Client Support Coordinator

Description

Client Support Coordinator

We are working with a growing client that is seeking a detail-oriented Client Support Coordinator to join their advisory team. This role is focused on delivering an exceptional client experience by supporting advisors throughout the client review process.

This role has the potential of being a hybrid work schedule.

Key Responsibilities:

+ Prepare client review updates for advisors before meetings

+ Attend client review meetings and update electronic client files in real time

+ Coordinate follow-up service and support items after meetings

+ Work with internal compliance and broker-dealer partners to answer questions and resolve client inquiries

Requirements

+ 2+ years of client service and/or administrative support experience, preferably in financial services

+ Strong communication and organizational skills

+ High attention to detail

+ Associate's or Bachelor's degree in business or related field preferred

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.

© 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 ()  and Privacy Notice () .