Client Services Associate

Description We are looking for a detail-oriented Client Services Associate to support a high-quality client experience in Portage, Michigan. This position works closely with internal partners to coordinate meeting preparation, manage account-related activities, and help keep client information accurate and current. The ideal candidate brings financial services experience, strong organizational ability, and a careful approach to handling sensitive information.

Responsibilities:

• Partner with advisors and investment professionals to organize materials, recommendations, and supporting documents in advance of client appointments.

• Participate in client meetings as needed and carry out next steps promptly to ensure timely follow-through.

• Guide new clients through the onboarding process by gathering required details and completing account-opening documentation.

• Update and maintain client records within company systems, with a strong focus on precision and data integrity.

• Process service requests such as beneficiary revisions, address updates, required minimum distributions, transfers, and movement of funds accurately and on schedule.

• Carry out trade-related activities based on direction from the investment team while following established procedures.

• Work with custodians, mutual fund companies, and other financial institutions to complete transactions and help resolve account issues.

• Enter client information into financial planning tools and support analysis and presentation preparation for client-facing discussions.

• Protect confidential client data and perform all work in accordance with regulatory and compliance standards. Requirements • At least 5 years of experience in the financial services industry.

• Demonstrated ability to manage multiple priorities with strong organization and close attention to detail.

• Effective written and verbal communication skills for working with clients and internal teams.

• Strong judgment and problem-solving ability, with the capacity to work independently and collaboratively.

• Proficiency in learning and using firm technology platforms and financial systems.

• Bachelor’s degree preferred, ideally in finance, economics, business, or a related field.

• Detail-oriented, discreet, and ethical approach when handling sensitive client information.

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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