Client Services Associate
Job in
Mequon, Ozaukee County, Wisconsin, 53092, USA
Listed on 2026-08-18
Listing for:
Robert Half
Full Time
position Listed on 2026-08-18
Job specializations:
-
Business
Client Relationship Management, Office Administrator/ Coordinator
Job Description & How to Apply Below
Client Service Associate
Robert Half is working with an 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- Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.
- Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.
- Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.
- Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.
- Assist with onboarding new retirement plan relationships and implementing changes for existing plans.
- Prepare client meeting materials, reports, presentations, and investment review packages.
- Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.
- Maintain accurate notes and updates in CRM and other firm systems.
- Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.
- Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.
- Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.
- Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.
Position Requirements
10+ Years
work experience
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