Client Associate

Description

Robert Half is seeking a Client Associate to support our busy financial services client in South Jersey. This Client Associate position focuses on delivering responsive client service, handling account-related administrative work, and keeping records organized and accurate. The ideal candidate is detail-oriented, communicates clearly, and can balance multiple priorities while contributing to a positive client experience.

Responsibilities:

+ Provide daily administrative and service support to several lead advisors, helping them manage client needs efficiently.

+ Guide clients through account setup, asset transfers, fund movements, and profile changes with accuracy and care.

+ Complete and submit required forms and documentation in a timely manner while maintaining a high standard of precision.

+ Organize and update client files so records remain complete, current, and easy to access.

+ Work closely with internal teams to follow up on requests and keep client-related processes moving on schedule.

+ Deliver attentive service at each stage of the client relationship to promote a smooth and detail-oriented experience.

Requirements

The ideal Client Associate will have a Bachelor's degree in Finance, Business, or related field.

Other requirements for the Client Associate role include and are not limited to:

+ 1+ year experience in a supporting role within financial services

+ Licensing experience

+

Experience with financial planning software, such as eMONEY

+ Excellent organizational, communication, and follow-through skills

Interested candidates should reach out to Zed Koleilat at and reference JO#

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 () .