Description Overview: A boutique financial advisory firm is seeking a Client Service Associate to join its close-knit, client-focused team. With a strong foundation built on over 15 years of industry experience, the firm prides itself on delivering personalized financial guidance and maintaining long-term relationships with a select group of clients. The team operates with a people-first mindset and values continuous learning and growth. Position Summary: The Client Service Associate will play a key role in supporting the firm’s advisors and ensuring a seamless client experience. This individual will be responsible for handling a variety of service and administrative tasks, acting as a primary point of contact for clients, and helping maintain the firm’s high standards of care and confidentiality. Key Responsibilities: + Assist clients with beneficiary updates, wire transfers, and rollover requests + Respond to client inquiries across a range of financial services + Support client onboarding and ensure a smooth transition for new clients + Process account transactions including deposits, withdrawals, and updates + Maintain accurate client records using CRM software (Salesforce preferred) + Collaborate with advisors to align service delivery with client financial plans + Follow up on pending client requests and ensure timely resolution + Prepare reports, presentations, and other client-facing materials + Uphold confidentiality and data security standards + Provide general administrative support to the advisory team Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements Qualifications: + Bachelor’s degree required + Minimum of 2 years of client service experience, preferably in financial services or wealth management + Familiarity with broker-dealer platforms (experience with LPL is a plus) + Strong communication skills and presence + Ability to manage multiple tasks and prioritize client needs + Proficiency in Microsoft Office Suite and CRM systems (Salesforce preferred) + High attention to detail and strong organizational skills + Commitment to punctuality, reliability, and client-first service + Ability to maintain confidentiality and adhere to firm policies Preferred Skills: + Prior experience in a financial advisory or wealth management setting + Working knowledge of financial products and services + Licenses such as Series 7 and 66 are a plus but not required Excited about this role? We’d love to hear from you! Apply today and send your resume via LinkedIn to Jonathan Christan (JC) del Rosario — let’s explore how this opportunity could be the right fit for your next career move. 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. 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) .