Client Service Associate
2 weeks ago
We're seeking a Client Service Associate to join a boutique wealth management firm serving senior executives and professionals. This role focuses on delivering exceptional client service and operational support, including account administration, transaction processing, and coordination with custodians and internal teams.
Key Responsibilities
- Handle client service requests, including wire transfers and documentation for new/existing accounts.
- Communicate with custodians and vendors to ensure accurate and timely transactions.
- Act as liaison between advisors, clients, and middle-office functions.
- Schedule client meetings and manage calendars.
- Support trading and portfolio rebalancing if licensed.
Benefits & Perks
- Annual profit sharing and 401(k) match.
- Medical and dental coverage.
- Flexible overtime pay option.
- 15 vacation days + 5 sick days + NYSE holidays.
Requirements
- 5+ years minimum
- Must have prior RIA client service experience
- Strong attention to detail and organizational skills.
- Ability to work independently and prioritize multiple tasks.
- Problem-solving mindset and resourcefulness.
- Proficiency in Word and Excel; familiarity with financial platforms 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.
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