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Client Services Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Del Mar

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Our financial management organization is seeking a proactive, customer-focused Client Services Associate to join our team. This role offers the opportunity to work in a dynamic, client-driven environment, supporting both advisors and clients while contributing to the overall success of the organization.

Job Responsibility:

  • Serve as a primary point of contact for clients, responding promptly to inquiries via phone, email, and in person
  • Support financial advisors with client onboarding, documentation, and account maintenance
  • Coordinate the collection and processing of client documents, ensuring accuracy and confidentiality
  • Prepare and review account forms, transfer requests, and related paperwork
  • Assist in the preparation of client meetings, reports, and presentation materials
  • Maintain up-to-date client records and support data entry into CRM and portfolio management systems
  • Help resolve client service issues and escalate as necessary
  • Collaborate with internal teams to support compliance, operations, and administrative tasks

Requirements:

  • Previous experience in client services, financial services, or a related administrative role preferred
  • Strong interpersonal and communication skills, with a client-first mindset
  • Exceptional attention to detail and organizational abilities
  • Proficiency in Microsoft Office Suite
  • experience with CRM or financial software a plus
  • Ability to maintain confidentiality and professionalism at all times
  • Bachelor’s degree in business, finance, or related field preferred, but not required
What we offer:
  • medical, vision, dental, and life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
January 03, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

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