Client Services Representative

Description

Build Meaningful Client Relationships with a Company That Values Exceptional Service

A growing financial services organization is seeking a Client Service Representative to provide high-touch support to clients while assisting advisors and internal teams with daily operations. This position is ideal for someone who enjoys building relationships, managing multiple priorities, and delivering an outstanding client experience.

The successful candidate will serve as a key point of contact and help ensure every client interaction is handled with professionalism and care.

Responsibilities

Client Relations

+ Welcome clients and provide exceptional customer service by phone, email, and in person

+ Coordinate appointments and maintain advisor calendars

+ Assist clients with account documentation and service requests

+ Follow up on outstanding items and ensure timely resolution

+ Build strong, long-term client relationships through consistent communication

Administrative Support

+ Maintain confidential client records and documentation

+ Prepare reports, correspondence, and presentation materials

+ Update CRM and client databases

+ Assist with office operations and special projects

Requirements

+ 2+ years of client service, administrative, banking, or financial services experience

+ Strong organizational and multitasking skills

+

Experience with CRM platforms and Microsoft Office Suite

+ Excellent communication and customer service abilities

+ Professional demeanor with a high level of confidentiality

Talent Match®

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 ()  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  for more information.

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