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Description

A dynamic and values-driven financial services firm is seeking a Client Services Associate to join its team. This role is ideal for a service-oriented professional who thrives in a collaborative environment and is passionate about delivering exceptional client experiences.

About the Role

The Client Services Associate plays a pivotal role in maintaining and enhancing client relationships. Acting as a primary point of contact for account-related inquiries, this individual ensures seamless service delivery and supports the broader advisory team in providing personalized financial solutions.

Key Responsibilities

+ Serve as the first impression for clients, both in-person and over the phone.

+ Build and maintain strong client relationships through attentive and thoughtful service.

+ Handle client service requests, including account openings, transfers, deposits, withdrawals, and updates.

+ Monitor custodial alerts and take appropriate action.

+ Process required minimum distributions (RMDs) and other account maintenance tasks.

+ Collaborate with advisors to onboard new clients and educate them on account access.

+ Maintain accurate records in the CRM and manage client meeting calendars.

+ Support client communications and assist with mailings.

+ Contribute to special projects and administrative initiatives as needed.

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect!

Requirements

Qualifications

+ Bachelor’s degree in business, finance, economics, or a related field.

+ Minimum of 3 years of experience in client service or operations within the financial services industry, preferably with an independent advisory firm.

+ Proficiency in Microsoft Office; experience with CRM systems (e.g., Salesforce), document management tools (e.g., Box), and portfolio management software is preferred.

+ Familiarity with custodial platforms such as Schwab, Fidelity, or TD Ameritrade is a plus.

Ideal Candidate Attributes

+ Demonstrates integrity, initiative, and professionalism in all interactions.

+ Delivers high-quality work with attention to detail and accuracy.

+ Communicates effectively, both verbally and in writing.

+ Thrives in a fast-paced, entrepreneurial environment and adapts well to change.

+ Works independently while also being a collaborative team player.

+ Embodies a client-first mindset and is committed to service excellence.

Excited about this role? We’d love to hear from you!

Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move.

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) .