• Client Services Administrator

    Robert Half Office Team (San Diego, CA)


    Description

    We are looking for a dedicated and meticulous Client Services Administrator to join our team in San Diego, California. This Contract to Permanent position plays a vital role in ensuring exceptional client experiences and supporting operational efficiency. You will collaborate with advisors, handle client documentation, and provide outstanding service to high-net-worth individuals, business owners, and other clients.

    Responsibilities:

    + Handle client account documentation, including transfers, distributions, and updates, ensuring precision and attention to detail.

    + Keep client records organized and ensure information in company systems is current.

    + Liaise with custodians to promptly resolve any service or account issues.

    + Prepare materials for client meetings, communications, and mailings.

    + Oversee office supplies, vendor interactions, and general office appearance to maintain a professional and inviting environment.

    + Act as the initial point of contact for clients visiting the office, providing a courteous and detail-focused experience.

    + Assist advisors by collecting and organizing financial information for client accounts.

    + Support financial planning initiatives and perform investment research as required.

    + Compile performance reports and reconcile data to maintain accuracy.

    + Draft correspondence and documentation for client interactions.

    Requirements

    • Strong customer service skills with a client-focused approach.

    • Exceptional organizational abilities and keen attention to detail.

    • Effective communication and problem-solving skills.

    • Proficiency in Microsoft Word, Excel, and Outlook.

    • Ability to handle multiple priorities and maintain professionalism under pressure.

    • Bachelor's degree preferred, though a High School Diploma or Associate’s Degree with relevant experience is acceptable.

    • Minimum of 3 years of experience in administrative support within an investment environment.

    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) .