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Description

We are looking for a highly organized and detail-oriented Client Service Associate with Financial Service experience to provide critical support to advisors while ensuring a seamless and exceptional client experience. This long-term contract position is based in Toledo, Ohio, and requires an individual with relevant experience who excels in prioritizing tasks and maintaining accuracy in a fast-paced environment.

Responsibilities:

• Prepare client meeting materials and complete follow-up documentation, ensuring all service requests are processed promptly and accurately.

• Manage investment and insurance applications with precision, adhering to deadlines and compliance standards.

• Track the insurance underwriting process and communicate updates to clients in a timely and organized manner.

• Coordinate investment account activities, including opening, funding, and trading operations.

• Maintain up-to-date and accurate client records using organizational systems and custodial platforms.

• Collaborate with custodians and vendors to address and resolve account-related concerns efficiently.

• Ensure adherence to confidentiality policies and regulatory guidelines while supporting compliance standards.

• Assist advisors in delivering a seamless and high-quality experience for clients.

• Handle general administrative tasks to optimize office operations and workflow.

• Utilize tools like Microsoft Office Suite and Wellscape to manage calendars and travel arrangements effectively.

Requirements • Proven proficiency in Microsoft Office Suite and organization-specific software, including Wellscape.

• Active Series 6 and Series 63 licenses or the ability to obtain them within three months of starting employment.

• Strong organizational skills and attention to detail, with the ability to meet tight deadlines of 24-48 hours.

• Experience in systems management and accurately handling financial paperwork.

• Ability to manage calendars, coordinate travel arrangements, and organize executive meetings.

• Excellent communication and problem-solving skills, with a client-first mindset.

• Familiarity with financial services processes, including account management and compliance protocols. 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.

• 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) .