Client Services

Our client believes financial planning is about helping people achieve the goals that matter most to them. This position offers a unique opportunity to work directly with high-net-worth clients, support sophisticated financial planning and wealth management engagements, and receive direct mentorship from one of the nation's most accomplished financial advisors.

Whether you are an experienced financial services professional or an early-career candidate seeking a clear pathway into wealth management, this role offers an outstanding platform for long-term career growth.

salary: $60,000 - $75,000 per year
shift: First
work hours: 8 AM - 4 PM
education: High School

Responsibilities

Meeting Preparation

• Prepare advisors and clients for upcoming meetings.

• Organize client information and planning materials.

• Coordinate scheduling, agendas, and meeting logistics.

• Gather and review information needed for financial planning discussions.

• Assist with preparation of planning and investment review materials.

Meeting Coverage

• Participate in client meetings in support of advisors and clients.

• Help ensure meetings run smoothly and efficiently.

• Capture key discussion points, action items, and follow-up commitments.

• Build trusted relationships with clients through professional communication and service.

Meeting Follow-Up

• Track and coordinate implementation of recommendations.

• Maintain and update client records and CRM systems.

• Coordinate account servicing and operational requests.

• Ensure follow-up commitments are completed accurately and promptly.

Client Service Between Meetings

• Respond to client inquiries and service requests.

• Provide proactive communication and support.

• Work with clients, advisors, and home office resources to resolve issues.

• Deliver a high-touch service experience that strengthens long-term client relationships.

Skills

• Client Service
• Financial Services

Qualifications

• Years of experience: 3 years
• Experience level: Experienced

Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad.

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact View email address on randstadusa.com.

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including: medical, prescription, dental, vision, AD&D, and life insurance offerings, short-term disability, and a 401K plan (all benefits are based on eligibility).

This posting is open for thirty (30) days.