Client Management Specialist Job at ModusLink (Ubi)

Client Onboarding Project Specialist

The Client Onboarding Project specialist will play a key role in driving process...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent experience in Business, Finance, Project Management, or a related field
Strong project management and coordination skills, including experience with project plans, stakeholder tracking, and status reporting
3+ years of experience in client onboarding, account maintenance, or operations within financial services (Wealth management or corporate banking preferred)
Exposure to project methodologies (Agile, PM/ PRINCE 2 certification or similar) is required
Proficiency with MS Office (Excel, PowerPoint, Project, or equivalent tools)
Excellent communication, organization, and analytical skills
Demonstrated ability to challenge existing processes constructively and support continuous improvement
Strong risk and control awareness, ensuring adherence to internal policies and regulatory standards
English fluency (written and spoken) required

Job Responsibility

Support the delivery of Client transformation initiatives, including process redesign, automation, and operational efficiency projects
Manage project tasks, track milestones, and maintain documentation (plans, benefit logs, misregisters, etc)
Act as the Business Activity Owner for Suppliers /Vendors which may fall under the Scope of the Team
Collaborate with cross-functional teams (Onboarding, Account Maintenance, Technology, compliance, Risk & Business) to implement process and system enhancements
Provide subject matter expertise in client onboarding processes, documentation requirements, and system flows to ensure operational feasibility of proposed changes
Participate in defining and documenting new procedures, user stories, and training material to support adoption of new processes or tools
Support the monitoring of project performance metrics such as cycle time, good-order submissions, and rework rates
Identify and escalate potential risks or issues, ensuring proactive follow-up and timely resolution
Facilitate working groups or feedback sessions with bankers, associate bankers, and operations teams to identify improvement opportunities
Contribute to building a culture of ownership and accountability, ensuring changes are embedded and sustainable

What we offer

Paid Parental Leave Program (maternity and paternity leave)
A supportive workplace for professionals returning to the office from childcare leave
Award-winning pension plan
multisport
holiday allowance
Private Medical Care Program
Group Life Insurance
Consideration for annual discretionary bonus
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed

Fulltime

Case Management Specialist

AwePlus is working with a global legal technology application firm seeking custo...

Location

Malaysia , Kuala Lumpur

Salary:

4000.00 - 6000.00 RM / Month

Aweplus Australia Pty Ltd

Expiration Date

Until further notice

Requirements

Bachelor's degree
Strong attention to detail and great time management
Strong English reading and writing skills (MUET Band 4 or IELTS 7.5 and above)
Proficiency in Mandarin (reading and writing), able to read application materials written in Mandarin Chinese is an added advantage
High degree of self-motivation and ability to work independently under tight deadlines
Ability to work in a fast-paced environment to manage complex and dynamic demands
At least 2 years of experience in customer service/client management/paralegal/auditing (or related fields)

Job Responsibility

Evaluate client background and provide suggestions that best fit individual client's needs and goals before processing their cases
Review multiple types of documents and evidence and provide instruction and feedback
Reply to client messages regarding their application materials and timeline
Assist in assembling and reorganizing documentation tasks per various case requirements

What we offer

10 annual paid leave plus 11 holidays
0.5- 1.0 month salary as yearly performance bonus
Opportunities for promotion

Fulltime

First Line Client Specialist

West & Central Africa First Line Client Specialist role at Citi focuses on suppo...

Location

Cameroon , Douala

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-5 years of experience in Capital Markets or in Operations, Risk, Client On-boarding or Middle Office
Bachelor's degree with minimum Upper Second honors (or equivalent)
proficient with Microsoft Office, Bloomberg or credit risk and settlement systems
some knowledge of the products, clients, and business dynamics (flow derivatives, indices, single-stock, exotics, multi asset equity derivative products) will help
good understanding of Client Marketing needs

Job Responsibility

Proactively support West and Central Africa Corporate FX Sales to manage the ‘First Line of Defence’
ensuring post-trade processes are managed efficiently and effectively
monitoring of the desks first line controls
act as a point of escalation and own resolution of operational issues between sales and support functions
diagnose the root causes as issues arise and identify both tactical and strategic solutions owning the delivery
proactively mitigating client impact whilst enhancing the client experience
develop and maintain presentation and other material for internal purposes (Monthly Business Reviews, Senior Business Reviews, etc.)
assist with external presentation for client workshops, training, etc. with focus on formatting
help collate data to help the team in monitoring and analysing FX portfolio performance
compiling market updates from Citi research portal / Citi Velocity and by gathering info from local teams for specific markets

Fulltime

Client Investment Specialist

As a Client Investment Specialist, you’ll be at the heart of our bespoke advisor...

