Client Services Specialist

Description

We are seeking a proactive and detail‑driven Client Services Specialist to support a growing financial services practice in Oshkosh, Wisconsin. This role is central to ensuring a smooth experience for clients and seamless operations for the advisory team. You will coordinate client touchpoints, prepare for key meetings, manage follow‑up activities, and maintain accurate documentation to support high‑quality service delivery. The ideal candidate is organized, resourceful, and comfortable managing multiple priorities in a client‑focused environment.

Key Responsibilities

+ Serve as the primary operational support for financial advisors by responding to client requests and assisting with daily administrative needs.

+ Prepare client meeting materials such as summaries, reports, and planning documents to ensure advisors are fully equipped.

+ Coordinate and execute post‑meeting tasks, ensuring follow‑ups are completed accurately and on schedule.

+ Handle account‑related processing, including new accounts, transfers, and maintenance requests, while adhering to compliance standards.

+ Monitor workflow processes to ensure activities are completed efficiently and documented appropriately.

+ Maintain well‑organized digital and physical client records in alignment with regulatory requirements.

+ Document client interactions, manage tasks, and support reporting activities using internal software systems.

+ Create professional, client‑ready materials-including spreadsheets and presentations-using Microsoft Office applications.

+ Assist with special initiatives and projects as assigned to support the overall success of the team.

If you thrive in a client‑focused environment and enjoy playing a key role in supporting a high‑performing advisory team, we'd love to speak with you. Submit your resume or reach out directly to learn more about this opportunity.

Requirements - Preferably possess active Series 7 and Series 66 licenses, along with state insurance licenses, or demonstrate willingness to obtain them.

- Bring prior experience in financial services, wealth management, or client service roles.

- Showcase strong proficiency in Microsoft Office applications and familiarity with CRM systems.

- Demonstrate excellent communication skills and a keen attention to detail.

- Excel at managing multiple priorities in a dynamic environment.

- Exhibit professionalism, integrity, and a client-focused approach.

- Maintain a proactive and organized work style while meeting deadlines.

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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