• Client Service Manager

    Robert Half Finance & Accounting (Vienna, VA)


    Description

    Robert Half is partnering with a client in the financial services industry to hire a Client Service Manager. This hybrid role is based in Tysons, VA, with 3 days in the office each week. It’s an excellent opportunity for professionals who thrive in a client-facing environment and enjoy supporting both clients and advisors with high-quality service and attention to detail. As a Client Service Manager, you will play a key role in ensuring smooth account operations, and delivering outstanding service that reflects the firm’s commitment to excellence.

    Key Responsibilities

    + Serve as the primary point of contact for clients, delivering a welcoming and professional experience from the first interaction onward

    + Support advisors and clients by providing timely account information and assisting with day-to-day service needs

    + Manage accounts by overseeing new account setup, maintaining accurate documentation and records, processing deposits and paperwork, and coordinating appointments

    + Foster strong client relationships by anticipating needs, addressing questions, and proactively resolving issues

    + Handle phone communications with professionalism and good judgment, ensuring all inquiries are managed through to resolution

    + Ensure full compliance with industry regulations and internal policies in all aspects of client service

    + Welcome and assist clients and guests during visits, reinforcing a high-quality, service-oriented environment

    Requirements

    Qualifications

    + Degree in Business, Finance, Accounting, or a related field (Associate’s required; Bachelor’s preferred)

    + 2+ years of experience in client-facing roles, within financial services or wealth management

    + Excellent written and verbal communication skills

    + Strong organizational skills with keen attention to detail, accuracy, and compliance

    + Demonstrated ability to manage multiple priorities, meet deadlines, and work independently

    + Proficiency with Microsoft Office Suite and CRM platforms

    + Problem-solving skills with sound judgment and professionalism in client interactions

     

    If you or someone you know is interested in this position, please feel free to connect with me on LinkedIn- Alex Walker

     

    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) .