Admin - Client Service - Wealth Mgmt. Co.

Client Services Associate

We are looking for a dedicated and detail-oriented individual to join our client, a wealth management team as a Client Services Associate. This role involves providing administrative and client service support to ensure seamless operations and exceptional client experiences. The position offers a dynamic environment where you can grow your skills and contribute to the success of a sophisticated clientele, including individuals, families, and business leaders.

Responsibilities:

• Prepare and process account documentation to support client service operations.
• Compile onboarding packets and create reports for client meetings.
• Provide administrative assistance for financial planning and investment advisory services.
• Coordinate with financial institutions to manage account setups, transfers, and maintenance.
• Organize and maintain accurate client records, ensuring timely handling of sensitive documents and correspondence.
• Assist advisors by preparing review materials, generating reports, and managing mail logistics.
• Schedule and organize office meetings and facilitate client communications.
• Work onsite at least two days per week to support operational needs.

Requirements:

• Minimum of two years of administrative experience working with detailed information.
• Previous experience in financial services, brokerage, or advisor teams is a big plus!
• Strong organizational skills and ability to manage multiple priorities effectively.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office applications, particularly Excel.
• High school diploma required.
• Motivated team player with a commitment to continuous growth.

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.