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Description

Client Service Associate / Relationship Manager - wealth management firm

Direct-Hire / Permanent position

Robert Half contact: Drew.Schroll@RobertHalf com.

HYBRID ROLE - 3 days in-office, 2 from home

Robert Half has partnered with a wealth managent firm south of Hartford in the Wethersfield/Glastonbury area in their search of a Relationship Manager / Client Service Associate to join their team. Supporting two Advisors, this role will partner with 4 other Relationship Managers to provide great client support and communication.

Responsibilities:

• Build and maintain strong relationships with clients by providing exceptional service and addressing their inquiries promptly.

• Manage administrative tasks such as account updates, cashiering, and ensuring all client requests are completed accurately.

• Monitor and track client paperwork and account changes from initiation to completion, verifying accuracy throughout the process.

• Handle distribution, withdrawal, transfer, and investment requests in a timely and precise manner.

• Keep client files and organizational records updated and accurate to ensure seamless operations.

• Serve as a key support resource for advisors by preparing necessary materials and data for client meetings.

• Coordinate communications and follow-ups related to client needs and requests.

• Provide general administrative support to ensure the smooth functioning of the team.

• Assist in operational tasks that enhance efficiency and improve the client experience.

Along with a strong salary range, our client offers annual bonus potential, great healthcare plan options, 401k match, and paid time off as part of their offer package.

For immediate consideration, please apply today and/or send your resume directly to Drew.Schroll@RobertHalf com. All inquiries will remain confidential.

Requirements

Client Service Associate / Relationship Manager - wealth management firm

Direct-Hire / Permanent position

Robert Half contact: Drew.Schroll@RobertHalf com.

HYBRID ROLE - 3 days in-office, 2 from home

• Proven experience in client relationship management or a related field.

• Proficiency in using Customer Relationship Management (CRM) systems.

• Strong administrative and organizational skills with attention to detail.

• Ability to handle multiple tasks and prioritize effectively in a fast-paced environment.

• Excellent communication and interpersonal skills to foster positive client interactions.

• Familiarity with financial services or benefits administration is a plus.

• Competency in managing operational processes such as transfers, withdrawals, and account updates.

For immediate consideration, please apply today and/or send your resume directly to Drew.Schroll@RobertHalf com. All inquiries will remain confidential.

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.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .