must give sales to McDonalds - ensure that all add back deductions are also correct.
Delivery - Ensure that all reports are pulled for Chargebacks and correct accounting and template upload for automation.

What we offer

Wellness program
HMO coverage
Rewards and Recognition program
Free shuttle service (provided by CDC | for onsite employees)
Free lunch meal (For onsite employees)
On-demand learning classes
Discretionary time off and Holidays
Performance-based salary increase
Discretionary incentive compensation based on client or individual performance
Hybrid set up to selected roles/location, terms and conditions may apply

Fulltime

Senior Associate Managed Services Client Delivery Specialist

The Senior Associate Managed Services Client Delivery Specialist at NTT DATA is ...

Location

Indonesia , Jakarta Selatan

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent qualification in Information Technology or Business or related field
Moderate level of demonstrated experience in a managed services and/or support services environment
Moderate level of demonstrated experience in managed services - service delivery and client management
Moderate level of demonstrated experience in successful delivery of managed services to clients, meeting service level agreements (SLAs) and quality standards
Moderate level of demonstrated experience in service delivery alignment with contractual agreements and compliance requirements
Moderate level of demonstrated experience in monitoring contract performance
Moderate level of demonstrated experience in managing service delivery projects for clients
Moderate level of demonstrated experience in monitoring and assessing client satisfaction regularly through feedback mechanisms
Moderate level of demonstrated experience in proactive measures to address client concerns and continuously improve service quality
Passionate about service delivery with a strong ability to manage a coordinated delivery of service

Job Responsibility

Responsible for client satisfaction by ensuring that services are delivered according to agreed service definitions and Service Level Agreements (SLAs)
Acts as the primary point of contact for client inquiries, escalations, and feedback
Understands client business needs and objectives to tailor required services accordingly
Ensures the successful delivery of managed services to clients, meeting service level agreements (SLAs) and quality standards
Collaborates with technical teams to resolve client issues and incidents promptly
Monitors and assesses client satisfaction regularly through feedback mechanisms
Takes proactive measures to address client concerns and continuously improve service quality
Develops account plans and strategies to enhance client engagement and retention
Identifies opportunities for upselling or cross-selling additional services
Manages the implementation of new services, upgrades, and projects for clients

Fulltime

Senior Associate / Associate, Risk Advisory Services

Forvis Mazars is a leader in audit, tax and advisory services worldwide, operati...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Forvis Mazars

Expiration Date

Until further notice

Requirements

Degree holder in Accounting / Finance or related discipline
At least 1-2 years of relevant experiences in professional accounting firms
Member or finalist of professional qualification preferred such as HKICPA / ACCA / CPAA / CIA
Experience working within an internal audit, internal control, operation audit or compliance function as an internal employee or as part of a professional services firm is an advantage
Ability to deliver work within tight timelines, on budget and at a high level of quality
Strong teamwork ability and able to work independently
Fluency in spoken English and Cantonese
Putonghua is a must
Good written presentation skills in both English and Chinese (HKDSE Level 5 or above in Writing, or equivalent)
Logical thinker with good interpersonal and communication skills

Job Responsibility

Assist in design and execute the day-to-day activities of risk management and internal audit review engagements and / or advisory engagements for our listed clients / undergoing IPO application in Hong Kong
Obtain good understanding of business operations, processes and controls
Support the planning of audit activities, including development of audit program, and execution of internal audits
Contribute to proposal development, project scoping, delivery risk management and the initial review of deliverables
Work with client management team to provide insights to client via qualitative and quantitative risk analysis and rating, risk management strategy and relevant internal control objective
Assist in review, analyze, and inspect the implementation of control operations, identify internal control weaknesses and provide value-added recommendations
Assist client listed in Hong Kong to prepare ESG reporting in accordance with ESG Reporting Guide of The Hong Kong Stock Exchange

What we offer

Medical and dental insurance
Life insurance
5-day working week
Discretionary performance bonus
Birthday leave
Marriage leave
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Fulltime

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Senior Client Services Associate

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