"Alerted.org

Description

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

Client Service Associate

About the Role:

We are looking for a proactive and detail-oriented Client Service Associate to provide administrative and relationship management support to both clients and the advisory team. This role is essential for ensuring smooth operations and delivering exceptional client service.

Key Responsibilities:

+ Handle client service tasks, including calls, documentation, and wire transfers.

+ Prepare and transmit transaction documents; coordinate with custodians to ensure accuracy.

+ Act as liaison between advisors, clients, and middle-office functions such as trading, portfolio management, and billing.

+ Schedule meetings, manage calendars, and assist with travel arrangements.

+ Prioritize multiple requests and resolve issues efficiently.

+ If licensed, support trading activities including order entry and portfolio rebalancing.

Compensation & Benefits:

+ Competitive salary with profit sharing and 401(k) match.

+ Medical and dental coverage.

+ Paid vacation, sick days, and NYSE holidays.

+ Opportunities for growth and flexible overtime pay.

Requirements

Want to know more? 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.

Qualifications:

+ Strong attention to detail and organizational skills.

+ Ability to work independently and take initiative.

+ Excellent problem-solving and communication skills.

+ Proficiency in Microsoft Word and Excel.

+ Familiarity with financial platforms (e.g., CRM, portfolio management tools) 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.

Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 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) .