• Account Representative

    Robert Half Office Team (San Diego, CA)


    Description

    Overview:

    Robert Half is partnering with a reputable financial services company to identify a detail-oriented and client-focused Account Representative. This role serves as a key point of contact for clients, supporting account servicing, documentation, and ongoing relationship management while ensuring compliance with internal policies and regulatory requirements. The ideal candidate brings strong communication skills, professionalism, and a high level of attention to detail.

    Key Responsibilities:

    + Serve as a primary point of contact for assigned client accounts, providing timely and accurate support

    + Assist clients with account inquiries, updates, and service requests

    + Process account documentation, forms, and transactions in accordance with company policies and regulatory standards

    + Maintain accurate client records and account information in internal systems

    + Coordinate with internal departments (operations, compliance, advisors, and finance teams) to resolve account-related issues

    + Support onboarding of new clients, including documentation collection and verification

    + Prepare reports, track account activity, and assist with audits or reviews as needed

    + Ensure adherence to compliance, privacy, and regulatory requirements

    Requirements

    Qualifications:

    + 2+ years of experience in customer service, account support, or client services (financial services preferred)

    + Strong written and verbal communication skills

    + Excellent organizational skills with high attention to detail

    + Proficiency in Microsoft Office (Excel, Word, Outlook); CRM or financial systems experience a plus

    + Ability to manage multiple priorities in a deadline-driven environment

    TalentMatch®

    Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

     

    Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

     

    All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

     

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