Client Services Associate

Job Description

Job Description

Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized, service-minded, and capable of managing multiple priorities in a fast-paced financial services environment.

Offering competitive health insurance, generous annual bonus targeted up to 15%, 7% retirement contribution and 3+ weeks PTO to start.

Key Responsibilities

• Provide day-to-day service and support for existing retirement plan clients, ensuring a high level of responsiveness and professionalism.
• Act as a liaison between clients, advisors, recordkeepers, custodians, and internal departments to facilitate timely resolution of requests and issues.
• Support advisors with administrative tasks related to retirement plan accounts, client reviews, meeting preparation, and follow-up.
• Coordinate and maintain client records, plan documents, service calendars, and account documentation in accordance with firm policies and compliance requirements.
• Assist with onboarding new retirement plan relationships and implementing changes for existing plans.
• Prepare client meeting materials, reports, presentations, and investment review packages.
• Monitor account activity and help ensure service requests, distributions, contributions, and other transactions are processed accurately and on time.
• Maintain accurate notes and updates in CRM and other firm systems.
• Schedule client meetings, annual reviews, and advisor appointments, and manage related logistics.
• Respond to client inquiries regarding retirement plan administration, service issues, and account-related matters, escalating more complex issues as needed.
• Partner with advisors and operations staff to support workflow efficiency and deliver a seamless client experience.
• Help ensure all activities are completed in accordance with regulatory requirements, internal procedures, and service standards.

• Bachelor’s degree preferred or equivalent professional experience.
• 2+ years of client service, administrative, or operations experience in wealth management, retirement plan services, investment advisory, or financial services.
• Experience supporting retirement plans such as 401(k), 403(b), pension, or qualified plans preferred.
• Excellent verbal and written communication skills.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• Proficiency with Microsoft Office, including Excel, Word, and Outlook; CRM experience preferred.