Client Services Associate
Robert Half Finance & Accounting
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At a glance
Job overview
Robert Half Finance & Accounting is hiring a Client Services Associate. This Client Services Associate role supports an investment and wealth management client, serving as a key point of contact for client service needs. The associate provides administrative and operational support to advisors and internal teams, managing multiple priorities in a fast-paced financial services environment. The ideal candidate is highly organized and service-minded.
Key focus areas include Provide day-to-day service and support for existing retirement plan clients, Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments, and Support advisors with administrative tasks related to retirement plan accounts.
Important skills include Communication, Excel, Microsoft Word, Microsoft Outlook, and CRM. Preferred (not required): Highly Organized, Service-Minded, Managing Multiple Priorities, and Responsiveness.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Description
Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized, service-minded, and capable of managing multiple priorities in a fast-paced financial services environment.
Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement contribution and 3+ weeks PTO to start.
Key Responsibilities
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Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.
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Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.
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Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.
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Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.
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Assist with onboarding new retirement plan relationships and implementing changes for existing plans.
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Prepare client meeting materials, reports, presentations, and investment review packages.
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Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.
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Maintain accurate notes and updates in CRM and other firm systems.
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Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.
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Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.
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Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.
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Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.
Requirements
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Bachelor’s degree preferred or equivalent professional experience.
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2+ years of client service, administrative, or operations experience in wealth management, retirement plan services, investment advisory, or financial services.
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Experience supporting retirement plans such as 401(k), 403(b), pension, or qualified plans preferred.
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Excellent verbal and written communication skills.
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Ability to manage multiple tasks and deadlines in a fast-paced environment.
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Proficiency with Microsoft Office, including Excel, Word, and Outlook; CRM experience preferred.
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.
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