Location

United Kingdom , London

Salary:

Not provided

Quintet Private Bank

Expiration Date

Until further notice

Requirements

Higher Education (University / Bachelor)
Extensive experience in a similar role
Portfolio construction
Asset class analysis
Single financial instruments analysis
Financial Markets Techniques
Attention to Detail
Client-Centric Mindset
Communication (Verbal & Written)
Collaborative Teamwork

Job Responsibility

Lead for investment proposals & portfolio reviews for 'bespoke' clients in discretionary & advisory services
Lead for delivering recommendation & executing client requests for 'bespoke' advisory portfolios
Provide an active feedback loop to colleagues in ICS on offering development, investment views, and product recommendations
Communicate our house view to Client Advisors and clients, ensuring high quality 'after sales' content for discretionary mandates and advisory solutions
Implementation of investment views: ensure the different investment views, bespoke building blocks are delivered and reflected in Bespoke Advisory solutions
Act as the ambassador of the entire Investment capabilities of our Group
Support our Client Advisors, and partner with Lending and Wealth Planning, in driving growth
Be an agent of change for strategic transformation
Help develop, pitch and oversee customised DPM solutions tailored to the needs of 'bespoke' clients

Client Relationship Specialist

Provide high-touch client service and dedicated operational support to a team of...

Location

United States , Chicago

Salary:

85000.00 - 90000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions
Maintaining information in the Client Relationship Management System
Exception report review

What we offer

medical insurance
vision insurance
dental insurance
life insurance
disability insurance
401(k) plan
free online training
career advancement opportunities
work-life balance

Fulltime

Client Support & Engagement Specialist

Are you passionate about helping clients thrive? Love working in a fast-paced, p...

Location

United Kingdom , London

Salary:

18.00 - 20.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

3-5 years' experience in Client Success, Support, or Relationship Management
Strong communication skills - written, verbal, and interpersonal
Proactive mindset with great problem-solving skills
Confidence using PowerPoint and Excel
Ability to juggle multiple clients and priorities with ease
A love for learning new tools and working in a fast-paced environment

Job Responsibility

Manage a portfolio of clients, driving employee engagement across programmes
Own and resolve client queries, working closely with frontline customer service
Understand client goals and tailor support to meet their needs
Create and edit content for campaigns and engagement initiatives
Host calls and webinars to educate clients on programme usage
Troubleshoot issues and identify opportunities to boost engagement
Collaborate with the London-based Account Director to deliver outstanding results

What we offer

Be part of a vibrant, supportive team
Make a real impact and grow your career
Enjoy flexible remote working
Potential to go permanent

Fulltime

Program and Project Management Specialist, Senior

As a program management specialist, you know the complexities of supporting a pr...

Location

United States , Washington

Salary:

99000.00 - 225000.00 USD / Year

Booz Allen Hamilton

Expiration Date

Until further notice

Requirements

Experience with DoD acquisition programs, policies, and regulations
Experience providing direct support to the US Government PAPMs and APMs
Knowledge of DoD 5000, Adaptive Acquisition Framework, and Pathways
Ability to manage and oversee multiple workstreams across an acquisition portfolio
Ability to independently lead and manage teams responsible for client delivery
Secret clearance
Bachelor's degree

Job Responsibility

Implement and maintain organizational programs in support of critical Navy acquisition programs
Work with key stakeholders to review contracts and project cost accounting
Help with tactical planning using resources like MS Project, Tableau, and Power BI
Regular interactions with senior Navy acquisition program managers, SMEs, schedulers, customers, and project analysts
Ensure the program achieves its goals and meets quality standards
Influence a meaningful mission while learning how to develop and maintain program strategy
Ensure Navy acquisition customer accomplishes its program goals within budget as we improve modularity to the fleet

What we offer

Health, life, disability, financial, and retirement benefits
Paid leave
Professional development
Tuition assistance
Work-life programs
Dependent care
Recognition awards program

Client Relationship Specialist

We are seeking a highly motivated Client Relationship Specialist to provide high...

Location

United States , Chicago

Salary:

85000.00 - 95000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree
Minimum of 4+ years relevant experience
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred

Job Responsibility

Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.

What we offer

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

Fulltime

Client Management Specialist

ModusLink

Location:
Singapore , Ubi

Category:
Logistics

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 01, 2026

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Job Description:

Job Responsibility:

Requirements:

Additional Information:

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