Description Are you passionate about delivering exceptional service and building trusted relationships? A values-driven financial advisory firm is seeking a Client Services Associate to join its collaborative and mission-focused team. This is a unique opportunity to be part of a company that prioritizes client well-being, simplifies the complex, and strives to make a lasting difference in people’s lives. Why You’ll Love This Role + Client-Centered Culture: Every action is guided by the belief that clients come first. + Empowered Teamwork: Work alongside professionals who value trust, collaboration, and mutual support. + Purpose-Driven Work: Help clients achieve clarity and peace of mind in their financial lives. What You’ll Do + Serve as the primary point of contact for client account-related requests. + Build and maintain strong client relationships through thoughtful, personalized service. + Prepare and process account transactions (e.g., openings, transfers, deposits, withdrawals). + Manage ongoing account maintenance including money movements, distributions, and alerts. + Support client onboarding and education, including online access and account setup. + Maintain accurate records in CRM and assist with scheduling and mailings. + Collaborate with advisors and internal teams to ensure seamless client experiences. + Contribute to special projects and administrative initiatives. Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario — I’d love to connect! Requirements What You Bring + Bachelor’s degree in Business, Finance, Accounting, Economics, or related field. + 3+ years of experience in client service or operations within the financial services industry. + Familiarity with custodial platforms (e.g., Schwab, Fidelity, TD Ameritrade) is a plus. + Proficiency in Microsoft Office; experience with Salesforce, Box, and portfolio management software preferred. + Strong communication skills and a professional, positive demeanor. + High attention to detail, organizational skills, and ability to multitask. + Integrity, initiative, and a commitment to delivering high-quality work. + Ability to work independently and collaboratively in a fast-paced, entrepreneurial environment. 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) .