"Alerted.org

Description

Robert Half is assisting Brookfield area client in the recruiting for a Client Service Associate to join their growing team. This role involves supporting the company's operations by managing administrative tasks and ensuring smooth client interactions. The ideal candidate will thrive in a fast-paced environment and possess excellent communication skills.

This a permanent placement opportunity offering health insurance, 401k, paid time off.

Responsibilities:

• Perform a variety of clerical and administrative tasks to support daily business operations.

• Manage data entry tasks with accuracy and efficiency.

• Generate and prepare reports for client meetings to assist advisors.

• Process and prepare paperwork related to account openings and new account documentation.

• Handle incoming checks and ensure timely processing.

• Respond to client inquiries and follow up on requests promptly.

• Maintain and implement organized filing systems to ensure easy access to documents.

• Assist in opening new accounts and verifying necessary documentation.

• Provide consistent administrative support to advisors and team members.

Requirements • Proven experience in administrative or clerical roles.

• Strong organizational skills with attention to detail.

• Proficiency in data entry and report generation.

• Ability to communicate effectively with clients and team members.

• Familiarity with account processing and related documentation.

• Capable of managing multiple tasks and prioritizing under deadlines.

• Experience with maintaining filing systems or similar organizational processes.

• Knowledge of investment or financial services is a plus.

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) .