Account Manager
Robert Half Office Team
Description We are looking for an experienced Account Manager to join our team in Los Angeles, California, on a contract basis. In this role, you will act as a vital connection between clients, account executives, and various departments, ensuring seamless communication and execution of client needs. This is a fantastic opportunity to contribute to a dynamic financial services environment while applying your expertise in account management.
Responsibilities:
• Serve as the primary liaison between financial advisors, account executives, and internal departments to ensure smooth collaboration.
• Maintain a thorough understanding of assigned plans and groups to provide accurate and effective support.
• Assist account executives in executing client requirements and implementing changes to benefit programs.
• Participate in client meetings, prepare agendas, and draft meeting minutes to keep all stakeholders informed.
• Manage client-related documentation, including benefit communications and summary plan descriptions.
• Coordinate follow-up actions, project tasks, and memorandums to ensure timely completion of deliverables.
• Support updates to Administrative Services Agreements in collaboration with account executives.
• Foster strong relationships with clients, management, staff, and external entities, including government agencies and unions.
• Oversee project management and action items related to client accounts, ensuring consistent progress and resolution. Requirements • Minimum of 3 years of experience in account management or a related role.
• Proficiency in accounting software systems and financial services tools like ADP and CRM platforms.
• Familiarity with billing functions, accounting processes, and budget planning.
• Strong organizational skills with experience in campaign planning and project coordination.
• Ability to manage multiple priorities and maintain effective communication with diverse stakeholders.
• Knowledge of administrative and operational procedures within the financial services industry.
• Demonstrated ability to develop and maintain positive working relationships across teams.
• Exceptional attention to detail and problem-solving capabilities. TalentMatch®
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 (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. 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 roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
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